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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Iridian Asset Management
Westport,
Connecticut
| $1.07B | -$145M | -12% | 9.37% | 88.4% | 51 | 9.8% | 2.7 |
|
| 1727 |
1727
Francisco Partners Management
San Francisco,
California
| $1.07B | -$13.3M | -1% | 3.54% | 14.3% | 9 | 11.11% | 1.6 |
|
| 1728 |
1728
Vest Financial
Mclean,
Virginia
| $1.07B | +$340M | +46% | 4.2% | 68.4% | 114 | 3.51% | 1.5 |
|
| 1729 |
1729
Howard Capital Management Group
Los Angeles,
California
| $1.07B | +$128M | +14% | 11.9% | 114% | 128 | 20.31% | 1.7 |
|
| 1730 |
1730
Inclusive Capital Partners
San Francisco,
California
| $1.07B | +$73.5M | +7% | 4.59% | 14.3% | 9 | 11.11% | 2 |
|
| 1731 |
1731
YHB Investment Advisors
West Hartford,
Connecticut
| $1.07B | +$74.8M | +7% | 8.28% | 96.2% | 293 | 7.51% | 4.8 |
|
| 1732 |
1732
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.07B | -$34.6M | -3% | 3.01% | 80.4% | 35 | 8.57% | 4.6 |
|
| 1733 |
1733
Diameter Capital Partners
New York
| $1.07B | +$468M | +78% | 8.09% | 378% | 26 | 42.31% | 0.8 |
|
| 1734 |
1734
Mane Global Capital Management
New York
| $1.06B | +$141M | +15% | 15.5% | 423% | 61 | 68.85% | 0.2 |
|
| 1735 |
1735
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $1.06B | +$105M | +11% | 5.39% | 71.4% | 291 | 11% | 1.8 |
|
| 1736 |
1736
Mill Capital Management
Concord,
North Carolina
| $1.06B | +$78.5M | +8% | 8.5% | 104% | 133 | 6.02% | 1.4 |
|
| 1737 |
1737
First Command Bank
Fort Worth,
Texas
| $1.06B | +$85.7M | +9% | 3.86% | 34.1% | 430 | 15.12% | 3.8 |
|
| 1738 |
1738
First Command Financial Services
Fort Worth,
Texas
| $1.06B | +$85.7M | +9% | 3.86% | 34.4% | 430 | 15.12% | 3.8 |
|
| 1739 |
1739
Valiant Capital Management
San Francisco,
California
| $1.06B | -$201M | -16% | 18.3% | 348% | 29 | 24.14% | 1.9 |
|
| 1740 |
1740
Dundas Partners
Edinburgh,
United Kingdom
| $1.06B | +$106M | +11% | 7.26% | 87.6% | 54 | 9.26% | 3.2 |
|
| 1741 |
1741
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.06B | -$42.7M | -4% | 4.34% | 103% | 277 | 10.83% | 7 |
|
| 1742 |
SBCM
1742
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $1.06B | +$86.8M | +9% | 9.68% | 72.3% | 47 | 6.38% | 6.1 |
|
| 1743 |
KCM
1743
Kingdon Capital Management
New York
| $1.06B | +$527M | +99% | 16.2% | 217% | 100 | 64% | 0.6 |
|
| 1744 |
1744
Rush Island Management
New York
| $1.06B | +$174M | +20% | 0.59% | 15.5% | 19 | 31.58% | 0.7 |
|
| 1745 |
1745
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.06B | +$74.6M | +8% | 9.86% | 162% | 243 | 10.7% | 4.4 |
|
| 1746 |
1746
Quantitative Investment Management
Charlottesville,
Virginia
| $1.06B | +$581M | +123% | 4.76% | 24.6% | 377 | 73.21% | 0.2 |
|
| 1747 |
1747
Rebalance
Palo Alto,
California
| $1.05B | +$43.3M | +4% | 3.14% | 47.6% | 76 | 6.58% | 0.5 |
|
| 1748 |
1748
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $1.05B | -$11.2M | -1% | 1.97% | 25.8% | 164 | 49.39% | 0.6 |
|
| 1749 |
1749
Oxford Financial Group
Carmel,
Indiana
| $1.05B | +$161M | +18% | 11% | 77.2% | 312 | 23.08% | 2.2 |
|
| 1750 |
1750
Strategic Blueprint
Atlanta,
Georgia
| $1.05B | +$79.2M | +8% | 6.27% | 82.1% | 575 | 16.7% | 1.8 |
|