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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 |
KCP
1901
KDI Capital Partners
Raleigh,
North Carolina
| $408M | -$8.94M | -2% | 8.71% | 77.1% | 49 | 20.41% | 0.4 |
|
| 1902 |
1902
RK Capital Management (Colorado)
Denver,
Colorado
| $407M | +$56.5M | +16% | 15.5% | 89% | 59 | 32.2% | 0.2 |
|
| 1903 |
BPM
1903
Bowling Portfolio Management
Cincinnati,
Ohio
| $407M | +$47.9M | +13% | 14.3% | 45.7% | 109 | 6.42% | 0.4 |
|
| 1904 |
CA
1904
Cornerstone Advisors
Asheville,
North Carolina
| $407M | +$101M | +33% | 6.12% | 108% | 286 | 29.37% | 0.3 |
|
| 1905 |
1905
Aston Asset Management
Chicago,
Illinois
| $407M | +$39M | +11% | 8.12% | 26.1% | 154 | 19.48% | 0.4 |
|
| 1906 |
1906
Cypress Capital Group
Palm Beach,
Florida
| $407M | +$2.46M | +0.6% | 9.03% | 97.8% | 223 | 14.35% | 0.5 |
|
| 1907 |
1907
Polaris Wealth Advisory Group
San Rafael,
California
| $407M | +$84.8M | +26% | 7.8% | 64% | 208 | 40.38% | 0.3 |
|
| 1908 |
1908
Beach Point Capital Management
Santa Monica,
California
| $406M | +$75.1M | +23% | 15.4% | 84.1% | 22 | 22.73% | 0.4 |
|
| 1909 |
1909
Atwood & Palmer
Kansas City,
Missouri
| $405M | +$42.9M | +12% | 9.49% | 90% | 113 | 7.96% | 0.5 |
|
| 1910 |
GIM
1910
Greylin Investment Management
Orange,
Virginia
| $404M | +$208M | +106% | 6.96% | 52.1% | 72 | 48.61% | 0.3 |
|
| 1911 |
1911
River Global Investors
London,
United Kingdom
| $404M | -$40.6M | -9% | 10.5% | 49.7% | 86 | 30.23% | 0.4 |
|
| 1912 |
1912
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $404M | +$43.8M | +12% | 12.3% | 108% | 158 | 6.33% | 0.5 |
|
| 1913 |
1913
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $404M | +$40.6M | +11% | 14% | 70.6% | 284 | 43.66% | 0.3 |
|
| 1914 |
TAM
1914
Telemark Asset Management
Boston,
Massachusetts
| $404M | +$67.9M | +20% | 10.6% | 329% | 65 | 36.92% | 0.3 |
|
| 1915 |
AIM
1915
Act II Management
New York
| $404M | +$8.38M | +2% | 13.6% | 43.6% | 52 | 40.38% | 0.3 |
|
| 1916 |
1916
Freedom Investment Management
Hartford,
Connecticut
| $403M | +$52M | +15% | 5.94% | 68.5% | 469 | 27.08% | 0.4 |
|
| 1917 |
1917
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $403M | +$35M | +10% | 10.7% | 69.3% | 659 | 18.51% | 0.4 |
|
| 1918 |
1918
Strategic Investment Management
Arlington,
Virginia
| $402M | -$118M | -23% | 4.06% | 53.4% | 95 | 70.53% | 0.2 |
|
| 1919 |
1919
Travelers Companies
Saint Paul,
Minnesota
| $402M | +$16.1M | +4% | 4.1% | – | 40 | 15% | 0.4 |
|
| 1920 |
1920
Connors Investor Services
Wyomissing,
Pennsylvania
| $402M | +$46.3M | +13% | 9.67% | 125% | 155 | 9.68% | 0.4 |
|
| 1921 |
PFMOSF
1921
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $401M | +$42.7M | +12% | 14.8% | 209% | 54 | 68.52% | 0.2 |
|
| 1922 |
1922
New York Life Investment Management
New York
| $401M | +$75M | +23% | 5.19% | 100% | 172 | 22.67% | 0.4 |
|
| 1923 |
1923
Main Street Research
Lakeville,
Connecticut
| $401M | +$30.3M | +8% | 8.47% | 232% | 147 | 8.16% | 0.5 |
|
| 1924 |
1924
Polaris Capital Management
Boston,
Massachusetts
| $400M | -$68.3M | -15% | 1.23% | 94.4% | 62 | 24.19% | 0.4 |
|
| 1925 |
QGI
1925
Quadrangle GP Investors
New York
| $400M | -$70.9M | -15% | 8.9% | 17.1% | 5 | 40% | 0.4 |
|