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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 |
OCM
1801
Opti Capital Management
New York
| $1.07B | +$133M | +14% | 0% | 0.01% | 36 | 2.78% | 0.5 |
|
| 1802 |
1802
Harbourvest Partners
Boston,
Massachusetts
| $1.06B | +$18.5M | +2% | 6.06% | 8.96% | 67 | 40.3% | 1 |
|
| 1803 |
1803
Valiant Capital Management
San Francisco,
California
| $1.06B | -$268M | -20% | 10.8% | 348% | 25 | 16% | 1.9 |
|
| 1804 |
1804
Crestline Management
Fort Worth,
Texas
| $1.06B | -$96.4M | -8% | 10.9% | 80.2% | 288 | 56.94% | 0.2 |
|
| 1805 |
MCM
1805
McKinley Capital Management
Anchorage,
Alaska
| $1.06B | -$366M | -26% | 4.13% | 63.3% | 189 | 12.7% | 3.4 |
|
| 1806 |
1806
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.06B | +$27.2M | +3% | 0.3% | 78.9% | 270 | 3.33% | 3.2 |
|
| 1807 |
1807
Clearline Capital
New York
| $1.06B | +$389M | +58% | 6.26% | 57.4% | 197 | 46.7% | 0.5 |
|
| 1808 |
1808
YCG LLC
Austin,
Texas
| $1.06B | +$27.3M | +3% | 3.02% | 27% | 45 | 6.67% | 4.4 |
|
| 1809 |
1809
FFT Wealth Management
Philadelphia,
Pennsylvania
| $1.06B | +$612M | +137% | 1.33% | 65.6% | 263 | 71.48% | 1.1 |
|
| 1810 |
1810
Anson Funds Management
Dallas,
Texas
| $1.06B | +$7.19M | +0.7% | 6.73% | 2,010% | 412 | 56.8% | 0.3 |
|
| 1811 |
BIC
1811
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.06B | -$61.4M | -5% | 0.98% | 36% | 179 | 3.91% | 4.4 |
|
| 1812 |
1812
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.06B | +$20.9M | +2% | 0.39% | 64.6% | 578 | 12.28% | 2.5 |
|
| 1813 |
1813
Pacific Heights Asset Management
San Francisco,
California
| $1.05B | -$37.7M | -3% | 1.11% | 181% | 81 | 1.23% | 6.2 |
|
| 1814 |
1814
Blue Whale Capital
London,
United Kingdom
| $1.05B | +$153M | +17% | 4.47% | 409% | 22 | 27.27% | 1.1 |
|
| 1815 |
1815
HoyleCohen
San Diego,
California
| $1.05B | -$231M | -18% | 0.27% | 46.1% | 274 | 5.11% | 2.4 |
|
| 1816 |
1816
Strategy Capital
Los Altos,
California
| $1.05B | +$76.3M | +8% | 8.73% | 316% | 10 | 20% | 1.8 |
|
| 1817 |
1817
Courier Capital
Buffalo,
New York
| $1.05B | -$427K | -0% | 0.61% | 70.8% | 320 | 5% | 5 |
|
| 1818 |
1818
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.05B | +$1.85M | +0.2% | 0.33% | 50.7% | 83 | 7.23% | 4.9 |
|
| 1819 |
1819
Stack Financial Management
Whitefish,
Montana
| $1.05B | -$116M | -10% | 0.54% | 58.4% | 51 | 9.8% | 4.3 |
|
| 1820 |
1820
Efficient Advisors
Mason,
Ohio
| $1.05B | +$240M | +30% | 1.32% | 30.6% | 62 | 1.61% | 5.3 |
|
| 1821 |
1821
MainStreet Investment Advisors
Chicago,
Illinois
| $1.05B | -$128M | -11% | 0.66% | 61% | 192 | 10.94% | 2.5 |
|
| 1822 |
1822
Provident Investment Management
Novi,
Michigan
| $1.05B | +$10.2M | +1% | 1.37% | 90.8% | 64 | 9.38% | 3.4 |
|
| 1823 |
1823
Hartford Funds Management
Wayne,
Pennsylvania
| $1.04B | +$119M | +13% | 0.65% | 26.8% | 6 | 16.67% | 1.8 |
|
| 1824 |
1824
SCHF (GPE)
Wilson,
Wyoming
| $1.04B | -$96.3M | -8% | 4.56% | – | 14 | 50% | 0.7 |
|
| 1825 |
1825
MIG Capital
Newport Beach,
California
| $1.04B | -$88.4M | -8% | 3.15% | 118% | 28 | 21.43% | 2 |
|