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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
1607 Capital Partners
Richmond,
Virginia
| $1.39B | -$79.5M | -5% | 2.05% | 28.5% | 149 | 22.15% | 3.7 |
|
| 1902 |
1902
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.39B | +$12.7M | +0.9% | 13.2% | 397% | 234 | 25.21% | 1.5 |
|
| 1903 |
1903
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $1.38B | +$70.6M | +5% | 41.4% | 2,136% | 14 | 21.43% | 2.3 |
|
| 1904 |
1904
Owl Creek Asset Management
New York
| $1.38B | -$1.93B | -58% | 29.1% | 320% | 59 | 72.88% | 1 |
|
| 1905 |
1905
Algebris (UK)
London,
United Kingdom
| $1.38B | +$122M | +10% | 10.3% | 24.5% | 95 | 43.16% | 0.7 |
|
| 1906 |
1906
Ranger Investment Management
Dallas,
Texas
| $1.38B | -$75.8M | -5% | 2.75% | 111% | 86 | 16.28% | 3 |
|
| 1907 |
1907
Vestor Capital
Chicago,
Illinois
| $1.38B | -$68.4M | -5% | 0.63% | 181% | 300 | 19.67% | 4.2 |
|
| 1908 |
1908
Advisor OS
Chicago,
Illinois
| $1.38B | +$140M | +11% | 0.19% | 68.8% | 645 | 33.49% | 1.7 |
|
| 1909 |
1909
Johns Hopkins University
Baltimore,
Maryland
| $1.38B | +$6.63M | +0.5% | 1.03% | 30.6% | 14 | 7.14% | 1.8 |
|
| 1910 |
1910
Next Century Growth Investors
Plymouth,
Minnesota
| $1.38B | -$60.4M | -4% | 13.1% | 447% | 141 | 34.75% | 2 |
|
| 1911 |
1911
Robinhood Asset Management
Menlo Park,
California
| $1.38B | +$124M | +10% | 0.75% | – | 105 | 46.67% | 0.2 |
|
| 1912 |
1912
Impactive Capital
New York City,
New York
| $1.38B | -$192M | -12% | 4.54% | 25% | 12 | 50% | 2.1 |
|
| 1913 |
1913
Phillips Financial Management
Fort Wayne,
Indiana
| $1.38B | -$173M | -11% | 0.02% | 45.6% | 316 | 13.29% | 4.5 |
|
| 1914 |
1914
AEW Capital Management
Boston,
Massachusetts
| $1.38B | -$3.72M | -0.3% | 3.61% | 37.1% | 42 | 16.67% | 4.5 |
|
| 1915 |
1915
Leo Wealth LLC
Hurst,
Texas
| $1.38B | -$1.63M | -0.1% | 1.33% | – | 484 | 20.04% | 1.1 |
|
| 1916 |
1916
City of London Investment Management
London,
United Kingdom
| $1.38B | +$42.8M | +3% | 6.08% | 104% | 106 | 29.25% | 2.7 |
|
| 1917 |
1917
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.38B | -$187M | -12% | 0.95% | 94.5% | 259 | 20.85% | 6.7 |
|
| 1918 |
1918
Neville Rodie & Shaw
New York
| $1.38B | -$39.8M | -3% | 1.96% | 125% | 253 | 6.32% | 8.4 |
|
| 1919 |
1919
Smith, Moore & Co
Clayton,
Missouri
| $1.37B | +$52M | +4% | 0.24% | 67% | 581 | 13.43% | 4.4 |
|
| 1920 |
1920
Avity Investment Management
Greenwich,
Connecticut
| $1.37B | -$50.8M | -4% | 0.81% | 119% | 117 | 11.11% | 5.7 |
|
| 1921 |
1921
Main Management
San Francisco,
California
| $1.37B | -$15.6M | -1% | 3.04% | 64.1% | 114 | 19.3% | 5 |
|
| 1922 |
1922
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.37B | +$36.3M | +3% | 1.95% | 75.4% | 629 | 18.6% | 2.8 |
|
| 1923 |
1923
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.37B | -$43.3M | -3% | 0.57% | 75.7% | 1,255 | 11.55% | 3.6 |
|
| 1924 |
1924
Hardy Reed
Tupelo,
Mississippi
| $1.37B | -$31.5M | -2% | 2.04% | 69.7% | 258 | 13.18% | 2.6 |
|
| 1925 |
1925
Naples Global Advisors
Naples,
Florida
| $1.37B | +$32.2M | +2% | 2.56% | 103% | 453 | 6.18% | 6.2 |
|