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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Cheviot Value Management
Beverly Hills,
California
| $813M | +$290M | +55% | 8.55% | 77.8% | 458 | 85.37% | 0.8 |
|
| 2402 |
2402
Atom Investors
Austin,
Texas
| $813M | +$7.87M | +1% | 4.44% | 83.4% | 669 | 55.16% | 0.5 |
|
| 2403 |
2403
Rossmore Private Capital
Glastonbury,
Connecticut
| $812M | +$3.43M | +0.4% | 0.39% | 87.1% | 251 | 8.76% | 4.7 |
|
| 2404 |
2404
SYM Financial Corp
Winona Lake,
Indiana
| $812M | +$38.1M | +5% | 1.38% | 64.3% | 394 | 26.14% | 1.6 |
|
| 2405 |
2405
Ikarian Capital
Dallas,
Texas
| $811M | +$76.2M | +10% | 11.8% | 5,184% | 229 | 55.46% | 0.6 |
|
| 2406 |
2406
L & S Advisors
Los Angeles,
California
| $811M | -$102M | -11% | 0.65% | 231% | 386 | 16.84% | 1.9 |
|
| 2407 |
2407
Sunriver Management
Greenwich,
Connecticut
| $810M | -$25.4M | -3% | 9.57% | 9.27% | 26 | 42.31% | 1.1 |
|
| 2408 |
2408
Alibaba Group
Causeway Bay,
Hong Kong
| $810M | +$265M | +49% | 67% | 2.06% | 4 | 25% | 5.3 |
|
| 2409 |
2409
Paloma Partners
Greenwich,
Connecticut
| $809M | -$1.43B | -64% | 3.77% | 314% | 296 | 77.7% | 0.4 |
|
| 2410 |
2410
Clean Energy Transition
London,
United Kingdom
| $808M | -$1.86B | -70% | 9.41% | 129% | 19 | 47.37% | 1.1 |
|
| 2411 |
2411
Quest Investment Management
Lake Oswego,
Oregon
| $807M | -$54.3M | -6% | 4.34% | 105% | 87 | 13.79% | 5.2 |
|
| 2412 |
2412
Kadensa Capital
Central,
Hong Kong
| $806M | -$17.7M | -2% | 1.44% | 191% | 77 | 59.74% | 0.3 |
|
| 2413 |
2413
Trivium Point Advisory
Westport,
Connecticut
| $806M | +$13.6M | +2% | 0.81% | 106% | 356 | 10.67% | 2.4 |
|
| 2414 |
2414
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $805M | -$14.5M | -2% | 0.56% | 83.4% | 395 | 14.94% | 5.2 |
|
| 2415 |
2415
Coastline Trust
Providence,
Rhode Island
| $804M | -$49.6M | -6% | 3.63% | 106% | 430 | 9.3% | 4.6 |
|
| 2416 |
2416
MIG Capital
Newport Beach,
California
| $804M | -$167M | -17% | 1.15% | 118% | 94 | 64.89% | 0.8 |
|
| 2417 |
2417
Galaxy Group Investments
New York
| $804M | -$344M | -30% | 13.3% | – | 30 | 66.67% | 0.1 |
|
| 2418 |
2418
Elequin Capital
New York
| $802M | -$460M | -36% | 7.79% | 52.4% | 687 | 77.58% | 0.2 |
|
| 2419 |
2419
Trium Capital
London,
United Kingdom
| $801M | +$96.2M | +14% | 23.8% | 215% | 64 | 54.69% | 0.7 |
|
| 2420 |
2420
Clough Capital Partners
Boston,
Massachusetts
| $801M | -$80.4M | -9% | 0.14% | 175% | 142 | 41.55% | 1.2 |
|
| 2421 |
2421
Atlas Capital Advisors
Jackson,
Wyoming
| $800M | +$12.6M | +2% | 1.55% | – | 1,037 | 16.01% | 3 |
|
| 2422 |
2422
Fiducient Advisors
Chicago,
Illinois
| $800M | -$9.6M | -1% | 2.5% | 52.3% | 172 | 27.91% | 1.6 |
|
| 2423 |
2423
CKW Financial Group
Honolulu,
Hawaii
| $800M | -$12.5M | -2% | 0.8% | 70.3% | 262 | 30.92% | 5.5 |
|
| 2424 |
2424
Night Owl Capital Management
Greenwich,
Connecticut
| $800M | +$25.8M | +3% | 0.63% | 162% | 28 | 0% | 4.3 |
|
| 2425 |
2425
American Securities
New York
| $799M | -$124M | -13% | 13.5% | – | 1 | 0% | 0.3 |
|