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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
SCI
1776
Seneca Capital Investments
New York
| $534M | +$96.3M | +22% | 4.82% | – | 63 | 47.62% | 0.5 |
|
| 1777 |
1777
Caspian Capital
New York
| $533M | +$352M | +194% | 16.4% | – | 21 | 47.62% | 0.3 |
|
| 1778 |
1778
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $533M | -$131M | -20% | 1.07% | 26.1% | 191 | 10.99% | 1.7 |
|
| 1779 |
1779
Grassi Investment Management
Santa Clara,
California
| $532M | -$6.66M | -1% | 1.63% | 170% | 146 | 4.11% | 1.6 |
|
| 1780 |
1780
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $532M | -$33M | -6% | 1.07% | 38.5% | 491 | 29.33% | 1.2 |
|
| 1781 |
1781
Twin Securities
New York
| $532M | -$319M | -37% | 3.51% | 506% | 40 | 67.5% | 0.3 |
|
| 1782 |
1782
Cypress Asset Management
Houston,
Texas
| $532M | -$3.01M | -0.6% | 1.02% | 141% | 215 | 10.23% | 1.5 |
|
| 1783 |
1783
PartnerRe Asset Management
Greenwich,
Connecticut
| $532M | -$67.8M | -11% | 0.97% | – | 524 | 2.48% | 1.9 |
|
| 1784 |
1784
John G. Ullman & Associates
Corning,
New York
| $531M | +$5.08M | +1% | 0.68% | 156% | 152 | 12.5% | 1.6 |
|
| 1785 |
1785
Woodstock Corp
Boston,
Massachusetts
| $531M | -$8.26M | -2% | 0.43% | 115% | 170 | 5.29% | 1.8 |
|
| 1786 |
1786
Pacific Global Investment Management
Glendale,
California
| $531M | -$6.37M | -1% | 1.35% | 48% | 232 | 7.76% | 1.7 |
|
| 1787 |
WA
1787
Wintergreen Advisers
Mount Olive,
New Jersey
| $530M | -$76M | -13% | 2.73% | 25.4% | 11 | 9.09% | 1.8 |
|
| 1788 |
1788
MIG Capital
Newport Beach,
California
| $530M | +$215M | +68% | 1.69% | 118% | 34 | 41.18% | 0.9 |
|
| 1789 |
1789
RBF Capital
San Francisco,
California
| $529M | +$36.8M | +7% | 3.18% | 147% | 348 | 18.97% | 1.5 |
|
| 1790 |
1790
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $529M | -$5.1M | -1% | 0.5% | 121% | 145 | 5.52% | 1.8 |
|
| 1791 |
1791
Welch Group
Birmingham,
Alabama
| $528M | -$16.5M | -3% | 1.89% | 73.2% | 152 | 11.84% | 1.6 |
|
| 1792 |
1792
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $528M | -$307M | -37% | 3.33% | 97.7% | 192 | 17.19% | 1.1 |
|
| 1793 |
1793
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $527M | +$3.96M | +0.8% | 0.22% | 83.5% | 65 | 3.08% | 1.9 |
|
| 1794 |
1794
Fund Evaluation Group
Cincinnati,
Ohio
| $526M | -$41.9M | -7% | 1.08% | 51.6% | 19 | 26.32% | 1 |
|
| 1795 |
1795
Howard Capital Management (New York)
New York
| $525M | +$6.47M | +1% | 1.54% | 76.8% | 105 | 10.48% | 1.7 |
|
| 1796 |
1796
Steinberg Global Asset Management
Boca Raton,
Florida
| $525M | +$26.5M | +5% | 0.68% | 32.8% | 234 | 10.26% | 1.4 |
|
| 1797 |
1797
Investure LLC
Charlottesville,
Virginia
| $524M | +$47.2M | +10% | 4.66% | 55.4% | 9 | 22.22% | 0.9 |
|
| 1798 |
1798
Constellation Investments
Montgomery,
Ohio
| $524M | +$450K | +0.1% | 0.92% | – | 436 | 3.9% | 1.7 |
|
| 1799 |
1799
G.F.W. Energy X
Dallas,
Texas
| $524M | -$71.2M | -12% | 0.53% | 71.3% | 4 | 25% | 0.9 |
|
| 1800 |
1800
Norris Perne & French
Grand Rapids,
Michigan
| $523M | -$16.2M | -3% | 1.39% | 79.9% | 172 | 9.88% | 1.6 |
|