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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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2,500
5,000
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2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
MIAS
1901
Mason Investment Advisory Services
Reston,
Virginia
| $697M | +$23.8M | +4% | 4.21% | 76.1% | 79 | 6.33% |
|
| 1902 |
OPFM
1902
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $695M | +$103M | +17% | 36.5% | 94.5% | 39 | 25.64% |
|
| 1903 |
DIP
1903
DT Investment Partners
Chadds Ford,
Pennsylvania
| $695M | -$111M | -14% | 5.47% | 58% | 120 | 16.67% |
|
| 1904 |
MAM
1904
Mark Asset Management
New York
| $694M | +$165M | +31% | 32.2% | 325% | 74 | 37.84% |
|
| 1905 |
NIM
1905
NXG Investment Management
Dallas,
Texas
| $694M | -$191M | -22% | 8.9% | 136% | 153 | 41.18% |
|
| 1906 |
CC
1906
Cornerstone Capital
Palo Alto,
California
| $694M | +$107M | +18% | 10.5% | 91.2% | 84 | 11.9% |
|
| 1907 |
AB
1907
Aozora Bank
Tokyo,
Japan
| $694M | -$22.7M | -3% | 3.16% | 5.45% | 3 | 0% |
|
| 1908 |
KFM
1908
KG Funds Management
New York
| $692M | +$77.1M | +13% | 10.7% | 45.8% | 14 | 28.57% |
|
| 1909 |
APC
1909
Alta Park Capital
San Francisco,
California
| $691M | +$7.85M | +1% | 24.6% | 1,071% | 34 | 29.41% |
|
| 1910 |
OAM
1910
Optimal Asset Management
Los Altos,
California
| $691M | +$74.2M | +12% | 7.99% | – | 432 | 16.2% |
|
| 1911 |
JC
1911
Jacobs & Co
San Francisco,
California
| $689M | +$74.9M | +12% | 11.8% | 92.2% | 115 | 6.09% |
|
| 1912 |
MCM
1912
Murphy Capital Management
Bedminster,
New Jersey
| $689M | +$55.7M | +9% | 10.8% | 41.6% | 207 | 6.76% |
|
| 1913 |
FNF
1913
Fidelity National Financial
Jacksonville,
Florida
| $688M | -$12.6M | -2% | 0% | 2.54% | 33 | 6.06% |
|
| 1914 |
CCM
1914
Condor Capital Management
Martinsville,
New Jersey
| $687M | +$39.7M | +6% | 8.25% | 58.2% | 188 | 7.98% |
|
| 1915 |
KGAMU
1915
KPS Global Asset Management (UK)
London,
United Kingdom
| $687M | +$180M | +36% | 45.4% | 523% | 11 | 27.27% |
|
| 1916 |
BBCM
1916
Broad Bay Capital Management
New York
| $687M | +$127M | +23% | 9.83% | 338% | 19 | 31.58% |
|
| 1917 |
GC
1917
Gillson Capital
Chicago,
Illinois
| $687M | +$130M | +23% | 0.83% | 84.9% | 99 | 56.57% |
|
| 1918 |
HH
1918
HSG Holding
Na,
Hong Kong
| $686M | +$123M | +22% | 10.3% | 2.73% | 13 | 7.69% |
|
| 1919 |
1IA
1919
1834 Investment Advisors
Milwaukee,
Wisconsin
| $686M | +$54.1M | +9% | 5.05% | 61.8% | 490 | 21.22% |
|
| 1920 |
MG
1920
Magnolia Group
Omaha,
Nebraska
| $686M | +$24.6M | +4% | 7.47% | 9.52% | 11 | 27.27% |
|
| 1921 |
PFA
1921
Pure Financial Advisors
San Diego,
California
| $685M | +$45.1M | +7% | 5.12% | 47.2% | 159 | 17.61% |
|
| 1922 |
PC
1922
Pier Capital
Stamford,
Connecticut
| $685M | +$60M | +10% | 11.3% | 223% | 129 | 32.56% |
|
| 1923 |
GRP
1923
Global Retirement Partners
San Rafael,
California
| $683M | +$56.3M | +9% | 7.56% | – | 1,775 | 12.9% |
|
| 1924 |
DBT
1924
Dubuque Bank & Trust
Dubuque,
Iowa
| $681M | +$39.2M | +6% | 7.45% | 24% | 217 | 11.52% |
|
| 1925 |
HLC
1925
Hunt Lane Capital
New York
| $680M | +$261M | +62% | 27.4% | 3.59% | 22 | 13.64% |
|