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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Summitry LLC
Foster City,
California
| $855M | -$49.3M | -5% | 1.82% | 68.1% | 72 | 12.5% | 1.5 |
|
| 1377 |
1377
Rothschild Investment LLC
Chicago,
Illinois
| $855M | +$17.9M | +2% | 1.99% | 99.4% | 542 | 13.47% | 1.2 |
|
| 1378 |
1378
Torray Investment Partners
Bethesda,
Maryland
| $855M | -$336M | -28% | 3.51% | 82.4% | 68 | 11.76% | 1.4 |
|
| 1379 |
1379
Waters Parkerson & Co
New Orleans,
Louisiana
| $854M | +$9.8M | +1% | 0.39% | 54.3% | 149 | 5.37% | 1.5 |
|
| 1380 |
SCM
1380
Suffolk Capital Management
New York
| $853M | +$31.2M | +4% | 4.89% | 48.6% | 163 | 33.74% | 0.7 |
|
| 1381 |
1381
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $853M | +$92.9M | +12% | 0.24% | 44.2% | 327 | 41.9% | 0.6 |
|
| 1382 |
1382
E.S. Barr & Co
Lexington,
Kentucky
| $852M | -$23.7M | -3% | 1.01% | 73.5% | 93 | 8.6% | 1.5 |
|
| 1383 |
1383
Ulysses Management
New York
| $851M | +$149M | +21% | 2.88% | 51.8% | 74 | 45.95% | 0.9 |
|
| 1384 |
1384
Twin Securities
New York
| $851M | +$297M | +54% | 27.5% | 506% | 33 | 75.76% | 0.3 |
|
| 1385 |
1385
Lee, Danner & Bass
Nashville,
Tennessee
| $848M | +$10.9M | +1% | 0.79% | – | 164 | 2.44% | 1.5 |
|
| 1386 |
1386
Formuepleje A/S
Aarhus C,
Denmark
| $847M | +$64.5M | +8% | 1.24% | 92.1% | 44 | 47.73% | 0.5 |
|
| 1387 |
VOAM
1387
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $846M | -$64.8M | -7% | 8.04% | 107% | 159 | 48.43% | 0.7 |
|
| 1388 |
SAS
1388
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $844M | -$25.5M | -3% | 1.33% | 29.3% | 19 | 26.32% | 0.9 |
|
| 1389 |
1389
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $841M | -$33.4M | -4% | 3.2% | 74.9% | 180 | 23.89% | 0.2 |
|
| 1390 |
1390
Wealthcare Capital Management
Richmond,
Virginia
| $841M | +$113M | +16% | 1.82% | 46.2% | 1,099 | 81.44% | 0.2 |
|
| 1391 |
1391
Stratos Wealth Partners
Beachwood,
Ohio
| $841M | +$285M | +51% | 1.72% | 83.3% | 642 | 24.77% | 0.4 |
|
| 1392 |
1392
Foxhaven Asset Management
Charlottesville,
Virginia
| $839M | +$312M | +59% | 2.11% | 88.2% | 23 | 13.04% | 0.6 |
|
| 1393 |
1393
Salem Investment Counselors
Winston Salem,
North Carolina
| $838M | -$1.22M | -0.1% | 0.54% | 181% | 282 | 9.57% | 1.5 |
|
| 1394 |
1394
Bingham Osborn & Scarborough
San Francisco,
California
| $838M | +$11.9M | +1% | 1.78% | 51.7% | 123 | 8.13% | 1.4 |
|
| 1395 |
1395
Cannell & Spears
New York
| $835M | -$65.6M | -7% | 0.21% | 113% | 150 | 15.33% | 1.3 |
|
| 1396 |
1396
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $835M | +$49.8M | +6% | 9.01% | 97.7% | 188 | 16.49% | 1 |
|
| 1397 |
1397
1ST Source Bank
South Bend,
Indiana
| $834M | +$2.08M | +0.2% | 1.52% | 80.8% | 243 | 13.99% | 1.4 |
|
| 1398 |
1398
Oak Associates
Akron,
Ohio
| $831M | -$4.54M | -0.5% | 1.69% | 152% | 191 | 10.47% | 1.4 |
|
| 1399 |
1399
Stack Financial Management
Whitefish,
Montana
| $830M | -$35.4M | -4% | 2.23% | 58.4% | 54 | 7.41% | 1.6 |
|
| 1400 |
1400
SII Investments
Appleton,
Wisconsin
| $829M | +$69.8M | +9% | 2.1% | 24.3% | 570 | 15.61% | 1.1 |
|