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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Ashford Capital Management
Wilmington,
Delaware
| $772M | +$205M | +36% | 56.3% | 150% | 106 | 26.42% | 3.1 |
|
| 1677 |
1677
Waverly Advisors
Birmingham,
Alabama
| $772M | +$180M | +30% | 19.7% | 67.6% | 163 | 16.56% | 3.4 |
|
| 1678 |
1678
Kepos Capital
New York
| $771M | +$290M | +60% | 20.6% | 21.1% | 235 | 47.23% | 0.6 |
|
| 1679 |
CMG
1679
Cavalry Management Group
San Francisco,
California
| $771M | -$136M | -15% | 41.6% | 59.6% | 49 | 67.35% | 0.5 |
|
| 1680 |
1680
Luminus Management
Houston,
Texas
| $771M | -$197M | -20% | 25.3% | 8.7% | 118 | 77.12% | 1.2 |
|
| 1681 |
1681
Alexandria Capital
Arlington,
Virginia
| $770M | +$159M | +26% | 21.9% | 66.8% | 250 | 14% | 3.9 |
|
| 1682 |
1682
Banco de Sabadell
Miami,
Florida
| $769M | +$135M | +21% | 20.8% | 75.1% | 345 | 24.93% | 1.6 |
|
| 1683 |
1683
Ensemble Capital Management
San Francisco,
California
| $769M | +$119M | +18% | 24.3% | 36.2% | 30 | 13.33% | 3.8 |
|
| 1684 |
1684
Penn Capital Management
Philadelphia,
Pennsylvania
| $768M | +$162M | +27% | 30.5% | 181% | 224 | 29.91% | 1.6 |
|
| 1685 |
1685
Oakmont Corp
Los Angeles,
California
| $767M | +$225M | +42% | 48.2% | 70.2% | 22 | 9.09% | 2.1 |
|
| 1686 |
1686
Credential Qtrade Securities
Vancouver,
| $767M | +$155M | +25% | 15.9% | 27.7% | 316 | 16.77% | 1.4 |
|
| 1687 |
1687
North Star Investment Management
Chicago,
Illinois
| $767M | +$90.7M | +13% | 27.3% | 89.9% | 1,070 | 11.21% | 2.4 |
|
| 1688 |
SRFM
1688
Shannon River Fund Management
New York
| $764M | +$172M | +29% | 41.8% | 554% | 42 | 59.52% | 0.9 |
|
| 1689 |
1689
CX Institutional
Auburn,
Indiana
| $761M | +$148M | +24% | 16.6% | 62.9% | 881 | 16% | 1.2 |
|
| 1690 |
1690
Doyle Wealth Management
St. Petersburg,
Florida
| $759M | +$130M | +21% | 17.1% | 32.3% | 189 | 10.58% | 2.5 |
|
| 1691 |
1691
Delta Asset Management
Memphis,
Tennessee
| $758M | +$124M | +20% | 20.5% | 53.8% | 652 | 7.06% | 4.3 |
|
| 1692 |
1692
Acropolis Investment Management
St. Louis,
Missouri
| $758M | +$118M | +18% | 16.1% | 51% | 191 | 8.9% | 3.9 |
|
| 1693 |
1693
Quantbot Technologies
New York
| $757M | +$603M | +393% | 21.8% | 33.6% | 1,604 | 74.56% | 0.2 |
|
| 1694 |
1694
Ironvine Capital Partners
Omaha,
Nebraska
| $756M | +$116M | +18% | 25% | 58.8% | 63 | 12.7% | 2 |
|
| 1695 |
1695
W.R. Berkley Corp
Greenwich,
Connecticut
| $755M | -$94.2M | -11% | 8.48% | 38.7% | 164 | 60.37% | 0.5 |
|
| 1696 |
1696
TRG Investments
Richmond,
Virginia
| $755M | +$160M | +27% | 37.9% | 70.5% | 2 | 0% | 4.5 |
|
| 1697 |
1697
Metropolis Capital
Amersham,
United Kingdom
| $754M | +$191M | +34% | 17.6% | 61.7% | 15 | 26.67% | 0.9 |
|
| 1698 |
1698
Howard Capital Management (New York)
New York
| $752M | +$166M | +28% | 22.5% | 76.8% | 100 | 11% | 5 |
|
| 1699 |
1699
Capital International Sarl
Los Angeles,
California
| $752M | +$203M | +37% | 26.8% | 149% | 249 | 25.7% | 2.2 |
|
| 1700 |
1700
TFG Asset Management
Grand Cayman,
Cayman Islands
| $751M | +$173M | +30% | 10.7% | 72.1% | 47 | 19.15% | 1.2 |
|