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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
Cooper Investors
Melbourne, Victoria,
Australia
| $627M | +$66.6M | +12% | 9.53% | 57.5% | 36 | 5.56% | 1.6 |
|
| 1702 |
1702
Lowe Brockenbrough & Co
Richmond,
Virginia
| $627M | +$28.9M | +5% | 5.42% | 78.8% | 200 | 7.5% | 2.9 |
|
| 1703 |
1703
HMI Capital Management
San Francisco,
California
| $626M | -$14M | -2% | 11.4% | 5.95% | 9 | 11.11% | 2.4 |
|
| 1704 |
1704
Atwood & Palmer
Kansas City,
Missouri
| $626M | +$69.8M | +13% | 5.61% | 90% | 359 | 24.23% | 2.3 |
|
| 1705 |
PWM
1705
Patriot Wealth Management
Houston,
Texas
| $625M | +$96.4M | +18% | 4.51% | 24.3% | 72 | 16.67% | 2.4 |
|
| 1706 |
CK
1706
Cohen Klingenstein
New York
| $625M | +$39.4M | +7% | 7.68% | 99.1% | 163 | 3.07% | 3.3 |
|
| 1707 |
1707
Crosslink Capital
Menlo Park,
California
| $624M | +$421K | +0.1% | 7.08% | 135% | 36 | 27.78% | 1.9 |
|
| 1708 |
1708
Matrix VIII US Management
Cambridge,
Massachusetts
| $624M | -$33.3M | -5% | 5.07% | – | 1 | 0% | 0.8 |
|
| 1709 |
GFWEX
1709
G.F.W. Energy XI
Dallas,
Texas
| $624M | -$108M | -15% | 14.8% | – | 1 | 0% | 0.3 |
|
| 1710 |
1710
Bragg Financial Advisors
Charlotte,
North Carolina
| $624M | +$17.1M | +3% | 4.71% | 101% | 264 | 9.47% | 3 |
|
| 1711 |
1711
DLD Asset Management
New York
| $623M | +$318M | +104% | 0.96% | 10.3% | 112 | 66.07% | 0.1 |
|
| 1712 |
1712
ProVise Management Group
Clearwater,
Florida
| $623M | +$34.9M | +6% | 4.97% | 66.8% | 336 | 8.93% | 2.5 |
|
| 1713 |
1713
Main Management
San Francisco,
California
| $622M | +$43.2M | +7% | 6.36% | 64.1% | 46 | 10.87% | 2.3 |
|
| 1714 |
1714
Reilly Financial Advisors
La Mesa,
California
| $621M | +$43M | +7% | 5.96% | 99% | 998 | 19.34% | 1.6 |
|
| 1715 |
1715
Wellington Shields Capital Management
New York
| $620M | +$17M | +3% | 2.78% | 137% | 355 | 16.62% | 2.4 |
|
| 1716 |
NAM
1716
North American Management
Boston,
Massachusetts
| $619M | +$20.2M | +3% | 5.68% | 61.7% | 134 | 5.97% | 2.8 |
|
| 1717 |
1717
Tirschwell & Loewy
New York
| $618M | +$59.2M | +11% | 10.6% | 78% | 81 | 7.41% | 3.2 |
|
| 1718 |
DCM
1718
Dynamic Capital Management
St. Helier,
Jersey
| $617M | -$319M | -34% | 9.22% | 49.7% | 478 | 67.99% | 0.3 |
|
| 1719 |
1719
Park Presidio Capital
San Francisco,
California
| $616M | -$38.7M | -6% | 6.87% | 94.1% | 22 | 40.91% | 0.9 |
|
| 1720 |
1720
Capula Management
Grand Cayman,
Cayman Islands
| $616M | +$432M | +234% | 4.62% | 90.7% | 14 | 78.57% | 0.1 |
|
| 1721 |
1721
Oxbow Advisors
Austin,
Texas
| $616M | -$185M | -23% | 4.34% | 66.3% | 294 | 30.95% | 2 |
|
| 1722 |
1722
Cobalt Capital Management
Short Hills,
New Jersey
| $615M | -$34.5M | -5% | 0.28% | 235% | 56 | 42.86% | 0.6 |
|
| 1723 |
PAM
1723
Private Asset Management
San Diego,
California
| $614M | +$14.4M | +2% | 3.31% | 38.2% | 158 | 11.39% | 2.8 |
|
| 1724 |
1724
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $612M | +$66.5M | +12% | 6.2% | 96% | 107 | 16.82% | 1.9 |
|
| 1725 |
1725
Tyrus Capital S.A.M.
Monaco
| $611M | +$212M | +53% | 4.2% | – | 37 | 81.08% | 0.2 |
|