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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
KC
1376
Kepos Capital
New York
| $1.01B | +$29.6M | +3% | 1.65% | 21.1% | 439 | 59.45% |
|
| 1377 |
GAI
1377
General American Investors
New York
| $1.01B | -$42.2M | -4% | 1.35% | 129% | 73 | 12.33% |
|
| 1378 |
ST
1378
Spinnaker Trust
Portland,
Maine
| $1.01B | +$17.8M | +2% | 0.47% | 68.2% | 244 | 8.2% |
|
| 1379 |
ESBC
1379
E.S. Barr & Co
Lexington,
Kentucky
| $1.01B | -$4.6M | -0.5% | 2.53% | 73.5% | 83 | 3.61% |
|
| 1380 |
RE
1380
RBC Europe
London,
United Kingdom
| $1.01B | +$10.8M | +1% | 0.22% | 59.8% | 1,105 | 7.33% |
|
| 1381 |
SRC
1381
Shufro Rose & Co
New York
| $1.01B | -$16.4M | -2% | 0.47% | 68.1% | 352 | 16.48% |
|
| 1382 |
CCM
1382
Consonance Capital Management
New York
| $1.01B | -$402M | -28% | 2.44% | 314% | 37 | 37.84% |
|
| 1383 |
ST
1383
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.01B | +$42.3M | +4% | 0.65% | 50% | 1,026 | 6.53% |
|
| 1384 |
GC
1384
Giverny Capital
Montreal,
Quebec, Canada
| $1B | +$13.2M | +1% | 1.09% | 69.2% | 40 | 5% |
|
| 1385 |
CCA
1385
Cobblestone Capital Advisors
Rochester,
New York
| $1B | -$107M | -10% | 1.04% | 83.3% | 251 | 7.97% |
|
| 1386 |
BFA
1386
Beaumont Financial Advisors
Needham,
Massachusetts
| $1B | +$35.3M | +4% | 1.48% | 80.6% | 290 | 21.03% |
|
| 1387 |
ABI
1387
Abrams Bison Investments
Bethesda,
Maryland
| $1B | +$36.6M | +4% | 3.89% | 170% | 8 | 0% |
|
| 1388 |
BIAS
1388
Beacon Investment Advisory Services
Morristown,
New Jersey
| $1B | +$56.1M | +6% | 1.6% | 83.3% | 240 | 9.58% |
|
| 1389 |
WBG
1389
Wharton Business Group
Malvern,
Pennsylvania
| $998M | +$16.2M | +2% | 0.45% | 72.5% | 103 | 4.85% |
|
| 1390 |
SCA
1390
Snowden Capital Advisors
New York
| $994M | +$19.3M | +2% | 1% | 100% | 543 | 12.34% |
|
| 1391 |
OWD
1391
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $993M | +$22.6M | +2% | 3.11% | 23.7% | 330 | 12.12% |
|
| 1392 |
RVPG
1392
Relative Value Partners Group
| $991M | +$33.7M | +4% | 0.46% | 8.9% | 172 | 9.88% |
|
| 1393 |
IHL
1393
Investment House LLC
Redondo Beach,
California
| $990M | +$35.2M | +4% | 1.88% | 125% | 208 | 12.5% |
|
| 1394 |
HAM
1394
HHR Asset Management
Berkeley Heights,
New Jersey
| $989M | -$347M | -26% | 0.69% | 76.3% | 48 | 33.33% |
|
| 1395 |
ECG
1395
Edge Capital Group
Atlanta,
Georgia
| $989M | -$52.3M | -5% | 0.27% | 27.7% | 260 | 15% |
|
| 1396 |
CC
1396
CCMP Capital
New York
| $988M | +$5.58M | +0.6% | 0.57% | 12.3% | 1 | 0% |
|
| 1397 |
WFMPM
1397
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $984M | -$6.96M | -0.7% | 1.18% | 68.1% | 82 | 6.1% |
|
| 1398 |
TA
1398
Teton Advisors
Rye,
New York
| $983M | -$47M | -5% | 1.34% | 139% | 482 | 7.88% |
|
| 1399 |
PC
1399
Packer & Co
Cottesloe,
Australia
| $983M | -$32.4M | -3% | 0.29% | – | 25 | 8% |
|
| 1400 |
WPW
1400
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $982M | +$41.8M | +4% | 0.41% | 68.7% | 280 | 20% |
|