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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
CIBC Bank USA
Chicago,
Illinois
| $450M | +$40.6M | +10% | 9% | 32.3% | 322 | 11.8% | 0.5 |
|
| 1802 |
1802
Delta Asset Management
Memphis,
Tennessee
| $449M | +$37.6M | +9% | 8.62% | 53.8% | 579 | 10.02% | 0.5 |
|
| 1803 |
1803
HG Vora Capital Management
New York
| $449M | – | – | 12.2% | 42.6% | 15 | – | 0 |
|
| 1804 |
1804
Kelly Lawrence W & Associates
Pasadens,
California
| $449M | +$25.9M | +6% | 8.96% | 123% | 137 | 45.26% | 0.3 |
|
| 1805 |
1805
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $449M | +$17.5M | +4% | 7.77% | 94.2% | 94 | 7.45% | 0.5 |
|
| 1806 |
1806
Private Wealth Partners
Mill Valley,
California
| $449M | +$26.5M | +6% | 9.49% | 132% | 195 | 19.49% | 0.4 |
|
| 1807 |
1807
Community Financial System
Syracuse,
New York
| $447M | +$31.2M | +7% | 8.21% | – | 416 | 12.02% | 0.4 |
|
| 1808 |
1808
Bulldog Investors
Saddle Brook,
New Jersey
| $447M | +$2.46M | +0.6% | 2.15% | 22.5% | 101 | 30.69% | 0.3 |
|
| 1809 |
T
1809
Tahithromos
New York
| $446M | -$141M | -24% | 16.2% | 16.4% | 68 | 52.94% | 0.4 |
|
| 1810 |
1810
Jay A. Fishman Ltd
Troy,
Michigan
| $446M | +$45.1M | +11% | 11.8% | 105% | 101 | 13.86% | 0.5 |
|
| 1811 |
ICRM
1811
Insight Capital Research & Management
Walnut Creek,
California
| $446M | +$33M | +8% | 19.3% | 287% | 192 | 40.1% | 0.3 |
|
| 1812 |
1812
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $446M | +$36.2M | +9% | 10.2% | 23.7% | 244 | 13.93% | 0.4 |
|
| 1813 |
1813
Pictet North America Advisors
Geneva 73,
Switzerland
| $446M | – | – | 7.58% | 67.7% | 56 | – | 0 |
|
| 1814 |
PCM
1814
Proxima Capital Management
New York
| $445M | -$31.9M | -7% | 7.91% | 20.7% | 52 | 46.15% | 0.3 |
|
| 1815 |
1815
Weatherstone Capital Management
Denver,
Colorado
| $445M | +$59.4M | +15% | 4.38% | 32% | 93 | 55.91% | 0.3 |
|
| 1816 |
1816
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $445M | -$66.3M | -13% | 5.08% | 31% | 397 | 91.69% | 0.1 |
|
| 1817 |
1817
Bridges Investment Management
Omaha,
Nebraska
| $444M | +$40.9M | +10% | 8.73% | 77.9% | 130 | 7.69% | 0.5 |
|
| 1818 |
1818
Accuvest Global Advisors
Provo,
Utah
| $443M | +$48.5M | +12% | 5.64% | 130% | 82 | 46.34% | 0.3 |
|
| 1819 |
1819
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $443M | +$41.3M | +10% | 8.87% | – | 183 | 6.01% | 0.5 |
|
| 1820 |
1820
Garcia Hamilton & Associates
Houston,
Texas
| $442M | -$111M | -20% | 11.2% | 39.1% | 51 | 0% | 0.5 |
|
| 1821 |
1821
Bernzott Capital Advisors
Camarillo,
California
| $442M | +$45.3M | +11% | 10.8% | 46.6% | 49 | 12.24% | 0.4 |
|
| 1822 |
1822
Palisade Asset Management
Minneapolis,
Minnesota
| $442M | +$49M | +12% | 10.2% | 61.8% | 133 | 5.26% | 0.5 |
|
| 1823 |
MAM
1823
Mastrapasqua Asset Management
Nashville,
Tennessee
| $441M | +$33M | +8% | 11.5% | 54.9% | 165 | 16.36% | 0.4 |
|
| 1824 |
1824
Welch Group
Birmingham,
Alabama
| $441M | +$34.3M | +8% | 7.96% | 73.2% | 132 | 6.82% | 0.5 |
|
| 1825 |
1825
Integre Asset Management
New York
| $441M | +$52.6M | +14% | 13.3% | 74.1% | 194 | 21.65% | 0.4 |
|