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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Kopernik Global Investors
Tampa,
Florida
| $888M | -$65.9M | -7% | 0.36% | 128% | 32 | 15.63% | 3.2 |
|
| 2202 |
2202
Liberty One Investment Management
Libertyville,
Illinois
| $887M | +$3.9M | +0.4% | 0.54% | 40.3% | 190 | 8.95% | 2.8 |
|
| 2203 |
2203
CVC Management Holdings II
St. Helier,
Jersey
| $887M | +$95.7M | +12% | 34.8% | – | 4 | 0% | 0.3 |
|
| 2204 |
2204
Pale Fire Capital SE
Prague,
Czech Republic
| $887M | +$169M | +24% | 7.68% | 223% | 65 | 47.69% | 0.6 |
|
| 2205 |
DTL
2205
Dynamic Technology Lab
Singapore
| $885M | -$50.6M | -5% | 4.37% | 30.8% | 1,481 | 71.64% | 0.2 |
|
| 2206 |
2206
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $885M | -$32.3M | -4% | 6.3% | 2,136% | 16 | 25% | 1.9 |
|
| 2207 |
2207
Voya Financial Advisors
Windsor,
Connecticut
| $885M | +$9.01M | +1% | 0.56% | 44.8% | 252 | 13.89% | 5.5 |
|
| 2208 |
2208
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $884M | -$35.5M | -4% | 6.11% | 22.7% | 31 | 0% | 5.5 |
|
| 2209 |
2209
TRUE Private Wealth Advisors
Salem,
Oregon
| $883M | +$11.4M | +1% | 2.37% | 89.2% | 295 | 9.15% | 3.8 |
|
| 2210 |
2210
Aveo Capital Partners
Englewood,
Colorado
| $882M | -$35.7M | -4% | 1.33% | 19.1% | 374 | 18.45% | 2.3 |
|
| 2211 |
2211
Quinn Opportunity Partners
Charlottesville,
Virginia
| $880M | -$24.3M | -3% | 5.72% | 77.6% | 324 | 35.19% | 1.3 |
|
| 2212 |
2212
Willow Creek Wealth Management
Sebastopol,
California
| $879M | +$23.9M | +3% | 0.25% | 36.5% | 156 | 6.41% | 3.5 |
|
| 2213 |
2213
HTLF Bank
Denver,
Colorado
| $879M | +$8.18M | +0.9% | 3.62% | – | 257 | 9.73% | 0.5 |
|
| 2214 |
2214
LVM Capital Management
Portage,
Michigan
| $879M | +$32.2M | +4% | 4.87% | 121% | 154 | 16.23% | 6.1 |
|
| 2215 |
2215
SeaCrest Wealth Management
Purchase,
New York
| $879M | +$60.8M | +7% | 7.12% | 153% | 643 | 10.89% | 3.8 |
|
| 2216 |
2216
LRI Investments
Palm Beach Gardens,
Florida
| $879M | +$483M | +122% | 0.76% | – | 1,150 | 28.17% | 0.2 |
|
| 2217 |
2217
Browning West
Los Angeles,
California
| $879M | -$57M | -6% | 8.86% | 96.8% | 2 | 0% | 3.5 |
|
| 2218 |
2218
Beacon Financial Group
Dallas,
Texas
| $878M | +$6.35M | +0.7% | 1.51% | 66.6% | 337 | 10.39% | 3.8 |
|
| 2219 |
2219
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $878M | -$123M | -12% | 1.6% | 87.8% | 115 | 5.22% | 4.3 |
|
| 2220 |
2220
L & S Advisors
Los Angeles,
California
| $877M | -$7.42M | -0.8% | 6.55% | 231% | 380 | 28.42% | 1.8 |
|
| 2221 |
2221
Tortoise Investment Management
White Plains,
New York
| $877M | +$53.2M | +6% | 1.04% | 40.2% | 907 | 6.28% | 4.6 |
|
| 2222 |
2222
Zazove Associates
Incline Village,
Nevada
| $877M | +$122M | +16% | 0.7% | 11% | 144 | 17.36% | 1.5 |
|
| 2223 |
2223
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $874M | +$11.2M | +1% | 0.95% | 47.7% | 188 | 4.79% | 4 |
|
| 2224 |
2224
Daido Life Insurance Company
Osaka,
Japan
| $874M | -$73.5M | -8% | 3.56% | 68.7% | 6 | 0% | 5.1 |
|
| 2225 |
2225
IQ EQ Fund Management
Dublin 2,
Ireland
| $874M | -$8.87M | -1% | 0.47% | 109% | 339 | 20.06% | 2.6 |
|