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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
MainStreet Investment Advisors
Chicago,
Illinois
| $1.17B | -$26.5M | -2% | 6.23% | 61% | 187 | 4.81% | 2.3 |
|
| 1702 |
1702
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.17B | -$80.4M | -6% | 2.35% | 198% | 234 | 17.52% | 3.6 |
|
| 1703 |
1703
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.17B | +$85.3M | +8% | 3.31% | 40.5% | 2 | 0% | 0.5 |
|
| 1704 |
1704
Brightworth
Atlanta,
Georgia
| $1.17B | +$85.4M | +8% | 7.01% | 21.7% | 104 | 6.73% | 2.7 |
|
| 1705 |
1705
Tandem Investment Advisors
Charleston,
South Carolina
| $1.17B | +$126M | +12% | 7.15% | 10.4% | 76 | 14.47% | 2.7 |
|
| 1706 |
1706
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.17B | +$86.9M | +8% | 6.86% | 68% | 192 | 14.58% | 2.5 |
|
| 1707 |
1707
First Long Island Investors
Jericho,
New York
| $1.17B | +$42.4M | +4% | 7.69% | 85.5% | 67 | 5.97% | 4 |
|
| 1708 |
1708
James Investment Research
Alpha,
Ohio
| $1.17B | +$67.3M | +6% | 7.07% | 110% | 532 | 14.29% | 3 |
|
| 1709 |
1709
Merriman Wealth Management
Seattle,
Washington
| $1.17B | +$291M | +33% | 5.68% | 18.3% | 223 | 22.87% | 1.7 |
|
| 1710 |
1710
Corda Investment Management
Houston,
Texas
| $1.17B | +$62M | +6% | 5.16% | 85% | 67 | 8.96% | 4.4 |
|
| 1711 |
1711
Stack Financial Management
Whitefish,
Montana
| $1.16B | -$20M | -2% | 5.74% | 58.4% | 52 | 5.77% | 4 |
|
| 1712 |
1712
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.16B | +$329M | +40% | 0.06% | 10.7% | 36 | 97.22% | 0.1 |
|
| 1713 |
1713
Norris Perne & French
Grand Rapids,
Michigan
| $1.16B | +$82.3M | +8% | 7.24% | 91.1% | 148 | 11.49% | 3.7 |
|
| 1714 |
1714
SouthState Corp
Winter Haven,
Florida
| $1.16B | +$89.6M | +8% | 6.77% | 78.9% | 354 | 6.21% | 3.9 |
|
| 1715 |
1715
Crestline Management
Fort Worth,
Texas
| $1.16B | +$372M | +47% | 21.8% | 80.2% | 232 | 79.74% | 0.1 |
|
| 1716 |
1716
Capital International Sarl
Los Angeles,
California
| $1.16B | +$110M | +10% | 10.1% | 149% | 254 | 9.45% | 2.4 |
|
| 1717 |
1717
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $1.16B | -$84.6M | -7% | 7.34% | 96.6% | 196 | 23.47% | 3.6 |
|
| 1718 |
FC
1718
Franchise Capital
Grand Cayman,
Cayman Islands
| $1.16B | +$143M | +14% | 7.09% | 537% | 24 | 29.17% | 0.2 |
|
| 1719 |
1719
Lingotto Investment Management
London,
United Kingdom
| $1.15B | +$282M | +32% | 20.3% | 388% | 13 | 30.77% | 1.4 |
|
| 1720 |
RCM
1720
Ratan Capital Management
Miami Beach,
Florida
| $1.15B | +$243M | +27% | 14.8% | 616% | 207 | 56.04% | 0.5 |
|
| 1721 |
1721
Sapphire Ventures
Austin,
Texas
| $1.15B | +$651M | +129% | 10.5% | 27.9% | 10 | 60% | 0.3 |
|
| 1722 |
1722
Abrams Bison Investments
Bethesda,
Maryland
| $1.15B | +$44.7M | +4% | 8.48% | 170% | 13 | 15.38% | 2 |
|
| 1723 |
HPM
1723
H. Partners Management
New York
| $1.15B | +$52.1M | +5% | 5.44% | 13.5% | 3 | 0% | 5.7 |
|
| 1724 |
1724
Albion Financial Group
Salt Lake City,
Utah
| $1.15B | – | – | 7.78% | 79.6% | 538 | – | 1.6 |
|
| 1725 |
1725
Steadview Capital Management
London,
United Kingdom
| $1.15B | +$145M | +14% | 13.2% | 930% | 18 | 33.33% | 0.3 |
|