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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Silverback Asset Management
Chapel Hill,
North Carolina
| $1.04B | +$337M | +48% | 75.6% | 92.1% | 67 | 14.93% | 0.6 |
|
| 2252 |
2252
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.04B | +$107M | +11% | 13.2% | 221% | 217 | 17.51% | 0.7 |
|
| 2253 |
2253
Telos Capital Management
San Diego,
California
| $1.04B | +$61.5M | +6% | 8.27% | 71.1% | 204 | 8.82% | 6.4 |
|
| 2254 |
2254
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $1.04B | +$93.8M | +10% | 4.41% | 59.5% | 823 | 84.93% | 1 |
|
| 2255 |
2255
MV Capital Management
Bethesda,
Maryland
| $1.04B | +$69.5M | +7% | 7.01% | 67.6% | 1,117 | 7.88% | 3.9 |
|
| 2256 |
2256
North of South Capital
London,
United Kingdom
| $1.04B | +$89.5M | +9% | 16.6% | – | 25 | 24% | 0.8 |
|
| 2257 |
2257
LVM Capital Management
Portage,
Michigan
| $1.04B | +$76.3M | +8% | 10.6% | 121% | 173 | 15.61% | 6.2 |
|
| 2258 |
2258
L & S Advisors
Los Angeles,
California
| $1.04B | +$30.2M | +3% | 13.7% | 231% | 366 | 15.3% | 2 |
|
| 2259 |
2259
Webster Bank
Waterbury,
Connecticut
| $1.04B | +$71.7M | +7% | 8.28% | 77.5% | 698 | 12.61% | 5.4 |
|
| 2260 |
2260
Verus Financial Partners
Richmond,
Virginia
| $1.04B | +$58.3M | +6% | 5.25% | 41.6% | 123 | 11.38% | 4 |
|
| 2261 |
2261
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.04B | -$1.5M | -0.1% | 1.89% | 32.6% | 84 | 7.14% | 4.5 |
|
| 2262 |
2262
WNY Asset Management
Williamsville,
New York
| $1.04B | +$131M | +14% | 5.75% | – | 251 | 14.74% | 2.6 |
|
| 2263 |
2263
Oasis Management Company
Grand Cayman,
Cayman Islands
| $1.04B | +$164M | +19% | 16.3% | 368% | 128 | 46.09% | 0.9 |
|
| 2264 |
2264
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.04B | +$113M | +12% | 5.75% | 75.6% | 280 | 6.79% | 2.1 |
|
| 2265 |
2265
Voya Financial Advisors
Windsor,
Connecticut
| $1.04B | +$45.2M | +5% | 5.01% | 44.8% | 236 | 10.59% | 6 |
|
| 2266 |
2266
Intel Corp
Santa Clara,
California
| $1.03B | +$779M | +305% | 0.19% | 9.79% | 3 | 33.33% | 1.6 |
|
| 2267 |
2267
BFSG LLC
Irvine,
California
| $1.03B | +$140M | +16% | 9% | 81.9% | 728 | 10.58% | 2.1 |
|
| 2268 |
2268
Redwood Capital Management
New York
| $1.03B | +$482M | +87% | 77.8% | 313% | 17 | 35.29% | 2.4 |
|
| 2269 |
2269
Main Management Fund Advisors
San Francisco,
California
| $1.03B | +$193M | +23% | 8.7% | 80% | 8 | 25% | 1.1 |
|
| 2270 |
2270
Randolph Company
Cincinnati,
Ohio
| $1.03B | +$53.6M | +5% | 11.3% | 127% | 48 | 12.5% | 4.3 |
|
| 2271 |
2271
Carret Asset Management
New York
| $1.03B | +$91.9M | +10% | 10.9% | 94.4% | 290 | 4.83% | 8 |
|
| 2272 |
2272
Redmile Group
San Francisco,
California
| $1.03B | +$88.2M | +9% | 39.6% | 777% | 48 | 16.67% | 4.8 |
|
| 2273 |
2273
Inspire Investing
Meridian,
Idaho
| $1.03B | +$109M | +12% | 11.2% | 107% | 946 | 23.47% | 2.8 |
|
| 2274 |
2274
MASTERINVEST Kapitalanlage
Vienna,
| $1.03B | +$74.3M | +8% | 8.59% | – | 293 | 14.68% | 0.2 |
|
| 2275 |
2275
Coliseum Capital Management
Rowayton,
Connecticut
| $1.02B | -$369M | -26% | 12.2% | 41.1% | 17 | 35.29% | 2.9 |
|