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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
HCM
2051
Hilton Capital Management
Garden City,
New York
| $405M | +$88.2M | +28% | 2.23% | 58.2% | 130 | 33.85% |
|
| 2052 |
PEP
2052
Providence Equity Partners
Providence,
Rhode Island
| $404M | +$48.3M | +14% | 14.8% | 12.4% | 3 | 0% |
|
| 2053 |
SIA
2053
SeaBridge Investment Advisors
Summit,
New Jersey
| $404M | +$8.46M | +2% | 7.73% | 128% | 277 | 11.55% |
|
| 2054 |
MC
2054
MSD Capital
New York
| $403M | +$3.46M | +0.9% | 9.58% | 11.5% | 7 | 14.29% |
|
| 2055 |
CL
2055
Croft-Leominster
Baltimore,
Maryland
| $403M | -$41.8M | -9% | 6.69% | 38% | 173 | 31.79% |
|
| 2056 |
PL
2056
Parthenon LLC
Louisville,
Kentucky
| $403M | +$4.37M | +1% | 2.08% | 80.8% | 110 | 0.91% |
|
| 2057 |
DG
2057
Davidson & Garrard
Lynchburg,
Virginia
| $403M | -$3.27M | -0.8% | 2.93% | 25.2% | 196 | 11.73% |
|
| 2058 |
ASA
2058
Armstrong Shaw Associates
New Canaan,
Connecticut
| $402M | +$9.99M | +3% | 5.18% | 51.2% | 53 | 33.96% |
|
| 2059 |
HC
2059
Hourglass Capital
Houston,
Texas
| $402M | -$2.23M | -0.6% | 6.16% | 89.6% | 113 | 13.27% |
|
| 2060 |
PAM
2060
Premier Asset Management
Chicago,
Illinois
| $402M | +$14.7M | +4% | 8.87% | 104% | 102 | 13.73% |
|
| 2061 |
WA
2061
WFG Advisors
Dallas,
Texas
| $402M | +$26.9M | +7% | 2.49% | 21.3% | 1,804 | 10.98% |
|
| 2062 |
KPAG
2062
KLS Professional Advisors Group
New York
| $402M | +$15.4M | +4% | 3.43% | 38% | 3 | 0% |
|
| 2063 |
GIM
2063
Greylin Investment Management
Orange,
Virginia
| $401M | -$1.27M | -0.3% | 0.39% | 52.1% | 75 | 9.33% |
|
| 2064 |
PCM
2064
Perritt Capital Management
Chicago,
Illinois
| $401M | +$21.6M | +6% | 14.9% | 80.9% | 235 | 8.94% |
|
| 2065 |
MMA
2065
Miracle Mile Advisors
Los Angeles,
California
| $401M | +$92.7M | +30% | 2.98% | 56% | 99 | 55.56% |
|
| 2066 |
GC
2066
Globeflex Capital
San Diego,
California
| $400M | +$35.1M | +10% | 13.3% | 186% | 610 | 44.1% |
|
| 2067 |
SLI
2067
Symetra Life Insurance
Bellevue,
Washington
| $400M | +$14.3M | +4% | 3.07% | – | 3 | 0% |
|
| 2068 |
CA
2068
Callahan Advisors
Houston,
Texas
| $400M | +$18.9M | +5% | 2.49% | 87.7% | 125 | 15.2% |
|
| 2069 |
HTHT
2069
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $400M | +$16.1M | +4% | 3.68% | 87.2% | 132 | 12.88% |
|
| 2070 |
BJ
2070
Brouwer & Janachowski
Mill Valley,
California
| $399M | +$33.1M | +9% | 2.33% | 41.8% | 50 | 14% |
|
| 2071 |
ACM
2071
Archer Capital Management
New York
| $399M | -$114M | -22% | 7.29% | 72.3% | 31 | 19.35% |
|
| 2072 |
GAM
2072
Guinness Asset Management
London,
United Kingdom
| $398M | +$33.1M | +9% | 4.18% | 73.9% | 85 | 4.71% |
|
| 2073 |
RC
2073
Randolph Company
Cincinnati,
Ohio
| $397M | +$7.8M | +2% | 2.46% | 120% | 38 | 42.11% |
|
| 2074 |
BCM
2074
Bienville Capital Management
New York
| $395M | +$22.8M | +6% | 5.56% | 36.3% | 152 | 24.34% |
|
| 2075 |
PV
2075
Private Vista
Chicago,
Illinois
| $395M | +$95.9M | +32% | 2.81% | 10.1% | 78 | 33.33% |
|