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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
Heard Capital LLC
Chicago,
Illinois
| $1.09B | +$454M | +71% | 8.85% | 161% | 62 | 62.9% | 0.9 |
|
| 1802 |
1802
Bernzott Capital Advisors
Camarillo,
California
| $1.09B | -$65.9M | -6% | 3.45% | 46.6% | 56 | 21.43% | 3.7 |
|
| 1803 |
1803
Regal Investment Advisors
Kentwood,
Michigan
| $1.09B | -$39.1M | -3% | 3.4% | 64.7% | 587 | 18.91% | 1 |
|
| 1804 |
1804
Primavera Capital Management
George Town,
Cayman Islands
| $1.09B | -$404M | -27% | 24.7% | 1.21% | 5 | 0% | 3.1 |
|
| 1805 |
1805
Politan Capital Management
New York
| $1.09B | +$42.3M | +4% | 2.17% | 75.4% | 1 | 0% | 0.3 |
|
| 1806 |
1806
MUFG Securities (Canada)
New York
| $1.09B | -$1.09B | -50% | 12.4% | – | 45 | 88.89% | 1.3 |
|
| 1807 |
1807
Capital Growth Management
Boston,
Massachusetts
| $1.08B | -$4.7M | -0.4% | 25.3% | 422% | 87 | 72.41% | 0.3 |
|
| 1808 |
1808
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $1.08B | -$1.08B | -50% | 4.84% | 241% | 63 | 20.63% | 0.4 |
|
| 1809 |
1809
Mint Tower Capital Management
Amsterdam,
Netherlands
| $1.08B | +$299M | +38% | 1.11% | 40% | 494 | 58.91% | 0.4 |
|
| 1810 |
1810
Main Management ETF Advisors
San Francisco,
California
| $1.08B | -$62.9M | -6% | 3.3% | 97.2% | 31 | 25.81% | 1.6 |
|
| 1811 |
1811
Schechter Investment Advisors
Birmingham,
Michigan
| $1.08B | -$33M | -3% | 1.65% | 36.1% | 1,010 | 21.09% | 0.2 |
|
| 1812 |
1812
MUFG Bank
Tokyo 100-8388,,
Japan
| $1.07B | -$1.2B | -53% | 29.5% | 74% | 4 | 25% | 0.8 |
|
| 1813 |
1813
MainStreet Investment Advisors
Chicago,
Illinois
| $1.07B | -$77.8M | -7% | 3.93% | 61% | 188 | 3.72% | 2.9 |
|
| 1814 |
1814
King Street Capital Management
New York
| $1.07B | -$88.7M | -8% | 1.35% | 140% | 73 | 52.05% | 0.5 |
|
| 1815 |
1815
Parcion Private Wealth
Bellevue,
Washington
| $1.07B | -$38M | -3% | 4.12% | 114% | 216 | 24.07% | 1.6 |
|
| 1816 |
1816
First Interstate Bank
Billings,
Montana
| $1.07B | +$34.6M | +3% | 5.55% | 49.7% | 128 | 20.31% | 4.7 |
|
| 1817 |
1817
MCF Advisors
Covington,
Kentucky
| $1.07B | +$1.06B | +22,633% | 4.43% | 55.2% | 801 | 94.63% | 0.1 |
|
| 1818 |
1818
Main Street Research
Lakeville,
Connecticut
| $1.06B | -$231M | -18% | 3.47% | 232% | 159 | 37.74% | 3.6 |
|
| 1819 |
1819
Caprock Group
Boise,
Idaho
| $1.06B | -$149M | -12% | 5.25% | – | 672 | 23.21% | 2.3 |
|
| 1820 |
1820
FAS Wealth Partners
Leawood,
Kansas
| $1.06B | -$27.2M | -2% | 4.19% | 72.3% | 414 | 10.14% | 3.4 |
|
| 1821 |
1821
BBR Partners
New York
| $1.06B | +$209M | +25% | 3.9% | 63.4% | 270 | 32.96% | 1.7 |
|
| 1822 |
1822
Meritech Capital Associates V
Palo Alto,
California
| $1.06B | -$2.06B | -66% | 47.2% | 133% | 6 | 16.67% | 0.8 |
|
| 1823 |
1823
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.06B | -$1.16M | -0.1% | 4.05% | 54.8% | 2,029 | 9.56% | 1.5 |
|
| 1824 |
1824
ProVise Management Group
Clearwater,
Florida
| $1.06B | -$44.5M | -4% | 2.56% | 66.8% | 417 | 16.55% | 4.2 |
|
| 1825 |
GPCM
1825
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.06B | -$103M | -9% | 6.03% | 96.1% | 15 | 0% | 7 |
|