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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
Petrus Trust Company
Dallas,
Texas
| $443M | -$43.5M | -9% | 0.27% | 36.9% | 231 | 48.48% | 0.8 |
|
| 1927 |
1927
HG Vora Capital Management
New York
| $443M | -$101M | -19% | 1.35% | 42.6% | 18 | 61.11% | 0.7 |
|
| 1928 |
NAM
1928
Netols Asset Management
Mequon,
Wisconsin
| $442M | -$8.06M | -2% | 3.39% | 41.7% | 72 | 6.94% | 2.3 |
|
| 1929 |
1929
L & S Advisors
Los Angeles,
California
| $440M | +$36.1M | +9% | 9.36% | 231% | 148 | 68.24% | 0.5 |
|
| 1930 |
1930
Strategy Asset Managers
Pasadena,
California
| $440M | +$88K | +0% | 3.41% | 115% | 138 | 6.52% | 1.9 |
|
| 1931 |
1931
Yorktown Management & Research Company
Forest,
Virginia
| $440M | -$75.5M | -15% | 4.03% | 223% | 388 | 28.61% | 1.6 |
|
| 1932 |
1932
Advisory Services Network
Atlanta,
Georgia
| $440M | +$73.7M | +20% | 3.15% | 105% | 2,068 | 21.66% | 1 |
|
| 1933 |
1933
TFG Asset Management
Grand Cayman,
Cayman Islands
| $439M | +$124M | +39% | 0.36% | 72.1% | 36 | 22.22% | 0.7 |
|
| 1934 |
AAM
1934
Autus Asset Management
Scottsdale,
Arizona
| $439M | +$27.2M | +7% | 2.33% | 26.3% | 160 | 5% | 2 |
|
| 1935 |
1935
Dudley & Shanley
Palm Beach,
Florida
| $439M | -$19.3M | -4% | 1.93% | 67.9% | 31 | 9.68% | 1.9 |
|
| 1936 |
VBCP
1936
Vollero Beach Capital Partners
New York
| $438M | +$150M | +52% | 15% | 75.8% | 137 | 67.15% | 0.3 |
|
| 1937 |
1937
Pine Brook Road Advisors
Bedford,
New York
| $438M | +$21.7M | +5% | 5.24% | – | 3 | 0% | 2.3 |
|
| 1938 |
1938
Professional Advisory Services
Vero Beach,
Florida
| $437M | +$14.1M | +3% | 3.04% | 69.3% | 59 | 6.78% | 2.1 |
|
| 1939 |
1939
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $437M | +$38.1M | +10% | 3.9% | 86% | 300 | 20% | 1.9 |
|
| 1940 |
1940
Auxier Asset Management
Aurora,
Oregon
| $437M | +$14.6M | +3% | 3.08% | 71.7% | 151 | 9.27% | 2.5 |
|
| 1941 |
ACM
1941
Anandar Capital Management
New York
| $436M | +$156M | +56% | 7.58% | – | 69 | 78.26% | 0.2 |
|
| 1942 |
1942
Eagle Ridge Investment Management
Stamford,
Connecticut
| $436M | +$8.67M | +2% | 1.64% | 28.2% | 134 | 13.43% | 1.2 |
|
| 1943 |
1943
BTR Capital Management
Oakland,
California
| $436M | +$5.53M | +1% | 2.6% | 35% | 162 | 6.79% | 2.2 |
|
| 1944 |
1944
Sonora Investment Management
Tucson,
Arizona
| $436M | +$20M | +5% | 0.66% | 32.8% | 1,088 | 23.44% | 0.6 |
|
| 1945 |
PFMOSF
1945
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $436M | -$19.1M | -4% | 0.41% | 209% | 61 | 75.41% | 0.6 |
|
| 1946 |
1946
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $435M | +$45.2M | +12% | 3.1% | 86% | 295 | 18.98% | 1.6 |
|
| 1947 |
1947
Middleton & Co
Boston,
Massachusetts
| $435M | +$3.66M | +0.8% | 1.68% | 81.8% | 162 | 7.41% | 2.3 |
|
| 1948 |
JA
1948
JVL Advisors
Houston,
Texas
| $435M | +$97.8M | +29% | 29.7% | 89.4% | 19 | 15.79% | 1.2 |
|
| 1949 |
TAM
1949
Telemark Asset Management
Boston,
Massachusetts
| $435M | +$30.9M | +8% | 11.3% | 329% | 40 | 37.5% | 0.8 |
|
| 1950 |
1950
Northstar Investment Advisors
Denver,
Colorado
| $434M | +$23.2M | +6% | 2.65% | 85.8% | 117 | 20.51% | 2 |
|