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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
Evensky & Katz
Coral Gables,
Florida
| $720M | -$12.6M | -2% | 6.42% | 61.1% | 114 | 14.04% | 2.8 |
|
| 1802 |
1802
Metropolis Capital
Amersham,
United Kingdom
| $720M | +$220M | +44% | 14.3% | 61.7% | 12 | 8.33% | 0.8 |
|
| 1803 |
1803
Tibra Equities Europe
London,
United Kingdom
| $719M | -$91.2M | -11% | 13.7% | 143% | 345 | 87.25% | 0.1 |
|
| 1804 |
1804
J.L. Bainbridge & Co
Sarasota,
Florida
| $719M | +$50.1M | +7% | 11.4% | 118% | 96 | 29.17% | 0.9 |
|
| 1805 |
1805
Novare Capital Management
Charlotte,
North Carolina
| $718M | +$45.4M | +7% | 6.96% | 76.5% | 150 | 12.67% | 3.1 |
|
| 1806 |
1806
RR Advisors
Dallas,
Texas
| $717M | -$93.9M | -12% | 2.11% | 115% | 31 | 51.61% | 2.8 |
|
| 1807 |
1807
Baldwin Wealth Partners
Marion,
Massachusetts
| $715M | +$51M | +8% | 10.2% | 94.5% | 572 | 12.24% | 3 |
|
| 1808 |
1808
Sapience Investments
Newport Beach,
California
| $715M | -$3.76M | -0.5% | 6.06% | 54.9% | 86 | 5.81% | 1.9 |
|
| 1809 |
MFP
1809
Michael F. Price
| $715M | -$8.39M | -1% | 7.73% | 42.6% | 130 | 19.23% | 2.9 |
|
| 1810 |
1810
Beese Fulmer Investment Management
Canton,
Ohio
| $714M | +$48.7M | +7% | 7.29% | 124% | 216 | 10.65% | 3.7 |
|
| 1811 |
1811
Centaurus Financial
Anaheim,
California
| $714M | +$75.4M | +12% | 6.34% | 83.5% | 656 | 35.67% | 1 |
|
| 1812 |
1812
Wintrust Investments
Chicago,
Illinois
| $714M | +$43.6M | +7% | 8.13% | 27.5% | 381 | 12.6% | 2 |
|
| 1813 |
1813
Griffin Asset Management
New York
| $713M | +$69.5M | +11% | 10.8% | 88.9% | 246 | 13.82% | 2.9 |
|
| 1814 |
1814
Swiss Re
Zurich,
Switzerland
| $713M | +$31M | +5% | 8.28% | – | 4 | 0% | 3 |
|
| 1815 |
1815
Godsey & Gibb Inc
Richmond,
Virginia
| $713M | +$56.4M | +9% | 4.92% | 87.5% | 102 | 15.69% | 3 |
|
| 1816 |
FVP
1816
Firefly Value Partners
Newtown,
Pennsylvania
| $713M | +$60.6M | +9% | 8.12% | 25.7% | 18 | 22.22% | 2.8 |
|
| 1817 |
1817
Prospector Partners
Guilford,
Connecticut
| $712M | +$28.1M | +4% | 5.29% | 53.6% | 119 | 8.4% | 3.7 |
|
| 1818 |
1818
Cederberg Capital
London,
United Kingdom
| $712M | +$214M | +43% | 22.5% | 273% | 8 | 12.5% | 0.7 |
|
| 1819 |
1819
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $712M | +$34.4M | +5% | 6.07% | 34% | 102 | 12.75% | 4.3 |
|
| 1820 |
1820
Capstone Financial Advisors
Downers Grove,
Illinois
| $711M | +$56.8M | +9% | 4.77% | 54.5% | 114 | 17.54% | 2.7 |
|
| 1821 |
HPM
1821
H. Partners Management
New York
| $710M | -$148M | -17% | 5.59% | 13.5% | 2 | 0% | 6.5 |
|
| 1822 |
1822
Cat Rock Capital Management
Greenwich,
Connecticut
| $710M | +$74.4M | +12% | 8.84% | 66.7% | 13 | 30.77% | 1.2 |
|
| 1823 |
CC
1823
Cornerstone Capital
Palo Alto,
California
| $709M | +$66.3M | +10% | 7.7% | 91.2% | 81 | 6.17% | 4.2 |
|
| 1824 |
1824
LBMC Investment Advisors
Brentwood,
Tennessee
| $709M | +$49.5M | +8% | 7.15% | 52.8% | 107 | 8.41% | 3.7 |
|
| 1825 |
1825
Cadinha & Co
Honolulu,
Hawaii
| $708M | +$90.1M | +15% | 6.04% | 132% | 130 | 10% | 3.6 |
|