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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
ICA
1426
Infrastructure Capital Advisors
New York
| $1B | -$68.2M | -6% | 3.98% | 52% | 141 | 29.08% | 1.1 |
|
| 1427 |
TIP
1427
Torray Investment Partners
Bethesda,
Maryland
| $1B | +$45.4M | +5% | 7.05% | 82.4% | 105 | 4.76% | 2.8 |
|
| 1428 |
APCM
1428
Arbiter Partners Capital Management
New York
| $1B | -$378K | -0% | 11.6% | 378% | 70 | 20% | 2.2 |
|
| 1429 |
GCIA
1429
Gabelli & Co Investment Advisers
Rye,
New York
| $1B | +$197M | +24% | 5.09% | 248% | 212 | 39.62% | 1.4 |
|
| 1430 |
DDPIC
1430
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $999M | +$18.9M | +2% | 5.72% | 123% | 188 | 17.55% | 2.8 |
|
| 1431 |
TNBTD
1431
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $999M | +$147M | +17% | 3.46% | 58.6% | 622 | 63.99% | 1.3 |
|
| 1432 |
RPAM
1432
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $998M | +$20.9M | +2% | 10.6% | 131% | 91 | 5.49% | 2.5 |
|
| 1433 |
TM
1433
Tiger Management
New York
| $997M | +$501M | +101% | 6.93% | – | 104 | 55.77% | 1.1 |
|
| 1434 |
1434
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $997M | +$88.2M | +10% | 8.15% | 192% | 199 | 58.29% | 0.5 |
|
| 1435 |
TP
1435
Thunderbird Partners
London,
United Kingdom
| $996M | +$198M | +25% | 0% | 38% | 10 | 10% | 0.8 |
|
| 1436 |
PPC
1436
Park Presidio Capital
San Francisco,
California
| $993M | +$172M | +21% | 4.24% | 94.1% | 20 | 30% | 1 |
|
| 1437 |
VC
1437
Vivo Capital
Palo Alto,
California
| $992M | +$216M | +28% | 12.9% | 7,491% | 46 | 17.39% | 1.1 |
|
| 1438 |
1438
Westwood Global Investments
Boston,
Massachusetts
| $990M | -$46.9M | -5% | 1.22% | 112% | 12 | 16.67% | 3.9 |
|
| 1439 |
TCA
1439
Taconic Capital Advisors
New York
| $990M | -$628M | -39% | 0.32% | 273% | 62 | 51.61% | 0.6 |
|
| 1440 |
SVG
1440
Sun Valley Gold
Sun Valley,
Idaho
| $989M | -$1.68B | -63% | 15.6% | 160% | 15 | 20% | 3.3 |
|
| 1441 |
SWM
1441
SVA Wealth Management
Madison,
Wisconsin
| $984M | +$58.5M | +6% | 5.78% | 44.5% | 222 | 9.01% | 3.2 |
|
| 1442 |
1442
SignatureFD
Atlanta,
Georgia
| $984M | +$87.7M | +10% | 5.45% | 73.6% | 2,080 | 10.19% | 0.9 |
|
| 1443 |
HP
1443
Hikari Power
Tokyo,
Japan
| $984M | +$75.1M | +8% | 7.24% | 53.5% | 135 | 11.11% | 1.6 |
|
| 1444 |
1444
First National Trust
Hermitage,
Pennsylvania
| $982M | +$74.6M | +8% | 6.69% | 82.9% | 343 | 9.91% | 3.4 |
|
| 1445 |
UR
1445
USCA RIA
Houston,
Texas
| $982M | +$50.8M | +5% | 5.88% | 60.6% | 490 | 12.45% | 2.5 |
|
| 1446 |
ACM
1446
Axar Capital Management
New York
| $982M | +$388M | +65% | 13.9% | 680% | 7 | 14.29% | 1.3 |
|
| 1447 |
JFGIW
1447
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $980M | +$68.9M | +8% | 6.52% | 58.1% | 572 | 9.27% | 3.8 |
|
| 1448 |
1448
Stock Yards Bank & Trust
Louisville,
Kentucky
| $980M | +$71.6M | +8% | 7.28% | 82.8% | 227 | 5.73% | 3.6 |
|
| 1449 |
BCMNY
1449
Buckingham Capital Management (New York)
New York
| $979M | -$31.9M | -3% | 4.62% | 62.5% | 99 | 18.18% | 1.8 |
|
| 1450 |
1450
Salem Investment Counselors
Winston Salem,
North Carolina
| $979M | -$114M | -10% | 8.54% | 181% | 563 | 23.45% | 2.5 |
|