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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $889M | -$10.3M | -1% | 3.9% | 192% | 230 | 69.13% | 0.4 |
|
| 1502 |
1502
Gabelli & Co Investment Advisers
Rye,
New York
| $889M | -$44.7M | -5% | 5.93% | 248% | 235 | 37.87% | 1.2 |
|
| 1503 |
1503
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $887M | +$16.3M | +2% | 1.27% | 71.6% | 293 | 7.85% | 4.5 |
|
| 1504 |
1504
Portolan Capital Management
Boston,
Massachusetts
| $887M | -$42.6M | -5% | 1.51% | 738% | 109 | 39.45% | 1.4 |
|
| 1505 |
1505
Pillar Pacific Capital Management
Pacifica,
California
| $886M | -$8.37M | -0.9% | 1.16% | 85% | 300 | 5.67% | 4.5 |
|
| 1506 |
1506
Cooper Investors
Melbourne, Victoria,
Australia
| $885M | +$22.3M | +3% | 3.38% | 57.5% | 42 | 26.19% | 2 |
|
| 1507 |
1507
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $884M | +$52.8M | +6% | 1.65% | 90.1% | 36 | 19.44% | 1.2 |
|
| 1508 |
1508
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $882M | +$40.6M | +5% | 3.03% | 79.2% | 33 | 0% | 2 |
|
| 1509 |
1509
Rivulet Capital
Summit,
New Jersey
| $881M | -$75.8M | -8% | 3.22% | 27.4% | 9 | 11.11% | 1.9 |
|
| 1510 |
1510
Country Club Trust
Kansas City,
Missouri
| $880M | +$9.46M | +1% | 2.02% | 74.1% | 256 | 8.2% | 3.3 |
|
| 1511 |
1511
Sigma Investment Counselors
Northville,
Michigan
| $879M | +$28.4M | +3% | 0.75% | 54.9% | 168 | 11.9% | 3.9 |
|
| 1512 |
1512
Rheos Capital Works
Tokyo,
Japan
| $879M | +$132M | +18% | 1.72% | 220% | 14 | 14.29% | 1 |
|
| 1513 |
1513
Vivo Capital
Palo Alto,
California
| $879M | -$188M | -18% | 0% | 7,491% | 51 | 100% | 0 |
|
| 1514 |
1514
Sessa Capital
New York
| $877M | -$6.28M | -0.7% | 8.63% | 147% | 23 | 17.39% | 1.7 |
|
| 1515 |
1515
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $877M | -$6.54M | -0.7% | 0.01% | 67.9% | 63 | 3.17% | 4.8 |
|
| 1516 |
1516
Port Capital
Chicago,
Illinois
| $876M | +$27.9M | +3% | 1.34% | 74.4% | 130 | 11.54% | 1.4 |
|
| 1517 |
1517
Financial Advocates Investment Management
Olympia,
Washington
| $876M | +$13.1M | +2% | 1.18% | 89.9% | 512 | 14.65% | 1.3 |
|
| 1518 |
1518
Maryland Capital Management
Towson,
Maryland
| $875M | +$32.1M | +4% | 2.22% | 44.5% | 211 | 18.48% | 3.4 |
|
| 1519 |
RIG
1519
Roosevelt Investment Group
New York
| $875M | +$20.9M | +2% | 3.18% | 57.6% | 157 | 5.73% | 2.6 |
|
| 1520 |
1520
Shenkman Capital Management
New York
| $874M | -$7.35M | -0.8% | 0.13% | 3.15% | 102 | 0.98% | 1.4 |
|
| 1521 |
1521
Matson Money Inc
Mason,
Ohio
| $872M | -$11.2M | -1% | 0.71% | 36.2% | 3 | 0% | 3 |
|
| 1522 |
BIC
1522
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $870M | -$149K | -0% | 3.44% | 36% | 148 | 4.73% | 4.5 |
|
| 1523 |
1523
Hodges Capital Management
Dallas,
Texas
| $868M | -$56.3M | -6% | 0.28% | 200% | 241 | 22.41% | 2.9 |
|
| 1524 |
1524
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $867M | +$16.6M | +2% | 2.77% | 64.4% | 113 | 7.96% | 3.9 |
|
| 1525 |
1525
Alphinity Investment Management
Sydney,
Australia
| $867M | +$61.5M | +8% | 3.71% | 151% | 27 | 14.81% | 0.9 |
|