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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Stanley-Laman Group
Berwyn,
Pennsylvania
| $984M | +$170M | +21% | 35.6% | 114% | 327 | 18.96% | 2.2 |
|
| 2602 |
2602
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $984M | +$200M | +26% | 20% | – | 928 | 12.5% | 1.6 |
|
| 2603 |
2603
Cheviot Value Management
Beverly Hills,
California
| $984M | -$11.6M | -1% | 2.73% | 77.8% | 449 | 6.9% | 2 |
|
| 2604 |
2604
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $984M | +$61.1M | +7% | 12.1% | 66.7% | 203 | 6.9% | 7.2 |
|
| 2605 |
2605
James Investment Research
Alpha,
Ohio
| $984M | +$92.5M | +10% | 15.9% | 110% | 385 | 9.35% | 5 |
|
| 2606 |
IAM
2606
Infinitum Asset Management
Fort Lauderdale,
Florida
| $983M | +$182M | +23% | 38.9% | – | 24 | 29.17% | 1 |
|
| 2607 |
2607
Greenline Partners
New York
| $983M | +$52.8M | +6% | 5.78% | 69.6% | 152 | 7.24% | 4 |
|
| 2608 |
2608
Twin Focus Capital Partners
Boston,
Massachusetts
| $983M | +$112M | +13% | 18.2% | 92.5% | 177 | 6.21% | 4.5 |
|
| 2609 |
2609
Hanson & Doremus Investment Management
Burlington,
Vermont
| $983M | +$113M | +13% | 18.7% | 86.3% | 552 | 15.58% | 6.6 |
|
| 2610 |
2610
Cabot Wealth Management
Salem,
Massachusetts
| $982M | +$113M | +13% | 14.5% | 69.3% | 152 | 15.13% | 5.9 |
|
| 2611 |
2611
Van Cleef Asset Management
Beachwood,
Ohio
| $981M | +$52.3M | +6% | 9.3% | 104% | 119 | 0.84% | 7.9 |
|
| 2612 |
2612
Stillwater Capital Advisors
Devon,
Pennsylvania
| $981M | +$104M | +12% | 14.6% | 121% | 72 | 6.94% | 6.1 |
|
| 2613 |
2613
Hill Investment Group Partners
St. Louis,
Missouri
| $980M | +$74.9M | +8% | 9.17% | 50.6% | 62 | 20.97% | 2.5 |
|
| 2614 |
2614
Perseverance Asset Management International
George Town,
Cayman Islands
| $979M | +$70M | +8% | 21% | 120% | 25 | 40% | 1.4 |
|
| 2615 |
2615
Parkman Healthcare Partners
Stamford,
Connecticut
| $977M | +$7.19M | +0.7% | 25% | 306% | 108 | 45.37% | 1.3 |
|
| 2616 |
KCM
2616
Kingdon Capital Management
New York
| $976M | +$65.1M | +7% | 29.1% | 217% | 100 | 59% | 0.6 |
|
| 2617 |
2617
Arini Captial Management
London,
United Kingdom
| $975M | +$341M | +54% | 10.7% | – | 28 | 78.57% | 0.1 |
|
| 2618 |
2618
Family Management
New York
| $975M | +$141M | +17% | 12.7% | 69% | 357 | 23.81% | 2.2 |
|
| 2619 |
2619
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $974M | -$800M | -45% | 18.5% | 97.3% | 727 | 36.04% | 4 |
|
| 2620 |
2620
Seeds Investor
New York
| $973M | +$239M | +32% | 22.8% | – | 411 | 22.63% | 1.1 |
|
| 2621 |
2621
ZEGA Investments
Palm Beach Gardens,
Florida
| $973M | +$83.2M | +9% | 16.5% | – | 363 | 25.62% | 0.6 |
|
| 2622 |
RIA
2622
RPG Investment Advisory
Pleasanton,
California
| $973M | +$123M | +14% | 24.8% | 186% | 100 | 15% | 4.4 |
|
| 2623 |
2623
Permanens Capital
New York
| $972M | +$196M | +25% | 6.95% | 76.9% | 124 | 48.39% | 1.1 |
|
| 2624 |
2624
Integrity Advisory Solutions
Dallas,
Texas
| $972M | +$215M | +28% | 12.6% | – | 381 | 34.91% | 0.5 |
|
| 2625 |
2625
Troluce Capital Advisors
Dorado,
Puerto Rico
| $971M | -$660M | -40% | 6.63% | 61.1% | 90 | 94.44% | 0.1 |
|