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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
John G. Ullman & Associates
Corning,
New York
| $526M | -$4.9M | -0.9% | 1.22% | 156% | 151 | 10.6% | 1.4 |
|
| 1802 |
1802
Boys Arnold & Co
Asheville,
North Carolina
| $525M | +$9.8M | +2% | 0.72% | 11.5% | 220 | 11.82% | 1.4 |
|
| 1803 |
1803
Globeflex Capital
San Diego,
California
| $525M | +$7.33M | +1% | 12.7% | 186% | 683 | 40.12% | 0.7 |
|
| 1804 |
1804
Iconiq Capital
San Francisco,
California
| $524M | +$4.6M | +0.9% | 0.28% | 0.88% | 46 | 13.04% | 0.9 |
|
| 1805 |
1805
Constellation Investments
Montgomery,
Ohio
| $524M | +$30.8M | +6% | 1.92% | – | 435 | 6.9% | 1.5 |
|
| 1806 |
1806
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $523M | +$8.83M | +2% | 1.52% | 83.5% | 67 | 4.48% | 1.6 |
|
| 1807 |
WDA
1807
Wendell David Associates
Portsmouth,
New Hampshire
| $520M | +$7.62M | +1% | 1.47% | 46% | 148 | 2.03% | 1.6 |
|
| 1808 |
1808
Clear Harbor Asset Management
Stamford,
Connecticut
| $520M | +$27.1M | +6% | 2.04% | 98.6% | 336 | 24.11% | 0.9 |
|
| 1809 |
1809
Howard Capital Management (New York)
New York
| $519M | -$1.69M | -0.3% | 0.28% | 76.8% | 103 | 2.91% | 1.5 |
|
| 1810 |
1810
Vicus Capital
State College,
Pennsylvania
| $518M | +$173M | +50% | 2.51% | 59.6% | 199 | 18.09% | 0.9 |
|
| 1811 |
1811
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $518M | +$5.6M | +1% | 3.38% | 127% | 385 | 1.56% | 1.7 |
|
| 1812 |
MGAI
1812
MP Global Advisers III
New York
| $517M | -$83.4M | -14% | 7.76% | 16.5% | 1 | 0% | 1.8 |
|
| 1813 |
1813
SCGF III Management
Menlo Park,
California
| $516M | +$39.6M | +8% | 9.59% | – | 3 | 0% | 1.6 |
|
| 1814 |
1814
Carret Asset Management
New York
| $515M | -$13.8M | -3% | 1% | 94.4% | 278 | 7.91% | 1.5 |
|
| 1815 |
1815
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $515M | +$4.67M | +0.9% | 0.21% | 23.7% | 239 | 6.28% | 1.5 |
|
| 1816 |
SC
1816
Seawolf Capital
New York
| $514M | +$123M | +31% | 2.13% | 25.7% | 62 | 54.84% | 0.5 |
|
| 1817 |
NAM
1817
Netols Asset Management
Mequon,
Wisconsin
| $514M | -$4.47M | -0.9% | 3.63% | 41.7% | 74 | 9.46% | 1.5 |
|
| 1818 |
1818
Kanaly Trust
Houston,
Texas
| $513M | +$12.5M | +2% | 1.23% | 11.6% | 767 | 12.39% | 1.1 |
|
| 1819 |
1819
Voya Financial Advisors
Windsor,
Connecticut
| $513M | – | – | 2.34% | 44.8% | 329 | – | 0 |
|
| 1820 |
1820
Ranger International Management
Lake Forest,
Illinois
| $513M | -$35.3M | -6% | 1.1% | 23.4% | 59 | 11.86% | 1 |
|
| 1821 |
1821
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $512M | -$23M | -4% | 0.81% | 142% | 169 | 17.75% | 1.4 |
|
| 1822 |
1822
First Long Island Investors
Jericho,
New York
| $510M | +$5.38M | +1% | 1.36% | 85.5% | 55 | 10.91% | 1.4 |
|
| 1823 |
1823
Academy Capital Management
Waco,
Texas
| $509M | +$4.31M | +0.9% | 2.27% | 71.2% | 43 | 11.63% | 1.4 |
|
| 1824 |
1824
Nexus Investment Management
Toronto,
Ontario, Canada
| $509M | -$25.3M | -5% | 2.73% | 77.5% | 64 | 1.56% | 1.7 |
|
| 1825 |
GII
1825
Gryphon International Investment
Toronto,
Ontario, Canada
| $509M | +$7.85M | +2% | 0% | 5.67% | 24 | 8.33% | 1.3 |
|