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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
GAM Systematic
Cambridge,
United Kingdom
| $432M | -$358M | -45% | 4.5% | 67.3% | 670 | 54.33% | 0.3 |
|
| 1902 |
1902
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $432M | +$331M | +327% | 5.94% | 119% | 161 | 55.28% | 0.6 |
|
| 1903 |
1903
ProVise Management Group
Clearwater,
Florida
| $431M | -$38.6M | -8% | 6.02% | 66.8% | 312 | 17.31% | 1.7 |
|
| 1904 |
1904
Cortland Associates
St Louis,
Missouri
| $431M | -$43.5M | -9% | 4.71% | 57.1% | 48 | 22.92% | 1.6 |
|
| 1905 |
1905
Kelly Lawrence W & Associates
Pasadens,
California
| $431M | -$71.2M | -14% | 9.05% | 123% | 155 | 10.97% | 1.3 |
|
| 1906 |
1906
TMFS Holdings
Overland Park,
Kansas
| $430M | – | – | 8.45% | – | 5 | – | 0 |
|
| 1907 |
1907
SeaBridge Investment Advisors
Summit,
New Jersey
| $430M | -$58.9M | -12% | 9.89% | 128% | 243 | 14.4% | 1.5 |
|
| 1908 |
1908
Bank Hapoalim BM
Tel Aviv,
Israel
| $430M | -$80.4M | -16% | 7.69% | 76.6% | 182 | 23.08% | 1.3 |
|
| 1909 |
1909
Cooper Investors
Melbourne, Victoria,
Australia
| $430M | -$28.7M | -6% | 5.26% | 57.5% | 31 | 16.13% | 1.4 |
|
| 1910 |
1910
RIT Capital Partners
London,
United Kingdom
| $428M | -$547K | -0.1% | 14.4% | 71.4% | 14 | 35.71% | 0.4 |
|
| 1911 |
1911
Auxier Asset Management
Aurora,
Oregon
| $428M | -$52.2M | -11% | 5.71% | 71.7% | 146 | 8.22% | 2 |
|
| 1912 |
1912
Main Street Research
Lakeville,
Connecticut
| $426M | -$62M | -13% | 3.91% | 232% | 148 | 30.41% | 1.7 |
|
| 1913 |
1913
Ashford Capital Management
Wilmington,
Delaware
| $426M | -$26.8M | -6% | 6.92% | 150% | 125 | 15.2% | 1.7 |
|
| 1914 |
1914
De Burlo Group
Boston,
Massachusetts
| $426M | -$51.7M | -11% | 4.81% | 147% | 112 | 18.75% | 1.5 |
|
| 1915 |
1915
Zuckerman Investment Group
Chicago,
Illinois
| $426M | -$21.4M | -5% | 9.21% | 111% | 53 | 32.08% | 1.2 |
|
| 1916 |
1916
Halsey Associates
New Haven,
Connecticut
| $426M | -$22.2M | -5% | 5.75% | 63.8% | 110 | 10.91% | 1.9 |
|
| 1917 |
1917
Contravisory Investment Management
Norwell,
Massachusetts
| $425M | -$34.2M | -7% | 5.29% | 135% | 202 | 37.13% | 0.8 |
|
| 1918 |
CA
1918
Cornerstone Advisors
Asheville,
North Carolina
| $425M | -$23.1M | -5% | 9.07% | 108% | 263 | 29.66% | 1.3 |
|
| 1919 |
1919
Park Presidio Capital
San Francisco,
California
| $424M | +$45.6M | +12% | 3.78% | 94.1% | 16 | 25% | 0.5 |
|
| 1920 |
1920
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $424M | -$33M | -7% | 3.84% | 68% | 128 | 11.72% | 1.8 |
|
| 1921 |
1921
Empirical Wealth Management
Seattle,
Washington
| $424M | -$6.64M | -2% | 3.65% | 78.8% | 120 | 12.5% | 1.7 |
|
| 1922 |
1922
YHB Investment Advisors
West Hartford,
Connecticut
| $423M | -$35.1M | -8% | 5.61% | 96.2% | 175 | 12% | 1.8 |
|
| 1923 |
PAI
1923
ProQuest Associates IV
Naples,
Florida
| $423M | -$64.4M | -13% | 11.9% | 113% | 6 | 0% | 0.7 |
|
| 1924 |
1924
Cisco Systems
San Jose,
California
| $422M | -$36.6M | -8% | 7.92% | 210% | 2 | 0% | 1.8 |
|
| 1925 |
1925
Tygh Capital Management
Portland,
Oregon
| $422M | -$136M | -24% | 9.16% | 251% | 125 | 44.8% | 0.8 |
|