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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
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $788M | -$22.4M | -3% | 2.83% | 83.5% | 65 | 6.15% | 3.9 |
|
| 1602 |
1602
Olstein Capital Management
Purchase,
New York
| $786M | +$1.08M | +0.1% | 1.79% | 16.6% | 117 | 9.4% | 2.3 |
|
| 1603 |
1603
Canandaigua National Bank & Trust
Canandaigua,
New York
| $784M | +$229M | +41% | 1.59% | – | 403 | 41.94% | 1.9 |
|
| 1604 |
1604
Columbia Partners Investment Management
Alexandria,
Virginia
| $783M | +$28.7M | +4% | 2% | 69.7% | 256 | 28.91% | 2 |
|
| 1605 |
1605
Rothschild Investment LLC
Chicago,
Illinois
| $782M | -$139M | -15% | 1.48% | 99.4% | 441 | 20.63% | 3.2 |
|
| 1606 |
1606
Veritas Investment Management
London,
United Kingdom
| $781M | +$58.2M | +8% | 1.63% | 69% | 64 | 4.69% | 2.9 |
|
| 1607 |
1607
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $781M | -$22.8M | -3% | 4.24% | 2.43% | 12 | 0% | 1.9 |
|
| 1608 |
TM
1608
Tiger Management
New York
| $780M | +$140M | +22% | 5.61% | – | 121 | 56.2% | 0.8 |
|
| 1609 |
1609
Silvant Capital Management
Atlanta,
Georgia
| $779M | – | – | 3.61% | 168% | 341 | – | 0 |
|
| 1610 |
1610
First Hawaiian Bank
Honolulu,
Hawaii
| $779M | -$10.4M | -1% | 1.26% | 72.7% | 119 | 10.08% | 3.1 |
|
| 1611 |
1611
Symphony Asset Management
San Francisco,
California
| $779M | -$205M | -21% | 1.11% | 21.6% | 410 | 32.68% | 1.4 |
|
| 1612 |
1612
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $779M | +$83.8M | +12% | 1.24% | 95.1% | 125 | 52% | 1.1 |
|
| 1613 |
1613
Quinn Opportunity Partners
Charlottesville,
Virginia
| $779M | +$165M | +27% | 0.34% | 77.6% | 226 | 30.53% | 1 |
|
| 1614 |
1614
Stone Point Capital
Greenwich,
Connecticut
| $778M | -$97.3M | -11% | 0.83% | 15.7% | 4 | 25% | 2.3 |
|
| 1615 |
SVG
1615
Sun Valley Gold
Sun Valley,
Idaho
| $778M | +$141M | +22% | 8.23% | 160% | 19 | 31.58% | 3.3 |
|
| 1616 |
1616
Park Presidio Capital
San Francisco,
California
| $778M | +$133M | +21% | 3.05% | 94.1% | 20 | 50% | 0.8 |
|
| 1617 |
1617
RWA Wealth Partners
Newton,
Massachusetts
| $778M | -$112M | -13% | 0.26% | 58.4% | 611 | 64.48% | 0.3 |
|
| 1618 |
1618
SQN Investors
Menlo Park,
California
| $777M | +$157M | +25% | 20.6% | – | 15 | 20% | 1.1 |
|
| 1619 |
1619
TRG Investments
Richmond,
Virginia
| $774M | -$47.9M | -6% | 1.94% | 70.5% | 2 | 0% | 2.3 |
|
| 1620 |
PS
1620
Presima Securities
Montreal,
Quebec, Canada
| $773M | -$3.26M | -0.4% | 8.17% | 10.3% | 29 | 6.9% | 2.5 |
|
| 1621 |
1621
Tran Capital Management
San Rafael,
California
| $770M | -$282M | -27% | 2.5% | 173% | 52 | 40.38% | 1.8 |
|
| 1622 |
1622
Bernzott Capital Advisors
Camarillo,
California
| $770M | +$14.2M | +2% | 1.75% | 46.6% | 46 | 4.35% | 3.3 |
|
| 1623 |
1623
Oakmont Corp
Los Angeles,
California
| $770M | +$89.9M | +13% | 10.4% | 70.2% | 19 | 5.26% | 1.8 |
|
| 1624 |
1624
Financial Advocates Investment Management
Olympia,
Washington
| $769M | +$36.3M | +5% | 0.22% | 89.9% | 563 | 25.58% | 0.2 |
|
| 1625 |
1625
Cannell & Spears
New York
| $769M | -$52.4M | -6% | 2.14% | 113% | 186 | 9.68% | 2.7 |
|