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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Atlas Infrastructure Partners
London,
United Kingdom
| $664M | +$18.3M | +3% | 3.77% | 20.7% | 5 | 0% | 0.3 |
|
| 2452 |
2452
MV Capital Management
Bethesda,
Maryland
| $664M | -$23.4M | -3% | 3.54% | 73.3% | 710 | 5.49% | 2.6 |
|
| 2453 |
WCM
2453
Wallace Capital Management
Dallas,
Texas
| $664M | -$49.8M | -7% | 1.21% | 62.3% | 75 | 10.67% | 4.4 |
|
| 2454 |
2454
RenaissanceRe Holdings
Pembroke,
Bermuda
| $663M | +$337M | +103% | 8.11% | 40.8% | 9 | 44.44% | 1 |
|
| 2455 |
2455
S&T Bank
Indiana,
Pennsylvania
| $662M | -$22.8M | -3% | 0.45% | 193% | 143 | 9.09% | 3.7 |
|
| 2456 |
2456
Freemont Management
Vaud,
Switzerland
| $662M | +$282M | +74% | 2.43% | 113% | 138 | 56.52% | 0.4 |
|
| 2457 |
2457
Cannell Capital
Alta,
Wyoming
| $662M | +$31.7M | +5% | 10.3% | 127% | 82 | 26.83% | 1.4 |
|
| 2458 |
2458
Beach Point Capital Management
Santa Monica,
California
| $661M | +$38.5M | +6% | 9.34% | 84.1% | 42 | 59.52% | 0.8 |
|
| 2459 |
2459
Ribbit Capital GP III
Palo Alto,
California
| $661M | -$113M | -15% | 18.4% | – | 3 | 0% | 0.3 |
|
| 2460 |
2460
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $661M | +$20.3M | +3% | 2.32% | 74.8% | 266 | 15.04% | 3.5 |
|
| 2461 |
2461
Caledonia Investments plc (UK)
London England,
United Kingdom
| $659M | +$5.41M | +0.8% | 6.44% | 61.9% | 14 | 21.43% | 4.3 |
|
| 2462 |
2462
SoFi Wealth
San Francisco,
California
| $659M | – | – | 6.19% | 67.9% | 11 | – | 0 |
|
| 2463 |
2463
Liberty One Investment Management
Libertyville,
Illinois
| $658M | -$5.84M | -0.9% | 2.14% | 40.3% | 172 | 18.02% | 1.6 |
|
| 2464 |
2464
Arena Capital Advisors
Los Angeles,
California
| $658M | -$428M | -39% | 1.33% | 127% | 412 | 29.37% | 0.6 |
|
| 2465 |
2465
Canandaigua National Corp
Canandaigua,
New York
| $657M | -$20.2M | -3% | 2.39% | – | 300 | 13.67% | 1.5 |
|
| 2466 |
2466
Creative Financial Designs
Kokomo,
Indiana
| $657M | -$6.36M | -1% | 4.34% | 56.2% | 1,361 | 16.39% | 2 |
|
| 2467 |
2467
Battery Management Corp
Boston,
Massachusetts
| $657M | -$83.8M | -11% | 33.9% | 45.1% | 10 | 20% | 0.8 |
|
| 2468 |
2468
Fort Baker Capital Management
Larkspur,
California
| $656M | +$88M | +15% | 8.4% | 46.3% | 136 | 58.09% | 0.3 |
|
| 2469 |
2469
Park Presidio Capital
San Francisco,
California
| $656M | -$417M | -39% | 7.14% | 94.1% | 17 | 29.41% | 2.6 |
|
| 2470 |
2470
Cornerstone Advisory
Hunt Valley,
Maryland
| $656M | -$39.9M | -6% | 3.51% | 53.5% | 881 | 74.69% | 3.1 |
|
| 2471 |
2471
Quantinno Capital Management
New York
| $656M | +$103M | +19% | 2.91% | 119% | 596 | 28.02% | 0.6 |
|
| 2472 |
2472
Valor Management
Chicago,
Illinois
| $656M | +$27.8M | +4% | 3.08% | 14.5% | 5 | 40% | 0.2 |
|
| 2473 |
2473
St. James Investment Company
Southlake,
Texas
| $655M | -$38.7M | -6% | 8.36% | 43.8% | 35 | 22.86% | 2.8 |
|
| 2474 |
2474
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $655M | -$10.1M | -2% | 0.84% | 59.5% | 126 | 12.7% | 4.5 |
|
| 2475 |
2475
Hendershot Investments
Centreville,
Virginia
| $655M | -$3.08M | -0.5% | 0.46% | 50.5% | 154 | 7.79% | 3.2 |
|