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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Giverny Capital
Montreal,
Quebec, Canada
| $497M | -$3.07M | -0.6% | 4.56% | 69.2% | 26 | 7.69% | 0.5 |
|
| 1752 |
1752
SC XI Management
Menlo Park,
California
| $496M | -$336M | -40% | 4.08% | 117% | 3 | 0% | 2.3 |
|
| 1753 |
1753
Mariner Investment Group
Harrison,
New York
| $496M | +$104M | +27% | 10.8% | – | 265 | 46.04% | 0.7 |
|
| 1754 |
1754
BVF Inc
San Francisco,
California
| $495M | -$71.6M | -13% | 17.6% | 592% | 34 | 32.35% | 1.2 |
|
| 1755 |
1755
Turner Investments
Berwyn,
Pennsylvania
| $494M | -$52.3M | -10% | 6.03% | 6.36% | 338 | 57.99% | 0.7 |
|
| 1756 |
CCP
1756
Caymus Capital Partners
The Woodlands,
Texas
| $493M | +$47.6M | +11% | 23.5% | 57.3% | 25 | 32% | 0.9 |
|
| 1757 |
JBFJ
1757
James B. Fleming Jr
| $493M | -$72.8M | -13% | 1.02% | – | 2 | 0% | 0.8 |
|
| 1758 |
1758
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $493M | -$16.1M | -3% | 3.87% | 94.2% | 98 | 6.12% | 2 |
|
| 1759 |
1759
J.V. Bruni & Co
Colorado Springs,
Colorado
| $492M | -$75.7M | -13% | 13.3% | 97.9% | 35 | 14.29% | 1.7 |
|
| 1760 |
1760
Kirr Marbach & Co
Columbus,
Indiana
| $492M | -$79.8M | -14% | 8.81% | 121% | 65 | 20% | 1.5 |
|
| 1761 |
1761
Howard Capital Management (New York)
New York
| $492M | -$33.8M | -6% | 6.21% | 76.8% | 100 | 8% | 2 |
|
| 1762 |
1762
Stanley-Laman Group
Berwyn,
Pennsylvania
| $491M | -$54.3M | -10% | 10.9% | 114% | 387 | 40.83% | 0.9 |
|
| 1763 |
1763
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $490M | -$47.2M | -9% | 6.57% | – | 193 | 8.81% | 2 |
|
| 1764 |
1764
Polaris Wealth Advisory Group
San Rafael,
California
| $489M | -$14.2M | -3% | 2.85% | 64% | 88 | 46.59% | 0.8 |
|
| 1765 |
1765
Oracle Investment Management
Greenwich,
Connecticut
| $489M | -$335M | -41% | 25% | 865% | 27 | 7.41% | 1.9 |
|
| 1766 |
1766
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $488M | -$26.2M | -5% | 5.46% | 69.3% | 1,027 | 31.94% | 1.2 |
|
| 1767 |
1767
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $488M | +$99.4M | +26% | 9.94% | 58.7% | 26 | 3.85% | 1.8 |
|
| 1768 |
1768
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $488M | +$75M | +18% | 4.29% | 70% | 43 | 13.95% | 1.8 |
|
| 1769 |
MCM
1769
Matarin Capital Management
New York
| $488M | +$139M | +40% | 6.96% | 73.2% | 244 | 35.66% | 0.9 |
|
| 1770 |
1770
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $488M | -$54.9M | -10% | 10.1% | 77.5% | 177 | 8.47% | 2 |
|
| 1771 |
WDA
1771
Wendell David Associates
Portsmouth,
New Hampshire
| $487M | -$28.3M | -5% | 3.31% | 46% | 153 | 6.54% | 2 |
|
| 1772 |
1772
Godsey & Gibb Inc
Richmond,
Virginia
| $487M | -$76.2M | -14% | 6.54% | 87.5% | 57 | 7.02% | 1.9 |
|
| 1773 |
1773
Princeton Alpha Management
Princeton Junction,
New Jersey
| $487M | -$20.2M | -4% | 12.4% | 9.26% | 1,049 | 69.49% | 0.2 |
|
| 1774 |
1774
North Star Investment Management
Chicago,
Illinois
| $487M | -$56.9M | -10% | 8.59% | 80.6% | 890 | 10.67% | 1.3 |
|
| 1775 |
WA
1775
Wintergreen Advisers
Mount Olive,
New Jersey
| $486M | -$44.5M | -8% | 0.98% | 25.4% | 11 | 9.09% | 1.9 |
|