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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
Provident Investment Management
Novi,
Michigan
| $675M | +$65.7M | +11% | 7.02% | 69.5% | 60 | 15% | 3.7 |
|
| 1827 |
1827
Private Capital Management (Florida)
Naples,
Florida
| $674M | +$12.5M | +2% | 3.03% | 118% | 50 | 16% | 3.3 |
|
| 1828 |
1828
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $672M | +$234M | +53% | 59.7% | 380% | 2 | 0% | 2.4 |
|
| 1829 |
1829
Waverly Advisors
Birmingham,
Alabama
| $671M | +$25.4M | +4% | 2.97% | 67.6% | 132 | 6.06% | 3.2 |
|
| 1830 |
VDBMI
1830
Van Den Berg Management I
Austin,
Texas
| $671M | -$56.4M | -8% | 2.55% | 187% | 67 | 10.45% | 3.4 |
|
| 1831 |
1831
Murphy Capital Management
Bedminster,
New Jersey
| $670M | +$14.4M | +2% | 3.77% | 41.6% | 256 | 9.77% | 4.6 |
|
| 1832 |
FC
1832
Fore Capital
New York
| $670M | -$1.02M | -0.2% | 0% | 25.4% | 98 | 62.24% | 0.3 |
|
| 1833 |
1833
Barton Investment Management
West Conshohocken,
Pennsylvania
| $669M | +$69.9M | +12% | 13% | 80.3% | 40 | 0% | 5.2 |
|
| 1834 |
1834
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $669M | +$372K | +0.1% | 0.27% | 77.5% | 170 | 4.12% | 4.6 |
|
| 1835 |
1835
Denali Advisors
San Diego,
California
| $669M | +$44M | +7% | 3.11% | 106% | 337 | 33.53% | 1.5 |
|
| 1836 |
WDA
1836
Wendell David Associates
Portsmouth,
New Hampshire
| $666M | +$24.1M | +4% | 5.11% | 46% | 156 | 1.92% | 4.7 |
|
| 1837 |
1837
Foundations Investment Advisors
Phoenix,
Arizona
| $666M | +$89.8M | +16% | 3.11% | 80.9% | 129 | 32.56% | 0.5 |
|
| 1838 |
1838
Spirit of America Management Corp
Syosset,
New York
| $666M | -$18.3M | -3% | 0.24% | 113% | 249 | 3.61% | 3.7 |
|
| 1839 |
1839
WealthPLAN Partners
Omaha,
Nebraska
| $664M | +$23.7M | +4% | 2.75% | 71.6% | 285 | 24.91% | 2.2 |
|
| 1840 |
OCM
1840
Opti Capital Management
New York
| $664M | +$290M | +78% | 0% | 0.01% | 32 | 0% | 0.2 |
|
| 1841 |
1841
1834 Investment Advisors
Milwaukee,
Wisconsin
| $663M | +$6.89M | +1% | 2.2% | 68.7% | 466 | 17.6% | 2.2 |
|
| 1842 |
1842
Smith Salley Wealth Management
Greensboro,
North Carolina
| $663M | +$42M | +7% | 3.9% | 106% | 194 | 12.89% | 3.2 |
|
| 1843 |
BSPF
1843
British Steel Pension Fund
London,
United Kingdom
| $662M | +$89.9M | +16% | 2.83% | 29.7% | 184 | 10.33% | 3.6 |
|
| 1844 |
1844
LBMC Investment Advisors
Brentwood,
Tennessee
| $661M | +$30.4M | +5% | 2.4% | 52.8% | 102 | 7.84% | 3.6 |
|
| 1845 |
1845
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $661M | +$42.3M | +7% | 4.05% | 34% | 100 | 5% | 4.1 |
|
| 1846 |
1846
J.L. Bainbridge & Co
Sarasota,
Florida
| $661M | -$20.4M | -3% | 5.3% | 118% | 86 | 32.56% | 0.6 |
|
| 1847 |
1847
Regis Management Company
Menlo Park,
California
| $660M | +$18.1M | +3% | 1.27% | 5.33% | 64 | 14.06% | 3.7 |
|
| 1848 |
1848
Ithaka Group
Arlington,
Virginia
| $660M | +$32.1M | +5% | 7.21% | 143% | 37 | 5.41% | 3.6 |
|
| 1849 |
1849
Wintrust Investments
Chicago,
Illinois
| $659M | +$43.6M | +7% | 3.12% | 27.5% | 383 | 14.88% | 1.6 |
|
| 1850 |
1850
Oakmont Corp
Los Angeles,
California
| $659M | -$51.7M | -7% | 10.9% | 70.2% | 18 | 16.67% | 2.2 |
|