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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
Strategy Capital
Los Altos,
California
| $1.06B | +$4.09M | +0.4% | 2% | 316% | 9 | 11.11% | 2.1 |
|
| 1902 |
1902
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.06B | +$126M | +14% | 7.7% | 75.7% | 721 | 22.61% | 2.9 |
|
| 1903 |
1903
Bank of the West
Monterey Park,
California
| $1.06B | +$99M | +10% | 11.5% | 35.4% | 228 | 8.33% | 5.4 |
|
| 1904 |
1904
Hartford Funds Management
Wayne,
Pennsylvania
| $1.05B | +$12.6M | +1% | 0.48% | 26.8% | 9 | 33.33% | 1.4 |
|
| 1905 |
1905
Murchinson
Toronto,
Ontario, Canada
| $1.05B | +$852M | +424% | 2.14% | 107% | 182 | 61.54% | 0.2 |
|
| 1906 |
1906
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.05B | +$241M | +30% | 8.34% | 104% | 109 | 13.76% | 3.7 |
|
| 1907 |
1907
Wintrust Investments
Chicago,
Illinois
| $1.05B | +$312M | +42% | 6.99% | 27.5% | 435 | 42.07% | 1 |
|
| 1908 |
1908
Bangor Savings Bank
Bangor,
Maine
| $1.05B | +$87M | +9% | 5% | 54.6% | 202 | 3.47% | 4.8 |
|
| 1909 |
CWM
1909
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.05B | +$109M | +12% | 8% | 77.5% | 526 | 19.2% | 2.6 |
|
| 1910 |
1910
Kopernik Global Investors
Tampa,
Florida
| $1.05B | +$158M | +18% | 2.77% | 128% | 32 | 18.75% | 2.8 |
|
| 1911 |
1911
Vestor Capital
Chicago,
Illinois
| $1.05B | +$89.9M | +9% | 12.6% | 202% | 250 | 12.4% | 2.7 |
|
| 1912 |
1912
Trigran Investments
Northbrook,
Illinois
| $1.05B | +$141M | +16% | 13.9% | 30.2% | 22 | 9.09% | 3.1 |
|
| 1913 |
1913
Thomasville National Bank
Thomasville,
Georgia
| $1.05B | +$80.9M | +8% | 7.3% | – | 229 | 8.73% | 4 |
|
| 1914 |
1914
Politan Capital Management
New York
| $1.04B | – | – | 32.2% | 75.4% | 1 | – | 0 |
|
| 1915 |
1915
Oxbow Advisors
Austin,
Texas
| $1.04B | +$61.2M | +6% | 6.2% | 66.3% | 314 | 18.15% | 3.3 |
|
| 1916 |
1916
Ledyard National Bank
| $1.04B | +$77M | +8% | 10.6% | 80.7% | 246 | 6.5% | 5.6 |
|
| 1917 |
1917
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $1.04B | +$57.1M | +6% | 0% | 108% | 329 | 100% | 0 |
|
| 1918 |
1918
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.04B | +$70.2M | +7% | 7.94% | – | 194 | 8.76% | 5.4 |
|
| 1919 |
1919
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.04B | +$76.3M | +8% | 5.97% | 51.4% | 25 | 4% | 2.7 |
|
| 1920 |
1920
MMBG Investment Advisors
Miami,
Florida
| $1.04B | – | – | 2.94% | 118% | 156 | – | 0 |
|
| 1921 |
1921
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $1.04B | +$75.8M | +8% | 7.75% | 26.1% | 177 | 4.52% | 5 |
|
| 1922 |
1922
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $1.04B | +$567M | +120% | 10.2% | 63.5% | 305 | 43.28% | 2.8 |
|
| 1923 |
1923
Evensky & Katz
Coral Gables,
Florida
| $1.04B | +$80.8M | +8% | 6.42% | 61.1% | 74 | 5.41% | 4.4 |
|
| 1924 |
1924
Bayview Asset Management
Coral Gables,
Florida
| $1.04B | +$120M | +13% | 4.91% | 55.4% | 14 | 14.29% | 1.3 |
|
| 1925 |
1925
Forward Management
San Francisco,
California
| $1.04B | +$101M | +11% | 3.76% | 36.9% | 37 | 54.05% | 1.1 |
|