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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
McDaniel Terry & Co
Austin,
Texas
| $467M | +$22M | +5% | 5.15% | 57.9% | 66 | 6.06% | 2.1 |
|
| 1902 |
1902
Kopernik Global Investors
Tampa,
Florida
| $467M | -$98M | -17% | 5.25% | 128% | 24 | 12.5% | 1.9 |
|
| 1903 |
1903
Kelly Lawrence W & Associates
Pasadens,
California
| $467M | +$34.2M | +8% | 6.84% | 123% | 190 | 11.05% | 1.8 |
|
| 1904 |
1904
Planning Alternatives
Birmingham,
Michigan
| $467M | +$7.42M | +2% | 3.6% | 69.6% | 52 | 3.85% | 2.5 |
|
| 1905 |
1905
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $466M | +$5.1M | +1% | 0.6% | 34.2% | 45 | 4.44% | 2.7 |
|
| 1906 |
1906
Cypress Funds
Los Angeles,
California
| $466M | +$42.3M | +10% | 10.7% | 100% | 35 | 51.43% | 0.5 |
|
| 1907 |
1907
Anson Funds Management
Dallas,
Texas
| $465M | -$59.2M | -11% | 2.6% | 2,010% | 78 | 53.85% | 0.7 |
|
| 1908 |
1908
Howe & Rusling
Rochester,
New York
| $464M | +$9.8M | +2% | 3.62% | 82% | 1,212 | 30.94% | 1.7 |
|
| 1909 |
CC
1909
Cornerstone Capital
Palo Alto,
California
| $463M | +$4.17M | +0.9% | 2.02% | 91.2% | 76 | 5.26% | 2.6 |
|
| 1910 |
CC
1910
Carbonado Capital
New York
| $463M | +$70.2M | +18% | 4.6% | 62.2% | 15 | 26.67% | 0.5 |
|
| 1911 |
1911
Richard C. Young & Co
Newport,
Rhode Island
| $463M | +$11.5M | +3% | 1.39% | 137% | 65 | 4.62% | 2.2 |
|
| 1912 |
1912
Mizuho Asset Management
Tokyo,
Japan
| $462M | -$92.5M | -17% | 2.82% | 41.7% | 682 | 3.81% | 2.6 |
|
| 1913 |
1913
Baystate Wealth Management
Boston,
Massachusetts
| $462M | +$18.6M | +4% | 4.21% | 14.6% | 60 | 15% | 2 |
|
| 1914 |
1914
Halsey Associates
New Haven,
Connecticut
| $462M | +$12.2M | +3% | 7.5% | 63.8% | 107 | 7.48% | 2.6 |
|
| 1915 |
1915
Boothbay Fund Management
New York
| $461M | +$202M | +78% | 8.34% | 328% | 891 | 65.77% | 0.3 |
|
| 1916 |
1916
1834 Investment Advisors
Milwaukee,
Wisconsin
| $461M | -$80K | -0% | 2.65% | 68.7% | 180 | 11.67% | 2.3 |
|
| 1917 |
1917
Central Securities
New York
| $460M | +$30.5M | +7% | 9.01% | 90.2% | 39 | 7.69% | 2.1 |
|
| 1918 |
1918
RiverPark Advisors
New York
| $460M | +$256M | +125% | 9.53% | 87.5% | 57 | 5.26% | 1.9 |
|
| 1919 |
1919
Yorktown Management & Research Company
Forest,
Virginia
| $459M | +$19.5M | +4% | 4.01% | 223% | 348 | 29.31% | 1.7 |
|
| 1920 |
KFS
1920
Kurt F. Somerville
| $459M | +$14M | +3% | 3.4% | 92.9% | 118 | 11.02% | 2.6 |
|
| 1921 |
GII
1921
Gryphon International Investment
Toronto,
Ontario, Canada
| $458M | +$26.1M | +6% | 0.13% | 5.67% | 24 | 12.5% | 2.1 |
|
| 1922 |
1922
Clear Harbor Asset Management
Stamford,
Connecticut
| $458M | -$1.78M | -0.4% | 5.23% | 98.6% | 283 | 18.73% | 1.9 |
|
| 1923 |
1923
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $458M | +$29.5M | +7% | 2.22% | 34% | 119 | 28.57% | 1.8 |
|
| 1924 |
1924
Beacon Investment Advisory Services
Morristown,
New Jersey
| $458M | -$2.11M | -0.5% | 3.39% | 95.8% | 74 | 9.46% | 1 |
|
| 1925 |
1925
Yale University
New Haven,
Connecticut
| $457M | +$71.3M | +19% | 5.97% | 33.7% | 9 | 44.44% | 0.3 |
|