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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 |
MAM
2051
Mastrapasqua Asset Management
Nashville,
Tennessee
| $464M | +$14.9M | +3% | 5.09% | 54.9% | 154 | 12.99% | 1.9 |
|
| 2052 |
2052
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $464M | +$254K | +0.1% | 3.08% | 57.2% | 69 | 7.25% | 2.5 |
|
| 2053 |
GCP
2053
Garelick Capital Partners
Boston,
Massachusetts
| $463M | +$15.9M | +4% | 16.1% | 195% | 41 | 65.85% | 0.3 |
|
| 2054 |
2054
L. Roy Papp & Associates
Phoenix,
Arizona
| $463M | +$24M | +5% | 5.17% | 80.1% | 161 | 22.98% | 2.6 |
|
| 2055 |
TAM
2055
Telemark Asset Management
Boston,
Massachusetts
| $463M | +$37.9M | +9% | 10.6% | 329% | 55 | 41.82% | 0.8 |
|
| 2056 |
2056
Tekne Capital Management
New York
| $463M | -$92.6M | -17% | 12.7% | 516% | 21 | 33.33% | 1.3 |
|
| 2057 |
2057
Girard Partners
King Of Prussia,
Pennsylvania
| $462M | +$48M | +12% | 2.76% | 25.7% | 273 | 19.05% | 1.8 |
|
| 2058 |
2058
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $462M | +$4.04M | +0.9% | 2.54% | 66.7% | 153 | 5.23% | 3 |
|
| 2059 |
2059
Professional Advisory Services
Vero Beach,
Florida
| $461M | +$9.16M | +2% | 3.75% | 69.3% | 62 | 9.68% | 2.8 |
|
| 2060 |
2060
Private Wealth Partners
Mill Valley,
California
| $461M | +$9.26M | +2% | 3.32% | 132% | 120 | 14.17% | 2.7 |
|
| 2061 |
2061
Emery Howard Portfolio Management
Burlingame,
California
| $460M | +$18.7M | +4% | 3.29% | 66.5% | 33 | 0% | 3.3 |
|
| 2062 |
GA
2062
GFS Advisors
Houston,
Texas
| $460M | -$26.2M | -5% | 3.61% | 97.9% | 146 | 6.85% | 2.3 |
|
| 2063 |
SCP
2063
Syntal Capital Partners
Midland,
Texas
| $460M | +$339M | +281% | 5.24% | 102% | 123 | 37.4% | 1 |
|
| 2064 |
2064
StratiFi
San Francisco,
California
| $460M | +$328M | +249% | – | – | 8 | 37.5% | 1.6 |
|
| 2065 |
2065
Perigon Wealth Management
San Francisco,
California
| $460M | -$11.6M | -2% | 2.91% | 104% | 652 | 16.26% | 1.2 |
|
| 2066 |
2066
Callahan Advisors
Houston,
Texas
| $459M | +$15.3M | +3% | 2.35% | 87.7% | 130 | 6.92% | 2.8 |
|
| 2067 |
2067
Dubuque Bank & Trust
Dubuque,
Iowa
| $459M | +$7.85M | +2% | 3.77% | 24% | 692 | 16.62% | 1.9 |
|
| 2068 |
2068
Private Trust Company
Cleveland,
Ohio
| $459M | +$25.9M | +6% | 2.73% | 87.7% | 383 | 13.05% | 2.4 |
|
| 2069 |
2069
Regal Partners
Sydney, NSW,
Australia
| $458M | -$48M | -9% | 10% | 146% | 12 | 16.67% | 2 |
|
| 2070 |
2070
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $458M | -$71.5M | -14% | 2.7% | 120% | 113 | 45.13% | 0.8 |
|
| 2071 |
2071
Windham Capital Management
Boston,
Massachusetts
| $457M | -$4.98M | -1% | 2.15% | 8.3% | 29 | 24.14% | 2.4 |
|
| 2072 |
2072
Ensemble Capital Management
San Francisco,
California
| $457M | +$27.8M | +6% | 6.13% | 36.2% | 43 | 25.58% | 2.6 |
|
| 2073 |
GWI
2073
Grace & White Inc
Ny,
New York
| $457M | -$4.9M | -1% | 1.39% | 59.6% | 144 | 6.25% | 3.3 |
|
| 2074 |
2074
Horan Capital Management
Hunt Valley,
Maryland
| $457M | +$18.2M | +4% | 3.08% | 69.2% | 86 | 26.74% | 1.9 |
|
| 2075 |
2075
Connable Office Inc
Kalamazoo,
Michigan
| $457M | +$13.2M | +3% | 2.05% | 68.3% | 198 | 21.21% | 2.2 |
|