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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Avity Investment Management
Greenwich,
Connecticut
| $1000M | -$80M | -7% | 2.37% | 119% | 95 | 12.63% | 5.4 |
|
| 1777 |
1777
Quadrant Capital Group
Cincinnati,
Ohio
| $999M | -$9.03M | -0.9% | 2.83% | 118% | 2,809 | 8.9% | 4.7 |
|
| 1778 |
1778
Apexium Financial
Dallas,
Texas
| $998M | -$132M | -12% | 3.58% | 89.6% | 223 | 5.83% | 1.8 |
|
| 1779 |
1779
Francisco Partners Management
San Francisco,
California
| $997M | -$77.4M | -7% | 5.44% | 14.3% | 8 | 0% | 1.8 |
|
| 1780 |
1780
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $996M | -$71.1M | -7% | 7.37% | 80.4% | 36 | 8.33% | 4.4 |
|
| 1781 |
1781
Principle Wealth Partners
Madison,
Connecticut
| $995M | +$16.3K | +0% | 3.28% | 79.9% | 334 | 8.38% | 2.9 |
|
| 1782 |
1782
Pale Fire Capital SE
Prague,
Czech Republic
| $995M | -$382M | -28% | 21.9% | 223% | 78 | 42.31% | 0.2 |
|
| 1783 |
1783
Roundview Capital
Princeton,
New Jersey
| $995M | -$29.7M | -3% | 2.53% | 77.7% | 318 | 9.43% | 4.8 |
|
| 1784 |
1784
Nations Financial Group
Cedar Rapids,
Iowa
| $993M | -$24.7M | -2% | 2.06% | 105% | 650 | 11.23% | 2.6 |
|
| 1785 |
1785
Bronte Capital Management
Bondi Junction,
Australia
| $993M | -$43.8M | -4% | 3.96% | 123% | 36 | 33.33% | 2 |
|
| 1786 |
KL
1786
KIM LLC
Wichita,
Kansas
| $991M | -$178M | -15% | 2.8% | 51.1% | 499 | 28.66% | 0.9 |
|
| 1787 |
1787
Wedmont Private Capital
West Chester,
Pennsylvania
| $989M | +$60.1M | +6% | 3.15% | 87.5% | 542 | 15.87% | 1.1 |
|
| 1788 |
1788
Siemens Fonds Invest
Munich,
Germany
| $988M | -$38.4M | -4% | 2.37% | 126% | 396 | 12.63% | 2.1 |
|
| 1789 |
1789
NXG Investment Management
Dallas,
Texas
| $987M | -$46.1M | -4% | 2.8% | 121% | 73 | 20.55% | 3.8 |
|
| 1790 |
1790
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $987M | -$44.5M | -4% | 3.46% | 60.7% | 173 | 7.51% | 2.2 |
|
| 1791 |
1791
Zhang Financial
Portage,
Michigan
| $987M | +$12.1M | +1% | 3.77% | 67.9% | 255 | 12.55% | 3.6 |
|
| 1792 |
1792
Main Management
San Francisco,
California
| $986M | +$1.94M | +0.2% | 2.99% | 64.1% | 136 | 7.35% | 3.3 |
|
| 1793 |
1793
Mesirow Institutional Investment Management
Chicago,
Illinois
| $986M | +$15.9M | +2% | 0.22% | – | 129 | 20.16% | 0.7 |
|
| 1794 |
1794
NWAM LLC
Mercer Island,
Washington
| $986M | -$231M | -19% | 2.82% | 112% | 559 | 14.85% | 3 |
|
| 1795 |
1795
Baskin Financial Services
Toronto,
Ontario, Canada
| $986M | -$55.4M | -5% | 3.71% | 69.1% | 55 | 3.64% | 5.1 |
|
| 1796 |
1796
Segment Wealth Management
Houston,
Texas
| $984M | +$11.4M | +1% | 1.18% | 108% | 230 | 12.17% | 4.7 |
|
| 1797 |
IP
1797
Indigo Partners
Phoenix,
Arizona
| $981M | -$985M | -50% | 50.1% | 2.56% | 2 | 0% | 2.3 |
|
| 1798 |
1798
Gladstone Capital Management
London,
United Kingdom
| $979M | +$72.1M | +8% | 1.78% | 304% | 19 | 36.84% | 1.1 |
|
| 1799 |
1799
Cartenna Capital
Stamford,
Connecticut
| $979M | -$267M | -21% | 0.36% | 162% | 50 | 64% | 0.4 |
|
| 1800 |
1800
Ghisallo Capital Management
Boston,
Massachusetts
| $979M | +$141M | +17% | 4.61% | 122% | 173 | 64.74% | 0.3 |
|