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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $305M | +$104M | +52% | 20% | 98.1% | 37 | 70.27% | 0.2 |
|
| 2527 |
2527
Tinicum
New York
| $305M | +$27.2M | +10% | 11.3% | 21.1% | 5 | 20% | 2.3 |
|
| 2528 |
2528
Vantage Investment Advisors
State College,
Pennsylvania
| $304M | +$57.9M | +23% | 6.02% | 56.3% | 941 | 17.32% | 2.1 |
|
| 2529 |
2529
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $304M | +$113M | +59% | 7.81% | 135% | 145 | 73.79% | 0.1 |
|
| 2530 |
KC
2530
KRV Capital
New York
| $304M | -$16.5M | -5% | 6.45% | – | 31 | 61.29% | 0.3 |
|
| 2531 |
2531
Welch Capital Partners
Harrison,
New York
| $303M | +$7.29M | +2% | 4.31% | 79.2% | 46 | 23.91% | 1.7 |
|
| 2532 |
2532
Kelso & Company
New York
| $302M | +$13.8M | +5% | 4.76% | – | 1 | 0% | 3.3 |
|
| 2533 |
2533
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $302M | +$9.7M | +3% | 5.82% | 183% | 88 | 7.95% | 2.7 |
|
| 2534 |
2534
Patriot Financial Partners
Radnor,
Pennsylvania
| $302M | -$301K | -0.1% | 4.21% | 16.6% | 12 | 8.33% | 2.4 |
|
| 2535 |
2535
Monroe Bank & Trust
Monroe,
Michigan
| $301M | +$8.85M | +3% | 3.27% | 24.7% | 315 | 17.46% | 1.5 |
|
| 2536 |
2536
Chou Associates Management
Toronto,
Ontario, Canada
| $301M | -$11.3M | -4% | 0.84% | 66.4% | 29 | 13.79% | 2.5 |
|
| 2537 |
CC
2537
Cognios Capital
Leawood,
Kansas
| $301M | -$26.8M | -8% | 4.42% | 28.5% | 127 | 22.05% | 1.5 |
|
| 2538 |
2538
Tiptree Advisors
New York
| $301M | -$19.9M | -6% | 11.1% | – | 43 | 30.23% | 0.8 |
|
| 2539 |
2539
Marietta Investment Partners
Milwaukee,
Wisconsin
| $300M | +$15.9M | +6% | 10.9% | 160% | 153 | 28.1% | 1.7 |
|
| 2540 |
2540
Talara Capital Management
Montclair,
New Jersey
| $300M | +$19.8M | +7% | 3.99% | 17.4% | 22 | 27.27% | 1.1 |
|
| 2541 |
2541
Delphi Financial Group
Wilmington,
Delaware
| $300M | -$8.88M | -3% | 4.81% | 66.3% | 21 | 4.76% | 1.9 |
|
| 2542 |
DGI
2542
Discovery Group I
Chicago,
Illinois
| $300M | +$43.4M | +17% | 6.71% | – | 31 | 51.61% | 0.3 |
|
| 2543 |
2543
Avior Wealth Management
Omaha,
Nebraska
| $299M | +$31.7M | +12% | 4.21% | 71.4% | 554 | 19.68% | 1.9 |
|
| 2544 |
CFP
2544
Cornerstone Financial Partners
Huntersville,
North Carolina
| $299M | -$13.3M | -4% | 4.84% | – | 184 | 37.5% | 0.7 |
|
| 2545 |
2545
Highstreet Asset Management
London,
Ontario, Canada
| $299M | +$8.94M | +3% | 4.67% | 22.5% | 184 | 33.7% | 1.8 |
|
| 2546 |
2546
Princeton Alpha Management
Princeton Junction,
New Jersey
| $299M | -$187M | -38% | 3.55% | 9.26% | 874 | 63.04% | 0.4 |
|
| 2547 |
2547
Columbia Asset Management
Ann Arbor,
Michigan
| $299M | +$2.5M | +0.8% | 6.41% | 94.1% | 223 | 27.35% | 2.4 |
|
| 2548 |
TIM
2548
Total Investment Management
Scottsdale,
Arizona
| $299M | -$8.18M | -3% | 6.65% | 44.4% | 39 | 12.82% | 0.2 |
|
| 2549 |
2549
Penobscot Investment Management
Boston,
Massachusetts
| $299M | +$9.34M | +3% | 5.19% | 103% | 187 | 8.02% | 2.9 |
|
| 2550 |
2550
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $299M | +$30.3M | +11% | 5.11% | – | 276 | 14.13% | 1.6 |
|