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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $451M | -$62.3M | -12% | 0% | 4.8% | 41 | 43.9% | 1.1 |
|
| 2427 |
2427
KLCM Advisors
Milwaukee,
Wisconsin
| $451M | +$58.3M | +15% | 6.23% | 122% | 114 | 15.79% | 3.2 |
|
| 2428 |
2428
Miller Investment Management
West Conshohocken,
Pennsylvania
| $451M | +$11M | +2% | 10.3% | 60.2% | 81 | 8.64% | 4.4 |
|
| 2429 |
2429
Stokes Family Office
New Orleans,
Louisiana
| $450M | – | – | 7.19% | 68.1% | 127 | – | 0 |
|
| 2430 |
2430
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $449M | -$297M | -40% | 10.4% | 25.8% | 36 | 63.89% | 0.4 |
|
| 2431 |
2431
Litman Gregory Wealth Management
Larkspur,
California
| $449M | +$40.5M | +10% | 6.93% | 55.5% | 275 | 43.27% | 1.4 |
|
| 2432 |
2432
Great Valley Advisor Group
Wilmington,
Delaware
| $449M | +$34.8M | +8% | 7.84% | 73.9% | 377 | 14.85% | 0.7 |
|
| 2433 |
2433
Principal Street Partners
Memphis,
Tennessee
| $449M | +$49.4M | +12% | 7.98% | 91% | 213 | 28.64% | 0.4 |
|
| 2434 |
MPAM
2434
Monarch Partners Asset Management
Boston,
Massachusetts
| $448M | -$216M | -33% | 9.23% | 136% | 216 | 45.37% | 1 |
|
| 2435 |
2435
Manitou Investment Management
Toronto,
Ontario, Canada
| $448M | +$34.5M | +8% | 7.89% | 69.3% | 40 | 2.5% | 2.8 |
|
| 2436 |
2436
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $448M | +$54.1M | +14% | 9.34% | 89.9% | 36 | 0% | 1.4 |
|
| 2437 |
2437
First Interstate Bank
Billings,
Montana
| $448M | +$16M | +4% | 9.93% | 49.7% | 640 | 19.69% | 3 |
|
| 2438 |
2438
Evermore Global Advisors
Summit,
New Jersey
| $448M | +$33.7M | +8% | 15.3% | 133% | 30 | 26.67% | 1.3 |
|
| 2439 |
2439
Accident Compensation Corp
Wellington,
New Zealand
| $448M | +$26.3M | +6% | 6.83% | 24.6% | 122 | 16.39% | 2.6 |
|
| 2440 |
2440
Rokos Capital Management (UK)
London,
United Kingdom
| $448M | +$280M | +167% | 11.4% | 227% | 15 | 80% | 0.2 |
|
| 2441 |
2441
WMS Partners
Towson,
Maryland
| $448M | +$31.3M | +8% | 8.73% | 10.8% | 235 | 12.34% | 3.6 |
|
| 2442 |
2442
Newport Asia
San Francisco,
California
| $447M | +$92.1M | +26% | 22.4% | – | 4 | 0% | 4.8 |
|
| 2443 |
2443
Basso Capital Management
Stamford,
Connecticut
| $447M | -$47.5M | -10% | 1.4% | 85.5% | 307 | 38.76% | 0.6 |
|
| 2444 |
2444
Hunting Hill Global Capital
New York
| $446M | +$46.6M | +12% | 12.1% | 132% | 31 | 58.06% | 0.4 |
|
| 2445 |
2445
PFM Asset Management
Harrisburg,
Pennsylvania
| $446M | -$209M | -32% | 0.07% | 23.3% | 14 | 14.29% | 0.8 |
|
| 2446 |
2446
North Growth Management
Vancouver,
British Columbia, Canada
| $446M | +$31.6M | +8% | 10% | 243% | 46 | 2.17% | 1.6 |
|
| 2447 |
2447
Trust Asset Management
Houston,
Texas
| $446M | -$10.7M | -2% | 7.25% | 91.1% | 41 | 31.71% | 2.1 |
|
| 2448 |
PGM
2448
Parian Global Management
Pound Ridge,
New York
| $445M | +$224M | +102% | 9.61% | 65.2% | 59 | 74.58% | 0.2 |
|
| 2449 |
MRCM
2449
M&R Capital Management
Summit,
New Jersey
| $445M | +$14.4M | +3% | 8.89% | 52.6% | 532 | 10.71% | 3.6 |
|
| 2450 |
LB
2450
Landmark Bank
Columbia,
Missouri
| $444M | +$288M | +185% | 7.46% | – | 97 | 5.15% | 1.3 |
|