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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 |
2801
Gabelli & Co Investment Advisers
Rye,
New York
| $599M | +$23.7M | +4% | 2.48% | 248% | 305 | 28.52% | 1.5 |
|
| 2802 |
2802
Goldstein Advisors
Madison,
Wisconsin
| $598M | +$12.3M | +2% | 1.32% | 62.6% | 192 | 9.38% | 1.2 |
|
| 2803 |
GIM
2803
Greylin Investment Management
Orange,
Virginia
| $598M | -$25.7M | -4% | 2.67% | 52.1% | 85 | 10.59% | 5.5 |
|
| 2804 |
2804
Roble Belko & Company
Sewickley,
Pennsylvania
| $597M | +$14.6M | +3% | 1.38% | 53.3% | 391 | 13.3% | 4.3 |
|
| 2805 |
2805
Johnson Bixby & Associates
Vancouver,
Washington
| $597M | +$21.7M | +4% | 0.79% | 48.7% | 115 | 3.48% | 2.3 |
|
| 2806 |
2806
Hanson & Doremus Investment Management
Burlington,
Vermont
| $597M | +$16.6M | +3% | 2.45% | 86.3% | 496 | 13.31% | 6.1 |
|
| 2807 |
2807
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $596M | +$25.5M | +4% | 3.22% | 95.9% | 252 | 13.1% | 2.4 |
|
| 2808 |
2808
Kahn Brothers Group
New York
| $595M | -$79.4M | -12% | 6.14% | 53.4% | 54 | 5.56% | 5.3 |
|
| 2809 |
2809
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $595M | +$295K | +0% | 0.83% | 76.1% | 265 | 7.17% | 4.3 |
|
| 2810 |
2810
Nextech Invest
Zurich,
Switzerland
| $594M | -$36.3M | -6% | 1.32% | 982% | 13 | 7.69% | 1.4 |
|
| 2811 |
2811
Sendero Wealth Management
San Antonio,
Texas
| $594M | +$12.6M | +2% | 2.48% | 99.2% | 166 | 12.65% | 1.3 |
|
| 2812 |
2812
BlueSky Wealth Advisors
New Bern,
North Carolina
| $594M | +$466M | +365% | 1.3% | 42.9% | 77 | 55.84% | 2.1 |
|
| 2813 |
2813
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $594M | -$20.9M | -3% | 0.31% | 86.4% | 140 | 5% | 7.7 |
|
| 2814 |
2814
Almanack Investment Partners
Wayne,
Pennsylvania
| $593M | +$5.96M | +1% | 1.28% | 77.8% | 189 | 12.7% | 2.1 |
|
| 2815 |
KFS
2815
Kurt F. Somerville
| $593M | +$8.66M | +1% | 3.58% | 92.9% | 100 | 3% | 7.1 |
|
| 2816 |
2816
Sarissa Capital Management
Greenwich,
Connecticut
| $592M | +$20.8M | +4% | 4.74% | 80% | 10 | 0% | 4.2 |
|
| 2817 |
2817
Sompo Asset Management
Tokyo,
Japan
| $592M | -$19.5M | -3% | 2.59% | 84.7% | 198 | 3.03% | 3.2 |
|
| 2818 |
2818
Gateway Advisory
Westfield,
New Jersey
| $589M | +$18.8M | +3% | 0.26% | 26% | 151 | 19.87% | 1.6 |
|
| 2819 |
2819
Marquette Asset Management
Minneapolis,
Minnesota
| $588M | +$11.7M | +2% | 1.29% | 69.6% | 211 | 15.17% | 3.2 |
|
| 2820 |
2820
Northwest Bancshares
Warren,
Pennsylvania
| $587M | -$46.7M | -7% | 0.83% | 84.8% | 205 | 12.68% | 4.1 |
|
| 2821 |
2821
ThornTree Capital Partners
Boston,
Massachusetts
| $587M | -$5.88M | -1% | 8.24% | 217% | 25 | 36% | 1.3 |
|
| 2822 |
2822
Premier Path Wealth Partners
Madison,
New Jersey
| $587M | +$55.5M | +10% | 3.27% | 98.8% | 387 | 16.28% | 0.4 |
|
| 2823 |
2823
Polunin Capital Partners
London,
United Kingdom
| $587M | -$70.7M | -11% | 6.43% | 268% | 30 | 30% | 1.2 |
|
| 2824 |
2824
Ionic Capital Management
New York
| $586M | +$276M | +89% | 1.38% | 163% | 194 | 47.94% | 1.1 |
|
| 2825 |
2825
Canal Capital Management
Richmond,
Virginia
| $586M | -$9.7M | -2% | 0.75% | 67.8% | 156 | 14.1% | 4.1 |
|