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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
Financial Advocates Investment Management
Olympia,
Washington
| $733M | – | – | 4.98% | 89.9% | 499 | – | 0 |
|
| 1677 |
1677
MKP Capital Management
New York
| $732M | -$64.9M | -8% | 5.04% | 69.8% | 16 | 68.75% | 0.1 |
|
| 1678 |
IAS
1678
INR Advisory Services
Media,
Pennsylvania
| $732M | +$57.7M | +9% | 3.55% | 21.9% | 72 | 9.72% | 2.4 |
|
| 1679 |
1679
Sigma Investment Counselors
Northville,
Michigan
| $732M | +$28.7M | +4% | 4.93% | 54.9% | 141 | 14.18% | 3.4 |
|
| 1680 |
VCM
1680
V3 Capital Management
Dallas,
Texas
| $730M | +$221M | +43% | 10.1% | 20.5% | 21 | 61.9% | 0.6 |
|
| 1681 |
1681
Murphy Capital Management
Bedminster,
New Jersey
| $730M | +$31.9M | +5% | 6.66% | 41.6% | 283 | 8.83% | 3.2 |
|
| 1682 |
1682
Cornercap Investment Counsel
Atlanta,
Georgia
| $730M | +$18M | +3% | 6.25% | 55.4% | 466 | 33.48% | 1 |
|
| 1683 |
1683
Giverny Capital
Montreal,
Quebec, Canada
| $729M | +$44.5M | +6% | 5.59% | 69.2% | 35 | 11.43% | 1.7 |
|
| 1684 |
1684
Webster Bank
Waterbury,
Connecticut
| $727M | +$39M | +6% | 5.23% | 77.5% | 588 | 13.95% | 1.8 |
|
| 1685 |
1685
Darrell & King
Charlottesville,
Virginia
| $726M | +$27.1M | +4% | 6.51% | – | 58 | 13.79% | 1.4 |
|
| 1686 |
1686
Fairholme Capital Management
South Miami,
Florida
| $726M | -$181M | -20% | 11.4% | 36.2% | 5 | 0% | 3.8 |
|
| 1687 |
1687
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $726M | +$46.7M | +7% | 7.37% | 27.5% | 330 | 14.85% | 2.4 |
|
| 1688 |
1688
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $725M | +$21M | +3% | 5.97% | 68.6% | 159 | 4.4% | 2.6 |
|
| 1689 |
1689
Cadinha & Co
Honolulu,
Hawaii
| $724M | +$137M | +23% | 7.95% | 132% | 142 | 14.08% | 2.8 |
|
| 1690 |
1690
Keel Point
Huntsville,
Alabama
| $723M | +$66.6M | +10% | 5.04% | 76.4% | 182 | 14.29% | 1.7 |
|
| 1691 |
1691
Veritas Investment Management
London,
United Kingdom
| $723M | -$17.2M | -2% | 5.86% | 69% | 65 | 3.08% | 2.7 |
|
| 1692 |
1692
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $721M | +$48.4M | +7% | 6.32% | – | 681 | 9.4% | 2.6 |
|
| 1693 |
1693
RR Advisors
Dallas,
Texas
| $720M | -$16.6M | -2% | 0.3% | 115% | 44 | 15.91% | 2 |
|
| 1694 |
1694
SKBA Capital Management
San Francisco,
California
| $719M | +$23.4M | +3% | 8.85% | 53.9% | 79 | 10.13% | 2.6 |
|
| 1695 |
1695
Broadwood Capital
New York
| $717M | +$114M | +19% | 9.85% | 110% | 11 | 45.45% | 2 |
|
| 1696 |
1696
Cambria Investment Management
Manhattan Beach,
California
| $717M | +$67.2M | +10% | 6.33% | 72% | 221 | 14.93% | 1.3 |
|
| 1697 |
CCP
1697
Caymus Capital Partners
The Woodlands,
Texas
| $717M | -$77.6M | -10% | 9.38% | 57.3% | 24 | 33.33% | 1.6 |
|
| 1698 |
1698
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $717M | +$28.5M | +4% | 5.63% | 77.5% | 174 | 5.75% | 3.7 |
|
| 1699 |
IR
1699
IAT Reinsurance
New York
| $716M | +$68.3M | +11% | 10.3% | 60.2% | 125 | 22.4% | 1.5 |
|
| 1700 |
1700
TCV Trust & Wealth Management
Richmond,
Virginia
| $716M | +$40.3M | +6% | 5.58% | 75.3% | 209 | 10.05% | 2.9 |
|