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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%
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50
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250
500
1,000
2,500
5,000
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
EP
1676
Eversept Partners
New York
| $1.93B | +$31.2M | +2% | 18.5% | 321% | 151 | 41.06% | 4.1 |
|
| 1677 |
RIA
1677
Regal Investment Advisors
Kentwood,
Michigan
| $1.92B | +$193M | +11% | 12.4% | 64.7% | 697 | 13.63% | 11.7 |
|
| 1678 |
SG
1678
Sourcerock Group
Denver,
Colorado
| $1.92B | -$556M | -22% | 15.7% | 59.1% | 47 | 36.17% | 4.7 |
|
| 1679 |
DCP
1679
Distillate Capital Partners
Chicago,
Illinois
| $1.92B | +$24.9M | +1% | 1.39% | 9.94% | 145 | 37.24% | 4.2 |
|
| 1680 |
MFM
1680
MHR Fund Management
New York
| $1.92B | +$551M | +40% | 44.4% | 332% | 11 | 9.09% | 8.5 |
|
| 1681 |
FWP
1681
FAS Wealth Partners
Leawood,
Kansas
| $1.92B | +$313M | +20% | 14.3% | 72.3% | 545 | 9.91% | 19.5 |
|
| 1682 |
GC
1682
GMT Capital
Atlanta,
Georgia
| $1.92B | -$272M | -12% | 20.2% | 200% | 84 | 27.38% | 5.9 |
|
| 1683 |
HPC
1683
Hill Path Capital
New York
| $1.92B | +$547M | +40% | 41% | 5.23% | 8 | 25% | 15 |
|
| 1684 |
SAM
1684
Southeastern Asset Management
Memphis,
Tennessee
| $1.92B | -$116M | -6% | 2.96% | 26.7% | 51 | 11.76% | 15.3 |
|
| 1685 |
FIB
1685
First Interstate Bank
Billings,
Montana
| $1.92B | +$137M | +8% | 10.9% | 48.2% | 204 | 12.25% | 20.2 |
|
| 1686 |
BC
1686
Broadwood Capital
New York
| $1.91B | +$494M | +35% | 36.8% | 110% | 6 | 0% | 45.7 |
|
| 1687 |
EWS
1687
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $1.91B | +$499M | +35% | 11.8% | 70.9% | 526 | 24.9% | 3.1 |
|
| 1688 |
RMA
1688
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.91B | +$178M | +10% | 17.1% | 68.9% | 88 | 2.27% | 31.3 |
|
| 1689 |
LWMT
1689
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.91B | +$197M | +11% | 11.6% | 46.9% | 31 | 6.45% | 23.3 |
|
| 1690 |
R
1690
Rebalance
Palo Alto,
California
| $1.91B | +$186M | +11% | 9.97% | 43.3% | 105 | 5.71% | 10.1 |
|
| 1691 |
CCIA
1691
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.91B | +$152M | +9% | 10.7% | 31% | 1,411 | 56.98% | 2.1 |
|
| 1692 |
GD
1692
Grandfield & Dodd
New York
| $1.91B | +$137M | +8% | 15.7% | 70.8% | 222 | 8.11% | 30.3 |
|
| 1693 |
VCA
1693
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.9B | +$185M | +11% | 19.9% | 97.1% | 715 | 17.2% | 14.3 |
|
| 1694 |
DC
1694
Dendur Capital
New York
| $1.9B | +$540M | +40% | 30% | 99.6% | 31 | 51.61% | 2.1 |
|
| 1695 |
FVWA
1695
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.9B | +$154M | +9% | 13.4% | 68.9% | 268 | 14.55% | 12.8 |
|
| 1696 |
PP
1696
PDT Partners
New York
| $1.9B | +$214M | +13% | 20.6% | 211% | 631 | 38.99% | 4.3 |
|
| 1697 |
JPM
1697
JANA Partners Management
New York
| $1.9B | +$235M | +14% | 23.2% | 47.2% | 11 | 9.09% | 5.5 |
|
| 1698 |
ECM
1698
Everence Capital Management
Goshen,
Indiana
| $1.9B | +$260M | +16% | 24.3% | 108% | 951 | 27.34% | 15.3 |
|
| 1699 |
TS
1699
Triglav Skladi
Ljubljana,
Slovenia
| $1.9B | +$470M | +33% | 37.9% | – | 201 | 25.87% | 3.5 |
|
| 1700 |
FCIM
1700
Fairview Capital Investment Management
Greenbrae,
California
| $1.9B | +$53.8M | +3% | 8.28% | 61.7% | 209 | 11% | 21 |
|