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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
Boothbay Fund Management
New York
| $686M | -$326M | -32% | 6.34% | 328% | 1,061 | 68.24% | 0.5 |
|
| 1627 |
1627
Reilly Financial Advisors
La Mesa,
California
| $686M | -$68M | -9% | 12.3% | 99% | 1,088 | 17% | 2.8 |
|
| 1628 |
1628
Baystate Wealth Management
Boston,
Massachusetts
| $686M | +$120M | +21% | 13.2% | 14.6% | 745 | 17.45% | 1.7 |
|
| 1629 |
1629
Boston Common Asset Management
Boston,
Massachusetts
| $686M | -$121M | -15% | 10.2% | 61.2% | 202 | 11.88% | 3.1 |
|
| 1630 |
1630
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $685M | -$48.2M | -7% | 12.5% | 26.1% | 169 | 15.98% | 4 |
|
| 1631 |
1631
Shenkman Capital Management
New York
| $684M | -$141M | -17% | 0.41% | 3.15% | 79 | 1.27% | 1.6 |
|
| 1632 |
PWM
1632
Patriot Wealth Management
Houston,
Texas
| $683M | -$110M | -14% | 11.7% | 24.3% | 89 | 23.6% | 2.5 |
|
| 1633 |
1633
TCV Trust & Wealth Management
Richmond,
Virginia
| $683M | -$66.1M | -9% | 11.1% | 75.3% | 217 | 10.6% | 3.6 |
|
| 1634 |
CC
1634
Courier Capital
Buffalo,
New York
| $683M | -$135M | -16% | 12.8% | 69.4% | 303 | 17.49% | 3.9 |
|
| 1635 |
1635
Palisade Asset Management
Minneapolis,
Minnesota
| $682M | -$75M | -10% | 9.84% | 61.8% | 165 | 7.27% | 4.1 |
|
| 1636 |
1636
Cannell & Spears
New York
| $682M | -$156M | -19% | 13.5% | 113% | 183 | 14.75% | 3.5 |
|
| 1637 |
YU
1637
Yale University
New Haven,
Connecticut
| $681M | -$68.4M | -9% | 9.6% | 33.7% | 10 | 40% | 1 |
|
| 1638 |
VCP
1638
Vestar Capital Partners
New York
| $680M | +$35.3M | +5% | 6.35% | – | 2 | 0% | 3.3 |
|
| 1639 |
BSP
1639
Benefit Street Partners
New York
| $680M | -$737M | -52% | 30.9% | – | 38 | 42.11% | 0.6 |
|
| 1640 |
DVF
1640
Discovery Value Fund
Singapore
| $679M | – | – | 12.9% | 210% | 14 | – | 0 |
|
| 1641 |
OAMU
1641
Ostrum Asset Management US
New York
| $678M | – | – | 11.9% | – | 245 | – | 0 |
|
| 1642 |
YCM
1642
Yiheng Capital Management
San Francisco,
California
| $678M | +$85.7M | +14% | 12.8% | 82% | 18 | 11.11% | 1.9 |
|
| 1643 |
VDBMI
1643
Van Den Berg Management I
Austin,
Texas
| $676M | -$263M | -28% | 24.4% | 187% | 84 | 23.81% | 2.8 |
|
| 1644 |
HLC
1644
Hunt Lane Capital
New York
| $675M | -$174M | -21% | 20.3% | 3.59% | 17 | 29.41% | 0.9 |
|
| 1645 |
1645
Chicago Partners Investment Group
Chicago,
Illinois
| $674M | +$2.22M | +0.3% | 13.7% | 75.8% | 1,109 | 74.03% | 2.4 |
|
| 1646 |
CCM
1646
Chieftain Capital Management
New York
| $673M | -$818M | -55% | 20.7% | 12.2% | 15 | 20% | 1.6 |
|
| 1647 |
1647
First Long Island Investors
Jericho,
New York
| $673M | -$98.6M | -13% | 11.5% | 85.5% | 83 | 13.25% | 3 |
|
| 1648 |
TAM
1648
THB Asset Management
Norwalk,
Connecticut
| $672M | -$143M | -17% | 14.9% | 104% | 176 | 13.07% | 2.5 |
|
| 1649 |
1649
Tensile Capital Management
Larkspur,
California
| $672M | -$63.9M | -9% | 13.2% | 47.7% | 21 | 4.76% | 2.2 |
|
| 1650 |
1650
Edgemoor Investment Advisors
Bethesda,
Maryland
| $670M | -$136M | -17% | 11% | 109% | 140 | 10% | 3.5 |
|