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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Cambria Investment Management
Manhattan Beach,
California
| $682M | +$7.27M | +1% | 4.83% | 72% | 284 | 5.63% | 1.3 |
|
| 1802 |
DP
1802
DSAM Partners
London,
United Kingdom
| $682M | +$186M | +37% | 13.2% | 343% | 142 | 87.32% | 0.1 |
|
| 1803 |
1803
Mount Lucas Management
Newtown,
Pennsylvania
| $682M | +$21.8M | +3% | 2.76% | 109% | 98 | 48.98% | 0.9 |
|
| 1804 |
1804
Hoplite Capital Management
New York
| $681M | -$467M | -41% | 16.2% | 32.9% | 29 | 68.97% | 0.9 |
|
| 1805 |
1805
Denali Advisors
San Diego,
California
| $681M | +$15.3M | +2% | 3.34% | 106% | 315 | 33.02% | 1.7 |
|
| 1806 |
1806
Alexandria Capital
Arlington,
Virginia
| $680M | +$13.7M | +2% | 5.03% | 66.8% | 239 | 7.95% | 3.4 |
|
| 1807 |
JC
1807
JBF Capital
Aspen,
Colorado
| $680M | +$16.6M | +2% | 6.58% | 93.6% | 184 | 63.59% | 0.5 |
|
| 1808 |
1808
Broadfin Capital
New York
| $680M | +$44.3M | +7% | 10.7% | 298% | 61 | 44.26% | 1.6 |
|
| 1809 |
1809
Griffin Asset Management
New York
| $679M | +$128M | +23% | 9.06% | 88.9% | 249 | 20.88% | 2 |
|
| 1810 |
1810
First Financial Bank - Trust Division
Hamilton,
Ohio
| $678M | +$31.6M | +5% | 6.43% | 68.6% | 195 | 4.62% | 3.7 |
|
| 1811 |
1811
Waverly Advisors
Birmingham,
Alabama
| $678M | +$34.9M | +5% | 4.53% | 67.6% | 198 | 7.58% | 2.4 |
|
| 1812 |
1812
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $677M | +$30.6M | +5% | 5.87% | – | 184 | 5.43% | 4 |
|
| 1813 |
1813
Evensky & Katz
Coral Gables,
Florida
| $676M | +$105M | +18% | 3.66% | 57.1% | 65 | 0% | 3.5 |
|
| 1814 |
1814
Grassi Investment Management
Santa Clara,
California
| $676M | +$52.8M | +8% | 8.68% | 170% | 121 | 6.61% | 4 |
|
| 1815 |
1815
Cypress Funds
Los Angeles,
California
| $675M | +$35.6M | +6% | 12.8% | 100% | 26 | 38.46% | 1.1 |
|
| 1816 |
1816
White Mountains Advisors
Guilford,
Connecticut
| $675M | +$116M | +21% | 7.16% | 33.4% | 3 | 0% | 3.6 |
|
| 1817 |
1817
Sandhill Capital Partners
Buffalo,
New York
| $675M | +$42.7M | +7% | 10.5% | 64.9% | 80 | 18.75% | 2.7 |
|
| 1818 |
1818
Private Capital Management (Florida)
Naples,
Florida
| $674M | -$20.9M | -3% | 1.77% | 118% | 45 | 13.33% | 3.3 |
|
| 1819 |
1819
Washington Trust Bank
Spokane,
Washington
| $673M | -$44.9M | -6% | 7.76% | 80.5% | 693 | 11.11% | 3.2 |
|
| 1820 |
1820
EAM Investors
Solana Beach,
California
| $673M | +$38.6M | +6% | 31.8% | 6,012% | 423 | 62.17% | 0.3 |
|
| 1821 |
SCM
1821
SIR Capital Management
New York
| $673M | +$58.6M | +10% | 0.23% | 71.1% | 79 | 62.03% | 0.4 |
|
| 1822 |
1822
Ithaka Group
Arlington,
Virginia
| $672M | +$29.5M | +5% | 14% | 143% | 41 | 4.88% | 3.1 |
|
| 1823 |
1823
Chicago Partners Investment Group
Chicago,
Illinois
| $672M | +$27.5M | +4% | 4.88% | 75.8% | 1,133 | 19.42% | 1.3 |
|
| 1824 |
1824
Strategic Financial Services
Utica,
New York
| $671M | +$22.7M | +3% | 4.56% | 58.7% | 124 | 8.06% | 3.3 |
|
| 1825 |
1825
Regis Management Company
Menlo Park,
California
| $670M | +$15M | +2% | 1.65% | 5.33% | 65 | 7.69% | 3.3 |
|