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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.12B | +$152M | +16% | 24.2% | 397% | 234 | 26.92% | 1.3 |
|
| 2052 |
2052
QVT Financial
New York
| $1.12B | +$36.5M | +3% | 14.2% | 267% | 53 | 45.28% | 2 |
|
| 2053 |
SCM
2053
SIR Capital Management
New York
| $1.12B | -$18.4M | -2% | 2.72% | 71.1% | 99 | 35.35% | 0.7 |
|
| 2054 |
2054
CGN Advisors
Manhattan,
Kansas
| $1.12B | +$97.8M | +10% | 7.14% | 48.9% | 308 | 10.06% | 2.8 |
|
| 2055 |
2055
Bangor Savings Bank
Bangor,
Maine
| $1.12B | +$59.2M | +6% | 6.56% | 54.6% | 561 | 9.45% | 4.1 |
|
| 2056 |
2056
Pertento Partners
London,
United Kingdom
| $1.12B | +$162M | +17% | 15.6% | 196% | 24 | 33.33% | 1.2 |
|
| 2057 |
2057
Parkwood LLC
Cleveland,
Ohio
| $1.12B | +$29.4M | +3% | 26.5% | 120% | 101 | 35.64% | 1.6 |
|
| 2058 |
2058
Dorsey Asset Management
Chicago,
Illinois
| $1.12B | +$172M | +18% | 10.3% | 122% | 12 | 25% | 3.1 |
|
| 2059 |
2059
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.11B | +$76.9M | +7% | 8.75% | 58% | 555 | 4.86% | 2.8 |
|
| 2060 |
2060
Guardian Partners
Toronto,
Canada
| $1.11B | +$145M | +15% | 11.8% | – | 179 | 8.38% | 0.5 |
|
| 2061 |
2061
Dendur Capital
New York
| $1.11B | +$261M | +31% | 22.7% | 99.6% | 31 | 54.84% | 0.7 |
|
| 2062 |
2062
Callahan Advisors
Houston,
Texas
| $1.11B | +$63.4M | +6% | 8.89% | 87.7% | 177 | 10.73% | 5.5 |
|
| 2063 |
2063
Willow Creek Wealth Management
Sebastopol,
California
| $1.11B | +$84.9M | +8% | 4.65% | 36.5% | 169 | 9.47% | 4 |
|
| 2064 |
2064
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.11B | +$124M | +13% | 7.6% | – | 61 | 1.64% | 1.9 |
|
| 2065 |
2065
Liberty 77 Capital
Washington,
District of Columbia
| $1.11B | -$15.1M | -1% | 9.35% | – | 6 | 66.67% | 0.3 |
|
| 2066 |
2066
Yiheng Capital Management
San Francisco,
California
| $1.11B | +$34.9M | +3% | 13.5% | 82% | 28 | 21.43% | 3.4 |
|
| 2067 |
2067
First Business Financial Services
Madison,
Wisconsin
| $1.11B | +$91.9M | +9% | 10.3% | 74% | 190 | 13.16% | 4.4 |
|
| 2068 |
2068
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.11B | +$125M | +13% | 12.2% | 116% | 444 | 14.19% | 2.1 |
|
| 2069 |
2069
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.11B | +$282M | +34% | 18.3% | 179% | 113 | 61.06% | 0.4 |
|
| 2070 |
2070
Governors Lane
New York
| $1.11B | +$228M | +26% | 9.58% | 133% | 148 | 81.08% | 0.2 |
|
| 2071 |
2071
Hudson Way Capital Management
Dallas,
Texas
| $1.11B | +$97.5M | +10% | 9.43% | 51.3% | 16 | 0% | 2.7 |
|
| 2072 |
2072
Private Advisory Group
Redmond,
Washington
| $1.11B | +$210M | +23% | 23.4% | 177% | 253 | 43.08% | 1.7 |
|
| 2073 |
2073
Smith Anglin Financial
Dallas,
Texas
| $1.1B | +$160M | +17% | 11.3% | 52.8% | 228 | 14.47% | 2.6 |
|
| 2074 |
2074
One Day In July LLC
Burlington,
Vermont
| $1.1B | +$105M | +11% | 6.48% | 43.1% | 145 | 11.03% | 3 |
|
| 2075 |
2075
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.1B | +$106M | +11% | 14.1% | 118% | 110 | 12.73% | 3.3 |
|