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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
Great Point Partners
Greenwich,
Connecticut
| $487M | +$94.7M | +24% | 4.54% | 710% | 43 | 37.21% | 0.9 |
|
| 1902 |
NAM
1902
Netols Asset Management
Mequon,
Wisconsin
| $486M | +$34.2M | +8% | 14.8% | 41.7% | 71 | 8.45% | 2.5 |
|
| 1903 |
1903
Princeton Alpha Management
Princeton Junction,
New Jersey
| $486M | -$48.6M | -9% | 2.58% | 9.26% | 1,016 | 63.58% | 0.3 |
|
| 1904 |
MCTIC
1904
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $485M | +$38.9M | +9% | 5.31% | 38.8% | 94 | 11.7% | 2.7 |
|
| 1905 |
1905
Planning Alternatives
Birmingham,
Michigan
| $484M | +$17.6M | +4% | 1.57% | 69.6% | 52 | 3.85% | 2.6 |
|
| 1906 |
1906
Kirr Marbach & Co
Columbus,
Indiana
| $484M | -$19.1M | -4% | 8.44% | 121% | 79 | 15.19% | 1.8 |
|
| 1907 |
1907
Sonora Investment Management
Tucson,
Arizona
| $484M | +$6.57M | +1% | 2.23% | 32.8% | 967 | 14.68% | 1 |
|
| 1908 |
1908
RK Capital Management (Colorado)
Denver,
Colorado
| $483M | -$31.8M | -6% | 11.8% | 89% | 57 | 22.81% | 1.5 |
|
| 1909 |
1909
McGowan Group Asset Management
Dallas,
Texas
| $483M | -$30.1M | -6% | 1.96% | 69.8% | 90 | 10% | 1.6 |
|
| 1910 |
1910
Dai-ichi Life Holdings
Tokyo,
Japan
| $483M | -$2.8B | -85% | 5.28% | – | 561 | 99.82% | 3.5 |
|
| 1911 |
1911
McDaniel Terry & Co
Austin,
Texas
| $482M | +$14.6M | +3% | 3.1% | 57.9% | 64 | 4.69% | 2.3 |
|
| 1912 |
1912
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $482M | -$38.8M | -7% | 4.01% | 70% | 52 | 11.54% | 2.5 |
|
| 1913 |
1913
Eagle Ridge Investment Management
Stamford,
Connecticut
| $481M | +$31.2M | +7% | 4.16% | 28.2% | 151 | 20.53% | 1.4 |
|
| 1914 |
1914
SkyBridge Capital II
New York
| $481M | +$40.7M | +9% | 2.88% | – | 32 | 12.5% | 0.7 |
|
| 1915 |
1915
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $480M | +$103M | +27% | 7.89% | 271% | 600 | 38.17% | 1.2 |
|
| 1916 |
1916
Smith Salley Wealth Management
Greensboro,
North Carolina
| $480M | +$29.3M | +6% | 3.98% | 106% | 162 | 7.41% | 2.3 |
|
| 1917 |
1917
YHB Investment Advisors
West Hartford,
Connecticut
| $480M | +$66M | +16% | 3.18% | 96.2% | 175 | 6.86% | 2.5 |
|
| 1918 |
1918
Colrain Capital
Boston,
Massachusetts
| $477M | +$34.8M | +8% | 7.1% | – | 104 | 24.04% | 2.1 |
|
| 1919 |
1919
John G. Ullman & Associates
Corning,
New York
| $477M | -$8.91M | -2% | 3.27% | 156% | 125 | 11.2% | 2.3 |
|
| 1920 |
1920
Winslow Asset Management
Beachwood,
Ohio
| $477M | +$23M | +5% | 6.27% | 89.9% | 95 | 4.21% | 3 |
|
| 1921 |
1921
Cambridge Associates
Boston,
Massachusetts
| $476M | +$1.92M | +0.4% | 0.69% | 50.1% | 32 | 18.75% | 1.5 |
|
| 1922 |
1922
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $476M | -$20.8M | -4% | 1.73% | 39.9% | 42 | 14.29% | 1.5 |
|
| 1923 |
1923
Abner Herrman & Brock
Jersey City,
New Jersey
| $476M | +$35.3M | +8% | 8.69% | 156% | 132 | 10.61% | 2 |
|
| 1924 |
1924
Edinburgh Partners
Edinburgh,
United Kingdom
| $475M | -$62.1M | -12% | 6.09% | 39.2% | 42 | 9.52% | 2.4 |
|
| 1925 |
PGCM
1925
Prescott Group Capital Management
Tulsa,
Oklahoma
| $475M | +$6.55M | +1% | 3.91% | 148% | 197 | 45.18% | 1.6 |
|