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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $747M | +$47M | +7% | 6.77% | 64.4% | 110 | 16.36% | 2.9 |
|
| 1652 |
1652
InterOcean Capital
Chicago,
Illinois
| $746M | +$73.6M | +11% | 6.81% | 32.1% | 166 | 13.25% | 2.2 |
|
| 1653 |
PJC
1653
Pelorus Jack Capital
San Francisco,
California
| $745M | – | – | 7.2% | – | 30 | – | 0 |
|
| 1654 |
1654
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $745M | +$38.9M | +6% | 9.02% | 284% | 386 | 43.26% | 1.1 |
|
| 1655 |
1655
Checchi Capital Advisers
Beverly Hills,
California
| $745M | -$245M | -25% | 5.4% | 68% | 440 | 18.64% | 2.6 |
|
| 1656 |
1656
First Citizens Bank & Trust
Raleigh,
North Carolina
| $744M | -$24.3M | -3% | 7.29% | 69% | 446 | 22.2% | 1.8 |
|
| 1657 |
1657
MIG Capital
Newport Beach,
California
| $744M | +$47.6M | +7% | 3.02% | 118% | 32 | 37.5% | 1.9 |
|
| 1658 |
1658
Mangrove Partners
Greenwich,
Connecticut
| $741M | +$158M | +27% | 8.19% | 185% | 41 | 41.46% | 1 |
|
| 1659 |
1659
Cisco Systems
San Jose,
California
| $740M | -$32.4M | -4% | 10.6% | 210% | 5 | 20% | 1.7 |
|
| 1660 |
1660
Country Club Trust
Kansas City,
Missouri
| $740M | +$10.4M | +1% | 6.09% | 74.1% | 227 | 14.98% | 2.6 |
|
| 1661 |
1661
B. Riley Wealth Advisors
Boca Raton,
Florida
| $740M | +$138M | +23% | 5.25% | 118% | 683 | 27.09% | 1.8 |
|
| 1662 |
1662
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $740M | -$43.3M | -6% | 12.3% | 131% | 104 | 18.27% | 2 |
|
| 1663 |
1663
NewEdge Advisors
New Orleans,
Louisiana
| $739M | +$95.6M | +15% | 6.2% | 88% | 435 | 19.31% | 0.9 |
|
| 1664 |
1664
Sapience Investments
Newport Beach,
California
| $739M | +$23.6M | +3% | 2.89% | 54.9% | 84 | 19.05% | 0.8 |
|
| 1665 |
1665
Chiron Investment Management
New York
| $738M | +$262M | +55% | 4.74% | 104% | 65 | 56.92% | 0.3 |
|
| 1666 |
1666
Clearstead Advisors
Cleveland,
Ohio
| $738M | -$30.2M | -4% | 6.17% | 71.4% | 258 | 17.83% | 0.9 |
|
| 1667 |
1667
Raging Capital Management
Rocky Hill,
New Jersey
| $737M | +$93.3M | +14% | 38.7% | 6.41% | 51 | 56.86% | 0.9 |
|
| 1668 |
CC
1668
ClearArc Capital
Cincinnati,
Ohio
| $736M | +$70.5M | +11% | 7.11% | 63.4% | 469 | 2.77% | 3.4 |
|
| 1669 |
1669
Parkwood LLC
Cleveland,
Ohio
| $736M | +$63.9M | +10% | 6.2% | 120% | 271 | 29.52% | 1.2 |
|
| 1670 |
1670
First Long Island Investors
Jericho,
New York
| $736M | +$46M | +7% | 7.48% | 85.5% | 80 | 6.25% | 2.2 |
|
| 1671 |
1671
Vestar Capital Partners
New York
| $735M | +$18.1M | +3% | 3.48% | – | 2 | 0% | 2.3 |
|
| 1672 |
1672
Green Court Capital Management
Hong Kong
| $735M | +$46M | +7% | 1.09% | 33.4% | 9 | 22.22% | 0.4 |
|
| 1673 |
1673
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $734M | +$50.9M | +7% | 10.8% | 140% | 27 | 11.11% | 2.6 |
|
| 1674 |
1674
Nottingham Advisors
Amherst,
New York
| $734M | +$26.5M | +4% | 2.95% | 44.3% | 115 | 10.43% | 2.4 |
|
| 1675 |
OHM
1675
Ordinal Holdings ManageCo
New York
| $733M | – | – | 13% | 19.5% | 1 | – | 0 |
|