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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
Giverny Capital
Montreal,
Quebec, Canada
| $502M | +$5.14M | +1% | 1.06% | 69.2% | 25 | 4% | 0.7 |
|
| 1802 |
1802
Calamos Wealth Management
Naperville,
Illinois
| $502M | +$85.4M | +21% | 5.32% | 102% | 281 | 21.71% | 1 |
|
| 1803 |
1803
Windward Capital Management
Los Angeles,
California
| $502M | +$135M | +37% | 6.66% | 78.5% | 85 | 12.94% | 1.8 |
|
| 1804 |
1804
Front Barnett Associates
Chicago,
Illinois
| $501M | +$19.7M | +4% | 6.09% | 40.5% | 124 | 8.87% | 2.1 |
|
| 1805 |
1805
Solus Alternative Asset Management
Summit,
New Jersey
| $500M | -$167M | -25% | 0.88% | 79.3% | 14 | 35.71% | 1.2 |
|
| 1806 |
1806
Nexus Investment Management
Toronto,
Ontario, Canada
| $498M | +$19.8M | +4% | 1.11% | 77.5% | 66 | 7.58% | 2.3 |
|
| 1807 |
1807
Motley Fool Asset Management
Alexandria,
Virginia
| $498M | -$12.6M | -2% | 7.24% | 117% | 84 | 13.1% | 1.8 |
|
| 1808 |
1808
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $497M | -$3.96B | -89% | 6.28% | 207% | 409 | 72.13% | 2 |
|
| 1809 |
1809
Provident Investment Management
Novi,
Michigan
| $497M | +$19.6M | +4% | 4.47% | 69.5% | 58 | 15.52% | 1.9 |
|
| 1810 |
1810
Cypress Asset Management
Houston,
Texas
| $497M | +$21.8M | +5% | 5.48% | 141% | 199 | 10.05% | 1.9 |
|
| 1811 |
JBFJ
1811
James B. Fleming Jr
| $496M | +$3.41M | +0.7% | 4.85% | – | 2 | 50% | 1 |
|
| 1812 |
1812
B. Riley Wealth Advisors
Boca Raton,
Florida
| $494M | +$77.6M | +19% | 4.45% | 118% | 645 | 25.27% | 1.4 |
|
| 1813 |
1813
FrontFour Capital Group
Greenwich,
Connecticut
| $494M | -$95.6M | -16% | 8.62% | 8.55% | 40 | 55% | 0.7 |
|
| 1814 |
1814
Vigilant Capital Management
Portland,
Maine
| $493M | -$6.6M | -1% | 3.5% | 48.8% | 302 | 24.5% | 1.7 |
|
| 1815 |
1815
Lincluden Management
Mississauga,
Ontario, Canada
| $492M | -$25.1M | -5% | 0.39% | 56.6% | 92 | 9.78% | 2 |
|
| 1816 |
1816
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $492M | -$31.1M | -6% | 3.8% | 51.3% | 411 | 21.65% | 1.6 |
|
| 1817 |
1817
Altarock Partners
West Palm Beach,
Florida
| $492M | +$72.4M | +17% | 4.66% | 58.1% | 8 | 0% | 0.8 |
|
| 1818 |
1818
Connors Investor Services
Wyomissing,
Pennsylvania
| $492M | +$48.8M | +11% | 6.53% | 125% | 168 | 17.86% | 1.8 |
|
| 1819 |
1819
Aristotle Capital Boston
Boston,
Massachusetts
| $491M | +$81.2M | +20% | 4.02% | 72.2% | 105 | 6.67% | 0.9 |
|
| 1820 |
1820
First Financial Bank - Trust Division
Hamilton,
Ohio
| $491M | +$30.3M | +7% | 6.2% | 68.6% | 186 | 6.99% | 2.1 |
|
| 1821 |
1821
First Reserve GP XI
Stamford,
Connecticut
| $490M | -$26.5M | -5% | 14.9% | 26.4% | 2 | 0% | 2 |
|
| 1822 |
1822
Grassi Investment Management
Santa Clara,
California
| $489M | +$17.5M | +4% | 2.9% | 170% | 143 | 13.99% | 2 |
|
| 1823 |
1823
Signet Financial Management
Parsippany,
New Jersey
| $489M | +$47M | +11% | 3.77% | 65.2% | 238 | 36.55% | 0.6 |
|
| 1824 |
1824
Incline Global Management
New York
| $488M | +$35M | +8% | 5.54% | 40.1% | 31 | 51.61% | 0.5 |
|
| 1825 |
1825
Granite Investment Advisors
Concord,
New Hampshire
| $488M | -$25M | -5% | 3.99% | 55.6% | 130 | 9.23% | 1.7 |
|