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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
Levin Capital Strategies
New York
| $744M | +$5.93M | +0.8% | 13.4% | 88.6% | 303 | 40.59% | 3.4 |
|
| 2052 |
2052
First Business Financial Services
Madison,
Wisconsin
| $744M | +$43.9M | +6% | 9.19% | 74% | 172 | 11.63% | 3.4 |
|
| 2053 |
2053
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $744M | +$334M | +81% | 9.79% | 97.3% | 454 | 16.3% | 3.7 |
|
| 2054 |
2054
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $743M | -$230M | -24% | 24.2% | 25.1% | 5 | 0% | 5.9 |
|
| 2055 |
2055
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $743M | +$87.4M | +13% | 12.2% | 66.7% | 190 | 12.63% | 5.7 |
|
| 2056 |
2056
Longbow Finance
Lutry,
Switzerland
| $742M | – | – | 11% | 162% | 57 | – | 0 |
|
| 2057 |
WMC
2057
Westwood Management Corporation
Chicago,
Illinois
| $742M | -$19.4M | -3% | 3.15% | 44.3% | 75 | 10.67% | 5 |
|
| 2058 |
2058
Leuthold Group
Minneapolis,
Minnesota
| $742M | +$78.4M | +12% | 11.1% | 126% | 213 | 25.35% | 1.9 |
|
| 2059 |
2059
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $742M | +$34.6M | +5% | 8.57% | 34.1% | 17 | 23.53% | 2 |
|
| 2060 |
2060
Grassi Investment Management
Santa Clara,
California
| $741M | +$55M | +8% | 13.4% | 170% | 128 | 12.5% | 5.6 |
|
| 2061 |
2061
SNS Financial Group
Minneapolis,
Minnesota
| $741M | +$45.4M | +7% | 7.35% | 54.2% | 210 | 10.95% | 4.1 |
|
| 2062 |
2062
Webster Bank
Waterbury,
Connecticut
| $740M | +$49.8M | +7% | 9.15% | 77.5% | 553 | 5.97% | 5.2 |
|
| 2063 |
2063
Ion Asset Management
Herzliya,
Israel
| $739M | +$103M | +16% | 10.3% | 125% | 44 | 34.09% | 1.2 |
|
| 2064 |
2064
FengHe Fund Management
Singapore
| $739M | +$345M | +88% | 18.1% | 902% | 19 | 57.89% | 0.2 |
|
| 2065 |
2065
True Link Financial Advisors
San Francisco,
California
| $738M | +$47.5M | +7% | 4.32% | 27.3% | 131 | 15.27% | 1.5 |
|
| 2066 |
2066
Nottingham Advisors
Amherst,
New York
| $738M | +$43.9M | +6% | 7.26% | 44.3% | 150 | 16.67% | 3.6 |
|
| 2067 |
2067
Arrow Financial
Glens Falls,
New York
| $737M | +$51.5M | +8% | 9.2% | 71.1% | 341 | 2.93% | 6.5 |
|
| 2068 |
2068
Private Capital Management (Florida)
Naples,
Florida
| $737M | +$45.3M | +7% | 13.9% | 118% | 160 | 38.75% | 1.7 |
|
| 2069 |
2069
Bayview Asset Management
Coral Gables,
Florida
| $736M | -$118M | -14% | 9.2% | 55.4% | 11 | 63.64% | 1.2 |
|
| 2070 |
2070
Simplicity Solutions
Minneapolis,
Minnesota
| $735M | +$45.3M | +7% | 9.96% | 37.1% | 737 | 22.12% | 2 |
|
| 2071 |
2071
Summit Creek Advisors
Minneapolis,
Minnesota
| $735M | +$8.68M | +1% | 4.53% | 68.8% | 74 | 10.81% | 3.3 |
|
| 2072 |
2072
Hitchwood Capital Management
New York
| $733M | +$252M | +52% | 4.24% | 275% | 22 | 27.27% | 1.2 |
|
| 2073 |
MG
2073
Magnolia Group
Omaha,
Nebraska
| $733M | +$71.4M | +11% | 7.94% | 9.52% | 12 | 16.67% | 2.4 |
|
| 2074 |
2074
Beacon Financial Group
Dallas,
Texas
| $733M | +$89.4M | +14% | 8.84% | 66.6% | 242 | 14.46% | 4.6 |
|
| 2075 |
2075
Weatherly Asset Management
Del Mar,
California
| $733M | +$36.8M | +5% | 7.99% | 116% | 176 | 3.41% | 6.7 |
|