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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Fund Evaluation Group
Cincinnati,
Ohio
| $926M | -$26.5M | -3% | 7.23% | 58.7% | 33 | 21.21% | 2.5 |
|
| 2077 |
2077
Duality Advisers
Miami,
Florida
| $924M | -$381M | -29% | 0.61% | 18.3% | 737 | 69.06% | 0.3 |
|
| 2078 |
2078
BRR OpCo
Columbus,
Ohio
| $923M | +$45M | +5% | 7.75% | 23.6% | 232 | 15.95% | 3.4 |
|
| 2079 |
2079
Myriad Asset Management
North Point,
Hong Kong
| $923M | -$48.9M | -5% | 5.43% | 149% | 188 | 37.23% | 0.4 |
|
| 2080 |
2080
Clear Harbor Asset Management
Stamford,
Connecticut
| $922M | -$4.47B | -83% | 7.7% | 106% | 454 | 23.79% | 2.7 |
|
| 2081 |
2081
North Peak Capital Management
New York
| $921M | +$143M | +18% | 15.2% | 301% | 11 | 72.73% | 0.5 |
|
| 2082 |
2082
Fifth Third Securities
Cincinnati,
Ohio
| $920M | +$191M | +26% | 6.81% | 62.7% | 199 | 14.07% | 1 |
|
| 2083 |
2083
Girard Partners
King Of Prussia,
Pennsylvania
| $920M | +$128M | +16% | 11% | 25.7% | 266 | 8.65% | 3.8 |
|
| 2084 |
2084
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $918M | +$86.7M | +10% | 11.2% | 77.5% | 161 | 5.59% | 6.3 |
|
| 2085 |
2085
Maple Capital Management
Montpelier,
Vermont
| $916M | +$128M | +16% | 12.4% | 114% | 113 | 13.27% | 4.4 |
|
| 2086 |
2086
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $916M | +$54.6M | +6% | 5.3% | 62.2% | 367 | 14.17% | 1.7 |
|
| 2087 |
2087
Van Hulzen Asset Management
El Dorado Hills,
California
| $915M | +$243M | +36% | 9.16% | 86.3% | 327 | 21.1% | 2.3 |
|
| 2088 |
2088
Nottingham Advisors
Amherst,
New York
| $915M | -$90.5M | -9% | 5.02% | 47.6% | 152 | 11.84% | 3.3 |
|
| 2089 |
2089
Hikari Tsushin Inc
Tokyo,
Japan
| $915M | – | – | 8.89% | 59.5% | 46 | – | 4.7 |
|
| 2090 |
2090
Ulysses Management
New York
| $914M | -$40.2M | -4% | 0.25% | 51.8% | 77 | 50.65% | 1.3 |
|
| 2091 |
2091
Chiron Investment Management
New York
| $914M | +$282M | +45% | 7.41% | 104% | 139 | 74.1% | 0.2 |
|
| 2092 |
2092
E-L Financial Corp
Toronto,
Ontario, Canada
| $913M | +$90.8M | +11% | 10.7% | 78.5% | 1 | 0% | 5 |
|
| 2093 |
2093
SeaCrest Wealth Management
Purchase,
New York
| $912M | +$82.6M | +10% | 10.4% | 153% | 741 | 13.77% | 2.4 |
|
| 2094 |
2094
Cardano Risk Management
Rotterdam,
Netherlands
| $911M | +$105M | +13% | 15.9% | 200% | 5 | 0% | 2.8 |
|
| 2095 |
2095
Trinity Street Asset Management
London,
United Kingdom
| $910M | +$94.5M | +12% | 11.2% | 76.9% | 21 | 14.29% | 1.3 |
|
| 2096 |
2096
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $910M | +$70.6M | +8% | 12.6% | 146% | 39 | 5.13% | 5.4 |
|
| 2097 |
2097
Sphera Funds Management
Tel Aviv,
Israel
| $910M | -$281M | -24% | 3.76% | 245% | 141 | 53.9% | 0.7 |
|
| 2098 |
2098
Clearline Capital
New York
| $910M | -$151M | -14% | 1.65% | 57.4% | 206 | 51.94% | 0.6 |
|
| 2099 |
2099
Basso Capital Management
Stamford,
Connecticut
| $908M | +$52.7M | +6% | 0.27% | 89% | 660 | 40% | 0.4 |
|
| 2100 |
2100
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $908M | +$44.3M | +5% | 8.8% | 26.9% | 152 | 26.32% | 1.2 |
|