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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
American Assets Investment Management
San Diego,
California
| $768M | -$33.5M | -4% | 5.94% | 507% | 180 | 8.33% | 4.1 |
|
| 1927 |
1927
Bank of the West
Monterey Park,
California
| $768M | -$21.4M | -3% | 5.5% | 35.4% | 219 | 5.94% | 6 |
|
| 1928 |
1928
Bristlecone Advisors
Bellevue,
Washington
| $766M | -$43.8M | -5% | 5.12% | 103% | 248 | 7.66% | 3.3 |
|
| 1929 |
1929
BTC Capital Management
Des Moines,
Iowa
| $765M | -$52.7M | -6% | 5.12% | – | 258 | 8.91% | 3.1 |
|
| 1930 |
1930
Landscape Capital Management
Englewood,
New Jersey
| $765M | +$24.9M | +3% | 2.94% | 92.5% | 1,173 | 38.11% | 0.7 |
|
| 1931 |
1931
Connors Investor Services
Wyomissing,
Pennsylvania
| $764M | -$30.1M | -4% | 4.98% | 125% | 167 | 14.37% | 4.3 |
|
| 1932 |
1932
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $763M | +$31.1M | +4% | 1.83% | 22.7% | 31 | 3.23% | 6.1 |
|
| 1933 |
GJL
1933
Gendell Jeffrey L
| $763M | -$102M | -12% | 1.23% | 748% | 62 | 17.74% | 2.9 |
|
| 1934 |
1934
Vestor Capital
Chicago,
Illinois
| $763M | -$62.2M | -8% | 2.48% | 188% | 233 | 17.17% | 3.2 |
|
| 1935 |
1935
Rock Creek Group
Washington,
District of Columbia
| $762M | -$100M | -12% | 6.44% | 37.2% | 189 | 21.69% | 1.7 |
|
| 1936 |
WMC
1936
Westwood Management Corporation
Chicago,
Illinois
| $762M | -$33.7M | -4% | 0.08% | 44.3% | 78 | 12.82% | 4.6 |
|
| 1937 |
1937
Capital Growth Management
Boston,
Massachusetts
| $761M | -$80.7M | -10% | 0.39% | 422% | 83 | 61.45% | 0.3 |
|
| 1938 |
1938
Hilton Capital Management
Garden City,
New York
| $760M | -$55.1M | -7% | 3.22% | 58.2% | 120 | 20% | 2.3 |
|
| 1939 |
1939
Front Barnett Associates
Chicago,
Illinois
| $759M | -$62.8M | -8% | 5.53% | 40.5% | 113 | 0.88% | 6.6 |
|
| 1940 |
1940
CapWealth Advisors
Franklin,
Tennessee
| $758M | -$71.3M | -9% | 5.55% | 152% | 112 | 9.82% | 4.8 |
|
| 1941 |
1941
Quadrant Capital Group
Cincinnati,
Ohio
| $756M | +$11.9M | +2% | 4.48% | 118% | 2,914 | 13.69% | 3.9 |
|
| 1942 |
1942
WCG Wealth Advisors
Las Vegas,
Nevada
| $756M | +$35.9M | +5% | 5.17% | 69.6% | 311 | 20.9% | 0.2 |
|
| 1943 |
1943
O'Brien Greene & Co
Media,
Pennsylvania
| $755M | +$490M | +185% | 4.07% | 81.4% | 135 | 7.41% | 2.5 |
|
| 1944 |
1944
GSA Capital Partners
London,
United Kingdom
| $754M | +$87.8M | +13% | 2.76% | 94.7% | 2,028 | 62.08% | 0.3 |
|
| 1945 |
1945
OEP Capital Advisors
New York
| $754M | +$36.5M | +5% | 5.09% | 23.2% | 2 | 0% | 1.8 |
|
| 1946 |
1946
Girard Partners
King Of Prussia,
Pennsylvania
| $754M | -$30.5M | -4% | 5.54% | 25.7% | 237 | 10.55% | 4.5 |
|
| 1947 |
1947
Mount Yale Investment Advisors
Denver,
Colorado
| $753M | -$40.4M | -5% | 4.74% | 81.9% | 491 | 17.72% | 2.2 |
|
| 1948 |
1948
Howe & Rusling
Rochester,
New York
| $753M | -$35.6M | -5% | 4.98% | 82% | 1,247 | 20.85% | 3.2 |
|
| 1949 |
1949
Honeycomb Asset Management
New York
| $753M | +$352M | +88% | 1.15% | 49% | 44 | 65.91% | 0.3 |
|
| 1950 |
1950
BDO Wealth Advisors
Jacksonville,
Florida
| $752M | -$60.1M | -7% | 5.62% | 38.3% | 1,178 | 14.69% | 2.5 |
|