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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Cadinha & Co
Honolulu,
Hawaii
| $592M | +$38M | +7% | 5.36% | 123% | 109 | 11.01% | 0.8 |
|
| 1627 |
1627
Blum Capital Partners
San Francisco,
California
| $592M | -$30.9M | -5% | 8.42% | 47.9% | 6 | 16.67% | 1 |
|
| 1628 |
1628
Oakmont Corp
Los Angeles,
California
| $591M | -$51.1M | -8% | 3.04% | 70.2% | 25 | 32% | 0.6 |
|
| 1629 |
1629
New York Life Investment Management
New York
| $591M | +$117M | +25% | 2.59% | 100% | 225 | 36.89% | 0.5 |
|
| 1630 |
CL
1630
Croft-Leominster
Baltimore,
Maryland
| $590M | -$40M | -6% | 4.4% | 38% | 212 | 19.34% | 0.7 |
|
| 1631 |
1631
Ecofin Advisors
London,
United Kingdom
| $589M | +$129M | +28% | 9.1% | 77% | 69 | 23.19% | 0.6 |
|
| 1632 |
1632
Chemical Bank
Detroit,
Michigan
| $588M | +$32.7M | +6% | 3.71% | 36.5% | 299 | 7.02% | 0.9 |
|
| 1633 |
1633
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $587M | +$21M | +4% | 4.42% | 68.2% | 160 | 14.38% | 0.9 |
|
| 1634 |
GLRA
1634
Gerald L. Ray & Associates
Dallas,
Texas
| $587M | +$34.8M | +6% | 6.46% | 38.2% | 312 | 8.33% | 0.9 |
|
| 1635 |
SCI
1635
Seneca Capital Investments
New York
| $585M | +$161M | +38% | 13.8% | – | 62 | 50% | 0.4 |
|
| 1636 |
QCMC
1636
Quantum Capital Management (California)
San Francisco,
California
| $585M | -$30.4M | -5% | 5.22% | 53.7% | 200 | 19% | 0.7 |
|
| 1637 |
EOCM
1637
Energy Opportunities Capital Management
Austin,
Texas
| $585M | +$8.67M | +2% | 11.1% | 211% | 49 | 32.65% | 0.7 |
|
| 1638 |
1638
Investment House LLC
Redondo Beach,
California
| $584M | +$21.1M | +4% | 4.79% | 125% | 155 | 5.81% | 0.9 |
|
| 1639 |
1639
Avity Investment Management
Greenwich,
Connecticut
| $584M | +$49.6M | +9% | 4.39% | 119% | 69 | 24.64% | 0.8 |
|
| 1640 |
1640
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $584M | -$6.49M | -1% | 1.1% | 31% | 1 | 0% | 0.5 |
|
| 1641 |
1641
Standard General
New York
| $583M | +$69.3M | +13% | 10.5% | 259% | 9 | 66.67% | 0.2 |
|
| 1642 |
1642
Twin Securities
New York
| $582M | +$31.4M | +6% | 5.48% | 506% | 31 | 61.29% | 0.3 |
|
| 1643 |
1643
Biglari Capital Corp
San Antonio,
Texas
| $581M | +$70.6M | +14% | 0.39% | 72.7% | 5 | 0% | 0.7 |
|
| 1644 |
1644
Cypress Asset Management
Houston,
Texas
| $580M | +$28.2M | +5% | 7.14% | 141% | 216 | 8.8% | 0.9 |
|
| 1645 |
1645
Alerus Investment Advisors
Wayzata,
Minnesota
| $580M | +$116M | +25% | 3.92% | 32.7% | 163 | 4.29% | 0.9 |
|
| 1646 |
1646
Webster Bank
Waterbury,
Connecticut
| $580M | -$144M | -20% | 3.67% | 77.5% | 219 | 15.98% | 0.9 |
|
| 1647 |
1647
MSD Capital
New York
| $579M | +$126M | +28% | 5.51% | 11.5% | 5 | 20% | 0.8 |
|
| 1648 |
1648
Boys Arnold & Co
Asheville,
North Carolina
| $579M | +$27.3M | +5% | 3.62% | 11.5% | 222 | 9.01% | 0.8 |
|
| 1649 |
1649
Albion Financial Group
Salt Lake City,
Utah
| $578M | +$35.3M | +7% | 5.91% | 79.6% | 200 | 8.5% | 0.8 |
|
| 1650 |
1650
McClain Value Management
New Canaan,
Connecticut
| $577M | +$49.1M | +9% | 6.42% | 2.83% | 39 | 17.95% | 0.8 |
|