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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
BOK Financial Private Wealth
Denver,
Colorado
| $497M | +$34.2M | +7% | 5.89% | 61.8% | 65 | 15.38% | 0.2 |
|
| 1602 |
MTIP
1602
Magee Thomson Investment Partners
San Diego,
California
| $497M | +$57M | +13% | 23.7% | 94.3% | 165 | 31.52% | 0.2 |
|
| 1603 |
SVG
1603
Sun Valley Gold
Sun Valley,
Idaho
| $497M | -$246M | -33% | 2.31% | 160% | 39 | 15.38% | 0.2 |
|
| 1604 |
DLG
1604
Daniel L. Goodwin
| $496M | -$19.5M | -4% | 3.55% | 72.6% | 127 | 20.47% | 0.2 |
|
| 1605 |
1605
CNA Financial
Chicago,
Illinois
| $496M | +$26.2M | +6% | 5.08% | 48.6% | 202 | 15.84% | 0.2 |
|
| 1606 |
1606
Investment House LLC
Redondo Beach,
California
| $494M | +$33.2M | +7% | 10.4% | 137% | 141 | 7.8% | 0.2 |
|
| 1607 |
ACM
1607
Axial Capital Management
New York
| $494M | -$69.2M | -12% | 7.92% | – | 30 | 60% | 0.2 |
|
| 1608 |
1608
Investment Centers of America
Bismarck,
North Dakota
| $494M | +$129M | +35% | 3.59% | 23.2% | 411 | 31.39% | 0.2 |
|
| 1609 |
1609
BBR Partners
New York
| $493M | -$19.3M | -4% | 1.2% | 63.4% | 58 | 20.69% | 0.2 |
|
| 1610 |
1GA
1610
1st Global Advisors
Dallas,
Texas
| $492M | +$34.3M | +7% | 5.67% | 23.5% | 410 | 18.29% | 0.2 |
|
| 1611 |
1611
Cove Street Capital
El Segundo,
California
| $492M | +$36.6M | +8% | 10.5% | 84.2% | 75 | 17.33% | 0.2 |
|
| 1612 |
1612
Cornercap Investment Counsel
Atlanta,
Georgia
| $492M | +$27.5M | +6% | 7.32% | 55.4% | 282 | 28.01% | 0.2 |
|
| 1613 |
1613
Locust Wood Capital Advisers
New York
| $492M | +$18.6M | +4% | 7.1% | 111% | 54 | 37.04% | 0.2 |
|
| 1614 |
1614
John G. Ullman & Associates
Corning,
New York
| $491M | +$12.1M | +3% | 5.42% | 156% | 155 | 5.81% | 0.2 |
|
| 1615 |
1615
Goelzer Investment Management
Carmel,
Indiana
| $490M | -$449M | -48% | 7.08% | 97.2% | 185 | 9.19% | 0.2 |
|
| 1616 |
1616
Ardsley Advisory Partners
Stamford,
Connecticut
| $490M | +$34.1M | +7% | 20.6% | 555% | 209 | 69.86% | 0.1 |
|
| 1617 |
1617
Cobblestone Capital Advisors
Rochester,
New York
| $489M | +$33.7M | +7% | 6.71% | 83.3% | 154 | 7.79% | 0.2 |
|
| 1618 |
1618
Community Trust & Investment
Versailles,
Kentucky
| $488M | +$16.7M | +4% | 4.74% | 123% | 72 | 11.11% | 0.2 |
|
| 1619 |
1619
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $488M | +$361M | +286% | 7.16% | 68.2% | 156 | 41.67% | 0.2 |
|
| 1620 |
AAM
1620
Archipel Asset Management
Stockholm,
Sweden
| $487M | -$1.3M | -0.3% | 5.77% | – | 104 | 79.81% | 0.1 |
|
| 1621 |
1621
Advisors Capital Management
Ridgewood,
New Jersey
| $486M | +$40.8M | +9% | 2.62% | 92.3% | 154 | 12.34% | 0.2 |
|
| 1622 |
1622
Norris Perne & French
Grand Rapids,
Michigan
| $485M | +$18.3M | +4% | 4.9% | 79.9% | 205 | 11.22% | 0.2 |
|
| 1623 |
1623
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $485M | +$20.8M | +4% | 5.3% | 68.1% | 80 | 15% | 0.2 |
|
| 1624 |
1624
Tributary Capital Management
Omaha,
Nebraska
| $484M | -$127M | -21% | 11.6% | 82.3% | 247 | 14.98% | 0.2 |
|
| 1625 |
SPC
1625
Standard Pacific Capital
San Francisco,
California
| $484M | +$28.2M | +6% | 13.1% | – | 35 | 60% | 0.1 |
|