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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
WC
1326
Walthausen & Co
Malta,
New York
| $1.06B | -$11.9M | -1% | 4.5% | 63.3% | 128 | 19.53% | 2 |
|
| 1327 |
AVC
1327
Arlington Value Capital
Salt Lake City,
Utah
| $1.06B | +$58.1M | +6% | 13.8% | 14.4% | 25 | 12% | 2.1 |
|
| 1328 |
SH
1328
SeaTown Holdings
Singapore
| $1.06B | -$323M | -23% | 4.71% | 220% | 65 | 32.31% | 0.5 |
|
| 1329 |
CB
1329
Cadence Bank
Tupelo,
Mississippi
| $1.06B | – | – | 5.06% | 70.9% | 254 | – | 0 |
|
| 1330 |
SBSB
1330
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.06B | +$44.9M | +4% | 5.9% | 46.7% | 172 | 8.72% | 1.2 |
|
| 1331 |
TCM
1331
Tran Capital Management
San Rafael,
California
| $1.05B | -$63M | -6% | 6.18% | 149% | 49 | 10.2% | 2.3 |
|
| 1332 |
1332
First Horizon Advisors
Memphis,
Tennessee
| $1.05B | +$81.7M | +8% | 5.72% | 55.2% | 1,566 | 13.47% | 2.6 |
|
| 1333 |
GJIC
1333
Gamble Jones Investment Counsel
Pasadena,
California
| $1.05B | +$73.9M | +8% | 5.49% | 32.9% | 224 | 8.93% | 3.4 |
|
| 1334 |
AG
1334
Aravt Global
New York
| $1.05B | +$37.3M | +4% | 4.07% | 83.7% | 12 | 8.33% | 1.8 |
|
| 1335 |
MYAM
1335
Meiji Yasuda Asset Management
Tokyo,
Japan
| $1.05B | +$31.7M | +3% | 6.57% | 93.9% | 511 | 10.57% | 2.5 |
|
| 1336 |
MCA
1336
Mendon Capital Advisors
Key Largo,
Florida
| $1.05B | -$145M | -12% | 2.72% | – | 123 | 29.27% | 1.6 |
|
| 1337 |
EAM
1337
EastBay Asset Management
New York
| $1.05B | -$190M | -15% | 0.16% | 84.9% | 26 | 46.15% | 0.9 |
|
| 1338 |
HC
1338
Henshaw Capital
Woburn,
Massachusetts
| $1.05B | +$71.2M | +7% | 7.8% | 128% | 291 | 11.34% | 1 |
|
| 1339 |
PWPCM
1339
Perella Weinberg Partners Capital Management
New York
| $1.05B | -$144M | -12% | 5.52% | 1.52% | 186 | 53.23% | 0.7 |
|
| 1340 |
1340
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.05B | -$70.8M | -6% | 7.11% | 165% | 722 | 5.4% | 3.2 |
|
| 1341 |
MPM
1341
Meritage Portfolio Management
Overland Park,
Kansas
| $1.04B | +$24.3M | +2% | 6.26% | 97.4% | 231 | 28.57% | 1.9 |
|
| 1342 |
KSCM
1342
Key Square Capital Management
Stamford,
Connecticut
| $1.04B | +$424M | +69% | 12.7% | 50.2% | 45 | 84.44% | 0.1 |
|
| 1343 |
1343
Baker Avenue Asset Management
San Francisco,
California
| $1.04B | +$149M | +17% | 6.02% | 95.6% | 247 | 17% | 1.8 |
|
| 1344 |
1344
Grimes & Company
Westborough,
Massachusetts
| $1.04B | +$95.5M | +10% | 5.36% | 66.2% | 235 | 14.04% | 2.4 |
|
| 1345 |
BP
1345
Berkshire Partners
Boston,
Massachusetts
| $1.04B | +$466M | +82% | 24% | 79% | 3 | 33.33% | 1.7 |
|
| 1346 |
1346
Montag & Associates
Atlanta,
Georgia
| $1.03B | +$102M | +11% | 7.49% | 82.9% | 280 | 14.29% | 3 |
|
| 1347 |
BAM
1347
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.03B | +$135M | +15% | 6.52% | 70.4% | 215 | 15.81% | 2.6 |
|
| 1348 |
GAI
1348
General American Investors
New York
| $1.03B | -$23.3M | -2% | 3.82% | 129% | 73 | 20.55% | 2.7 |
|
| 1349 |
1349
Simplicity Solutions
Minneapolis,
Minnesota
| $1.03B | +$882M | +595% | 3.66% | 37.1% | 375 | 47.73% | 0.9 |
|
| 1350 |
LOAMS
1350
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.03B | +$187K | +0% | 6.1% | 135% | 406 | 29.56% | 0.7 |
|