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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Auxier Asset Management
Aurora,
Oregon
| $501M | +$20.9M | +4% | 6.26% | 71.7% | 151 | 5.96% | 1.4 |
|
| 1827 |
GII
1827
Gryphon International Investment
Toronto,
Ontario, Canada
| $501M | +$42M | +9% | 0% | 5.67% | 28 | 32.14% | 1.2 |
|
| 1828 |
RNS
1828
Robert N. Shapiro
| $501M | -$26.2M | -5% | 4.76% | – | 938 | 13.22% | 1.1 |
|
| 1829 |
1829
Kanaly Trust
Houston,
Texas
| $500M | -$10.6M | -2% | 0.47% | 11.6% | 866 | 20.79% | 0.9 |
|
| 1830 |
1830
Main Management
San Francisco,
California
| $500M | +$38.9M | +8% | 3% | 64.1% | 48 | 10.42% | 1.1 |
|
| 1831 |
1831
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $499M | +$22.2M | +5% | 6.23% | 94.2% | 95 | 5.26% | 1.4 |
|
| 1832 |
1832
Portolan Capital Management
Boston,
Massachusetts
| $499M | +$59M | +13% | 15.2% | 738% | 150 | 60% | 0.6 |
|
| 1833 |
1833
Dorsal Capital Management
Redwood City,
California
| $499M | -$59M | -11% | 8.7% | 99.6% | 36 | 33.33% | 0.7 |
|
| 1834 |
1834
Chemung Canal Trust
Elmira,
New York
| $499M | +$15.5M | +3% | 4.01% | 80.9% | 143 | 9.79% | 1.4 |
|
| 1835 |
1835
Muhlenkamp & Co
Wexford,
Pennsylvania
| $499M | -$54.8M | -10% | 7.67% | 107% | 76 | 13.16% | 1 |
|
| 1836 |
1836
McGowan Group Asset Management
Dallas,
Texas
| $498M | – | – | 0.38% | 69.8% | 156 | – | 0 |
|
| 1837 |
1837
Dudley & Shanley
Palm Beach,
Florida
| $497M | +$19.8M | +4% | 5.88% | 67.9% | 32 | 25% | 1.2 |
|
| 1838 |
1838
Courier Capital
Buffalo,
New York
| $497M | +$2.86M | +0.6% | 3.7% | 70.8% | 301 | 11.63% | 1.2 |
|
| 1839 |
1839
Independent Portfolio Consultants
Boca Raton,
Florida
| $497M | +$126M | +34% | 3.14% | 32.4% | 939 | 29.39% | 0.7 |
|
| 1840 |
1840
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $496M | -$3.7M | -0.7% | 17.8% | 240% | 148 | 67.57% | 0.5 |
|
| 1841 |
HCCM
1841
Herring Creek Capital Management
Stamford,
Connecticut
| $496M | -$47M | -9% | 7.67% | – | 34 | 50% | 0.5 |
|
| 1842 |
1842
Pictet North America Advisors
Geneva 73,
Switzerland
| $495M | +$69.9M | +16% | 0.86% | 67.7% | 71 | 38.03% | 0.6 |
|
| 1843 |
CA
1843
Continental Advisors
Park City,
Utah
| $495M | +$56.1M | +13% | 6.5% | 73.6% | 181 | 36.46% | 0.8 |
|
| 1844 |
1844
Overbrook Management Corp
New York
| $495M | -$142M | -22% | 3.18% | 157% | 95 | 29.47% | 1 |
|
| 1845 |
BPM
1845
Bowling Portfolio Management
Cincinnati,
Ohio
| $495M | +$68.8M | +16% | 2.98% | 45.7% | 148 | 33.11% | 0.8 |
|
| 1846 |
1846
Contravisory Investment Management
Norwell,
Massachusetts
| $495M | +$15.3M | +3% | 5.8% | 135% | 182 | 32.42% | 0.6 |
|
| 1847 |
1847
De Burlo Group
Boston,
Massachusetts
| $495M | +$42.3M | +9% | 11.2% | 147% | 118 | 22.03% | 1 |
|
| 1848 |
WA
1848
WFG Advisors
Dallas,
Texas
| $494M | -$31.1M | -6% | 3.42% | 21.3% | 2,389 | 16.74% | 1.1 |
|
| 1849 |
1849
Constellation Investments
Montgomery,
Ohio
| $493M | +$43.2M | +10% | 5.65% | – | 425 | 9.88% | 1.3 |
|
| 1850 |
1850
GAM Systematic
Cambridge,
United Kingdom
| $493M | – | – | 8.98% | 67.3% | 384 | – | 0 |
|