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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Bridges Investment Management
Omaha,
Nebraska
| $564M | +$30.9M | +6% | 5% | 77.9% | 144 | 11.81% | 1.3 |
|
| 1702 |
AAA
1702
Adams Asset Advisors
Dallas,
Texas
| $563M | -$31.1M | -5% | 7.32% | 66.8% | 89 | 16.85% | 0.9 |
|
| 1703 |
FWSM
1703
First Wilshire Securities Management
Pasadena,
California
| $563M | +$9.24M | +2% | 3.04% | 135% | 135 | 9.63% | 1.3 |
|
| 1704 |
CCA
1704
Cobblestone Capital Advisors
Rochester,
New York
| $562M | +$20.3M | +4% | 1.94% | 83.3% | 168 | 8.33% | 1.3 |
|
| 1705 |
FPM
1705
Francisco Partners Management
San Francisco,
California
| $562M | – | – | 32.8% | 14.3% | 2 | – | 0 |
|
| 1706 |
MAM
1706
Myriad Asset Management
North Point,
Hong Kong
| $561M | -$349M | -38% | 1.43% | 149% | 35 | 42.86% | 0.3 |
|
| 1707 |
DLG
1707
Daniel L. Goodwin
| $561M | +$102M | +22% | 10.5% | 72.6% | 143 | 30.77% | 0.9 |
|
| 1708 |
LSCM
1708
Light Street Capital Management
Palo Alto,
California
| $561M | -$146M | -21% | 1.35% | 377% | 49 | 63.27% | 0.6 |
|
| 1709 |
1709
First National Trust
Hermitage,
Pennsylvania
| $561M | +$31.9M | +6% | 5.01% | 82.9% | 257 | 10.89% | 1.3 |
|
| 1710 |
SPM
1710
Symmetry Peak Management
Radnor,
Pennsylvania
| $560M | -$232M | -29% | 6.53% | 320% | 172 | 70.35% | 0.2 |
|
| 1711 |
AGM
1711
Alpine Global Management
New York
| $560M | +$426M | +319% | 4.26% | 149% | 659 | 89.53% | 0.1 |
|
| 1712 |
VWM
1712
Valley Wealth Managers
Paramus,
New Jersey
| $559M | +$37.2M | +7% | 6.61% | 118% | 115 | 17.39% | 1.2 |
|
| 1713 |
EWM
1713
Endurance Wealth Management
Providence,
Rhode Island
| $559M | +$22.9M | +4% | 4.98% | 59% | 183 | 7.1% | 1.2 |
|
| 1714 |
NCA
1714
Newbrook Capital Advisors
New York
| $558M | -$363M | -39% | 11.3% | 299% | 34 | 70.59% | 0.4 |
|
| 1715 |
TAM
1715
Taurus Asset Management
New York
| $558M | +$42.1M | +8% | 6.02% | 26.9% | 106 | 16.98% | 1.3 |
|
| 1716 |
OIM
1716
Opus Investment Management
Worcester,
Massachusetts
| $558M | +$32.2M | +6% | 4.88% | 52.8% | 85 | 8.24% | 1.3 |
|
| 1717 |
HC
1717
Hourglass Capital
Houston,
Texas
| $556M | -$197M | -26% | 9.13% | 89.6% | 126 | 11.9% | 1.2 |
|
| 1718 |
1718
Stratos Wealth Partners
Beachwood,
Ohio
| $556M | +$129M | +30% | 2.91% | 83.3% | 541 | 47.87% | 0.3 |
|
| 1719 |
NC
1719
Nevsky Capital
London,
United Kingdom
| $555M | +$379K | +0.1% | 4.48% | – | 19 | 68.42% | 0.4 |
|
| 1720 |
KB
1720
Kimelman & Baird
New York
| $555M | +$25.8M | +5% | 3.77% | – | 125 | 17.6% | 1.2 |
|
| 1721 |
PPCM
1721
Pillar Pacific Capital Management
Pacifica,
California
| $554M | +$7.81M | +1% | 4.41% | 85% | 305 | 6.23% | 1.4 |
|
| 1722 |
EA
1722
Ecofin Advisors
London,
United Kingdom
| $554M | -$9.19M | -2% | 0.37% | 77% | 69 | 47.83% | 0.8 |
|
| 1723 |
TS
1723
Twin Securities
New York
| $554M | +$25.2M | +5% | 1.4% | 506% | 23 | 65.22% | 0.5 |
|
| 1724 |
TC
1724
Towle & Co
Denver,
Colorado
| $553M | +$59.1M | +12% | 22% | 172% | 36 | 19.44% | 1.3 |
|
| 1725 |
ASA
1725
Armstrong Shaw Associates
New Canaan,
Connecticut
| $553M | +$2.78M | +0.5% | 5.69% | 51.2% | 45 | 13.33% | 1.3 |
|