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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
SC
2801
Salzman & Co
Pittsford,
New York
| $194M | -$172M | -47% | 8.27% | 15.7% | 15 | 73.33% | 0.7 |
|
| 2802 |
2802
GM Advisory Group
Melville,
New York
| $193M | -$60.2M | -24% | 6.52% | 53.6% | 41 | 14.63% | 1.2 |
|
| 2803 |
2803
Baker Street Capital Management
Los Angeles,
California
| $193M | -$83.9M | -30% | 28.9% | 78.6% | 3 | 33.33% | 1.3 |
|
| 2804 |
2804
United Bank (West Virginia)
Parkersburg,
West Virginia
| $193M | -$32.8M | -14% | 8.85% | 22.5% | 106 | 14.15% | 1.9 |
|
| 2805 |
2805
Rothschild Capital Partners
New York
| $193M | -$38.7M | -17% | 2.99% | 90.8% | 51 | 29.41% | 1.3 |
|
| 2806 |
2806
Doheny Asset Management
Los Angeles,
California
| $193M | -$30.7M | -14% | 7.4% | 135% | 124 | 16.13% | 1.7 |
|
| 2807 |
2807
Glendon Capital Management
Santa Monica,
California
| $192M | +$37.3M | +24% | 13.1% | 142% | 23 | 17.39% | 0.5 |
|
| 2808 |
2808
Fruth Investment Management
Houston,
Texas
| $192M | -$20.5M | -10% | 6.96% | 79.4% | 204 | 4.9% | 2 |
|
| 2809 |
2809
Gilman Hill Asset Management
New Canaan,
Connecticut
| $192M | -$19.2M | -9% | 7.69% | 54.2% | 193 | 19.17% | 1.5 |
|
| 2810 |
2810
Renaissance Investment Group
Lenox,
Massachusetts
| $192M | -$21.3M | -10% | 6.75% | 99.6% | 77 | 11.69% | 1.9 |
|
| 2811 |
IMIM
2811
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $192M | -$38M | -17% | 12.7% | 39.9% | 52 | 7.69% | 1.9 |
|
| 2812 |
2812
Schonfeld Group Holdings
Jericho,
New York
| $192M | +$83.2M | +77% | 6.27% | – | 272 | 91.18% | 0 |
|
| 2813 |
2813
American National Registered Investment Advisor
Galveston,
Texas
| $192M | -$14.6M | -7% | 6.23% | 95.8% | 245 | 10.2% | 1.9 |
|
| 2814 |
TL
2814
TowerView LLC
New York
| $192M | -$15.4M | -7% | 12.6% | 17.9% | 36 | 30.56% | 1.4 |
|
| 2815 |
2815
MUFG Bank
Tokyo 100-8388,,
Japan
| $192M | +$68.1M | +55% | 6.91% | 74% | 1 | 0% | 2.3 |
|
| 2816 |
LCM
2816
Lonestar Capital Management
San Francisco,
California
| $192M | -$6.28M | -3% | 12.4% | 260% | 21 | 33.33% | 0.7 |
|
| 2817 |
SRCM
2817
Swift Run Capital Management
Charlottesville,
Virginia
| $191M | -$45.3M | -19% | 13.8% | 9.9% | 61 | 21.31% | 1 |
|
| 2818 |
LCM
2818
Lionstone Capital Management
New York
| $191M | -$24.5M | -11% | 6.56% | 74.1% | 17 | 17.65% | 1.7 |
|
| 2819 |
2819
Mittleman Investment Management
Melville,
New York
| $191M | -$37.5M | -16% | 15.2% | 11.6% | 7 | 0% | 1.8 |
|
| 2820 |
2820
Ropes Wealth Advisors
Boston,
Massachusetts
| $191M | +$6.5M | +4% | 6.58% | 71% | 445 | 32.58% | 0.4 |
|
| 2821 |
WPL
2821
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $191M | -$37M | -16% | 10.3% | 98.4% | 8 | 37.5% | 0.4 |
|
| 2822 |
2822
Kellner Capital
New York
| $190M | +$792K | +0.4% | 5.48% | 390% | 72 | 61.11% | 0.3 |
|
| 2823 |
2823
Meristem Family Wealth
Minnetonka,
Minnesota
| $190M | -$37.9M | -17% | 7.89% | 67.7% | 117 | 56.41% | 1.9 |
|
| 2824 |
2824
Oakworth Capital
Birmingham,
Alabama
| $190M | -$21.3M | -10% | 7.63% | 64.3% | 517 | 3.68% | 1.5 |
|
| 2825 |
2825
CTC (Chicago Trading Company)
Chicago,
Illinois
| $190M | +$49.1M | +35% | 0.15% | 192% | 7 | 71.43% | 0.5 |
|