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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
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $572M | +$25.8M | +5% | 5.69% | 54.8% | 522 | 13.41% | 0.4 |
|
| 1652 |
GIM
1652
Gyrus Investment Management
Toronto,
Ontario, Canada
| $571M | +$13.9M | +2% | 1.79% | – | 108 | 9.26% | 1 |
|
| 1653 |
1653
Gerstein Fisher
New York
| $569M | +$41.6M | +8% | 1.26% | 28.7% | 414 | 24.15% | 0.8 |
|
| 1654 |
CL
1654
Croft-Leominster
Baltimore,
Maryland
| $568M | -$21.5M | -4% | 3.44% | 38% | 218 | 20.64% | 0.9 |
|
| 1655 |
PCM
1655
Panning Capital Management
New York
| $568M | +$147M | +35% | 11% | 349% | 18 | 77.78% | 0.3 |
|
| 1656 |
CK
1656
Cohen Klingenstein
New York
| $567M | +$43.2M | +8% | 0.35% | 99.1% | 161 | 3.73% | 1.2 |
|
| 1657 |
1657
Freedom Investment Management
Hartford,
Connecticut
| $567M | -$28.1M | -5% | 1% | 68.5% | 571 | 25.74% | 0.8 |
|
| 1658 |
1658
Martin Investment Management
Palm Beach Gardens,
Florida
| $566M | +$9.23M | +2% | 0.86% | 44% | 53 | 15.09% | 1 |
|
| 1659 |
1659
Webster Bank
Waterbury,
Connecticut
| $566M | -$14M | -2% | 1.18% | 77.5% | 204 | 9.8% | 1.1 |
|
| 1660 |
1660
Albion Financial Group
Salt Lake City,
Utah
| $565M | -$12.8M | -2% | 1.53% | 79.6% | 201 | 14.43% | 1 |
|
| 1661 |
1661
Winslow Asset Management
Beachwood,
Ohio
| $564M | -$40.5M | -7% | 2.95% | 89.9% | 92 | 6.52% | 1.1 |
|
| 1662 |
1662
Investment Centers of America
Bismarck,
North Dakota
| $564M | +$125M | +29% | 1.33% | 23.2% | 440 | 22.95% | 0.7 |
|
| 1663 |
1663
Ecofin Advisors
London,
United Kingdom
| $563M | -$26.3M | -4% | 6.71% | 77% | 74 | 21.62% | 0.8 |
|
| 1664 |
WMC
1664
Westwood Management Corporation
Chicago,
Illinois
| $563M | -$40.1M | -7% | 1.57% | 44.3% | 91 | 19.78% | 1.1 |
|
| 1665 |
SCM
1665
SIR Capital Management
New York
| $561M | -$195M | -26% | 7.44% | 71.1% | 88 | 57.95% | 0.4 |
|
| 1666 |
1666
Jefferies Financial Group
New York
| $559M | +$12.4M | +2% | 2.93% | 135% | 2 | 0% | 0.9 |
|
| 1667 |
PCM
1667
Prime Capital Management
Hong Kong
| $559M | +$151M | +37% | 3.85% | 579% | 12 | 25% | 0.5 |
|
| 1668 |
1668
Dorsal Capital Management
Redwood City,
California
| $558M | -$8.96M | -2% | 6.09% | 99.6% | 41 | 43.9% | 0.6 |
|
| 1669 |
IMOV
1669
Investment Management of Virginia
Richmond,
Virginia
| $557M | -$62M | -10% | 6.3% | 93.4% | 160 | 11.25% | 1.1 |
|
| 1670 |
1670
Oakmont Corp
Los Angeles,
California
| $557M | -$34.4M | -6% | 2.67% | 70.2% | 23 | 34.78% | 0.8 |
|
| 1671 |
NC
1671
Nevsky Capital
London,
United Kingdom
| $555M | -$20.6M | -4% | 6.42% | – | 13 | 53.85% | 0.5 |
|
| 1672 |
1672
IFC Holdings
Tampa,
Florida
| $555M | +$8.21M | +2% | 0.57% | 25.1% | 378 | 11.64% | 1 |
|
| 1673 |
1673
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $554M | +$9.47M | +2% | 2.88% | 77.5% | 185 | 14.05% | 1.1 |
|
| 1674 |
1674
First Wilshire Securities Management
Pasadena,
California
| $554M | -$91M | -14% | 6.67% | 135% | 132 | 7.58% | 1.1 |
|
| 1675 |
1675
Muhlenkamp & Co
Wexford,
Pennsylvania
| $554M | -$13.3M | -2% | 1.66% | 107% | 74 | 21.62% | 0.9 |
|