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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
Roundview Capital
Princeton,
New Jersey
| $1.58B | +$85.7M | +6% | 6.99% | 77.7% | 344 | 8.14% | 5.6 |
|
| 1727 |
1727
Howard Capital Management Group
Los Angeles,
California
| $1.58B | +$140M | +10% | 9.1% | 114% | 149 | 12.08% | 3 |
|
| 1728 |
SC
1728
Shellback Capital
Boston,
Massachusetts
| $1.58B | +$75.7M | +5% | 12.3% | 198% | 143 | 54.55% | 0.9 |
|
| 1729 |
1729
Landscape Capital Management
Englewood,
New Jersey
| $1.58B | +$303M | +24% | 8.68% | 92.5% | 855 | 54.27% | 0.6 |
|
| 1730 |
1730
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $1.58B | -$633M | -29% | 20.1% | – | 3 | 0% | 0.6 |
|
| 1731 |
1731
DDD Partners
Bellevue,
Washington
| $1.57B | +$641M | +69% | 7.79% | 62.1% | 138 | 25.36% | 2.4 |
|
| 1732 |
BFO
1732
Boston Family Office
Boston,
Massachusetts
| $1.57B | +$65.3M | +4% | 5.44% | 53.4% | 302 | 7.62% | 6.9 |
|
| 1733 |
1733
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.57B | +$167M | +12% | 6.53% | 52.8% | 243 | 14.81% | 4.5 |
|
| 1734 |
1734
NFP Retirement Inc
Aliso Viejo,
California
| $1.57B | +$52.7M | +3% | 5.53% | 46.7% | 325 | 15.69% | 2.9 |
|
| 1735 |
1735
Meridiem Capital Partners
Dallas,
Texas
| $1.56B | +$148M | +10% | 5.86% | – | 111 | 75.68% | 0.2 |
|
| 1736 |
TP
1736
Theleme Partners
London,
United Kingdom
| $1.56B | -$80.7M | -5% | 0.94% | 35.5% | 11 | 18.18% | 1.4 |
|
| 1737 |
1737
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.56B | +$181M | +13% | 8.09% | 75.4% | 643 | 19.44% | 2.5 |
|
| 1738 |
1738
Vestor Capital
Chicago,
Illinois
| $1.56B | +$224M | +17% | 16% | 188% | 306 | 16.34% | 3.9 |
|
| 1739 |
1739
Frank Rimerman Advisors
Palo Alto,
California
| $1.56B | +$71M | +5% | 9.8% | 149% | 630 | 16.83% | 1.5 |
|
| 1740 |
1740
North Star Investment Management
Chicago,
Illinois
| $1.56B | +$122M | +8% | 8.88% | 89.9% | 1,345 | 11.52% | 5 |
|
| 1741 |
1741
True Link Financial Advisors
San Francisco,
California
| $1.55B | +$105M | +7% | 3.57% | 27.3% | 95 | 11.58% | 1.5 |
|
| 1742 |
1742
Novo Holdings A/S
Hellerup,
Denmark
| $1.55B | +$135M | +10% | 26.7% | 205% | 30 | 13.33% | 2.6 |
|
| 1743 |
1743
First Trust Capital Management
Chicago,
Illinois
| $1.55B | +$71.8M | +5% | 16.5% | 214% | 167 | 55.09% | 0.5 |
|
| 1744 |
1744
MUFG Securities Americas
New York
| $1.55B | +$382M | +33% | 10% | – | 513 | 3.31% | 0.7 |
|
| 1745 |
1745
Ardmore Road Asset Management
New York
| $1.55B | +$340M | +28% | 10.1% | 245% | 84 | 69.05% | 0.2 |
|
| 1746 |
1746
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.55B | +$68.6M | +5% | 7.59% | 68% | 212 | 11.79% | 4.3 |
|
| 1747 |
1747
FJ Investments
Salt Lake City,
Utah
| $1.55B | +$140M | +10% | 10.5% | – | 5 | 0% | 1.5 |
|
| 1748 |
1748
Oak Ridge Investments
Chicago,
Illinois
| $1.55B | +$153M | +11% | 12.6% | 208% | 197 | 22.34% | 3.1 |
|
| 1749 |
1749
Platinum Investment Management
Sydney Australia 2000,
Australia
| $1.55B | +$43.4M | +3% | 16.2% | 190% | 130 | 19.23% | 2.5 |
|
| 1750 |
1750
Browning West
Los Angeles,
California
| $1.55B | +$104M | +7% | 16% | 96.8% | 4 | 0% | 2.6 |
|