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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
FCM
1901
Freshford Capital Management
Rye Brook,
New York
| $602M | +$60.1M | +11% | 8.43% | 97.3% | 26 | 42.31% |
|
| 1902 |
CNAM
1902
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $602M | +$8.98M | +2% | 1.61% | 108% | 135 | 9.63% |
|
| 1903 |
EI
1903
EAM Investors
Solana Beach,
California
| $601M | +$42.3M | +8% | 25.1% | 6,012% | 415 | 60.72% |
|
| 1904 |
EECFI
1904
EnCap Energy Capital Fund IX
Houston,
Texas
| $599M | -$245M | -29% | 25% | 69.2% | 3 | 0% |
|
| 1905 |
CCP
1905
Caymus Capital Partners
The Woodlands,
Texas
| $598M | -$119M | -17% | 2.51% | 57.3% | 22 | 22.73% |
|
| 1906 |
SIP
1906
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $597M | -$28.5M | -5% | 4.65% | 44.2% | 262 | 40.08% |
|
| 1907 |
FBA
1907
Front Barnett Associates
Chicago,
Illinois
| $596M | -$6.64M | -1% | 0.59% | 40.5% | 125 | 7.2% |
|
| 1908 |
FMC
1908
First Merchants Corp
Muncie,
Indiana
| $596M | +$9.07M | +2% | 1.75% | 49.9% | 217 | 8.29% |
|
| 1909 |
IG
1909
Ithaka Group
Arlington,
Virginia
| $595M | +$37.6M | +7% | 10.8% | 143% | 42 | 11.9% |
|
| 1910 |
MC
1910
Muzinich & Co
New York
| $595M | -$176M | -23% | 3.34% | 9.67% | 43 | 6.98% |
|
| 1911 |
EWM
1911
Endurance Wealth Management
Providence,
Rhode Island
| $595M | -$27.4M | -4% | 3.67% | 59% | 551 | 10.71% |
|
| 1912 |
AAC
1912
Asset Advisors Corp
Augusta,
Georgia
| $594M | -$17M | -3% | 1.14% | 41.4% | 174 | 9.2% |
|
| 1913 |
DWM
1913
Doyle Wealth Management
St. Petersburg,
Florida
| $594M | +$2.49M | +0.4% | 3.41% | 32.3% | 184 | 17.39% |
|
| 1914 |
AIL
1914
AGF Investments LLC
Toronto,
Ontario, Canada
| $593M | +$14.2M | +2% | 2.71% | 28.5% | 875 | 38.86% |
|
| 1915 |
EA
1915
Efficient Advisors
Mason,
Ohio
| $593M | -$7.33M | -1% | 1.28% | 30.6% | 52 | 13.46% |
|
| 1916 |
WMA
1916
White Mountains Advisors
Guilford,
Connecticut
| $592M | -$99.9M | -14% | 1.38% | 33.4% | 4 | 25% |
|
| 1917 |
RI
1917
RPTC Inc
Jackson,
Wyoming
| $590M | +$97.8M | +20% | 11.5% | 66.4% | 15 | 6.67% |
|
| 1918 |
SWA
1918
SFMG Wealth Advisors
Plano,
Texas
| $590M | -$12.6M | -2% | 0.98% | 76.1% | 168 | 18.45% |
|
| 1919 |
YIA
1919
YHB Investment Advisors
West Hartford,
Connecticut
| $590M | +$2.92M | +0.5% | 0.14% | 85.7% | 197 | 11.68% |
|
| 1920 |
DP
1920
DSAM Partners
London,
United Kingdom
| $589M | -$5.17M | -0.9% | 11.4% | 343% | 68 | 66.18% |
|
| 1921 |
STA
1921
Summit Trail Advisors
New York
| $589M | -$203M | -26% | 0.61% | 74.8% | 2,203 | 81.34% |
|
| 1922 |
FDCC
1922
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $587M | -$10.4M | -2% | 0.74% | 34% | 103 | 8.74% |
|
| 1923 |
LCM
1923
Legato Capital Management
San Francisco,
California
| $587M | -$107M | -15% | 0.62% | 243% | 271 | 57.2% |
|
| 1924 |
BFG
1924
Beacon Financial Group
Dallas,
Texas
| $586M | +$12.2M | +2% | 3.4% | 60.3% | 219 | 23.74% |
|
| 1925 |
1IA
1925
1834 Investment Advisors
Milwaukee,
Wisconsin
| $585M | -$49.4M | -8% | 1.2% | 61.8% | 500 | 17.6% |
|