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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 |
1826
YHB Investment Advisors
West Hartford,
Connecticut
| $656M | +$25.8M | +4% | 1.95% | 96.2% | 190 | 4.74% | 4.1 |
|
| 1827 |
OHM
1827
Ordinal Holdings ManageCo
New York
| $655M | -$217M | -25% | 24.9% | 19.5% | 1 | 0% | 1.8 |
|
| 1828 |
1828
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $655M | -$17.4M | -3% | 16.2% | 380% | 2 | 0% | 2.6 |
|
| 1829 |
1829
PFM Asset Management
Harrisburg,
Pennsylvania
| $655M | +$250M | +62% | 0.09% | 23.3% | 13 | 7.69% | 0.7 |
|
| 1830 |
1830
Capstone Financial Advisors
Downers Grove,
Illinois
| $654M | +$35.8M | +6% | 1.43% | 54.5% | 108 | 22.22% | 2.6 |
|
| 1831 |
1831
Silverback Asset Management
Chapel Hill,
North Carolina
| $653M | +$3.65M | +0.6% | 2.53% | 92.1% | 59 | 23.73% | 0.8 |
|
| 1832 |
1832
Chiron Investment Management
New York
| $653M | +$171M | +35% | 0.9% | 104% | 62 | 40.32% | 0.6 |
|
| 1833 |
FVP
1833
Firefly Value Partners
Newtown,
Pennsylvania
| $652M | -$199M | -23% | 9.82% | 25.7% | 20 | 25% | 2.8 |
|
| 1834 |
1834
Estate Counselors
Thiensville,
Wisconsin
| $651M | +$11.3M | +2% | 1.39% | 60% | 71 | 11.27% | 2.5 |
|
| 1835 |
1835
Bell Asset Management
Melbourne,
Australia
| $651M | +$34.4M | +6% | 1.46% | 45.3% | 69 | 13.04% | 1.4 |
|
| 1836 |
1836
Quadrant Capital Group
Cincinnati,
Ohio
| $650M | +$18M | +3% | 1.34% | 118% | 2,522 | 10.71% | 2.9 |
|
| 1837 |
1837
Shaolin Capital Management
Miami,
Florida
| $650M | -$57.7M | -8% | 0.49% | 86.1% | 159 | 35.22% | 0.3 |
|
| 1838 |
1838
Perpetual Ltd
Sydney, New South Wales,
Australia
| $650M | +$21.5M | +3% | 0% | 104% | 178 | 15.73% | 2.3 |
|
| 1839 |
1839
Middleton & Co
Boston,
Massachusetts
| $649M | +$3.61M | +0.6% | 2% | 81.8% | 141 | 2.84% | 4.6 |
|
| 1840 |
1840
Oakmont Corp
Los Angeles,
California
| $648M | -$10.8M | -2% | 1.04% | 70.2% | 21 | 28.57% | 2 |
|
| 1841 |
1841
Waterfront Capital Partners
New York
| $648M | +$40M | +7% | 7.22% | 88.3% | 62 | 46.77% | 0.8 |
|
| 1842 |
1842
Sphera Funds Management
Tel Aviv,
Israel
| $647M | -$83.7M | -11% | 6.72% | 245% | 110 | 46.36% | 0.8 |
|
| 1843 |
1843
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $647M | -$21.5M | -3% | 0.01% | 77.5% | 171 | 13.45% | 5.1 |
|
| 1844 |
1844
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $647M | +$291M | +81% | 5.14% | 79.4% | 70 | 11.43% | 1.3 |
|
| 1845 |
1845
Credential Qtrade Securities
Vancouver,
| $647M | +$39.7M | +7% | 0.81% | 27.7% | 314 | 19.11% | 0.9 |
|
| 1846 |
1846
Bainco International Investors
Boston,
Massachusetts
| $647M | +$13M | +2% | 1.21% | 69.4% | 89 | 8.99% | 3.5 |
|
| 1847 |
1847
Prime Capital Investment Advisors
Overland Park,
Kansas
| $646M | +$97.9M | +18% | 0.87% | 78.7% | 648 | 49.23% | 0.5 |
|
| 1848 |
1848
Trinity Street Asset Management
London,
United Kingdom
| $644M | +$130M | +25% | 2.05% | 76.9% | 18 | 16.67% | 1.7 |
|
| 1849 |
1849
Dynamic Advisor Solutions
Phoenix,
Arizona
| $644M | +$21.8M | +3% | 1.94% | 70.9% | 580 | 16.55% | 1.7 |
|
| 1850 |
1850
Griffin Asset Management
New York
| $644M | -$142M | -18% | 0% | 88.9% | 583 | 62.09% | 2.8 |
|