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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Evermore Global Advisors
Summit,
New Jersey
| $635M | +$25.4M | +4% | 9.53% | 133% | 30 | 40% | 1.1 |
|
| 1852 |
1852
Acropolis Investment Management
St. Louis,
Missouri
| $634M | +$59.8M | +10% | 10.3% | 51% | 148 | 8.11% | 3.9 |
|
| 1853 |
1853
Fidelity National Financial
Jacksonville,
Florida
| $633M | +$135M | +27% | 26.6% | 2.54% | 22 | 18.18% | 2.1 |
|
| 1854 |
1854
Vicus Capital
State College,
Pennsylvania
| $632M | +$70M | +12% | 10.8% | 59.6% | 238 | 11.34% | 3 |
|
| 1855 |
1855
HITE Hedge Asset Management
Braintree,
Massachusetts
| $631M | +$59.9M | +10% | 14.5% | 54.4% | 91 | 54.95% | 0.9 |
|
| 1856 |
1856
Palisade Asset Management
Minneapolis,
Minnesota
| $631M | -$50.2M | -7% | 12.6% | 61.8% | 174 | 10.34% | 3.9 |
|
| 1857 |
1857
Aravt Global
New York
| $631M | -$68.2M | -10% | 20% | 83.7% | 17 | 23.53% | 1.8 |
|
| 1858 |
1858
LBMC Investment Advisors
Brentwood,
Tennessee
| $630M | +$87.6M | +16% | 12.6% | 52.8% | 101 | 10.89% | 3.3 |
|
| 1859 |
1859
Cypress Funds
Los Angeles,
California
| $630M | +$229M | +57% | 24.4% | 100% | 24 | 54.17% | 1.2 |
|
| 1860 |
1860
Central Securities
New York
| $630M | +$86.6M | +16% | 19.2% | 90.2% | 36 | 8.33% | 3.9 |
|
| 1861 |
1861
Cantor Fitzgerald Investment Advisors
New York
| $630M | +$25.3M | +4% | 7.83% | 73.4% | 59 | 18.64% | 1.3 |
|
| 1862 |
BPM
1862
Bowling Portfolio Management
Cincinnati,
Ohio
| $630M | +$64.6M | +11% | 13.9% | 45.7% | 357 | 8.4% | 1.7 |
|
| 1863 |
1863
M.D. Sass LLC
New York
| $628M | +$38.7M | +7% | 18.2% | 80.1% | 61 | 32.79% | 1.3 |
|
| 1864 |
1864
Ithaka Group
Arlington,
Virginia
| $628M | +$81.9M | +15% | 21.7% | 143% | 40 | 15% | 3.5 |
|
| 1865 |
1865
Washington Trust Bank
Spokane,
Washington
| $627M | -$134M | -18% | 13.8% | 80.5% | 669 | 15.7% | 3.6 |
|
| 1866 |
1866
Altium Wealth Management
Purchase,
New York
| $627M | +$104M | +20% | 11.3% | 24.9% | 300 | 14% | 0.8 |
|
| 1867 |
1867
McGowan Group Asset Management
Dallas,
Texas
| $627M | +$70.9M | +13% | 12.4% | 69.8% | 109 | 16.51% | 2.4 |
|
| 1868 |
1868
BTC Capital Management
Des Moines,
Iowa
| $627M | +$68.2M | +12% | 12.2% | – | 186 | 9.14% | 2.1 |
|
| 1869 |
1869
NF Trinity Capital
Central,
Hong Kong
| $626M | +$10.4M | +2% | 22.8% | 49.6% | 50 | 24% | 2.1 |
|
| 1870 |
HAM
1870
Hillcrest Asset Management
Plano,
Texas
| $625M | +$208M | +50% | 12.2% | 97.2% | 63 | 15.87% | 1.5 |
|
| 1871 |
1871
Denali Advisors
San Diego,
California
| $625M | +$26M | +4% | 12.2% | 106% | 290 | 23.79% | 1.7 |
|
| 1872 |
1872
Capital Investment Services of America
Milwaukee,
Wisconsin
| $625M | +$64.1M | +11% | 16.4% | 50.7% | 73 | 15.07% | 4.1 |
|
| 1873 |
1873
Focus Financial Network
Minneapolis,
Minnesota
| $624M | – | – | 12.6% | 106% | 361 | – | 0 |
|
| 1874 |
1874
Sector Gamma AS
Oslo,
Norway
| $624M | +$28.8M | +5% | 13.1% | 35.3% | 38 | 26.32% | 1.7 |
|
| 1875 |
1875
Middleton & Co
Boston,
Massachusetts
| $624M | +$79.8M | +15% | 15% | 81.8% | 140 | 3.57% | 4.4 |
|