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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $357M | -$5.15M | -1% | 3.82% | 83.4% | 294 | 27.89% | 0.6 |
|
| 2052 |
2052
Sentinel Trust
Houston,
Texas
| $357M | -$4.13M | -1% | 2.81% | 79.2% | 179 | 24.02% | 0.7 |
|
| 2053 |
HCM
2053
Hawkeye Capital Management
Miami Beach,
Florida
| $357M | +$31.3M | +10% | 4.83% | – | 16 | 43.75% | 0.4 |
|
| 2054 |
2054
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $357M | +$14.9M | +4% | 6.3% | 271% | 632 | 31.65% | 0.5 |
|
| 2055 |
WRM
2055
Westport Resources Management
Westport,
Connecticut
| $356M | +$13.6M | +4% | 1.6% | 30.5% | 1,204 | 15.12% | 0.7 |
|
| 2056 |
2056
Grimes & Company
Westborough,
Massachusetts
| $356M | +$21.4M | +6% | 2.42% | 66.2% | 167 | 18.56% | 0.6 |
|
| 2057 |
2057
Fiduciary Trust International
Lincoln,
Massachusetts
| $355M | +$517K | +0.1% | 2.37% | 36.8% | 158 | 27.85% | 0.5 |
|
| 2058 |
NM
2058
Newtyn Management
New York
| $355M | +$61.4M | +21% | 5.4% | 52% | 19 | 31.58% | 0.5 |
|
| 2059 |
AP
2059
Archon Partners
Princeton Junction,
New Jersey
| $355M | -$7.54M | -2% | 5.45% | 86% | 70 | 35.71% | 0.5 |
|
| 2060 |
2060
FBL Investment Management Services
West Des Moines,
Iowa
| $355M | -$71.8M | -17% | 1.54% | 16.6% | 60 | 21.67% | 0.6 |
|
| 2061 |
TCOTO
2061
Trust Company of the Ozarks
Springfield,
Missouri
| $355M | +$5.37M | +2% | 0.23% | – | 169 | 7.1% | 0.7 |
|
| 2062 |
2062
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $354M | +$6.36M | +2% | 1.56% | 40.2% | 85 | 16.47% | 0.6 |
|
| 2063 |
2063
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $353M | +$86.4M | +32% | 4.56% | 92.8% | 29 | 17.24% | 0.6 |
|
| 2064 |
2064
Arrow Financial
Glens Falls,
New York
| $352M | +$3.68M | +1% | 1.23% | 66.5% | 372 | 10.22% | 0.7 |
|
| 2065 |
SC
2065
Saiers Capital
New York
| $352M | -$1.38B | -80% | 0.1% | – | 353 | 53.26% | 0.5 |
|
| 2066 |
2066
Stadium Capital Management
New Canaan,
Connecticut
| $352M | -$5.07M | -1% | 1.64% | 10.9% | 14 | 28.57% | 0.6 |
|
| 2067 |
2067
Metalmark Management II
New York
| $352M | +$15.3M | +5% | 4.56% | 81.7% | 1 | 0% | 0.5 |
|
| 2068 |
2068
Perennial Investment Partners
Sydney,
Australia
| $350M | +$2.62M | +0.8% | 8.53% | – | 81 | 17.28% | 0.5 |
|
| 2069 |
2069
Main Management
San Francisco,
California
| $350M | -$70.2M | -17% | 1.32% | 64.1% | 50 | 38% | 0.6 |
|
| 2070 |
KLC
2070
Knowledge Leaders Capital
Denver,
Colorado
| $350M | – | – | 4.51% | 51.6% | 37 | – | 0 |
|
| 2071 |
LOM
2071
Loeb Offshore Management
New York
| $350M | -$12.5M | -3% | 8.19% | – | 292 | 75.68% | 0.2 |
|
| 2072 |
GECH
2072
Garnet Equity Capital Holdings
New York
| $349M | +$70.1M | +25% | 0.8% | 302% | 33 | 30.3% | 0.6 |
|
| 2073 |
CC
2073
Cornerstone Capital
Palo Alto,
California
| $349M | +$7.99M | +2% | 1.93% | 91.2% | 70 | 5.71% | 0.7 |
|
| 2074 |
2074
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $349M | -$1.78M | -0.5% | 2.14% | – | 457 | 10.28% | 0.7 |
|
| 2075 |
2075
Braver Wealth Management
Needham,
Massachusetts
| $349M | +$59.5M | +21% | 1.98% | 20.4% | 88 | 29.55% | 0.6 |
|