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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
100
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
HVM
1701
Harvest Volatility Management
Norwalk,
Connecticut
| $1.08B | +$229M | +27% | 4.73% | 24.3% | 128 | 7.03% |
|
| 1702 |
JHP
1702
James Hambro & Partners
London,
United Kingdom
| $1.08B | +$190M | +21% | 5.35% | 79.2% | 115 | 34.78% |
|
| 1703 |
FBB
1703
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.08B | +$247M | +30% | 4.33% | 68% | 183 | 30.05% |
|
| 1704 |
EC
1704
EMS Capital
New York
| $1.08B | -$245M | -18% | 8.46% | 228% | 36 | 55.56% |
|
| 1705 |
NPF
1705
Norris Perne & French
Grand Rapids,
Michigan
| $1.08B | +$17.3M | +2% | 7.06% | 79.9% | 172 | 29.07% |
|
| 1706 |
CMG
1706
Cavalry Management Group
San Francisco,
California
| $1.08B | -$198M | -16% | 7.65% | 59.6% | 48 | 58.33% |
|
| 1707 |
FSA
1707
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.08B | +$48M | +5% | 5.4% | 113% | 167 | 12.57% |
|
| 1708 |
DAS
1708
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.08B | +$8.49M | +0.8% | 5.34% | 64% | 801 | 29.34% |
|
| 1709 |
AP
1709
Appleton Partners
Boston,
Massachusetts
| $1.08B | +$60.1M | +6% | 4.28% | 101% | 287 | 7.32% |
|
| 1710 |
CP
1710
Centerbridge Partners
New York
| $1.08B | -$102M | -9% | 3.53% | 15.9% | 66 | 86.36% |
|
| 1711 |
CRCM
1711
Cat Rock Capital Management
Greenwich,
Connecticut
| $1.08B | +$30.9M | +3% | 5.46% | 66.7% | 8 | 12.5% |
|
| 1712 |
ORI
1712
Oak Ridge Investments
Chicago,
Illinois
| $1.07B | -$60.9M | -5% | 3.07% | 208% | 195 | 21.03% |
|
| 1713 |
BIM
1713
Barton Investment Management
West Conshohocken,
Pennsylvania
| $1.07B | -$91M | -8% | 4.57% | 80.3% | 41 | 7.32% |
|
| 1714 |
LCAM
1714
London & Capital Asset Management
London,
United Kingdom
| $1.07B | +$171M | +19% | 2.99% | 88.8% | 91 | 21.98% |
|
| 1715 |
BM
1715
Bridger Management
New York
| $1.07B | -$240M | -18% | 1.56% | 103% | 50 | 38% |
|
| 1716 |
JF
1716
Jump Financial
Chicago,
Illinois
| $1.07B | +$483M | +82% | 8.2% | 125% | 1,460 | 76.1% |
|
| 1717 |
GAI
1717
General American Investors
New York
| $1.07B | +$59.3M | +6% | 7.84% | 129% | 71 | 12.68% |
|
| 1718 |
ACM
1718
Ashford Capital Management
Wilmington,
Delaware
| $1.07B | +$37.2M | +4% | 2.81% | 150% | 117 | 17.09% |
|
| 1719 |
SC
1719
SouthState Corp
Winter Haven,
Florida
| $1.07B | +$54M | +5% | 3.98% | 78.9% | 346 | 4.91% |
|
| 1720 |
KC
1720
KCL Capital
New York
| $1.07B | +$36.7M | +4% | 6.06% | 106% | 164 | 81.1% |
|
| 1721 |
CPSAC
1721
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.07B | +$70.8M | +7% | 5.33% | 49.1% | 115 | 6.09% |
|
| 1722 |
G
1722
GenTrust
Miami,
Florida
| $1.07B | -$73.9M | -6% | 4.28% | 53% | 209 | 86.6% |
|
| 1723 |
CCT
1723
Country Club Trust
Kansas City,
Missouri
| $1.07B | +$87.5M | +9% | 7.62% | 74.1% | 254 | 6.3% |
|
| 1724 |
MSR
1724
Main Street Research
Lakeville,
Connecticut
| $1.06B | +$133M | +14% | 7.41% | 232% | 148 | 29.05% |
|
| 1725 |
TC
1725
Teilinger Capital
Houston,
Texas
| $1.06B | +$441M | +71% | 0.04% | 30.2% | 34 | 67.65% |
|