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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
Essex Investment Management
Boston,
Massachusetts
| $607M | -$13.7M | -2% | 3.93% | 370% | 410 | 36.59% | 1.4 |
|
| 1677 |
1677
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $607M | +$26.5M | +5% | 4.18% | 79.2% | 25 | 28% | 1 |
|
| 1678 |
1678
Bragg Financial Advisors
Charlotte,
North Carolina
| $607M | +$46.7M | +8% | 5.23% | 101% | 261 | 7.66% | 2.8 |
|
| 1679 |
1679
Knighthead Capital Management
New York
| $606M | -$91.2M | -13% | 8.84% | 74.1% | 14 | 57.14% | 0.8 |
|
| 1680 |
1680
Navellier & Associates
Reno,
Nevada
| $605M | -$94.5M | -14% | 4.81% | 361% | 348 | 41.67% | 0.9 |
|
| 1681 |
1681
Albion Financial Group
Salt Lake City,
Utah
| $604M | +$20.2M | +3% | 3.51% | 79.6% | 205 | 14.63% | 2.3 |
|
| 1682 |
1682
Ardsley Advisory Partners
Stamford,
Connecticut
| $604M | -$28.3M | -4% | 0.21% | 555% | 205 | 63.9% | 0.5 |
|
| 1683 |
1683
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $604M | $0 | 0% | 5.04% | 77.5% | 172 | 0% | 3 |
|
| 1684 |
NM
1684
Newtyn Management
New York
| $604M | +$177M | +42% | 9.91% | 52% | 25 | 60% | 0.6 |
|
| 1685 |
1685
Wellington Shields Capital Management
New York
| $603M | +$28.6M | +5% | 9.29% | 137% | 344 | 15.7% | 2.3 |
|
| 1686 |
1686
Oracle Investment Management
Greenwich,
Connecticut
| $603M | -$46M | -7% | 1.14% | 865% | 17 | 0% | 3.1 |
|
| 1687 |
1687
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $602M | -$145M | -19% | 8.57% | 27.5% | 371 | 28.3% | 2.1 |
|
| 1688 |
1688
Boys Arnold & Co
Asheville,
North Carolina
| $602M | +$15.7M | +3% | 2.92% | 11.5% | 278 | 5.4% | 1.9 |
|
| 1689 |
1689
SG Capital Management
Chicago,
Illinois
| $602M | +$251M | +71% | 12.2% | 250% | 105 | 84.76% | 0.1 |
|
| 1690 |
IAS
1690
INR Advisory Services
Media,
Pennsylvania
| $600M | +$31.7M | +6% | 0.19% | 21.9% | 77 | 11.69% | 2 |
|
| 1691 |
PAM
1691
Private Asset Management
San Diego,
California
| $599M | +$2.32M | +0.4% | 4.09% | 38.2% | 155 | 12.26% | 2.7 |
|
| 1692 |
NAM
1692
North American Management
Boston,
Massachusetts
| $599M | -$8.05M | -1% | 2.57% | 61.7% | 136 | 5.15% | 2.6 |
|
| 1693 |
1693
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $598M | +$52.9M | +10% | 1.9% | 119% | 158 | 12.03% | 1.3 |
|
| 1694 |
1694
Delta Asset Management
Memphis,
Tennessee
| $598M | +$11.1M | +2% | 4.85% | 53.8% | 608 | 6.74% | 2.6 |
|
| 1695 |
1695
Lowe Brockenbrough & Co
Richmond,
Virginia
| $598M | +$17.9M | +3% | 4.13% | 78.8% | 195 | 7.69% | 2.8 |
|
| 1696 |
VOAM
1696
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $596M | -$34.5M | -5% | 16% | 107% | 145 | 44.83% | 1 |
|
| 1697 |
1697
Kimelman & Baird
New York
| $596M | +$27.6M | +5% | 4.38% | – | 127 | 23.62% | 2.3 |
|
| 1698 |
1698
Arbiter Partners Capital Management
New York
| $596M | -$245M | -29% | 8.51% | 378% | 97 | 24.74% | 2 |
|
| 1699 |
1699
Smithfield Trust
Pittsburgh,
Pennsylvania
| $596M | +$35.2M | +6% | 2.09% | 50% | 879 | 18.54% | 2.5 |
|
| 1700 |
1700
Ally Financial
Detroit,
Michigan
| $595M | +$25.4M | +4% | 0.51% | 9.35% | 126 | 38.89% | 1.3 |
|