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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 |
1876
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $528M | +$46.3M | +10% | 2.6% | 70% | 52 | 3.85% | 2.6 |
|
| 1877 |
1877
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $526M | +$23.1M | +5% | 5.92% | 127% | 399 | 11.03% | 3.2 |
|
| 1878 |
1878
S&T Bank
Indiana,
Pennsylvania
| $526M | -$97.2M | -16% | 2.1% | 193% | 89 | 12.36% | 2.8 |
|
| 1879 |
1879
Invesco Private Capital
New York
| $526M | +$67.5M | +15% | 23.4% | 41.9% | 6 | 16.67% | 3.4 |
|
| 1880 |
1880
Honeycomb Asset Management
New York
| $526M | +$205M | +64% | 14.8% | 49% | 45 | 64.44% | 0.1 |
|
| 1881 |
1881
Paradigm Asset Management
New York
| $525M | +$5.78M | +1% | 3.64% | 73.8% | 685 | 20.29% | 1.3 |
|
| 1882 |
1882
Thompson Investment Management
Madison,
Wisconsin
| $525M | +$13.8M | +3% | 6.05% | 100% | 184 | 8.15% | 2.9 |
|
| 1883 |
1883
Broadwood Capital
New York
| $524M | -$65.4M | -11% | 2.29% | 110% | 9 | 11.11% | 2.3 |
|
| 1884 |
1884
L & S Advisors
Los Angeles,
California
| $524M | +$83.8M | +19% | 7.62% | 231% | 284 | 38.03% | 0.4 |
|
| 1885 |
1885
Cypress Asset Management
Houston,
Texas
| $524M | +$2.02M | +0.4% | 4.42% | 141% | 218 | 7.8% | 2.5 |
|
| 1886 |
1886
Beacon Financial Group
Dallas,
Texas
| $523M | +$31.8M | +6% | 3.64% | 66.6% | 186 | 11.29% | 2.2 |
|
| 1887 |
WDA
1887
Wendell David Associates
Portsmouth,
New Hampshire
| $523M | +$16.5M | +3% | 5.94% | 46% | 145 | 6.21% | 3.2 |
|
| 1888 |
1888
Randolph Company
Cincinnati,
Ohio
| $523M | +$35M | +7% | 4.83% | 120% | 44 | 29.55% | 1.2 |
|
| 1889 |
JC
1889
Joho Capital
New York
| $523M | +$24.9M | +5% | 14.2% | 80.2% | 8 | 25% | 1.8 |
|
| 1890 |
1890
Beacon Investment Advisory Services
Morristown,
New Jersey
| $523M | +$5.14M | +1% | 4.64% | 95.8% | 88 | 14.77% | 1.2 |
|
| 1891 |
1891
1834 Investment Advisors
Milwaukee,
Wisconsin
| $521M | +$25.5M | +5% | 3.83% | 68.7% | 186 | 10.22% | 2.5 |
|
| 1892 |
1892
YHB Investment Advisors
West Hartford,
Connecticut
| $521M | +$40.7M | +8% | 6.47% | 96.2% | 181 | 7.18% | 2.7 |
|
| 1893 |
NCM
1893
Numina Capital Management
New York
| $521M | -$289M | -36% | 10.8% | 40.2% | 45 | 48.89% | 0.6 |
|
| 1894 |
1894
Ashford Capital Management
Wilmington,
Delaware
| $521M | +$23.7M | +5% | 9.37% | 150% | 111 | 12.61% | 2.5 |
|
| 1895 |
1895
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $520M | +$223M | +75% | 9.53% | 2.43% | 14 | 21.43% | 0.9 |
|
| 1896 |
WFI
1896
West Family Investments
Carlsbad,
California
| $520M | -$47.7M | -8% | 5.62% | 116% | 118 | 27.97% | 2.7 |
|
| 1897 |
1897
Baystate Wealth Management
Boston,
Massachusetts
| $520M | +$17M | +3% | 4.93% | 14.6% | 685 | 40.15% | 0.3 |
|
| 1898 |
1898
Hilton Capital Management
Garden City,
New York
| $518M | +$45.4M | +10% | 3.38% | 58.2% | 142 | 33.1% | 1.1 |
|
| 1899 |
1899
Ithaka Group
Arlington,
Virginia
| $517M | +$9.9M | +2% | 13% | 143% | 45 | 11.11% | 2.6 |
|
| 1900 |
1900
MN Services Vermogensbeheer
The Hague,
Netherlands
| $517M | +$26.7M | +5% | 6.49% | 149% | 630 | 3.81% | 1 |
|