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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
Abner Herrman & Brock
Jersey City,
New Jersey
| $565M | +$35.7M | +7% | 6.56% | 156% | 143 | 13.29% | 2.5 |
|
| 1902 |
1902
Essex Woodlands Management
The Woodlands,
Texas
| $564M | +$10.6M | +2% | 18.8% | 55% | 9 | 0% | 3.4 |
|
| 1903 |
1903
Financial Architects (New Jersey)
Marlton,
New Jersey
| $562M | +$4.26M | +0.8% | 4.32% | 31.3% | 1,700 | 19.88% | 1.4 |
|
| 1904 |
1904
Pura Vida Investments
New York
| $562M | +$310M | +123% | 8.57% | 38.3% | 120 | 70.83% | 0.3 |
|
| 1905 |
SAS
1905
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $562M | +$237M | +73% | 9.94% | 29.3% | 12 | 25% | 1.7 |
|
| 1906 |
1906
Asset Advisors Corp
Augusta,
Georgia
| $562M | +$5.57M | +1% | 4% | 41.4% | 180 | 11.11% | 3 |
|
| 1907 |
1907
S&T Bank
Indiana,
Pennsylvania
| $560M | +$10M | +2% | 4.22% | 193% | 97 | 7.22% | 2.8 |
|
| 1908 |
1908
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $559M | -$136M | -20% | 10.1% | 380% | 2 | 0% | 0.6 |
|
| 1909 |
1909
YHB Investment Advisors
West Hartford,
Connecticut
| $559M | -$23.7M | -4% | 4.15% | 96.2% | 184 | 5.98% | 3.1 |
|
| 1910 |
1910
BTC Capital Management
Des Moines,
Iowa
| $559M | +$5.18M | +0.9% | 5.04% | – | 187 | 16.58% | 1.9 |
|
| 1911 |
1911
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $559M | +$2.91M | +0.5% | 4.97% | 116% | 133 | 9.77% | 2.1 |
|
| 1912 |
1912
Acuta Capital Partners
Redwood City,
California
| $558M | +$201M | +56% | 30.4% | 7,269% | 90 | 62.22% | 0.6 |
|
| 1913 |
1913
Wildcat Capital Management
New York
| $558M | +$181M | +48% | 56.5% | 126% | 20 | 30% | 1.2 |
|
| 1914 |
1914
Yorktown Energy Partners X
New York
| $556M | +$125M | +29% | 31.5% | 95.9% | 3 | 0% | 0.5 |
|
| 1915 |
1915
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $556M | +$31.9M | +6% | 5.21% | 70% | 54 | 5.56% | 3 |
|
| 1916 |
SCM
1916
Schneider Capital Management
Berwyn,
Pennsylvania
| $556M | +$29.5M | +6% | 5.36% | 52.5% | 63 | 19.05% | 1.9 |
|
| 1917 |
1917
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $555M | +$2.58M | +0.5% | 4.34% | 23.7% | 228 | 4.82% | 3.2 |
|
| 1918 |
1918
Rehmann Capital Advisory Group
Lansing,
Michigan
| $555M | +$31.2M | +6% | 3.61% | 64.6% | 409 | 16.87% | 2.6 |
|
| 1919 |
1919
Steel Grove Capital Advisors
Memphis,
Tennessee
| $554M | -$9.5M | -2% | 4.25% | 106% | 304 | 14.8% | 1.6 |
|
| 1920 |
1920
Mount Lucas Management
Newtown,
Pennsylvania
| $554M | +$23.1M | +4% | 4.99% | 109% | 161 | 49.69% | 0.8 |
|
| 1921 |
1921
Beacon Financial Group
Dallas,
Texas
| $554M | +$27.2M | +5% | 2.33% | 66.6% | 192 | 15.1% | 2.4 |
|
| 1922 |
1922
Griffin Asset Management
New York
| $554M | +$180M | +48% | 4.9% | 88.9% | 212 | 41.98% | 1.6 |
|
| 1923 |
1923
Middleton & Co
Boston,
Massachusetts
| $554M | +$84M | +18% | 4.23% | 81.8% | 172 | 16.28% | 2.8 |
|
| 1924 |
1924
Jump Trading
Chicago,
Illinois
| $553M | -$124M | -18% | 6.98% | 44% | 319 | 30.72% | 1 |
|
| 1925 |
1925
First Mercantile Trust
Cordova,
Tennessee
| $553M | -$819K | -0.1% | 6.23% | 51.2% | 858 | 13.87% | 2.3 |
|