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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
HA
1876
Halsey Associates
New Haven,
Connecticut
| $609M | +$78.8M | +15% | 16.8% | 63.8% | 110 | 7.27% |
|
| 1877 |
PIM
1877
Provident Investment Management
Novi,
Michigan
| $609M | +$49.4M | +9% | 15.2% | 59.5% | 62 | 16.13% |
|
| 1878 |
HWA
1878
Heritage Wealth Advisors
Richmond,
Virginia
| $609M | +$96.8M | +19% | 12.2% | 57.1% | 476 | 17.86% |
|
| 1879 |
PWP
1879
Private Wealth Partners
Mill Valley,
California
| $608M | +$91.2M | +18% | 14.4% | 92.8% | 122 | 27.05% |
|
| 1880 |
1880
Walleye Capital
New York
| $607M | – | – | 18.6% | 98% | 1,467 | – |
|
| 1881 |
AAM
1881
Autus Asset Management
Scottsdale,
Arizona
| $606M | +$85.5M | +16% | 13.3% | 26.3% | 160 | 13.75% |
|
| 1882 |
OCM
1882
Olstein Capital Management
Purchase,
New York
| $606M | -$6.33M | -1% | 12.9% | 16.6% | 113 | 3.54% |
|
| 1883 |
OC
1883
ORIX Corp
Tokyo,
Japan
| $606M | +$31.3M | +5% | 5.45% | 11.7% | 1 | 0% |
|
| 1884 |
BI
1884
Bramshill Investments
Naples,
Florida
| $606M | -$28.7M | -5% | 12.6% | 0.88% | 202 | 58.91% |
|
| 1885 |
BVDMP
1885
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $605M | +$87.3M | +17% | 15.6% | 146% | 37 | 10.81% |
|
| 1886 |
CC
1886
Cornerstone Capital
Palo Alto,
California
| $605M | +$43.8M | +8% | 10.4% | 74.7% | 80 | 11.25% |
|
| 1887 |
AIM
1887
Astor Investment Management
Chicago,
Illinois
| $605M | +$52.8M | +10% | 10.8% | 23.3% | 60 | 31.67% |
|
| 1888 |
AWS
1888
AJ Wealth Strategies
New York
| $605M | +$86.2M | +17% | 9.53% | 32.2% | 113 | 21.24% |
|
| 1889 |
MLM
1889
Mount Lucas Management
Newtown,
Pennsylvania
| $604M | -$184M | -23% | 8.53% | 84.4% | 101 | 62.38% |
|
| 1890 |
ECM
1890
Estabrook Capital Management
New York
| $603M | +$63.9M | +12% | 12% | 76.2% | 348 | 5.46% |
|
| 1891 |
AH
1891
Allen Holding
New York
| $603M | +$16.1M | +3% | 3.19% | 147% | 11 | 9.09% |
|
| 1892 |
LFDLE
1892
La Financiere de L'Echiquier
Paris,
France
| $602M | +$89.9M | +18% | 21.9% | 27.9% | 59 | 23.73% |
|
| 1893 |
NCM
1893
Newfoundland Capital Management
Sao Paulo,
Brazil
| $601M | +$339M | +130% | 3.9% | 49.5% | 61 | 57.38% |
|
| 1894 |
NAM
1894
North American Management
Boston,
Massachusetts
| $600M | +$60.2M | +11% | 13.1% | 61.7% | 126 | 8.73% |
|
| 1895 |
IWM
1895
IHT Wealth Management
Chicago,
Illinois
| $600M | +$80.7M | +16% | 11.9% | 63% | 554 | 21.3% |
|
| 1896 |
AC
1896
Athanor Capital
New York
| $599M | +$301M | +101% | 18.5% | 171% | 93 | 72.04% |
|
| 1897 |
BIM
1897
Barton Investment Management
West Conshohocken,
Pennsylvania
| $599M | +$98.5M | +20% | 25.3% | 80.3% | 41 | 2.44% |
|
| 1898 |
OMC
1898
Old Mission Capital
Chicago,
Illinois
| $598M | -$381M | -39% | 9.9% | 35.4% | 391 | 75.7% |
|
| 1899 |
WCM
1899
Windham Capital Management
Boston,
Massachusetts
| $597M | +$154M | +35% | 9.2% | 8.3% | 67 | 61.19% |
|
| 1900 |
GC
1900
Gratus Capital
Atlanta,
Georgia
| $597M | +$109M | +22% | 13.6% | 51.4% | 183 | 9.29% |
|