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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
Leavell Investment Management
Mobile,
Alabama
| $1.23B | $0 | 0% | 6.76% | 84.5% | 392 | 0% | 5.3 |
|
| 1652 |
1652
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.23B | +$74.8M | +6% | 8.18% | 33.9% | 78 | 21.79% | 0.8 |
|
| 1653 |
1653
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.23B | +$13.8M | +1% | 10.8% | 125% | 74 | 41.89% | 0.7 |
|
| 1654 |
1654
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.23B | +$91.2M | +8% | 6.12% | 19.1% | 1,043 | 14.48% | 3 |
|
| 1655 |
RIM
1655
Redpoint Investment Management
Sydney, NSW,
Australia
| $1.22B | +$41.6M | +4% | 8.35% | 35.9% | 687 | 7.57% | 2.2 |
|
| 1656 |
1656
Parsifal Capital Management
Greenwich,
Connecticut
| $1.22B | +$96.5M | +9% | 6.75% | 154% | 19 | 21.05% | 0.7 |
|
| 1657 |
1657
London & Capital Asset Management
London,
United Kingdom
| $1.22B | +$150M | +14% | 6.73% | 88.8% | 93 | 20.43% | 1.4 |
|
| 1658 |
1658
Advisory Alpha
Holland,
Michigan
| $1.22B | +$228M | +23% | 4.81% | 50.3% | 222 | 34.23% | 1.1 |
|
| 1659 |
1659
Barton Investment Management
West Conshohocken,
Pennsylvania
| $1.22B | +$144M | +13% | 14.5% | 80.3% | 42 | 9.52% | 5.7 |
|
| 1660 |
1660
CX Institutional
Auburn,
Indiana
| $1.22B | +$98.5M | +9% | 5.63% | 62.9% | 973 | 12.64% | 1.9 |
|
| 1661 |
KSCM
1661
King Street Capital Management
New York
| $1.22B | -$120M | -9% | 7.89% | 140% | 131 | 41.98% | 0.3 |
|
| 1662 |
1662
Everence Capital Management
Goshen,
Indiana
| $1.22B | +$118M | +11% | 7.07% | 108% | 766 | 12.53% | 3 |
|
| 1663 |
1663
Osborne Partners Capital Management
San Francisco,
California
| $1.21B | +$116M | +11% | 6.9% | 60.8% | 206 | 9.71% | 3.6 |
|
| 1664 |
DIGDR
1664
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.21B | +$113M | +10% | 17.4% | 34.1% | 23 | 13.04% | 1.2 |
|
| 1665 |
1665
Sepio Capital
Salt Lake City,
Utah
| $1.21B | +$128M | +12% | 8.13% | 75.2% | 384 | 22.92% | 1.4 |
|
| 1666 |
SBCM
1666
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $1.21B | +$86.3M | +8% | 9.29% | 72.3% | 50 | 12% | 4.8 |
|
| 1667 |
1667
Jana Partners
New York
| $1.21B | -$271M | -18% | 2.05% | 36% | 9 | 22.22% | 1.4 |
|
| 1668 |
1668
Tran Capital Management
San Rafael,
California
| $1.21B | +$89.5M | +8% | 10.6% | 149% | 47 | 6.38% | 2.3 |
|
| 1669 |
1669
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.21B | +$39.3M | +3% | 5.44% | 63.2% | 292 | 5.82% | 2.5 |
|
| 1670 |
1670
Summit Securities Group
New York
| $1.21B | +$298M | +33% | 9.13% | 136% | 927 | 66.67% | 0.4 |
|
| 1671 |
ACA
1671
Arena Capital Advisors
Los Angeles,
California
| $1.21B | +$198M | +20% | 1.57% | 124% | 433 | 57.04% | 0.1 |
|
| 1672 |
1672
Doyle Wealth Management
St. Petersburg,
Florida
| $1.21B | +$161M | +15% | 7.43% | 32.3% | 221 | 3.62% | 2.8 |
|
| 1673 |
1673
Impactive Capital
New York City,
New York
| $1.21B | +$397M | +49% | 19.5% | 25% | 9 | 11.11% | 1 |
|
| 1674 |
1674
Goelzer Investment Management
Carmel,
Indiana
| $1.2B | +$69M | +6% | 6.63% | 97.2% | 218 | 9.17% | 4.5 |
|
| 1675 |
CF
1675
Cypress Funds
Los Angeles,
California
| $1.2B | +$148M | +14% | 17.7% | 100% | 20 | 25% | 1.4 |
|