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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
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50
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250
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1,000
2,500
5,000
10
50
100
250
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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
P2 Capital Partners
New York
| $810M | -$72.4M | -8% | 1.34% | 7.96% | 22 | 18.18% | 3 |
|
| 1852 |
1852
Van Hulzen Asset Management
El Dorado Hills,
California
| $810M | -$26.9M | -3% | 5.52% | 86.3% | 316 | 17.41% | 2.9 |
|
| 1853 |
1853
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $810M | -$1.6B | -66% | 7.38% | 45.9% | 180 | 51.67% | 3 |
|
| 1854 |
1854
Southernsun Asset Management
Memphis,
Tennessee
| $810M | +$3.3M | +0.4% | 0.14% | 54.7% | 29 | 10.34% | 5.4 |
|
| 1855 |
1855
Main Management
San Francisco,
California
| $810M | -$27.8M | -3% | 4.93% | 64.1% | 153 | 20.26% | 3.2 |
|
| 1856 |
1856
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $810M | -$339M | -30% | 4.07% | 181% | 606 | 5.45% | 6.3 |
|
| 1857 |
1857
Courier Capital
Buffalo,
New York
| $807M | -$46.7M | -5% | 5.22% | 70.8% | 289 | 7.27% | 6.1 |
|
| 1858 |
1858
Silicon Valley Community Foundation
Mountain View,
California
| $807M | -$511M | -39% | 6.51% | 309% | 35 | 37.14% | 1.3 |
|
| 1859 |
1859
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $806M | -$128M | -14% | 2.52% | 94.5% | 60 | 8.33% | 1.2 |
|
| 1860 |
1860
RenaissanceRe Holdings
Pembroke,
Bermuda
| $806M | +$215M | +36% | 5.19% | 40.8% | 9 | 11.11% | 1.3 |
|
| 1861 |
1861
Apexium Financial
Dallas,
Texas
| $805M | +$631M | +363% | 5.4% | 89.6% | 196 | 52.04% | 1 |
|
| 1862 |
1862
Harvard Management Company
Boston,
Massachusetts
| $804M | -$60M | -7% | 4.77% | 123% | 47 | 4.26% | 1.3 |
|
| 1863 |
1863
SPC Financial Inc
Rockville,
Maryland
| $803M | -$7.01M | -0.9% | 2.19% | 65.1% | 200 | 11.5% | 3.6 |
|
| 1864 |
1864
Nexus Investment Management
Toronto,
Ontario, Canada
| $803M | -$67.8M | -8% | 9.42% | 77.5% | 67 | 7.46% | 6.8 |
|
| 1865 |
1865
Bronte Capital Management
Bondi Junction,
Australia
| $803M | -$69.6M | -8% | 1.63% | 123% | 33 | 18.18% | 1.7 |
|
| 1866 |
1866
Ninepoint Partners
Toronto,
Ontario, Canada
| $802M | +$104M | +15% | 3.23% | 82.6% | 95 | 31.58% | 1.2 |
|
| 1867 |
1867
Segment Wealth Management
Houston,
Texas
| $801M | +$13.1M | +2% | 4% | 102% | 228 | 7.89% | 4.3 |
|
| 1868 |
1868
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $800M | -$71M | -8% | 8.87% | 26.1% | 167 | 12.57% | 6 |
|
| 1869 |
1869
Woodmont Investment Counsel
Nashville,
Tennessee
| $800M | -$9.7M | -1% | 5.33% | 66.8% | 252 | 8.73% | 4.6 |
|
| 1870 |
1870
NewSquare Capital
Newtown Square,
Pennsylvania
| $800M | +$19.3M | +2% | 5.05% | 76.5% | 492 | 21.54% | 2.6 |
|
| 1871 |
1871
Naspers
South Africa
| $800M | +$31.2M | +4% | 19.1% | 88.2% | 4 | 0% | 0.8 |
|
| 1872 |
1872
HealthCor Management
New York
| $800M | -$196M | -20% | 1.1% | 50.2% | 76 | 46.05% | 0.7 |
|
| 1873 |
1873
Wintrust Investments
Chicago,
Illinois
| $799M | -$37.1M | -4% | 4.78% | 27.5% | 408 | 14.46% | 1.6 |
|
| 1874 |
1874
Deccan Value Investors
Greenwich,
Connecticut
| $799M | -$385M | -33% | 8.99% | 66.5% | 6 | 16.67% | 2.5 |
|
| 1875 |
1875
Eagle Ridge Investment Management
Stamford,
Connecticut
| $796M | -$33.9M | -4% | 4.13% | 28.2% | 153 | 5.88% | 4.3 |
|