We are live on
!
Find out more
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1951 |
ACM
1951
ADAR1 Capital Management
Austin,
Texas
| $1.36B | +$297M | +28% | 43.3% | – | 305 | 40.98% |
|
| 1952 |
PCM
1952
Prelude Capital Management
New York
| $1.36B | +$77.6M | +6% | 9.53% | 198% | 1,633 | 54.32% |
|
| 1953 |
RG
1953
Redmile Group
San Francisco,
California
| $1.36B | +$330M | +32% | 50.7% | 777% | 43 | 27.91% |
|
| 1954 |
PO
1954
Paradigm Operations
San Francisco,
California
| $1.36B | -$508M | -27% | 29.3% | 230% | 3 | 33.33% |
|
| 1955 |
SC
1955
Strategy Capital
Los Altos,
California
| $1.36B | -$156M | -10% | 3.3% | 316% | 11 | 9.09% |
|
| 1956 |
SP
1956
Steelhead Partners
Seattle,
Washington
| $1.35B | -$312M | -19% | 0.01% | 0.4% | 25 | 8% |
|
| 1957 |
EFG
1957
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.35B | +$79.3M | +6% | 2.37% | 63% | 587 | 22.32% |
|
| 1958 |
1SP
1958
140 Summer Partners
New York
| $1.35B | +$202M | +18% | 7.18% | 202% | 27 | 40.74% |
|
| 1959 |
DAM
1959
DLD Asset Management
New York
| $1.35B | -$31.9M | -2% | 1.27% | 10.3% | 568 | 72.54% |
|
| 1960 |
RIA
1960
Recurrent Investment Advisors
Houston,
Texas
| $1.35B | +$48.2M | +4% | 0.77% | 99.7% | 73 | 15.07% |
|
| 1961 |
NEWAS
1961
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.35B | +$233M | +21% | 1.72% | 51.1% | 933 | 14.36% |
|
| 1962 |
KFGK
1962
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.35B | +$43.3M | +3% | 2.89% | 116% | 488 | 20.08% |
|
| 1963 |
WA
1963
WBH Advisory
Baltimore,
Maryland
| $1.35B | +$40.8M | +3% | 1.92% | 57.6% | 352 | 5.11% |
|
| 1964 |
CFIA
1964
Cantor Fitzgerald Investment Advisors
New York
| $1.35B | -$121M | -8% | 2.07% | – | 199 | 10.55% |
|
| 1965 |
CMF
1965
Counterpoint Mutual Funds
San Diego,
California
| $1.35B | +$83.6M | +7% | 0.99% | 66.2% | 533 | 76.74% |
|
| 1966 |
ACM
1966
Alua Capital Management
New York
| $1.35B | -$99.4M | -7% | 0.29% | 99.4% | 23 | 34.78% |
|
| 1967 |
ABI
1967
Abrams Bison Investments
Bethesda,
Maryland
| $1.35B | +$73.2M | +6% | 4.48% | 170% | 10 | 10% |
|
| 1968 |
APW
1968
Austin Private Wealth
Austin,
Texas
| $1.35B | +$27.1M | +2% | 2.01% | 62.3% | 331 | 15.11% |
|
| 1969 |
L7C
1969
Liberty 77 Capital
Washington,
District of Columbia
| $1.35B | +$128M | +11% | 13% | – | 4 | 0% |
|
| 1970 |
EC
1970
Elequin Capital
New York
| $1.35B | -$500M | -27% | 4.02% | 52.4% | 450 | 76.22% |
|
| 1971 |
HCA
1971
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.34B | +$48.9M | +4% | 1.57% | 62% | 223 | 17.49% |
|
| 1972 |
CBA
1972
Coastal Bridge Advisors
Westport,
Connecticut
| $1.34B | +$21.2M | +2% | 4.05% | 88.1% | 490 | 12.45% |
|
| 1973 |
RWM
1973
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.34B | +$89.8M | +7% | 2.25% | 48.9% | 122 | 13.93% |
|
| 1974 |
PIS
1974
PPSC Investment Service
Tokyo,
Japan
| $1.34B | +$79M | +6% | 4.4% | 161% | 8 | 0% |
|
| 1975 |
NGA
1975
Naples Global Advisors
Naples,
Florida
| $1.34B | +$54.1M | +4% | 4.16% | 103% | 452 | 6.86% |
|