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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Reilly Financial Advisors
La Mesa,
California
| $360M | +$21.9M | +6% | 5.69% | 99% | 871 | 22.27% | 0.2 |
|
| 1902 |
BPM
1902
Bowling Portfolio Management
Cincinnati,
Ohio
| $360M | +$17.7M | +5% | 7.28% | 45.7% | 122 | 36.89% | 0.2 |
|
| 1903 |
1903
CapWealth Advisors
Franklin,
Tennessee
| $359M | +$16.8M | +5% | 11% | 152% | 531 | 21.85% | 0.2 |
|
| 1904 |
PFMOSF
1904
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $359M | -$1.6M | -0.4% | 8.54% | 209% | 48 | 60.42% | 0.1 |
|
| 1905 |
FIMS
1905
FBL Investment Management Services
West Des Moines,
Iowa
| $358M | +$75.8M | +27% | 1.43% | 16.6% | 72 | 29.17% | 0.2 |
|
| 1906 |
1906
Tompkins Financial
Ithaca,
New York
| $358M | +$27.2M | +8% | 4.75% | 84.4% | 505 | 16.44% | 0.2 |
|
| 1907 |
WMIG
1907
White Mountains Insurance Group
Hanover,
New Hampshire
| $358M | +$36.8M | +11% | 11.5% | 105% | 2 | 0% | 0.3 |
|
| 1908 |
CC
1908
ClearArc Capital
Cincinnati,
Ohio
| $358M | -$15.6M | -4% | 5.1% | 63.4% | 399 | 10.78% | 0.2 |
|
| 1909 |
1909
First Long Island Investors
Jericho,
New York
| $357M | +$39.9M | +13% | 6.95% | 85.5% | 54 | 14.81% | 0.2 |
|
| 1910 |
1910
Obermeyer Wealth Partners
Aspen,
Colorado
| $356M | -$4.37M | -1% | 3.05% | 80.9% | 368 | 84.78% | 0.2 |
|
| 1911 |
TS
1911
Twin Securities
New York
| $356M | +$129M | +57% | 8.65% | 506% | 23 | 65.22% | 0.1 |
|
| 1912 |
MRCM
1912
M&R Capital Management
Summit,
New Jersey
| $356M | +$8.91M | +3% | 4.8% | 52.6% | 201 | 7.96% | 0.2 |
|
| 1913 |
1913
Connors Investor Services
Wyomissing,
Pennsylvania
| $356M | +$46.4M | +15% | 6.78% | 125% | 153 | 12.42% | 0.2 |
|
| 1914 |
1914
Adell Harriman & Carpenter
Houston,
Texas
| $355M | +$76.2M | +27% | 5.5% | 176% | 134 | 14.18% | 0.2 |
|
| 1915 |
1915
Connable Office Inc
Kalamazoo,
Michigan
| $355M | +$4.68M | +1% | 7.87% | 68.3% | 267 | 16.48% | 0.2 |
|
| 1916 |
DG
1916
Davidson & Garrard
Lynchburg,
Virginia
| $355M | +$19.3M | +6% | 3.68% | 25.2% | 194 | 12.89% | 0.2 |
|
| 1917 |
1917
Steel Grove Capital Advisors
Memphis,
Tennessee
| $355M | +$41.2M | +13% | 2.29% | 106% | 143 | 17.48% | 0.2 |
|
| 1918 |
MAM
1918
MPM Asset Management
Boston,
Massachusetts
| $355M | +$129M | +57% | 48.3% | 5.89% | 11 | 9.09% | 0.2 |
|
| 1919 |
1919
Professional Advisory Services
Vero Beach,
Florida
| $355M | +$19.8M | +6% | 4.17% | 69.3% | 49 | 10.2% | 0.2 |
|
| 1920 |
1920
Old Mutual Customised Solutions
Pinelands,
South Africa
| $354M | +$9.2M | +3% | 7.71% | 49.7% | 1,666 | 54.08% | 0.2 |
|
| 1921 |
DI
1921
Dalton Investments
Las Vegas,
Nevada
| $354M | -$60.5M | -15% | 12.6% | 95.1% | 78 | 29.49% | 0.2 |
|
| 1922 |
1922
Vigilant Capital Management
Portland,
Maine
| $353M | +$17.5M | +5% | 5.12% | 48.8% | 252 | 16.27% | 0.2 |
|
| 1923 |
1923
Harvey Investment Company
Louisville,
Kentucky
| $353M | +$20M | +6% | 5.55% | 48.4% | 89 | 6.74% | 0.2 |
|
| 1924 |
1924
J.M. Forbes & Co
Boston,
Massachusetts
| $353M | +$17.8M | +5% | 4.31% | 112% | 89 | 13.48% | 0.2 |
|
| 1925 |
1925
ProVise Management Group
Clearwater,
Florida
| $353M | +$14.3M | +4% | 3.91% | 66.8% | 351 | 23.65% | 0.2 |
|