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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
YCG LLC
Austin,
Texas
| $1.03B | +$136M | +15% | 12.4% | 27% | 47 | 12.77% | 4.5 |
|
| 1852 |
1852
Himension Capital (Singapore)
Singapore
| $1.03B | +$566M | +122% | 24.5% | 492% | 20 | 30% | 0.3 |
|
| 1853 |
1853
Acropolis Investment Management
St. Louis,
Missouri
| $1.03B | +$50.5M | +5% | 4.95% | 51% | 229 | 8.3% | 4.1 |
|
| 1854 |
1854
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.03B | +$68.8M | +7% | 10.1% | 181% | 237 | 26.58% | 1.5 |
|
| 1855 |
1855
Virtu Financial
New York
| $1.03B | -$383M | -27% | 9.13% | 160% | 2,439 | 77.29% | 0.2 |
|
| 1856 |
1856
M Holdings Securities
Portland,
Oregon
| $1.02B | -$75.1M | -7% | 5.96% | 83.9% | 508 | 58.86% | 2.4 |
|
| 1857 |
1857
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.02B | +$69.5M | +7% | 7.86% | 116% | 119 | 0.84% | 4.3 |
|
| 1858 |
1858
Poplar Forest Capital
Pasadena,
California
| $1.02B | +$17.6M | +2% | 7.71% | 30% | 93 | 15.05% | 2.5 |
|
| 1859 |
MM
1859
MWG Management
Road Town, Tortola,
British Virgin Islands
| $1.02B | +$812M | +395% | 19.1% | 59.2% | 4 | 50% | 0.3 |
|
| 1860 |
1860
Checchi Capital Advisers
Beverly Hills,
California
| $1.02B | +$3.65M | +0.4% | 6.39% | 68% | 557 | 10.59% | 3.9 |
|
| 1861 |
WM
1861
WS Management
Jacksonville,
Florida
| $1.01B | +$49.3M | +5% | 10.6% | 309% | 79 | 25.32% | 2.6 |
|
| 1862 |
1862
Hikari Power
Tokyo,
Japan
| $1.01B | +$63.5M | +7% | 8.23% | 53.5% | 71 | 7.04% | 3.6 |
|
| 1863 |
AIC
1863
AWM Investment Company
New York
| $1.01B | +$118M | +13% | 7.7% | 778% | 134 | 27.61% | 1.9 |
|
| 1864 |
1864
Kora Management
Brooklyn,
New York
| $1.01B | +$32.8M | +3% | 22.1% | 307% | 3 | 33.33% | 3.1 |
|
| 1865 |
1865
Baystate Wealth Management
Boston,
Massachusetts
| $1.01B | +$67.4M | +7% | 5.29% | 14.6% | 895 | 12.07% | 2.7 |
|
| 1866 |
1866
Advisors Preferred
Rockville,
Maryland
| $1.01B | +$310M | +44% | 6.71% | 102% | 238 | 54.62% | 0.6 |
|
| 1867 |
1867
Edenbrook Capital
Mt. Kisco,
New York
| $1.01B | -$52.3M | -5% | 2.15% | 267% | 25 | 24% | 0.8 |
|
| 1868 |
1868
Summit Financial
Parsippany,
New Jersey
| $1.01B | +$251M | +33% | 6.71% | 81.8% | 167 | 66.47% | 0.4 |
|
| 1869 |
1869
Ellevest Inc
New York
| $1.01B | +$179M | +22% | 5.72% | 73.8% | 1,494 | 19.75% | 1.2 |
|
| 1870 |
1870
Ally Financial
Detroit,
Michigan
| $1.01B | -$41.7M | -4% | 4.97% | 9.35% | 130 | 22.31% | 1.9 |
|
| 1871 |
1871
Grosvenor Holdings
Chicago,
Illinois
| $1.01B | -$354M | -26% | 5.93% | 54.3% | 31 | 54.84% | 0.7 |
|
| 1872 |
1872
Standard General
New York
| $1.01B | -$315M | -24% | 9.52% | 259% | 6 | 0% | 2.4 |
|
| 1873 |
1873
W.R. Berkley Corp
Greenwich,
Connecticut
| $1B | +$137M | +16% | 3.4% | 38.7% | 517 | 61.51% | 0.2 |
|
| 1874 |
1874
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1B | -$103M | -9% | 1.94% | 143% | 474 | 55.7% | 0.6 |
|
| 1875 |
1875
ECP ControlCo
Summit,
New Jersey
| $1B | -$38.9M | -4% | 4.76% | 42.5% | 5 | 20% | 1.9 |
|