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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
Clearlake Capital Group
Santa Monica,
California
| $1.27B | +$33M | +3% | 6% | 47.3% | 8 | 25% | 1.6 |
|
| 1727 |
1727
Quadrant Capital Group
Cincinnati,
Ohio
| $1.27B | +$102M | +9% | 9.41% | 118% | 2,813 | 7.79% | 5 |
|
| 1728 |
1728
Ostrum Asset Management
Paris,
France
| $1.27B | +$115M | +10% | 9.3% | 107% | 672 | 4.61% | 1.1 |
|
| 1729 |
1729
TCG Crossover Management
Palo Alto,
California
| $1.26B | +$363M | +40% | 38.5% | 3,013% | 38 | 36.84% | 0.8 |
|
| 1730 |
1730
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.26B | +$1.11B | +701% | 21.1% | 121% | 2 | 50% | 2.1 |
|
| 1731 |
1731
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.26B | +$38.8M | +3% | 12.7% | 271% | 700 | 36.43% | 1.8 |
|
| 1732 |
1732
Elm Partners Management
Philadelphia,
Pennsylvania
| $1.26B | +$164M | +15% | 4.4% | 46.9% | 62 | 17.74% | 2.7 |
|
| 1733 |
PIMG
1733
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.26B | +$91.5M | +8% | 5.72% | 52.9% | 246 | 7.32% | 3.5 |
|
| 1734 |
1734
Trek Financial
Scottsdale,
Arizona
| $1.26B | +$111M | +10% | 10% | 152% | 447 | 43.62% | 1.3 |
|
| 1735 |
1735
Nishkama Capital LLC
Dorado,
Puerto Rico
| $1.26B | +$744M | +143% | 16.4% | 723% | 131 | 77.1% | 0.2 |
|
| 1736 |
1736
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.26B | +$83M | +7% | 6.37% | 60% | 2,048 | 4.79% | 3.1 |
|
| 1737 |
1737
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.26B | -$161M | -11% | 2.15% | 96% | 130 | 19.23% | 2.9 |
|
| 1738 |
1738
GSA Capital Partners
London,
United Kingdom
| $1.26B | +$69.7M | +6% | 8.03% | 94.7% | 2,074 | 55.93% | 0.4 |
|
| 1739 |
FP
1739
FPR Partners
San Francisco,
California
| $1.26B | -$271M | -18% | 6.91% | 33% | 16 | 6.25% | 6.5 |
|
| 1740 |
1740
Hikari Tsushin Inc
Tokyo,
Japan
| $1.26B | +$169M | +16% | 12.7% | 59.5% | 66 | 7.58% | 4.7 |
|
| 1741 |
1741
YCG LLC
Austin,
Texas
| $1.26B | +$49.8M | +4% | 8.82% | 27% | 40 | 5% | 6.6 |
|
| 1742 |
1742
Goldentree Asset Management
New York
| $1.26B | +$294M | +31% | 13.5% | 27.7% | 47 | 46.81% | 0.9 |
|
| 1743 |
1743
Corda Investment Management
Houston,
Texas
| $1.26B | +$65.8M | +6% | 5.54% | 85% | 68 | 10.29% | 5.7 |
|
| 1744 |
1744
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.26B | +$243M | +24% | 25.7% | 198% | 256 | 13.67% | 4.8 |
|
| 1745 |
1745
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.25B | +$38.9M | +3% | 7.63% | 44.3% | 86 | 15.12% | 3.7 |
|
| 1746 |
1746
Cacti Asset Management
Atlanta,
Georgia
| $1.25B | +$70.4M | +6% | 7.88% | 171% | 81 | 2.47% | 7.9 |
|
| 1747 |
1747
Kanawha Capital Management
Richmond,
Virginia
| $1.25B | +$162M | +15% | 7.84% | 74.5% | 221 | 9.5% | 6.9 |
|
| 1748 |
1748
Philosophy Capital Management
Alamo,
California
| $1.25B | +$38.7M | +3% | 4.2% | 77.5% | 40 | 35% | 0.9 |
|
| 1749 |
1749
Private Wealth Partners
Mill Valley,
California
| $1.25B | +$67.5M | +6% | 12.7% | 132% | 177 | 11.86% | 3.5 |
|
| 1750 |
1750
Trinity Street Asset Management
London,
United Kingdom
| $1.25B | +$351M | +39% | 12.6% | 76.9% | 18 | 5.56% | 2.4 |
|