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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
Hill Path Capital
New York
| $1.37B | -$184M | -12% | 11.2% | 5.23% | 7 | 0% | 4.3 |
|
| 1927 |
1927
RWWM Inc
Rocklin,
California
| $1.37B | -$85.5M | -6% | 8.07% | 40.6% | 37 | 16.22% | 3.8 |
|
| 1928 |
1928
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.37B | +$15.1M | +1% | 0.53% | 63% | 581 | 15.49% | 1.4 |
|
| 1929 |
1929
Ionic Capital Management
New York
| $1.37B | +$582M | +74% | 0.17% | 163% | 216 | 55.56% | 0.6 |
|
| 1930 |
1930
MHR Fund Management
New York
| $1.37B | +$206M | +18% | 18.6% | 332% | 11 | 18.18% | 2.1 |
|
| 1931 |
1931
Silver Oak Securities
Jackson,
Tennessee
| $1.37B | -$112M | -8% | 1% | 73.4% | 877 | 18.81% | 1.8 |
|
| 1932 |
1932
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.37B | -$12.2M | -0.9% | 0.88% | 79.6% | 291 | 17.18% | 1.7 |
|
| 1933 |
1933
Pertento Partners
London,
United Kingdom
| $1.37B | +$302M | +28% | 3.74% | 196% | 23 | 39.13% | 1 |
|
| 1934 |
1934
Bank of Finland
Helsinki,
Finland
| $1.37B | -$73.3M | -5% | 5.15% | 66.7% | 4 | 0% | 3.8 |
|
| 1935 |
1935
Aquamarine Financial
George Town,
| $1.37B | +$137M | +11% | 9.59% | – | 17 | 23.53% | 0.4 |
|
| 1936 |
1936
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.37B | -$2.33B | -63% | 2.05% | 137% | 714 | 59.66% | 7 |
|
| 1937 |
1937
QVT Financial
New York
| $1.37B | +$199M | +17% | 17.6% | 267% | 88 | 51.14% | 1.4 |
|
| 1938 |
PGP
1938
Prescott General Partners
Boca Raton,
Florida
| $1.37B | -$35.7M | -3% | 4.46% | 76.8% | 12 | 33.33% | 5.2 |
|
| 1939 |
1939
Dendur Capital
New York
| $1.36B | +$358M | +36% | 4.41% | 99.6% | 25 | 52% | 0.5 |
|
| 1940 |
1940
FORA Capital
Miami,
Florida
| $1.36B | +$538M | +65% | 0.18% | 162% | 636 | 70.44% | 0.2 |
|
| 1941 |
1941
Bouchey Financial Group
Troy,
New York
| $1.36B | +$29.5M | +2% | 2.54% | 66.7% | 179 | 12.29% | 3.7 |
|
| 1942 |
1942
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.36B | -$189M | -12% | 4.14% | 113% | 100 | 26% | 2.5 |
|
| 1943 |
AL
1943
Arnhold LLC
New York
| $1.36B | +$43.3M | +3% | 8.93% | 164% | 120 | 6.67% | 4.9 |
|
| 1944 |
1944
Stack Financial Management
Whitefish,
Montana
| $1.36B | +$50.2M | +4% | 11.1% | 70% | 61 | 18.03% | 5.3 |
|
| 1945 |
1945
Lyell Wealth Management
Menlo Park,
California
| $1.36B | -$20.2M | -1% | 2.36% | 144% | 227 | 11.01% | 4.4 |
|
| 1946 |
1946
Vicus Capital
State College,
Pennsylvania
| $1.36B | +$27M | +2% | 0.02% | 59.6% | 271 | 12.18% | 4.1 |
|
| 1947 |
TA
1947
TCM Advisors
Martinsburg,
West Virginia
| $1.36B | +$47.6M | +4% | 0.06% | 56.1% | 69 | 0% | 3.2 |
|
| 1948 |
1948
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.36B | -$6.41M | -0.5% | 2.05% | 69.5% | 273 | 23.44% | 2.3 |
|
| 1949 |
1949
Soma Equity Partners
San Francisco,
California
| $1.36B | -$462M | -25% | 12.7% | 151% | 28 | 64.29% | 1.2 |
|
| 1950 |
1950
Cantor Fitzgerald Investment Advisors
New York
| $1.36B | +$5.71M | +0.4% | 3.52% | 73.4% | 188 | 6.91% | 4.1 |
|