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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Advisors Capital Management
Ridgewood,
New Jersey
| $781M | +$40.5M | +5% | 2.94% | 92.3% | 162 | 11.11% | 1 |
|
| 1402 |
1402
Pinnacle Advisory Group
Columbia,
Maryland
| $781M | -$71.1M | -8% | 2.04% | 45.8% | 150 | 31.33% | 0.6 |
|
| 1403 |
1403
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $780M | -$163M | -17% | 14.6% | 38.5% | 665 | 32.48% | 0.8 |
|
| 1404 |
1404
Ancora Advisors
Cleveland,
Ohio
| $780M | +$7.86M | +1% | 1.22% | 74.2% | 538 | 23.98% | 0.9 |
|
| 1405 |
1405
Bar Harbor Wealth Management
Concord,
New Hampshire
| $779M | -$18.8M | -2% | 0.74% | 85% | 257 | 5.06% | 1.2 |
|
| 1406 |
1406
Personal Capital Advisors
Redwood City,
California
| $777M | +$174M | +29% | 2.91% | 17.6% | 136 | 37.5% | 0.5 |
|
| 1407 |
1407
Sadoff Investment Management
Milwaukee,
Wisconsin
| $777M | +$9.2M | +1% | 1.7% | 49.2% | 53 | 3.77% | 1 |
|
| 1408 |
1408
Silver Rock Financial
Los Angeles,
California
| $777M | -$630M | -45% | 2.89% | 2.58% | 48 | 35.42% | 0.5 |
|
| 1409 |
BFO
1409
Boston Family Office
Boston,
Massachusetts
| $777M | -$10.7M | -1% | 0.22% | 53.4% | 267 | 4.49% | 1.2 |
|
| 1410 |
1410
Catalyst Capital Advisors
Huntington,
New York
| $776M | +$163M | +27% | 3.37% | 62.7% | 540 | 59.63% | 0.3 |
|
| 1411 |
ACM
1411
Addison Clark Management
Stamford,
Connecticut
| $775M | -$241M | -24% | 8.3% | 14.3% | 23 | 30.43% | 0.7 |
|
| 1412 |
1412
Mountain Pacific Investment Advisers
Boise,
Idaho
| $775M | -$69.7M | -8% | 1.82% | 79.5% | 107 | 5.61% | 1.2 |
|
| 1413 |
1413
Osborne Partners Capital Management
San Francisco,
California
| $774M | -$3.04M | -0.4% | 0.92% | 60.8% | 180 | 5% | 1.2 |
|
| 1414 |
1414
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $772M | -$15.6M | -2% | 2.12% | 140% | 33 | 24.24% | 1 |
|
| 1415 |
WA
1415
Wintergreen Advisers
Mount Olive,
New Jersey
| $772M | -$7.05M | -0.9% | 1.48% | 25.4% | 12 | 16.67% | 1 |
|
| 1416 |
1416
Whale Rock Capital Management
Boston,
Massachusetts
| $771M | -$3.91M | -0.5% | 7.69% | 1,326% | 36 | 52.78% | 0.4 |
|
| 1417 |
1417
Farr Miller & Washington
Washington,
District of Columbia
| $769M | -$10.1M | -1% | 0.38% | 62.3% | 155 | 18.71% | 1.1 |
|
| 1418 |
1418
Olstein Capital Management
Purchase,
New York
| $768M | +$27.4M | +4% | 1.18% | 16.6% | 132 | 12.12% | 0.9 |
|
| 1419 |
1419
Foundation Resource Management
Little Rock,
Arkansas
| $766M | -$53.9M | -7% | 5.53% | 84.5% | 69 | 7.25% | 1.2 |
|
| 1420 |
1420
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $765M | -$12.5M | -2% | 0.13% | 30.8% | 398 | 9.05% | 1.1 |
|
| 1421 |
1421
Glovista Investments
Jersey City,
New Jersey
| $764M | +$51.5M | +7% | 1.77% | 2.48% | 104 | 42.31% | 0.7 |
|
| 1422 |
1422
Formuepleje A/S
Aarhus C,
Denmark
| $763M | -$233M | -23% | 0.89% | 92.1% | 36 | 27.78% | 0.4 |
|
| 1423 |
1423
Bloom Tree Partners
New York
| $763M | -$91.3M | -11% | 3.01% | 20.4% | 44 | 47.73% | 0.4 |
|
| 1424 |
1424
Boston Financial Management
Boston,
Massachusetts
| $763M | +$4.59M | +0.6% | 0.68% | 30.1% | 207 | 3.38% | 1.1 |
|
| 1425 |
TI
1425
Tyrian Investments
New York
| $761M | -$45.3M | -6% | 6.58% | 33.7% | 28 | 42.86% | 0.3 |
|