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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
Main Management
San Francisco,
California
| $461M | +$5.47M | +1% | 0.81% | 64.1% | 49 | 10.2% | 0.9 |
|
| 1852 |
1852
ProVise Management Group
Clearwater,
Florida
| $461M | -$301K | -0.1% | 0.97% | 66.8% | 331 | 15.11% | 1 |
|
| 1853 |
1853
Penn Davis McFarland
Dallas,
Texas
| $460M | -$50.8M | -10% | 1.93% | 100% | 31 | 9.68% | 1.1 |
|
| 1854 |
DLG
1854
Daniel L. Goodwin
| $459M | -$89.6M | -16% | 4.83% | 72.6% | 126 | 25.4% | 1 |
|
| 1855 |
1855
Central Securities
New York
| $459M | -$23.2M | -5% | 3.51% | 90.2% | 36 | 5.56% | 1 |
|
| 1856 |
1856
Merion Investment Management
Bay Harbor Islands,
Florida
| $459M | +$450M | +4,995% | 0.29% | 27.6% | 23 | 56.52% | 0.4 |
|
| 1857 |
1857
First Long Island Investors
Jericho,
New York
| $459M | +$32.8M | +8% | 0.57% | 85.5% | 52 | 5.77% | 1.1 |
|
| 1858 |
GII
1858
Gryphon International Investment
Toronto,
Ontario, Canada
| $459M | -$66M | -13% | 0% | 5.67% | 25 | 4% | 1.2 |
|
| 1859 |
1859
Quotient Investors
New York
| $458M | -$3.11M | -0.7% | 0.57% | 24.9% | 316 | 45.25% | 0.7 |
|
| 1860 |
1860
Glazer Capital LLC
New York
| $458M | +$205M | +81% | 17.3% | 323% | 105 | 70.48% | 0.2 |
|
| 1861 |
1861
Partners Group Holding
Baar-Zug,
Switzerland
| $458M | +$44.8M | +11% | 2.9% | 23.3% | 49 | 20.41% | 0.9 |
|
| 1862 |
1862
Strategy Asset Managers
Pasadena,
California
| $458M | -$12.2M | -3% | 0.69% | 115% | 155 | 29.68% | 0.9 |
|
| 1863 |
TPCM
1863
Tide Point Capital Management
Old Greenwich,
Connecticut
| $457M | +$69.5M | +18% | 5.58% | 144% | 54 | 61.11% | 0.3 |
|
| 1864 |
SCI
1864
Seneca Capital Investments
New York
| $457M | -$128M | -22% | 1.08% | – | 66 | 53.03% | 0.5 |
|
| 1865 |
1865
Community Financial System
Syracuse,
New York
| $457M | -$1.5M | -0.3% | 1.51% | – | 405 | 8.64% | 1.1 |
|
| 1866 |
1866
Tygh Capital Management
Portland,
Oregon
| $457M | -$13.2M | -3% | 2.19% | 251% | 139 | 31.65% | 0.6 |
|
| 1867 |
1867
Private Wealth Partners
Mill Valley,
California
| $455M | +$342K | +0.1% | 0.95% | 132% | 184 | 22.83% | 0.9 |
|
| 1868 |
1868
Itau USA Asset Management
New York
| $455M | +$82.3M | +22% | 3.63% | 15.8% | 126 | 9.52% | 1.1 |
|
| 1869 |
1869
Foxhaven Asset Management
Charlottesville,
Virginia
| $454M | +$33M | +8% | 0.34% | 88.2% | 31 | 41.94% | 0.4 |
|
| 1870 |
1870
Burnham Asset Management
New York
| $454M | -$1.37M | -0.3% | 1.09% | 39.5% | 253 | 7.51% | 1.1 |
|
| 1871 |
1871
Rockland Trust
Hanover,
Massachusetts
| $454M | +$13.8M | +3% | 0.25% | 61.5% | 136 | 15.44% | 1 |
|
| 1872 |
1872
Jay A. Fishman Ltd
Troy,
Michigan
| $454M | -$11.4M | -2% | 0.29% | 105% | 95 | 11.58% | 1.2 |
|
| 1873 |
1873
Swiss Re
Zurich,
Switzerland
| $454M | – | – | 3.99% | – | 6 | – | 0 |
|
| 1874 |
1874
Bank of Kentucky
Crestview Hills,,
Kentucky
| $453M | +$2.81M | +0.6% | 0.61% | – | 312 | 10.58% | 1.1 |
|
| 1875 |
1875
De Burlo Group
Boston,
Massachusetts
| $452M | +$10.6M | +2% | 4.38% | 147% | 108 | 12.96% | 0.9 |
|