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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
MAA
1301
Matrix Asset Advisors
White Plains,
New York
| $824M | +$82.4M | +11% | 10.6% | 84.9% | 81 | 13.58% | 0.4 |
|
| 1302 |
AT
1302
Arden Trust
Wilmington,
Delaware
| $824M | +$40.1M | +5% | 7.61% | 22.5% | 337 | 16.62% | 0.4 |
|
| 1303 |
MPMG
1303
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $822M | +$22.7M | +3% | 9.66% | 140% | 31 | 16.13% | 0.4 |
|
| 1304 |
AIA
1304
Affinity Investment Advisors
Newport Beach,
California
| $822M | +$50.5M | +7% | 12.5% | 189% | 86 | 8.14% | 0.5 |
|
| 1305 |
1305
Check Capital Management
Costa Mesa,
California
| $819M | +$67.7M | +9% | 7% | 66.6% | 56 | 19.64% | 0.4 |
|
| 1306 |
HOAM
1306
Halcyon Offshore Asset Management
New York
| $819M | +$379M | +86% | 13.9% | – | 91 | 47.25% | 0.3 |
|
| 1307 |
LCM
1307
Lonestar Capital Management
San Francisco,
California
| $818M | -$245M | -23% | 12.3% | 260% | 48 | 47.92% | 0.3 |
|
| 1308 |
ERM
1308
Elm Ridge Management
Briarcliff Manor,
New York
| $817M | -$103M | -11% | 7.77% | 93.6% | 71 | 25.35% | 0.4 |
|
| 1309 |
WPC
1309
Waters Parkerson & Co
New Orleans,
Louisiana
| $816M | +$73M | +10% | 9.49% | 54.3% | 144 | 11.81% | 0.4 |
|
| 1310 |
LW
1310
Linscomb Wealth
Houston,
Texas
| $815M | +$52.9M | +7% | 7.15% | 75.2% | 256 | 14.45% | 0.5 |
|
| 1311 |
TAM
1311
Taylor Asset Management
Toronto,
Ontario, Canada
| $815M | +$44.7M | +6% | 9.47% | 12.9% | 35 | 34.29% | 0.4 |
|
| 1312 |
KIM
1312
Kestrel Investment Management
San Mateo,
California
| $813M | -$160M | -16% | 9.76% | 89.2% | 57 | 19.3% | 0.4 |
|
| 1313 |
ZP
1313
Zimmer Partners
New York
| $813M | +$296M | +57% | 8.71% | 67.7% | 55 | 65.45% | 0.2 |
|
| 1314 |
PWPCM
1314
Perella Weinberg Partners Capital Management
New York
| $811M | -$124M | -13% | 11.6% | 1.52% | 154 | 71.43% | 0.2 |
|
| 1315 |
RG
1315
Redmile Group
San Francisco,
California
| $810M | +$146M | +22% | 15.1% | 777% | 72 | 52.78% | 0.2 |
|
| 1316 |
MPM
1316
Meritage Portfolio Management
Overland Park,
Kansas
| $808M | +$35.6M | +5% | 9.07% | 97.4% | 215 | 15.81% | 0.4 |
|
| 1317 |
HCM
1317
Hirzel Capital Management
Dallas,
Texas
| $807M | +$213M | +36% | 11.7% | 63.7% | 25 | 24% | 0.3 |
|
| 1318 |
ESBC
1318
E.S. Barr & Co
Lexington,
Kentucky
| $807M | +$66.5M | +9% | 10.7% | 73.5% | 100 | 13% | 0.4 |
|
| 1319 |
ACM
1319
American Capital Management
New York
| $807M | +$62.3M | +8% | 10.1% | 96.7% | 88 | 13.64% | 0.5 |
|
| 1320 |
KCM
1320
Kingstown Capital Management
New York
| $806M | +$150M | +23% | 14.9% | 38.6% | 24 | 29.17% | 0.4 |
|
| 1321 |
PCMF
1321
Private Capital Management (Florida)
Naples,
Florida
| $806M | -$284M | -26% | 9.84% | 118% | 76 | 11.84% | 0.5 |
|
| 1322 |
FGP
1322
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $806M | +$39.4M | +5% | 8.84% | 57.2% | 91 | 8.79% | 0.4 |
|
| 1323 |
HCM
1323
Howland Capital Management
Boston,
Massachusetts
| $805M | +$71M | +10% | 8.66% | 72% | 190 | 10% | 0.4 |
|
| 1324 |
MPIA
1324
Mountain Pacific Investment Advisers
Boise,
Idaho
| $802M | +$81.5M | +11% | 11.7% | 79.5% | 105 | 8.57% | 0.5 |
|
| 1325 |
M2MC
1325
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $801M | +$126M | +19% | 13.7% | 141% | 29 | 6.9% | 0.5 |
|