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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
First Long Island Investors
Jericho,
New York
| $1.2B | +$74.7M | +7% | 12% | 85.5% | 67 | 14.93% | 5.5 |
|
| 1802 |
1802
Americana Partners
Houston,
Texas
| $1.2B | +$150M | +14% | 9.61% | 93.9% | 366 | 20.49% | 1.7 |
|
| 1803 |
1803
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.2B | +$92.6M | +8% | 7.76% | 94.2% | 150 | 15.33% | 6.1 |
|
| 1804 |
1804
Windward Capital Management
Los Angeles,
California
| $1.2B | +$44.7M | +4% | 5.38% | 78.5% | 74 | 17.57% | 6.5 |
|
| 1805 |
1805
Paradigm Operations
San Francisco,
California
| $1.2B | +$412M | +52% | 52.4% | 230% | 1 | 0% | 2.3 |
|
| 1806 |
1806
Mill Capital Management
Concord,
North Carolina
| $1.2B | +$77.2M | +7% | 9.64% | 119% | 122 | 3.28% | 2 |
|
| 1807 |
1807
American Trust
Lexington,
Kentucky
| $1.2B | -$157M | -12% | 6.67% | 59% | 322 | 24.22% | 1.5 |
|
| 1808 |
1808
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.2B | -$165M | -12% | 7.67% | 69.6% | 315 | 26.03% | 0.9 |
|
| 1809 |
1809
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.19B | +$86.1M | +8% | 9.98% | 69.1% | 52 | 5.77% | 5.7 |
|
| 1810 |
1810
Ensemble Capital Management
San Francisco,
California
| $1.19B | +$68.6M | +6% | 10.7% | 36.2% | 23 | 4.35% | 5.7 |
|
| 1811 |
1811
Pinnbrook Capital Management
New York
| $1.19B | +$301M | +34% | 24.6% | 913% | 146 | 78.08% | 0.2 |
|
| 1812 |
1812
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.19B | -$20.8M | -2% | 8.3% | 224% | 151 | 23.18% | 1.2 |
|
| 1813 |
1813
Nations Financial Group
Cedar Rapids,
Iowa
| $1.19B | +$107M | +10% | 10.2% | 105% | 658 | 11.55% | 2.9 |
|
| 1814 |
1814
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.19B | +$118M | +11% | 7.17% | 75.3% | 372 | 37.1% | 3.6 |
|
| 1815 |
1815
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.19B | +$108M | +10% | 9.2% | 78.9% | 289 | 8.65% | 4.6 |
|
| 1816 |
1816
Vestor Capital
Chicago,
Illinois
| $1.18B | +$136M | +13% | 15.9% | 202% | 272 | 18.38% | 3.5 |
|
| 1817 |
1817
Murchinson
Toronto,
Ontario, Canada
| $1.18B | +$610M | +106% | 8.44% | 107% | 104 | 78.85% | 0.2 |
|
| 1818 |
1818
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.18B | +$135M | +13% | 16% | 181% | 583 | 4.63% | 7.1 |
|
| 1819 |
1819
QVT Financial
New York
| $1.18B | -$583M | -33% | 2.43% | 267% | 39 | 17.95% | 3.5 |
|
| 1820 |
1820
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.18B | +$83.8M | +8% | 8.11% | 73.7% | 264 | 8.71% | 3.4 |
|
| 1821 |
1821
NXG Investment Management
Dallas,
Texas
| $1.18B | +$89.3M | +8% | 13.6% | 121% | 69 | 36.23% | 3.6 |
|
| 1822 |
1822
Hills Bank & Trust
North Liberty,
Iowa
| $1.18B | +$157M | +15% | 9.36% | 52.8% | 286 | 4.9% | 4.8 |
|
| 1823 |
1823
Mane Global Capital Management
New York
| $1.18B | +$143M | +14% | 16.8% | 423% | 64 | 68.75% | 0.3 |
|
| 1824 |
1824
GTCR LLC
Chicago,
Illinois
| $1.18B | -$470M | -29% | 15.3% | 6.7% | 3 | 0% | 3.3 |
|
| 1825 |
1825
Governors Lane
New York
| $1.18B | +$183M | +18% | 9.97% | 133% | 79 | 58.23% | 0.4 |
|