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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
GYL Financial Synergies
West Hartford,
Connecticut
| $1.29B | +$19.8M | +2% | 3.33% | 36% | 386 | 10.88% | 2.4 |
|
| 1702 |
1702
Adell Harriman & Carpenter
Houston,
Texas
| $1.29B | +$80.4M | +7% | 8.25% | 176% | 167 | 6.59% | 6 |
|
| 1703 |
1703
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $1.29B | -$21.9M | -2% | 0.16% | 69.1% | 333 | 5.41% | 2.1 |
|
| 1704 |
1704
Mantle Ridge LP
New York
| $1.29B | -$319M | -20% | 19.8% | 44.2% | 1 | 0% | 2.5 |
|
| 1705 |
1705
Hikari Tsushin Inc
Tokyo,
Japan
| $1.29B | +$33.2M | +3% | 0.01% | 59.5% | 69 | 5.8% | 4.6 |
|
| 1706 |
1706
Glazer Capital LLC
New York
| $1.29B | +$328M | +34% | 6.17% | 323% | 175 | 45.71% | 0.7 |
|
| 1707 |
1707
Dundas Partners
Edinburgh,
United Kingdom
| $1.29B | +$18.9M | +1% | 0.46% | 87.6% | 52 | 15.38% | 3.7 |
|
| 1708 |
1708
Element Capital Management
New York
| $1.29B | +$1.14B | +752% | 4.16% | 49.4% | 88 | 63.64% | 0.3 |
|
| 1709 |
1709
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.29B | +$41.2M | +3% | 7.56% | 162% | 248 | 11.69% | 4.9 |
|
| 1710 |
1710
Moody National Bank Trust Division
Galveston,
Texas
| $1.29B | +$17.8M | +1% | 2.55% | 115% | 488 | 13.73% | 4.7 |
|
| 1711 |
1711
Crestline Management
Fort Worth,
Texas
| $1.28B | +$153M | +14% | 2.35% | 80.2% | 204 | 45.1% | 0.6 |
|
| 1712 |
1712
Ensemble Capital Management
San Francisco,
California
| $1.28B | +$92.9M | +8% | 2.21% | 36.2% | 24 | 8.33% | 5.5 |
|
| 1713 |
1713
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.28B | -$44M | -3% | 4.99% | 94.5% | 829 | 19.78% | 4.2 |
|
| 1714 |
1714
CAS Investment Partners
Westport,
Connecticut
| $1.28B | +$165M | +15% | 24.9% | 527% | 5 | 0% | 4.4 |
|
| 1715 |
1715
BIT Capital
Berlin,
Germany
| $1.28B | -$71.7M | -5% | 16.1% | 1,162% | 132 | 40.91% | 0.9 |
|
| 1716 |
PIMG
1716
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.28B | +$14.8M | +1% | 1.23% | 52.9% | 245 | 4.08% | 3.8 |
|
| 1717 |
1717
Sonora Investment Management Group
Tucson,
Arizona
| $1.28B | -$361K | -0% | 1.97% | 78.3% | 284 | 0.35% | 1.8 |
|
| 1718 |
1718
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.28B | +$37.9M | +3% | 0.86% | 79.7% | 155 | 14.19% | 0.6 |
|
| 1719 |
1719
Kanawha Capital Management
Richmond,
Virginia
| $1.28B | +$24.9M | +2% | 0.7% | 74.5% | 231 | 6.49% | 6.8 |
|
| 1720 |
1720
Bronte Capital Management
Bondi Junction,
Australia
| $1.28B | +$52.4M | +4% | 6.08% | 123% | 30 | 6.67% | 2.4 |
|
| 1721 |
1721
Lansdowne Partners (UK)
London,
United Kingdom
| $1.28B | -$268M | -17% | 4.6% | 293% | 36 | 30.56% | 2.1 |
|
| 1722 |
1722
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.28B | +$74.5M | +6% | 2.52% | 93% | 420 | 15.71% | 1.1 |
|
| 1723 |
1723
Americana Partners
Houston,
Texas
| $1.27B | +$75.4M | +6% | 2.87% | 82.9% | 378 | 17.46% | 1.8 |
|
| 1724 |
1724
3EDGE Asset Management
Naples,
Florida
| $1.27B | -$9.06M | -0.7% | 1.47% | 44.1% | 80 | 32.5% | 0.8 |
|
| 1725 |
1725
Pacific Heights Asset Management
San Francisco,
California
| $1.27B | +$52.6M | +4% | 5.74% | 181% | 72 | 0% | 8.8 |
|