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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
NPPM
1826
North Point Portfolio Managers
Orange Village,
Ohio
| $573M | +$17.6M | +3% | 3.26% | 72.8% | 89 | 11.24% | 2.8 |
|
| 1827 |
1827
DRW Securities
Chicago,
Illinois
| $573M | +$1.27M | +0.2% | 0.2% | 96.2% | 115 | 75.65% | 0.6 |
|
| 1828 |
ACM
1828
Ashford Capital Management
Wilmington,
Delaware
| $573M | +$51.9M | +10% | 10.1% | 150% | 109 | 9.17% | 2.6 |
|
| 1829 |
ABI
1829
Abrams Bison Investments
Bethesda,
Maryland
| $573M | -$27.2M | -5% | 20.1% | 170% | 4 | 25% | 2.4 |
|
| 1830 |
OTC
1830
Opera Trading Capital
Paris,
France
| $572M | +$216M | +60% | 1.74% | 11.4% | 173 | 60.69% | 0.2 |
|
| 1831 |
SFS
1831
Strategic Financial Services
Utica,
New York
| $572M | +$22M | +4% | 3.08% | 58.7% | 121 | 10.74% | 2.7 |
|
| 1832 |
1832
Alpha Wave Global
New York
| $570M | -$432M | -43% | 6.22% | 226% | 28 | 35.71% | 0.8 |
|
| 1833 |
GGI
1833
Godsey & Gibb Inc
Richmond,
Virginia
| $570M | +$20.4M | +4% | 1.39% | 87.5% | 55 | 7.27% | 3.2 |
|
| 1834 |
LSA
1834
L & S Advisors
Los Angeles,
California
| $569M | +$45.1M | +9% | 5.91% | 231% | 322 | 26.09% | 0.5 |
|
| 1835 |
LIA
1835
LBMC Investment Advisors
Brentwood,
Tennessee
| $569M | +$10.5M | +2% | 2.32% | 52.8% | 79 | 10.13% | 2.7 |
|
| 1836 |
DILH
1836
Dai-ichi Life Holdings
Tokyo,
Japan
| $568M | +$88.2M | +18% | 8.2% | – | 2 | 100% | 0 |
|
| 1837 |
GIM
1837
Grassi Investment Management
Santa Clara,
California
| $568M | -$7.75M | -1% | 5.27% | 170% | 144 | 9.72% | 3 |
|
| 1838 |
FM
1838
Foster & Motley
Cincinnati,
Ohio
| $566M | +$17.5M | +3% | 1.8% | 68.8% | 208 | 14.42% | 2.4 |
|
| 1839 |
OA
1839
Oxbow Advisors
Austin,
Texas
| $566M | -$49.7M | -8% | 1.23% | 66.3% | 264 | 17.05% | 2.1 |
|
| 1840 |
PFU
1840
Parus Finance (UK)
London,
United Kingdom
| $566M | -$6.75M | -1% | 10.6% | 199% | 20 | 20% | 1.7 |
|
| 1841 |
AIC
1841
AWM Investment Company
New York
| $566M | +$30.5M | +6% | 18.3% | 778% | 109 | 27.52% | 1.4 |
|
| 1842 |
SGCM
1842
Sand Grove Capital Management
London,
United Kingdom
| $565M | +$150M | +36% | 14.2% | 410% | 21 | 66.67% | 0.3 |
|
| 1843 |
SGCA
1843
Steel Grove Capital Advisors
Memphis,
Tennessee
| $564M | -$2.97M | -0.5% | 1.12% | 106% | 306 | 18.95% | 1.5 |
|
| 1844 |
EC
1844
EcoR1 Capital
San Francisco,
California
| $563M | +$168M | +42% | 2.22% | 310% | 47 | 55.32% | 0.5 |
|
| 1845 |
SCM
1845
SG Capital Management
Chicago,
Illinois
| $563M | +$153M | +37% | 5.78% | 250% | 86 | 81.4% | 0.1 |
|
| 1846 |
DP
1846
DSAM Partners
London,
United Kingdom
| $562M | +$103M | +22% | 13.3% | 343% | 64 | 68.75% | 0.3 |
|
| 1847 |
KRSITF
1847
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $562M | +$21.1M | +4% | 3.31% | 115% | 470 | 4.47% | 3.3 |
|
| 1848 |
SSG
1848
Summit Securities Group
New York
| $560M | +$213M | +61% | 2.25% | 136% | 424 | 78.3% | 0.2 |
|
| 1849 |
FBB
1849
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $560M | +$21.5M | +4% | 2.69% | 68% | 116 | 7.76% | 2.9 |
|
| 1850 |
BIAS
1850
Beacon Investment Advisory Services
Morristown,
New Jersey
| $560M | +$36.8M | +7% | 1.66% | 95.8% | 111 | 22.52% | 1.1 |
|