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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
FFM
1901
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $1.38B | +$70.6M | +5% | 41.4% | 2,136% | 14 | 21.43% |
|
| 1902 |
OCAM
1902
Owl Creek Asset Management
New York
| $1.38B | -$1.93B | -58% | 29.1% | 320% | 59 | 72.88% |
|
| 1903 |
AU
1903
Algebris (UK)
London,
United Kingdom
| $1.38B | +$122M | +10% | 10.3% | 24.5% | 95 | 43.16% |
|
| 1904 |
RIM
1904
Ranger Investment Management
Dallas,
Texas
| $1.38B | -$75.8M | -5% | 2.75% | 111% | 86 | 16.28% |
|
| 1905 |
VC
1905
Vestor Capital
Chicago,
Illinois
| $1.38B | -$68.4M | -5% | 0.63% | 186% | 300 | 19.67% |
|
| 1906 |
AO
1906
Advisor OS
Chicago,
Illinois
| $1.38B | +$140M | +11% | 0.19% | 61.2% | 645 | 33.49% |
|
| 1907 |
JHU
1907
Johns Hopkins University
Baltimore,
Maryland
| $1.38B | +$6.63M | +0.5% | 1.03% | 30.6% | 14 | 7.14% |
|
| 1908 |
NCGI
1908
Next Century Growth Investors
Plymouth,
Minnesota
| $1.38B | -$60.4M | -4% | 13.1% | 447% | 141 | 34.75% |
|
| 1909 |
RAM
1909
Robinhood Asset Management
Menlo Park,
California
| $1.38B | +$124M | +10% | 0.75% | – | 105 | 46.67% |
|
| 1910 |
IC
1910
Impactive Capital
New York City,
New York
| $1.38B | -$192M | -12% | 4.54% | 25% | 12 | 50% |
|
| 1911 |
PFM
1911
Phillips Financial Management
Fort Wayne,
Indiana
| $1.38B | -$173M | -11% | 0.02% | 41.8% | 316 | 13.29% |
|
| 1912 |
ACM
1912
AEW Capital Management
Boston,
Massachusetts
| $1.38B | -$3.72M | -0.3% | 3.61% | 37.1% | 42 | 16.67% |
|
| 1913 |
LWL
1913
Leo Wealth LLC
Hurst,
Texas
| $1.38B | -$1.63M | -0.1% | 1.33% | – | 484 | 20.04% |
|
| 1914 |
COLIM
1914
City of London Investment Management
London,
United Kingdom
| $1.38B | +$42.8M | +3% | 6.08% | 102% | 106 | 29.25% |
|
| 1915 |
BWP
1915
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.38B | -$187M | -12% | 0.95% | 85.9% | 259 | 20.85% |
|
| 1916 |
NRS
1916
Neville Rodie & Shaw
New York
| $1.38B | -$39.8M | -3% | 1.96% | 115% | 253 | 6.32% |
|
| 1917 |
SMC
1917
Smith, Moore & Co
Clayton,
Missouri
| $1.37B | +$52M | +4% | 0.24% | 67% | 581 | 13.43% |
|
| 1918 |
AIM
1918
Avity Investment Management
Greenwich,
Connecticut
| $1.37B | -$50.8M | -4% | 0.81% | 104% | 117 | 11.11% |
|
| 1919 |
MM
1919
Main Management
San Francisco,
California
| $1.37B | -$15.6M | -1% | 3.04% | 64.1% | 114 | 19.3% |
|
| 1920 |
MSFS
1920
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.37B | +$36.3M | +3% | 1.95% | 75.4% | 629 | 18.6% |
|
| 1921 |
CIAS
1921
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.37B | -$43.3M | -3% | 0.57% | 69.3% | 1,255 | 11.55% |
|
| 1922 |
HR
1922
Hardy Reed
Tupelo,
Mississippi
| $1.37B | -$31.5M | -2% | 2.04% | 69.7% | 258 | 13.18% |
|
| 1923 |
NGA
1923
Naples Global Advisors
Naples,
Florida
| $1.37B | +$32.2M | +2% | 2.56% | 103% | 453 | 6.18% |
|
| 1924 |
HPC
1924
Hill Path Capital
New York
| $1.37B | -$184M | -12% | 11.2% | 5.23% | 7 | 0% |
|
| 1925 |
RI
1925
RWWM Inc
Rocklin,
California
| $1.37B | -$85.5M | -6% | 8.07% | 40.6% | 37 | 16.22% |
|