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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
MIG Capital
Newport Beach,
California
| $750M | +$44.4M | +6% | 8.21% | 118% | 48 | 43.75% | 1.3 |
|
| 1702 |
1702
QVR
San Francisco,
California
| $750M | -$199M | -21% | 0.98% | – | 75 | 42.67% | 0.4 |
|
| 1703 |
1703
Yale University
New Haven,
Connecticut
| $749M | +$384M | +105% | 1.81% | 33.7% | 10 | 40% | 0.9 |
|
| 1704 |
1704
Howard Capital Management (New York)
New York
| $749M | +$54.2M | +8% | 8.24% | 76.8% | 115 | 7.83% | 3.6 |
|
| 1705 |
1705
TCV Trust & Wealth Management
Richmond,
Virginia
| $749M | +$34.3M | +5% | 5.74% | 75.3% | 212 | 4.25% | 3.4 |
|
| 1706 |
1706
GHP Investment Advisors
Denver,
Colorado
| $748M | +$37.1M | +5% | 6.01% | 81.4% | 306 | 6.54% | 3.8 |
|
| 1707 |
1707
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $748M | +$48.9M | +7% | 7.56% | 94.2% | 107 | 4.67% | 4.1 |
|
| 1708 |
1708
Olstein Capital Management
Purchase,
New York
| $747M | -$7.2M | -1% | 5.01% | 16.6% | 123 | 8.94% | 2.5 |
|
| 1709 |
1709
Waterfront Capital Partners
New York
| $746M | -$98.9M | -12% | 2.73% | 88.3% | 68 | 48.53% | 0.6 |
|
| 1710 |
DA
1710
DSC Advisors
Chicago,
Illinois
| $746M | +$131M | +21% | 8.69% | 3.18% | 103 | 40.78% | 1.3 |
|
| 1711 |
1711
Slate Path Capital
New York
| $745M | -$579M | -44% | 0.5% | 394% | 26 | 57.69% | 1.2 |
|
| 1712 |
1712
Summit Global Investments
Bountiful,
Utah
| $745M | +$81.5M | +12% | 8.67% | 60.4% | 258 | 3.49% | 0.8 |
|
| 1713 |
1713
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $744M | +$68.3M | +10% | 10.9% | 121% | 124 | 4.03% | 4.3 |
|
| 1714 |
1714
Bragg Financial Advisors
Charlotte,
North Carolina
| $744M | +$43.4M | +6% | 6.62% | 101% | 255 | 1.96% | 4.1 |
|
| 1715 |
1715
Perpetual Ltd
Sydney, New South Wales,
Australia
| $744M | -$77.9M | -9% | 1.47% | 104% | 184 | 13.04% | 1.7 |
|
| 1716 |
1716
MainStreet Investment Advisors
Chicago,
Illinois
| $744M | +$54.1M | +8% | 5.64% | 61% | 167 | 7.78% | 0.7 |
|
| 1717 |
1717
Connors Investor Services
Wyomissing,
Pennsylvania
| $744M | +$31.4M | +4% | 7.31% | 125% | 153 | 9.8% | 3.4 |
|
| 1718 |
1718
First Midwest Bank Trust Division
Joliet,
Illinois
| $744M | +$36.9M | +5% | 6.94% | 107% | 437 | 11.67% | 3.2 |
|
| 1719 |
1719
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $743M | -$107M | -13% | 7.18% | 2.43% | 12 | 16.67% | 2.3 |
|
| 1720 |
IAS
1720
INR Advisory Services
Media,
Pennsylvania
| $743M | +$15.5M | +2% | 2.85% | 21.9% | 118 | 58.47% | 2.9 |
|
| 1721 |
1721
Advisor Partners
Walnut Creek,
California
| $742M | +$151M | +26% | 7.38% | 63.8% | 663 | 14.48% | 2.3 |
|
| 1722 |
1722
Ardsley Advisory Partners
Stamford,
Connecticut
| $742M | +$77.4M | +12% | 2.57% | 555% | 204 | 52.45% | 0.7 |
|
| 1723 |
1723
Valeo Financial Advisors
Carmel,
Indiana
| $740M | +$26.6M | +4% | 6.15% | 82.7% | 1,946 | 17.93% | 0.7 |
|
| 1724 |
1724
Taurus Asset Management
New York
| $740M | +$55.3M | +8% | 9.12% | 26.9% | 99 | 3.03% | 3.7 |
|
| 1725 |
1725
Albion Financial Group
Salt Lake City,
Utah
| $739M | +$45.3M | +7% | 5.78% | 79.6% | 209 | 10.53% | 3.3 |
|