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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
HighVista Strategies
Boston,
Massachusetts
| $438M | -$8.22M | -2% | 5.76% | 622% | 264 | 60.98% | 0.5 |
|
| 2127 |
2127
Fidelity National Financial
Jacksonville,
Florida
| $438M | +$12.7M | +3% | 3.59% | 2.54% | 22 | 0% | 2.3 |
|
| 2128 |
2128
Equitec Proprietary Markets
Chicago,
Illinois
| $438M | -$1.21B | -73% | 25.2% | 526% | 136 | 53.68% | 0.6 |
|
| 2129 |
BC
2129
Bruce & Co
Chicago,
Illinois
| $438M | +$20.3M | +5% | 2.92% | 94.5% | 52 | 11.54% | 2.9 |
|
| 2130 |
2130
Phillips Financial Management
Fort Wayne,
Indiana
| $438M | +$25.1M | +6% | 1.71% | 45.6% | 72 | 8.33% | 3 |
|
| 2131 |
1C
2131
1060 Capital
Denver,
Colorado
| $437M | +$125M | +40% | 4.15% | 301% | 45 | 80% | 0.1 |
|
| 2132 |
2132
AGF Investments LLC
Toronto,
Ontario, Canada
| $437M | +$39.1M | +10% | 1.69% | 28.5% | 826 | 18.77% | 0.4 |
|
| 2133 |
2133
Brown Advisory Securities
Baltimore,
Maryland
| $435M | +$32.3M | +8% | 3.39% | 51% | 379 | 8.44% | 2.3 |
|
| 2134 |
2134
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $435M | +$26.9M | +7% | 1.67% | 62% | 56 | 3.57% | 1.9 |
|
| 2135 |
2135
Gillson Capital
Chicago,
Illinois
| $435M | -$9.8M | -2% | 4.62% | 84.9% | 43 | 53.49% | 0.3 |
|
| 2136 |
2136
Green Court Capital Management
Hong Kong
| $435M | – | – | 21.3% | 33.4% | 8 | – | 0 |
|
| 2137 |
2137
Pacific Global Investment Management
Glendale,
California
| $434M | -$69.2M | -14% | 4.52% | 48% | 221 | 5.88% | 3 |
|
| 2138 |
2138
Evanson Asset Management
Carmel,
California
| $434M | +$29.4M | +7% | 2.76% | 66.6% | 239 | 12.13% | 2.4 |
|
| 2139 |
2139
Bardin Hill Management Partners
New York
| $434M | -$70M | -14% | 10.3% | 214% | 38 | 65.79% | 0.3 |
|
| 2140 |
2140
First Reserve GP XI
Stamford,
Connecticut
| $434M | -$80M | -16% | 11.2% | 26.4% | 3 | 0% | 2.4 |
|
| 2141 |
GIM
2141
Greylin Investment Management
Orange,
Virginia
| $434M | +$2.24M | +0.5% | 0.2% | 52.1% | 80 | 11.25% | 2.6 |
|
| 2142 |
2142
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $433M | +$6.16M | +1% | 2.54% | 26.3% | 145 | 6.9% | 3.1 |
|
| 2143 |
2143
Fiduciary Group
Savannah,
Georgia
| $433M | +$11.4M | +3% | 2.56% | 67.1% | 184 | 7.07% | 1.7 |
|
| 2144 |
PAM
2144
Premier Asset Management
Chicago,
Illinois
| $433M | +$11.7M | +3% | 6.59% | 104% | 109 | 10.09% | 2.1 |
|
| 2145 |
SG
2145
Swarthmore Group
Philadelphia,
Pennsylvania
| $433M | -$218M | -33% | 3.67% | 44.2% | 48 | 41.67% | 1.4 |
|
| 2146 |
GES
2146
GO ETF Solutions
London,
United Kingdom
| $433M | +$164M | +61% | 5.97% | – | 62 | 12.9% | 0.4 |
|
| 2147 |
2147
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $432M | -$38.4M | -8% | 3.24% | 207% | 118 | 24.58% | 2.8 |
|
| 2148 |
2148
Crestview Partners III
New York
| $432M | – | – | 5.45% | 51.2% | 1 | – | 0 |
|
| 2149 |
2149
Yorktown Energy Partners X
New York
| $432M | +$70.3M | +19% | 17% | 95.9% | 3 | 33.33% | 0.3 |
|
| 2150 |
2150
TRUE Private Wealth Advisors
Salem,
Oregon
| $431M | -$5.7M | -1% | 2.77% | 89.2% | 162 | 16.67% | 1.1 |
|