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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
Carret Asset Management
New York
| $650M | +$37.6M | +6% | 7.65% | 94.4% | 274 | 4.74% | 3.9 |
|
| 1852 |
1852
Astor Investment Management
Chicago,
Illinois
| $650M | +$59.4M | +10% | 4.57% | 23.3% | 49 | 30.61% | 1.7 |
|
| 1853 |
1853
W.R. Berkley Corp
Greenwich,
Connecticut
| $649M | -$70.9M | -10% | 6.28% | 38.7% | 124 | 53.23% | 0.5 |
|
| 1854 |
1854
Annex Advisory Services
Brookfield,
Wisconsin
| $647M | +$60.4M | +10% | 6.61% | 85.8% | 139 | 10.79% | 2.7 |
|
| 1855 |
1855
Barton Investment Management
West Conshohocken,
Pennsylvania
| $646M | +$28.1M | +5% | 7.48% | 80.3% | 41 | 0% | 4.4 |
|
| 1856 |
1856
Dubuque Bank & Trust
Dubuque,
Iowa
| $646M | +$34.7M | +6% | 7.33% | 24% | 754 | 21.88% | 2.6 |
|
| 1857 |
VOAM
1857
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $646M | +$29.6M | +5% | 5.55% | 107% | 168 | 35.71% | 1 |
|
| 1858 |
1858
Swiss Re
Zurich,
Switzerland
| $646M | -$255M | -28% | 6.77% | – | 7 | 42.86% | 2.1 |
|
| 1859 |
1859
ARS Investment Partners
New York
| $646M | +$18.9M | +3% | 6.41% | 260% | 126 | 11.9% | 2.5 |
|
| 1860 |
1860
Cortland Associates
St Louis,
Missouri
| $645M | +$27.9M | +5% | 7.45% | 57.1% | 54 | 5.56% | 3.1 |
|
| 1861 |
1861
Green Court Capital Management
Hong Kong
| $645M | -$65.7M | -9% | 12.9% | 33.4% | 4 | 0% | 1.3 |
|
| 1862 |
1862
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $645M | +$69.8M | +12% | 8.99% | 86% | 438 | 15.53% | 2.5 |
|
| 1863 |
1863
Vestar Capital Partners
New York
| $645M | -$4.47M | -0.7% | 0.18% | – | 2 | 0% | 3 |
|
| 1864 |
1864
Arden Trust
Wilmington,
Delaware
| $644M | +$13M | +2% | 5.82% | 22.5% | 384 | 14.06% | 3.1 |
|
| 1865 |
1865
Doyle Wealth Management
St. Petersburg,
Florida
| $644M | +$37.7M | +6% | 6.9% | 32.3% | 198 | 9.09% | 1.1 |
|
| 1866 |
1866
Silverback Asset Management
Chapel Hill,
North Carolina
| $643M | -$145M | -18% | 0.17% | 92.1% | 50 | 16% | 0.5 |
|
| 1867 |
1867
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $643M | +$51.9M | +9% | 9.46% | 23.7% | 234 | 4.27% | 3.8 |
|
| 1868 |
1868
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $643M | +$17.6M | +3% | 6.34% | 68% | 112 | 9.82% | 3.3 |
|
| 1869 |
WDA
1869
Wendell David Associates
Portsmouth,
New Hampshire
| $642M | +$56.2M | +10% | 10.3% | 46% | 157 | 7.01% | 4.1 |
|
| 1870 |
1870
South Street Advisors
New York
| $642M | +$312M | +94% | 3.93% | 169% | 70 | 15.71% | 2.7 |
|
| 1871 |
1871
Great Point Partners
Greenwich,
Connecticut
| $642M | -$79.9M | -11% | 7.2% | 710% | 48 | 58.33% | 0.6 |
|
| 1872 |
1872
HRT Financial
New York
| $642M | +$367M | +133% | 4.53% | 182% | 556 | 81.83% | 0.1 |
|
| 1873 |
1873
Middleton & Co
Boston,
Massachusetts
| $641M | +$56.7M | +10% | 8.91% | 81.8% | 153 | 3.27% | 3.7 |
|
| 1874 |
1874
Hengistbury Investment Partners
London,
United Kingdom
| $640M | +$51.1M | +9% | 12.3% | 108% | 3 | 0% | 2.4 |
|
| 1875 |
1875
Stieven Capital Advisors
St. Louis,
Missouri
| $640M | -$44.6M | -7% | 1.73% | 117% | 65 | 12.31% | 2.3 |
|