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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $518M | -$2.88M | -0.6% | 1.44% | 44.2% | 262 | 44.27% | 0.4 |
|
| 1677 |
1677
Cobblestone Capital Advisors
Rochester,
New York
| $518M | -$6.06M | -1% | 1.25% | 83.3% | 167 | 10.78% | 0.7 |
|
| 1678 |
1678
Citizens Business Bank
Ontario,
California
| $517M | +$21.2M | +4% | 2.44% | 108% | 308 | 19.81% | 0.6 |
|
| 1679 |
1679
Ashford Capital Management
Wilmington,
Delaware
| $517M | -$8.32M | -2% | 1.66% | 150% | 141 | 14.18% | 0.6 |
|
| 1680 |
1680
Hellman & Friedman Investors V
George Town, Grand Cayman,
Cayman Islands
| $516M | -$254M | -33% | 2.54% | – | 2 | 0% | 0.8 |
|
| 1681 |
GWI
1681
Grace & White Inc
Ny,
New York
| $516M | -$3.09M | -0.6% | 2.44% | 59.6% | 148 | 4.05% | 0.7 |
|
| 1682 |
1682
Front Barnett Associates
Chicago,
Illinois
| $516M | +$3.94M | +0.8% | 1.91% | 40.5% | 113 | 3.54% | 0.7 |
|
| 1683 |
JCM
1683
JD Capital Management
Darien,
Connecticut
| $516M | -$116M | -18% | 0.8% | 47.8% | 195 | 79.49% | 0.2 |
|
| 1684 |
1684
Endurance Wealth Management
Providence,
Rhode Island
| $515M | +$9.4M | +2% | 2.58% | 59% | 166 | 6.63% | 0.7 |
|
| 1685 |
PS
1685
Presima Securities
Montreal,
Quebec, Canada
| $515M | +$84.7M | +20% | 10.5% | 10.3% | 28 | 17.86% | 0.5 |
|
| 1686 |
1686
KLS Professional Advisors Group
New York
| $514M | +$29.8M | +6% | 2.02% | 38% | 2 | 0% | 0.8 |
|
| 1687 |
1687
Kanaly Trust
Houston,
Texas
| $514M | +$12.5M | +2% | 2.09% | 11.6% | 721 | 26.07% | 0.3 |
|
| 1688 |
1688
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $514M | +$11.5M | +2% | 1.91% | 142% | 140 | 10% | 0.7 |
|
| 1689 |
1689
Standard General
New York
| $514M | -$101M | -16% | 18.6% | 259% | 4 | 0% | 0.3 |
|
| 1690 |
1690
First Financial Bank - Trust Division
Hamilton,
Ohio
| $513M | -$14.6M | -3% | 0.89% | 68.6% | 190 | 7.89% | 0.7 |
|
| 1691 |
1691
Catterton Management Company
Greenwich,
Connecticut
| $513M | -$47.6M | -8% | 6.49% | 13.2% | 2 | 0% | 0.8 |
|
| 1692 |
1692
Broadwood Capital
New York
| $512M | +$15.2M | +3% | 11.6% | 110% | 7 | 14.29% | 0.8 |
|
| 1693 |
1693
Albert D. Mason Inc
Boston,
Massachusetts
| $512M | +$3.69M | +0.7% | 1.42% | 82% | 135 | 8.89% | 0.7 |
|
| 1694 |
1694
Nexus Investment Management
Toronto,
Ontario, Canada
| $511M | +$14.4M | +3% | 1.28% | 77.5% | 74 | 14.86% | 0.7 |
|
| 1695 |
1695
Biglari Capital Corp
San Antonio,
Texas
| $510M | -$55.6M | -10% | 9.69% | 72.7% | 5 | 0% | 0.5 |
|
| 1696 |
1696
Norris Perne & French
Grand Rapids,
Michigan
| $510M | -$23.6M | -4% | 1.09% | 91.1% | 233 | 43.78% | 0.6 |
|
| 1697 |
1697
Contravisory Investment Management
Norwell,
Massachusetts
| $509M | -$11.4M | -2% | 0.42% | 135% | 171 | 37.43% | 0.5 |
|
| 1698 |
1698
Sterne Agee Group
Birmingham,
Alabama
| $509M | +$205M | +67% | 3.03% | – | 277 | 30.69% | 0.4 |
|
| 1699 |
1699
Chautauqua Capital Management
Boulder,
Colorado
| $508M | +$55.6M | +12% | 7.58% | – | 24 | 4.17% | 0.7 |
|
| 1700 |
1700
Ulysses Management
New York
| $508M | -$76.2M | -13% | 1.04% | 51.8% | 65 | 36.92% | 0.5 |
|