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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
GIA
1876
Granite Investment Advisors
Concord,
New Hampshire
| $453M | -$4.88M | -1% | 4.93% | 55.6% | 102 | 5.88% | 0.9 |
|
| 1877 |
BFG
1877
Beacon Financial Group
Dallas,
Texas
| $452M | -$33.9M | -7% | 5.7% | 60.3% | 166 | 5.42% | 0.7 |
|
| 1878 |
MDCM
1878
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $451M | +$47.7M | +12% | 2.31% | 52.1% | 171 | 6.43% | 0.9 |
|
| 1879 |
VCM
1879
Vigilant Capital Management
Portland,
Maine
| $451M | +$27.4M | +6% | 5.03% | 48.8% | 285 | 18.95% | 0.8 |
|
| 1880 |
BOK
1880
Bank of Kentucky
Crestview Hills,,
Kentucky
| $450M | +$11M | +2% | 3.96% | – | 308 | 7.79% | 0.8 |
|
| 1881 |
PWAG
1881
Polaris Wealth Advisory Group
San Rafael,
California
| $449M | +$21.9M | +5% | 3.81% | 64% | 175 | 66.29% | 0.6 |
|
| 1882 |
SCM
1882
Symons Capital Management
Pittsburgh,
Pennsylvania
| $449M | +$12M | +3% | 4.75% | 25.4% | 93 | 17.2% | 0.6 |
|
| 1883 |
PCP
1883
Proprium Capital Partners
Stamford,
Connecticut
| $447M | -$170M | -28% | 4.9% | 6.09% | 2 | 0% | 0.3 |
|
| 1884 |
PIA
1884
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| $446M | +$78K | +0% | 1.93% | – | 93 | 26.88% | 0.8 |
|
| 1885 |
HR
1885
Howe & Rusling
Rochester,
New York
| $445M | +$37.5M | +9% | 6.13% | 82% | 1,004 | 33.07% | 0.7 |
|
| 1886 |
CCM
1886
Catawba Capital Management
Roanoke,
Virginia
| $445M | +$25.1M | +6% | 5.96% | 33.1% | 264 | 9.09% | 0.9 |
|
| 1887 |
LRPA
1887
L. Roy Papp & Associates
Phoenix,
Arizona
| $444M | +$15.3M | +4% | 3.74% | 64.3% | 137 | 2.92% | 0.9 |
|
| 1888 |
TCM
1888
TD Capital Management
Memphis,
Tennessee
| $444M | +$9.66M | +2% | 2.42% | 40.5% | 176 | 13.64% | 0.8 |
|
| 1889 |
OM
1889
Ospraie Management
New York
| $444M | +$196M | +79% | 13.3% | 37.6% | 29 | 55.17% | 0.3 |
|
| 1890 |
PCM
1890
Polaris Capital Management
Boston,
Massachusetts
| $443M | +$10.6M | +2% | 0.84% | 94.3% | 60 | 28.33% | 0.9 |
|
| 1891 |
GI
1891
Gavea Investimentos
Rj,
Brazil
| $443M | +$196M | +80% | 17.8% | 60.3% | 6 | 83.33% | 0.2 |
|
| 1892 |
MC
1892
MSF Capital
New York
| $443M | -$1.12M | -0.3% | 2.36% | – | 52 | 13.46% | 0.8 |
|
| 1893 |
1893
Brighton Jones LLC
Seattle,
Washington
| $443M | +$18.1M | +4% | 4.89% | 97.9% | 199 | 7.04% | 0.8 |
|
| 1894 |
SIG
1894
Schooner Investment Group
Wayne,
Pennsylvania
| $443M | +$44M | +11% | 3.42% | 24.3% | 150 | 18.67% | 0.6 |
|
| 1895 |
JA
1895
JVL Advisors
Houston,
Texas
| $442M | +$42.2M | +11% | 14.4% | 89.4% | 27 | 37.04% | 0.3 |
|
| 1896 |
DBG
1896
De Burlo Group
Boston,
Massachusetts
| $442M | +$27.1M | +7% | 8.53% | 147% | 111 | 25.23% | 0.7 |
|
| 1897 |
KCA
1897
KR Capital Advisors
New York
| $441M | +$11.8M | +3% | 3.35% | – | 48 | 12.5% | 0.9 |
|
| 1898 |
MWP
1898
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $441M | +$30.5M | +7% | 5.01% | 69.3% | 711 | 12.66% | 0.8 |
|
| 1899 |
AAC
1899
Asset Advisors Corp
Augusta,
Georgia
| $441M | +$18.2M | +4% | 4.57% | 41.4% | 165 | 13.33% | 0.8 |
|
| 1900 |
RT
1900
Rockland Trust
Hanover,
Massachusetts
| $440M | +$14.9M | +4% | 4.49% | 61.5% | 134 | 14.93% | 0.8 |
|