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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
BDF Gestion
Paris,
France
| $931M | -$109M | -10% | 6.94% | – | 159 | 8.81% | 0.2 |
|
| 2202 |
2202
Denali Advisors
San Diego,
California
| $931M | +$565M | +155% | 6.6% | 106% | 307 | 54.72% | 1.3 |
|
| 2203 |
2203
Cypress Funds
Los Angeles,
California
| $931M | +$185M | +25% | 6.76% | 100% | 15 | 13.33% | 2.9 |
|
| 2204 |
2204
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $930M | +$69.1M | +8% | 5.73% | 55.5% | 172 | 5.81% | 2.3 |
|
| 2205 |
2205
MBL Wealth
Charlotte,
North Carolina
| $930M | +$34.1M | +4% | 5% | 52.7% | 217 | 8.76% | 1.9 |
|
| 2206 |
2206
First Heartland Consultants
Lake St. Louis,
Missouri
| $930M | -$503M | -35% | 5.7% | 59.2% | 496 | 18.95% | 3.3 |
|
| 2207 |
2207
Technology Crossover Management VIII
Menlo Park,
California
| $929M | +$37.1M | +4% | 27.6% | 77.9% | 6 | 0% | 4.4 |
|
| 2208 |
2208
Tran Capital Management
San Rafael,
California
| $929M | +$66.5M | +8% | 6.81% | 173% | 62 | 19.35% | 2.3 |
|
| 2209 |
2209
SeaCrest Wealth Management
Purchase,
New York
| $929M | +$49.8M | +6% | 5.07% | 153% | 669 | 11.06% | 3.8 |
|
| 2210 |
1SP
2210
140 Summer Partners
New York
| $928M | +$97.4M | +12% | 11.9% | 202% | 23 | 34.78% | 0.8 |
|
| 2211 |
2211
Dorsey Asset Management
Chicago,
Illinois
| $928M | +$88.2M | +11% | 15.4% | 122% | 12 | 8.33% | 3.5 |
|
| 2212 |
AH
2212
Allen Holding
New York
| $927M | +$127M | +16% | 16% | 135% | 14 | 0% | 6.6 |
|
| 2213 |
2213
Voya Financial Advisors
Windsor,
Connecticut
| $927M | +$42.4M | +5% | 6.33% | 44.8% | 245 | 12.65% | 5.4 |
|
| 2214 |
2214
Logos Global Management
San Francisco,
California
| $927M | -$316M | -25% | 10.6% | 1,585% | 71 | 42.25% | 0.8 |
|
| 2215 |
2215
Certuity
North Palm Beach,
Florida
| $926M | -$329M | -26% | 4.97% | 190% | 392 | 16.84% | 2 |
|
| 2216 |
2216
Tensile Capital Management
Larkspur,
California
| $925M | +$18M | +2% | 10.5% | 47.7% | 21 | 23.81% | 3.7 |
|
| 2217 |
2217
Beacon Financial Group
Dallas,
Texas
| $924M | +$46.3M | +5% | 5.99% | 66.6% | 338 | 8.88% | 3.9 |
|
| 2218 |
2218
Monashee Investment Management
Boston,
Massachusetts
| $924M | +$150M | +19% | 10.3% | 520% | 144 | 70.14% | 0.2 |
|
| 2219 |
2219
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $924M | +$101M | +12% | 7.98% | – | 391 | 19.44% | 2.2 |
|
| 2220 |
2220
Ninepoint Partners
Toronto,
Ontario, Canada
| $923M | -$130M | -12% | 9.09% | 82.6% | 115 | 36.52% | 1.5 |
|
| 2221 |
2221
Carret Asset Management
New York
| $922M | +$65.1M | +8% | 7.34% | 94.4% | 293 | 8.19% | 7.3 |
|
| 2222 |
2222
Banc Funds Company
Chicago,
Illinois
| $921M | +$78.4M | +9% | 11.5% | 69% | 133 | 10.53% | 6.3 |
|
| 2223 |
2223
Conversant Capital
Summit,
New Jersey
| $921M | +$370M | +67% | 2.43% | 228% | 25 | 56% | 0.6 |
|
| 2224 |
2224
Sagefield Capital
Dallas,
Texas
| $921M | -$26.7M | -3% | 0.05% | 115% | 118 | 41.53% | 1.1 |
|
| 2225 |
2225
DDD Partners
Bellevue,
Washington
| $921M | +$58.4M | +7% | 6.41% | 62.1% | 107 | 16.82% | 2.3 |
|