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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Petrus Trust Company
Dallas,
Texas
| $379M | -$14.2M | -4% | 2.32% | 36.9% | 50 | 16% | 0.2 |
|
| 1852 |
1852
Wedbush Securities
Los Angeles,
California
| $379M | +$14.1M | +4% | 5.08% | 114% | 630 | 18.73% | 0.2 |
|
| 1853 |
1853
Rockland Trust
Hanover,
Massachusetts
| $378M | +$17.4M | +5% | 3.66% | 61.5% | 118 | 11.02% | 0.2 |
|
| 1854 |
TCM
1854
Tamarack Capital Management
Carlsbad,
California
| $378M | +$199M | +112% | 17.1% | – | 34 | 35.29% | 0.2 |
|
| 1855 |
1855
Greylock XI
Cambridge,
Massachusetts
| $378M | -$465M | -55% | 21.5% | – | 3 | 0% | 0.3 |
|
| 1856 |
1856
Washington Capital Management
Seattle,
Washington
| $377M | -$9.6M | -2% | 10.4% | 81.8% | 201 | 12.94% | 0.2 |
|
| 1857 |
1857
RBF Capital
San Francisco,
California
| $376M | +$24.5M | +7% | 7.54% | 147% | 296 | 12.16% | 0.2 |
|
| 1858 |
1858
Capital Investment Services of America
Milwaukee,
Wisconsin
| $376M | +$27.8M | +8% | 9.47% | 50.7% | 59 | 6.78% | 0.2 |
|
| 1859 |
PIM
1859
Partner Investment Management
San Francisco,
California
| $375M | -$66.5M | -15% | 16.4% | 168% | 101 | 54.46% | 0.2 |
|
| 1860 |
1860
Foster & Motley
Cincinnati,
Ohio
| $375M | +$15M | +4% | 3.63% | 68.8% | 155 | 11.61% | 0.2 |
|
| 1861 |
1861
North Star Investment Management
Chicago,
Illinois
| $374M | -$12M | -3% | 5.73% | 80.6% | 300 | 15% | 0.2 |
|
| 1862 |
1862
Nuance Investments
Kansas City,
Missouri
| $374M | +$55.7M | +18% | 3.45% | 3.13% | 67 | 32.84% | 0.2 |
|
| 1863 |
1863
Appleton Partners
Boston,
Massachusetts
| $373M | +$26.2M | +8% | 6.79% | 101% | 172 | 15.7% | 0.2 |
|
| 1864 |
1864
First Interstate Bank
Billings,
Montana
| $371M | +$51.6M | +16% | 5.58% | 49.7% | 103 | 15.53% | 0.2 |
|
| 1865 |
1865
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $371M | +$30.2M | +9% | 3.14% | 68% | 139 | 7.19% | 0.2 |
|
| 1866 |
KM
1866
Kylin Management
New York
| $370M | +$161M | +77% | 75.1% | 126% | 9 | 77.78% | 0.1 |
|
| 1867 |
1867
Main Street Research
Lakeville,
Connecticut
| $370M | +$39M | +12% | 6.66% | 232% | 147 | 12.24% | 0.2 |
|
| 1868 |
1868
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $370M | +$1.16M | +0.3% | 2.51% | 70% | 36 | 8.33% | 0.2 |
|
| 1869 |
1869
Jacobs Asset Management
New York
| $370M | -$72.5M | -16% | 3.44% | 114% | 50 | 20% | 0.2 |
|
| 1870 |
1870
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $369M | -$17.4M | -4% | 16% | 240% | 144 | 53.47% | 0.2 |
|
| 1871 |
PCM
1871
Palestra Capital Management
New York
| $369M | +$128M | +53% | 13.4% | 236% | 36 | 63.89% | 0.1 |
|
| 1872 |
SCM
1872
Symons Capital Management
Pittsburgh,
Pennsylvania
| $369M | +$1.57M | +0.4% | 1.3% | 25.4% | 91 | 46.15% | 0.2 |
|
| 1873 |
KE
1873
KLP Enterprises
Branford,
Connecticut
| $369M | – | – | 6.44% | – | 1 | – | 0 |
|
| 1874 |
1874
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $368M | +$332M | +908% | 4.99% | 45.9% | 77 | 67.53% | 0.1 |
|
| 1875 |
1875
Clear Harbor Asset Management
Stamford,
Connecticut
| $368M | +$31M | +9% | 9.41% | 98.6% | 239 | 26.36% | 0.2 |
|