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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 |
BPIM
2426
Brant Point Investment Management
New York
| $925M | -$27.6M | -3% | 11.8% | 169% | 148 | 40.54% | 2.9 |
|
| 2427 |
2427
Summit Partners
Boston,
Massachusetts
| $924M | -$494M | -35% | 3.4% | 13.7% | 8 | 12.5% | 4.9 |
|
| 2428 |
2428
Redwood Investment Management
Scottsdale,
Arizona
| $923M | -$19.8M | -2% | 6.98% | 62.5% | 334 | 30.24% | 1.5 |
|
| 2429 |
2429
Intrua Financial
Houston,
Texas
| $921M | +$175M | +24% | 7.56% | 77.4% | 460 | 21.74% | 2.4 |
|
| 2430 |
2430
Cynosure Group
Salt Lake City,
Utah
| $921M | +$37.9M | +4% | 5.2% | 56.8% | 395 | 10.63% | 1.5 |
|
| 2431 |
2431
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $920M | -$75.1M | -8% | 14.3% | 35.7% | 13 | 69.23% | 1.8 |
|
| 2432 |
2432
Sunriver Management
Greenwich,
Connecticut
| $920M | -$12.6M | -1% | 5.91% | 9.27% | 26 | 30.77% | 1.3 |
|
| 2433 |
2433
Onyx Bridge Wealth Group
Tarrytown,
New York
| $920M | +$163M | +22% | 7.19% | 74.6% | 381 | 20.73% | 1.9 |
|
| 2434 |
WM
2434
WS Management
Jacksonville,
Florida
| $919M | +$197M | +27% | 12.4% | 309% | 50 | 24% | 3.8 |
|
| 2435 |
2435
Artemis Wealth Advisors
New York
| $919M | +$36M | +4% | 10.4% | 174% | 39 | 15.38% | 2.4 |
|
| 2436 |
2436
Symmetry Partners
Glastonbury,
Connecticut
| $918M | +$106M | +13% | 5.94% | 61.4% | 179 | 19.55% | 2.3 |
|
| 2437 |
2437
Southeast Asset Advisors
Thomasville,
Georgia
| $918M | +$77M | +9% | 10.5% | 91.5% | 212 | 11.32% | 4 |
|
| 2438 |
2438
Legato Capital Management
San Francisco,
California
| $918M | +$78.7M | +9% | 16.2% | 243% | 631 | 22.5% | 1.6 |
|
| 2439 |
TFP
2439
Triple Frond Partners
San Francisco,
California
| $918M | +$33.4M | +4% | 8.12% | 92.9% | 12 | 25% | 3.5 |
|
| 2440 |
2440
CKW Financial Group
Honolulu,
Hawaii
| $917M | +$47.9M | +6% | 6.88% | 62.4% | 196 | 7.14% | 6.1 |
|
| 2441 |
2441
NTV Asset Management
Charleston,
West Virginia
| $917M | +$80.5M | +10% | 9.28% | 110% | 315 | 10.79% | 5.9 |
|
| 2442 |
2442
Night Owl Capital Management
Greenwich,
Connecticut
| $917M | +$52.5M | +6% | 5.84% | 162% | 31 | 3.23% | 4.3 |
|
| 2443 |
2443
Nellore Capital Management
Redwood City,
California
| $917M | +$24.9M | +3% | 6.4% | 73.8% | 14 | 7.14% | 2.7 |
|
| 2444 |
2444
Great Lakes Retirement
Sandusky,
Ohio
| $916M | +$71.9M | +9% | 7.62% | 118% | 219 | 17.35% | 2.6 |
|
| 2445 |
2445
Gladstone Capital Management
London,
United Kingdom
| $915M | -$53.7M | -6% | 9.8% | 304% | 28 | 39.29% | 1.3 |
|
| 2446 |
2446
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $915M | +$68.9M | +8% | 7.04% | 62.2% | 155 | 8.39% | 3.5 |
|
| 2447 |
SBCM
2447
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $915M | +$17.9M | +2% | 4.08% | 72.3% | 53 | 15.09% | 6.7 |
|
| 2448 |
2448
James Investment Research
Alpha,
Ohio
| $915M | +$73.8M | +9% | 9.82% | 110% | 361 | 7.76% | 4.9 |
|
| 2449 |
2449
Sender Company & Partners
New York
| $914M | +$561M | +159% | 11.7% | 69.8% | 618 | 80.26% | 0.1 |
|
| 2450 |
2450
Leuthold Group
Minneapolis,
Minnesota
| $914M | +$77M | +9% | 11% | 126% | 238 | 27.31% | 1.7 |
|