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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
LW
1226
Linscomb Wealth
Houston,
Texas
| $992M | +$68.7M | +7% | 4.12% | 75.2% | 264 | 9.47% | 2.2 |
|
| 1227 |
TFA
1227
Transamerica Financial Advisors
St. Petersburg,
Florida
| $991M | -$191M | -16% | 3.19% | 77.1% | 800 | 58.63% | 1.9 |
|
| 1228 |
PWAM
1228
Park West Asset Management
San Francisco,
California
| $990M | -$72.1M | -7% | 0.36% | 181% | 90 | 47.78% | 0.8 |
|
| 1229 |
SM
1229
Seminole Management
New York
| $987M | -$259M | -21% | 2.67% | 95.4% | 61 | 49.18% | 0.5 |
|
| 1230 |
MCI
1230
McDonald Capital Investors
Orinda,
California
| $982M | +$14.6M | +2% | 0.16% | 60.2% | 21 | 9.52% | 2.3 |
|
| 1231 |
ZDA
1231
Zweig-DiMenna Associates
New York
| $979M | -$152M | -13% | 9.92% | 561% | 228 | 62.28% | 0.7 |
|
| 1232 |
AAM
1232
Amerigo Asset Management
George Town,
Cayman Islands
| $979M | -$228M | -19% | 12.2% | 368% | 10 | 40% | 0.7 |
|
| 1233 |
FA
1233
Friess Associates
Greenville,
Delaware
| $978M | -$21.1M | -2% | 9.11% | 256% | 181 | 43.65% | 0.9 |
|
| 1234 |
NCMU
1234
NAYA Capital Management (UK)
London,
United Kingdom
| $976M | +$102M | +12% | 3.26% | 121% | 22 | 72.73% | 0.2 |
|
| 1235 |
CTA
1235
Chesley Taft & Associates
Chicago,
Illinois
| $975M | +$26.8M | +3% | 2.28% | 93.1% | 255 | 6.67% | 2.1 |
|
| 1236 |
1236
Advisors Capital Management
Ridgewood,
New Jersey
| $975M | -$13.8M | -1% | 3.41% | 92.3% | 181 | 16.57% | 1.6 |
|
| 1237 |
DCC
1237
Dow Chemical Company
Midland,
Michigan
| $974M | -$58.2M | -6% | 0.82% | 29.4% | 29 | 24.14% | 2 |
|
| 1238 |
SIC
1238
Starr International Company
Zug,
Switzerland
| $972M | -$2.8M | -0.3% | 0.4% | 26.1% | 23 | 0% | 2.4 |
|
| 1239 |
SP
1239
Steelhead Partners
Seattle,
Washington
| $971M | -$53.2M | -5% | 0.63% | 0.4% | 64 | 14.06% | 0.9 |
|
| 1240 |
1240
Tokio Marine Asset Management
Tokyo,
Japan
| $971M | -$21.4M | -2% | 3.07% | 129% | 515 | 4.27% | 2.6 |
|
| 1241 |
SL
1241
Summitry LLC
Foster City,
California
| $970M | +$35.1M | +4% | 0.11% | 68.1% | 85 | 12.94% | 2 |
|
| 1242 |
MCA
1242
Mendon Capital Advisors
Key Largo,
Florida
| $970M | +$183M | +23% | 0.65% | – | 125 | 25.6% | 1.1 |
|
| 1243 |
SAM
1243
Sectoral Asset Management
Montreal,
Quebec, Canada
| $968M | -$1.1B | -53% | 7.82% | 168% | 89 | 37.08% | 1.2 |
|
| 1244 |
NI
1244
Nuance Investments
Kansas City,
Missouri
| $967M | +$49.1M | +5% | 2.33% | 3.13% | 68 | 29.41% | 1 |
|
| 1245 |
WC
1245
Walthausen & Co
Malta,
New York
| $963M | +$17M | +2% | 4.88% | 63.3% | 146 | 22.6% | 1.4 |
|
| 1246 |
GAMA
1246
Graticule Asia Macro Advisors
New York
| $963M | -$315M | -25% | 14.6% | – | 109 | 78.9% | 0.3 |
|
| 1247 |
1247
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $962M | +$136M | +16% | 2.51% | 25.2% | 315 | 13.97% | 2.1 |
|
| 1248 |
GAI
1248
General American Investors
New York
| $960M | -$8.3M | -0.9% | 0.53% | 129% | 59 | 10.17% | 2.3 |
|
| 1249 |
1249
State of Alaska Department of Revenue
Juneau,
Alaska
| $960M | -$3.58M | -0.4% | 5.45% | 118% | 359 | 7.8% | 1.5 |
|
| 1250 |
EC
1250
EMS Capital
New York
| $958M | -$60.2M | -6% | 2.25% | 228% | 36 | 16.67% | 1.2 |
|