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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Ranger Investment Management
Dallas,
Texas
| $1.58B | +$199M | +14% | 32.8% | 111% | 90 | 20% | 2.7 |
|
| 1927 |
1927
Kapitalo Investimentos
Sao Paulo,
Brazil
| $1.58B | +$1.05B | +197% | 10.5% | 66.5% | 79 | 51.9% | 0.7 |
|
| 1928 |
1928
ION Fund Management
Herzliya,
| $1.58B | +$870M | +123% | 20.9% | – | 71 | 33.8% | 0.4 |
|
| 1929 |
1929
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.58B | +$286M | +22% | 39.2% | 181% | 227 | 42.73% | 1.4 |
|
| 1930 |
1930
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.57B | +$216M | +16% | 12.9% | 69.5% | 294 | 24.49% | 2.1 |
|
| 1931 |
1931
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.57B | +$116M | +8% | 14.7% | 93.3% | 403 | 13.4% | 4.7 |
|
| 1932 |
1932
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.57B | +$251M | +19% | 27.8% | 109% | 313 | 15.02% | 3.5 |
|
| 1933 |
1933
Avity Investment Management
Greenwich,
Connecticut
| $1.57B | +$194M | +14% | 23.5% | 119% | 124 | 12.9% | 5.6 |
|
| 1934 |
1934
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.56B | +$135M | +9% | 16.3% | 80.1% | 226 | 11.5% | 7.1 |
|
| 1935 |
1935
Everhart Financial Group
Dublin,
Ohio
| $1.56B | +$389M | +33% | 21% | 123% | 517 | 17.21% | 2.2 |
|
| 1936 |
1936
Dorsey Asset Management
Chicago,
Illinois
| $1.56B | +$306M | +24% | 17.1% | 122% | 11 | 0% | 1.6 |
|
| 1937 |
1937
YHB Investment Advisors
West Hartford,
Connecticut
| $1.56B | +$166M | +12% | 16.1% | 96.2% | 326 | 12.27% | 5.8 |
|
| 1938 |
1938
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.56B | +$187M | +14% | 10.6% | 75.4% | 676 | 21.75% | 2.7 |
|
| 1939 |
1939
P/E Global LLC
Boston,
Massachusetts
| $1.56B | +$290M | +23% | 13.7% | 49% | 8 | 12.5% | 1.4 |
|
| 1940 |
1940
Heitman Real Estate Securities
Chicago,
Illinois
| $1.56B | +$167M | +12% | 12.8% | 48.3% | 63 | 19.05% | 4.1 |
|
| 1941 |
1941
HoldCo Asset Management
Fort Lauderdale,
Florida
| $1.56B | +$214M | +16% | 15.7% | – | 30 | 6.67% | 2.6 |
|
| 1942 |
1942
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.56B | +$141M | +10% | 19.1% | 162% | 280 | 9.29% | 5.3 |
|
| 1943 |
1943
Hardy Reed
Tupelo,
Mississippi
| $1.56B | +$187M | +14% | 13.7% | 69.7% | 271 | 17.34% | 2.7 |
|
| 1944 |
1944
Fullerton Fund Management
Singapore
| $1.56B | +$308M | +25% | 34.6% | 412% | 164 | 51.22% | 0.9 |
|
| 1945 |
1945
Shay Capital
New York
| $1.56B | +$358M | +30% | 23.6% | 166% | 683 | 60.47% | 0.6 |
|
| 1946 |
1946
Clear Creek Financial Management
Silverdale,
Washington
| $1.56B | +$250M | +19% | 20.3% | 86.1% | 690 | 18.7% | 2.1 |
|
| 1947 |
1947
Crédit Industriel et Commercial
Paris France,
France
| $1.55B | +$271M | +21% | 12.4% | – | 414 | 34.3% | 0.7 |
|
| 1948 |
PAMJ
1948
Parvus Asset Management Jersey
St. Helier,
Jersey
| $1.55B | +$368M | +31% | 0.22% | – | 1 | 0% | 1 |
|
| 1949 |
CPA
1949
Capital Performance Advisors
Walnut Creek,
California
| $1.55B | +$55M | +4% | 12.5% | 71% | 497 | 42.86% | 1.4 |
|
| 1950 |
1950
Dark Forest Capital Management
San Juan,
Puerto Rico
| $1.55B | +$423M | +38% | 13.4% | 63% | 1,090 | 58.44% | 0.5 |
|