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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Bayview Asset Management
Coral Gables,
Florida
| $585M | -$151M | -20% | 4.97% | 55.4% | 8 | 25% | 0.9 |
|
| 2477 |
2477
GFI Investment Counsel
Toronto,
Ontario, Canada
| $584M | -$9.16M | -2% | 9.05% | 41.8% | 18 | 22.22% | 3.6 |
|
| 2478 |
LP
2478
LGL Partners
Philadelphia,
Pennsylvania
| $584M | +$32.6M | +6% | 5.51% | 68.9% | 101 | 9.9% | 3.2 |
|
| 2479 |
2479
Portland Global Advisors
Portland,
Maine
| $584M | +$40.7M | +7% | 5.79% | 43.4% | 135 | 3.7% | 5.7 |
|
| 2480 |
2480
Lee Financial
Dallas,
Texas
| $583M | -$3.22M | -0.5% | 3.92% | 75% | 1,002 | 28.64% | 2.7 |
|
| 2481 |
2481
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $581M | -$48.9M | -8% | 0.39% | 2,136% | 19 | 31.58% | 1.3 |
|
| 2482 |
2482
WealthPlan Investment Management
Omaha,
Nebraska
| $581M | -$850M | -59% | 5.14% | 74.2% | 595 | 59.83% | 0.5 |
|
| 2483 |
2483
Needham Investment Management
New York
| $580M | +$27.2M | +5% | 9.3% | 424% | 128 | 14.06% | 4.3 |
|
| 2484 |
2484
Gilbert & Cook
West Des Moines,
Iowa
| $580M | +$29.9M | +5% | 5.33% | 63.2% | 222 | 15.77% | 2.8 |
|
| 2485 |
2485
Auxier Asset Management
Aurora,
Oregon
| $579M | -$6.16K | -0% | 1.76% | 71.7% | 165 | 4.24% | 7.1 |
|
| 2486 |
2486
Alpha Omega Wealth Management
Richmond,
Virginia
| $579M | +$15.8M | +3% | 5.55% | 65.9% | 214 | 4.21% | 4.8 |
|
| 2487 |
2487
Howard Capital Management
Roswell,
Georgia
| $579M | +$227M | +65% | 9.56% | 144% | 51 | 54.9% | 1.4 |
|
| 2488 |
2488
Dendur Capital
New York
| $579M | +$17.9M | +3% | 15.1% | 99.6% | 18 | 50% | 1.3 |
|
| 2489 |
2489
MIG Capital
Newport Beach,
California
| $578M | +$68.9M | +14% | 30.5% | 118% | 21 | 33.33% | 1.5 |
|
| 2490 |
2490
Absher Wealth Management
Chapel Hill,
North Carolina
| $578M | +$31.7M | +6% | 4.16% | 65.3% | 54 | 5.56% | 2.8 |
|
| 2491 |
2491
NEIRG Wealth Management
North Andover,
Massachusetts
| $577M | +$44.7M | +8% | 2.4% | – | 156 | 17.95% | 0.9 |
|
| 2492 |
2492
Estabrook Capital Management
New York
| $576M | -$5.28M | -0.9% | 3.09% | 87.2% | 427 | 7.03% | 5.5 |
|
| 2493 |
2493
Fortress Investment Group
New York
| $576M | -$453M | -44% | 21.7% | 97.5% | 137 | 70.07% | 1.6 |
|
| 2494 |
2494
Glassman Wealth Services
Vienna,
Virginia
| $576M | +$33.1M | +6% | 8.38% | 62.6% | 2,049 | 14.54% | 3.2 |
|
| 2495 |
2495
RBO & Co
Saint Helena,
California
| $574M | +$8.74M | +2% | 0.93% | 27.9% | 52 | 0% | 6.1 |
|
| 2496 |
2496
Penobscot Investment Management
Boston,
Massachusetts
| $574M | +$4.51M | +0.8% | 5.19% | 114% | 235 | 9.79% | 6.1 |
|
| 2497 |
2497
RR Advisors
Dallas,
Texas
| $574M | -$20.3M | -3% | 2.2% | 115% | 19 | 10.53% | 3.6 |
|
| 2498 |
2498
Kryger Capital
London,
United Kingdom
| $573M | -$87.9M | -13% | 11.6% | 421% | 30 | 80% | 0.3 |
|
| 2499 |
2499
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $571M | +$17.3M | +3% | 7.89% | 70.8% | 13 | 30.77% | 1.4 |
|
| 2500 |
2500
JGP Wealth Management
Bend,
Oregon
| $570M | +$25.8M | +5% | 3.87% | 87.8% | 153 | 7.84% | 3.1 |
|