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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
SA
2051
SpiderRock Advisors
Wilimington,
Delaware
| $902M | +$232M | +35% | – | – | 174 | 0% |
|
| 2052 |
WAM
2052
Weatherly Asset Management
Del Mar,
California
| $902M | +$79.7M | +10% | 9.72% | 108% | 206 | 7.28% |
|
| 2053 |
AWG
2053
Alpha Wave Global
New York
| $900M | -$406M | -31% | 2.05% | 219% | 149 | 43.62% |
|
| 2054 |
FG
2054
Fiduciary Group
Savannah,
Georgia
| $899M | +$17.8M | +2% | 7.49% | 57.4% | 241 | 4.98% |
|
| 2055 |
JLBC
2055
J.L. Bainbridge & Co
Sarasota,
Florida
| $899M | +$61M | +7% | 11.6% | 93.8% | 99 | 14.14% |
|
| 2056 |
SFI
2056
SPC Financial Inc
Rockville,
Maryland
| $896M | +$89M | +11% | 7.44% | 65.1% | 196 | 15.31% |
|
| 2057 |
CCI
2057
Cevian Capital II
St. Helier,
Jersey
| $896M | +$116M | +15% | 15.4% | 56.3% | 2 | 0% |
|
| 2058 |
SS
2058
Simplicity Solutions
Minneapolis,
Minnesota
| $896M | +$245M | +38% | 9.57% | 37.1% | 631 | 35.82% |
|
| 2059 |
RW
2059
RVW Wealth
Los Angeles,
California
| $895M | +$63.2M | +8% | 5.42% | 59.3% | 146 | 18.49% |
|
| 2060 |
CTA
2060
Colonial Trust Advisors
Spartanburg,
South Carolina
| $894M | +$83.2M | +10% | 12.8% | 68.3% | 195 | 8.21% |
|
| 2061 |
PAM
2061
Palisade Asset Management
Minneapolis,
Minnesota
| $894M | +$73.7M | +9% | 11% | 61.8% | 187 | 3.74% |
|
| 2062 |
CA
2062
Callahan Advisors
Houston,
Texas
| $891M | +$97.8M | +12% | 12.4% | 75.6% | 153 | 7.84% |
|
| 2063 |
KP
2063
Keel Point
Huntsville,
Alabama
| $890M | +$117M | +15% | 7.03% | 65.1% | 291 | 15.12% |
|
| 2064 |
OFG
2064
Oxford Financial Group
Carmel,
Indiana
| $890M | +$105M | +13% | 8.3% | 80.4% | 287 | 19.86% |
|
| 2065 |
SCM
2065
Sahana Capital Management
Greenwich,
Connecticut
| $889M | +$14.6M | +2% | 0.71% | 0.48% | 12 | 25% |
|
| 2066 |
BRF
2066
B. Riley Financial
Los Angeles,
California
| $889M | +$98.5M | +12% | 7.49% | 741% | 61 | 54.1% |
|
| 2067 |
NIEF
2067
Nalanda India Equity Fund
Mauritius
| $888M | +$88.3M | +11% | 10.9% | 23.6% | 2 | 0% |
|
| 2068 |
AA
2068
Ancient Art
Austin,
Texas
| $887M | -$59.9M | -6% | 2.62% | 157% | 26 | 34.62% |
|
| 2069 |
TFP
2069
Triple Frond Partners
San Francisco,
California
| $887M | -$29.5M | -3% | 1.74% | 87.8% | 10 | 0% |
|
| 2070 |
EF
2070
Empowered Funds
Havertown,
Pennsylvania
| $887M | +$107M | +14% | 6.78% | 93.5% | 299 | 51.17% |
|
| 2071 |
FDCC
2071
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $887M | +$84.4M | +11% | 10.9% | 34% | 98 | 10.2% |
|
| 2072 |
SCM
2072
Simcoe Capital Management
New York
| $887M | -$126M | -12% | 6.29% | 45.9% | 28 | 50% |
|
| 2073 |
PIMJS
2073
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $887M | +$53.4M | +6% | 10.4% | 125% | 125 | 31.2% |
|
| 2074 |
AIA
2074
Ally Invest Advisors
Charlotte,
North Carolina
| $886M | +$91.4M | +11% | 3.42% | 32.2% | 17 | 0% |
|
| 2075 |
TCM
2075
TD Capital Management
Memphis,
Tennessee
| $886M | +$68.4M | +8% | 5.53% | 33.9% | 404 | 12.87% |
|