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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Denali Advisors
San Diego,
California
| $460M | +$23.2M | +5% | 0.33% | 106% | 319 | 26.02% | 1 |
|
| 1927 |
1927
Contravisory Investment Management
Norwell,
Massachusetts
| $460M | -$38.6M | -8% | 0.89% | 135% | 204 | 38.24% | 0.7 |
|
| 1928 |
1928
Cisco Systems
San Jose,
California
| $459M | -$334M | -42% | 4.36% | 210% | 3 | 33.33% | 1.5 |
|
| 1929 |
1929
Hikari Tsushin Inc
Tokyo,
Japan
| $459M | -$40.2M | -8% | 1.72% | 59.5% | 38 | 10.53% | 2 |
|
| 1930 |
1930
Howe & Rusling
Rochester,
New York
| $459M | +$12.6M | +3% | 0.04% | 82% | 1,156 | 24.91% | 1.1 |
|
| 1931 |
1931
YHB Investment Advisors
West Hartford,
Connecticut
| $458M | +$12.7M | +3% | 0.26% | 96.2% | 172 | 4.65% | 1.6 |
|
| 1932 |
1932
Cooper Investors
Melbourne, Victoria,
Australia
| $458M | -$151M | -25% | 0.48% | 57.5% | 30 | 20% | 1.3 |
|
| 1933 |
1933
Corbyn Investment Management
Lutherville,
Maryland
| $458M | +$10.5M | +2% | 0.3% | 71.9% | 56 | 16.07% | 1.4 |
|
| 1934 |
1934
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| $457M | -$15.8M | -3% | 1.37% | – | 116 | 12.93% | 1.5 |
|
| 1935 |
1935
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $457M | +$7.93M | +2% | 1.7% | 68% | 135 | 15.56% | 1.7 |
|
| 1936 |
1936
Chemung Canal Trust
Elmira,
New York
| $456M | -$31.5M | -6% | 1.98% | 80.9% | 143 | 11.89% | 1.7 |
|
| 1937 |
1937
Foster & Motley
Cincinnati,
Ohio
| $456M | +$180K | +0% | 1.28% | 68.8% | 190 | 15.79% | 1.5 |
|
| 1938 |
1938
Deltec Asset Management
New York
| $455M | -$4.06M | -0.9% | 3.82% | 128% | 158 | 17.09% | 1.2 |
|
| 1939 |
1939
Ashford Capital Management
Wilmington,
Delaware
| $453M | -$37.3M | -8% | 4.68% | 150% | 134 | 16.42% | 1.4 |
|
| 1940 |
1940
KSL Advisors
Denver,
Colorado
| $453M | -$319M | -41% | 23.3% | – | 2 | 50% | 0.5 |
|
| 1941 |
VCM
1941
V3 Capital Management
Dallas,
Texas
| $453M | -$91.8M | -17% | 9.52% | 20.5% | 27 | 66.67% | 0.4 |
|
| 1942 |
1942
Incline Global Management
New York
| $451M | +$48.6M | +12% | 0.58% | 40.1% | 31 | 35.48% | 0.8 |
|
| 1943 |
1943
Alexandria Capital
Arlington,
Virginia
| $450M | +$172M | +62% | 0.93% | 66.8% | 680 | 15.59% | 1.5 |
|
| 1944 |
1944
Steel Grove Capital Advisors
Memphis,
Tennessee
| $450M | +$5.28M | +1% | 2.47% | 106% | 213 | 29.58% | 1 |
|
| 1945 |
1945
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $450M | +$83.8M | +23% | 0.88% | 133% | 698 | 70.92% | 0.2 |
|
| 1946 |
PWM
1946
Patriot Wealth Management
Houston,
Texas
| $449M | -$1.02M | -0.2% | 0.45% | 24.3% | 68 | 17.65% | 1.5 |
|
| 1947 |
1947
Strategy Asset Managers
Pasadena,
California
| $448M | -$9.6M | -2% | 0.1% | 115% | 138 | 5.8% | 1.4 |
|
| 1948 |
ACM
1948
Anandar Capital Management
New York
| $448M | +$51.1M | +13% | 0.08% | – | 85 | 64.71% | 0.2 |
|
| 1949 |
CA
1949
Cornerstone Advisors
Asheville,
North Carolina
| $448M | -$36M | -7% | 2.36% | 108% | 254 | 22.44% | 1.4 |
|
| 1950 |
1950
Halsey Associates
New Haven,
Connecticut
| $448M | -$10.5M | -2% | 0.83% | 63.8% | 106 | 5.66% | 1.8 |
|