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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $469M | +$114M | +32% | 7.28% | 26.1% | 172 | 18.6% | 0.2 |
|
| 1652 |
1652
Albion Financial Group
Salt Lake City,
Utah
| $469M | +$18.7M | +4% | 5.05% | 79.6% | 185 | 23.24% | 0.2 |
|
| 1653 |
1653
Archer Capital Management
New York
| $469M | -$75.3M | -14% | 4.9% | 72.3% | 30 | 36.67% | 0.2 |
|
| 1654 |
1654
Polaris Capital Management
Boston,
Massachusetts
| $469M | -$1.31B | -74% | 0.14% | 94.4% | 56 | 7.14% | 0.2 |
|
| 1655 |
1655
Broadwood Capital
New York
| $469M | +$28.6M | +7% | 15.9% | 110% | 7 | 0% | 0.3 |
|
| 1656 |
1656
First Niagara Bank
Lockport,
New York
| $468M | -$6.67M | -1% | 3.83% | 38.1% | 239 | 7.95% | 0.2 |
|
| 1657 |
1657
Front Barnett Associates
Chicago,
Illinois
| $468M | +$32.3M | +7% | 6.81% | 40.5% | 114 | 4.39% | 0.2 |
|
| 1658 |
1658
Yorktown Management & Research Company
Forest,
Virginia
| $467M | -$7M | -1% | 2.13% | 223% | 407 | 29.24% | 0.2 |
|
| 1659 |
1659
Cortland Associates
St Louis,
Missouri
| $466M | +$25.6M | +6% | 8.98% | 57.1% | 43 | 9.3% | 0.2 |
|
| 1660 |
1660
Citizens Business Bank
Ontario,
California
| $466M | +$17.2M | +4% | 4.95% | 108% | 295 | 21.36% | 0.2 |
|
| 1661 |
1661
Beacon Financial Group
Dallas,
Texas
| $465M | – | – | 4.54% | 66.6% | 170 | – | 0 |
|
| 1662 |
1662
Torray Investment Partners
Bethesda,
Maryland
| $464M | +$4.62M | +1% | 6.53% | 82.4% | 75 | 5.33% | 0.2 |
|
| 1663 |
1663
Thompson Investment Management
Madison,
Wisconsin
| $463M | +$30.2M | +7% | 6.86% | 100% | 169 | 8.28% | 0.2 |
|
| 1664 |
1664
Stewart & Patten Company
Lafayette,
California
| $463M | -$3.03M | -0.6% | 2.49% | 27.5% | 98 | 1.02% | 0.2 |
|
| 1665 |
RCM
1665
Regiment Capital Management
Boston,
Massachusetts
| $462M | +$110M | +31% | 16.9% | – | 18 | 27.78% | 0.2 |
|
| 1666 |
1666
Gerstein Fisher
New York
| $462M | +$46.3M | +11% | 6.89% | 28.7% | 391 | 24.04% | 0.2 |
|
| 1667 |
1667
Gabelli & Co Investment Advisers
Rye,
New York
| $461M | +$80.8M | +21% | 21.4% | 248% | 173 | 54.91% | 0.1 |
|
| 1668 |
1668
Martin Investment Management
Palm Beach Gardens,
Florida
| $460M | +$37.5M | +9% | 8.71% | 44% | 47 | 0% | 0.3 |
|
| 1669 |
1669
Chemung Canal Trust
Elmira,
New York
| $460M | +$11.5M | +3% | 3.92% | 80.9% | 138 | 7.25% | 0.2 |
|
| 1670 |
1670
IFC Holdings
Tampa,
Florida
| $460M | +$41.6M | +10% | 4.68% | 25.1% | 382 | 21.2% | 0.2 |
|
| 1671 |
DS
1671
Dalal Street
West Lake Hills,
Texas
| $460M | +$38.4M | +9% | 9.95% | 92.7% | 6 | 0% | 0.3 |
|
| 1672 |
CC
1672
Cambrian Capital
San Francisco,
California
| $459M | -$23.2M | -5% | 13.6% | 17.3% | 62 | 20.97% | 0.2 |
|
| 1673 |
CK
1673
Cohen Klingenstein
New York
| $458M | +$28.4M | +7% | 7.41% | 99.1% | 157 | 1.91% | 0.2 |
|
| 1674 |
1674
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $458M | +$21.4M | +5% | 8.34% | 127% | 441 | 2.72% | 0.2 |
|
| 1675 |
1675
Valley Wealth Managers
Paramus,
New Jersey
| $458M | +$16.9M | +4% | 5.76% | 118% | 109 | 13.76% | 0.2 |
|