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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
AF
2076
Arrow Financial
Glens Falls,
New York
| $370M | +$17.7M | +5% | 3.68% | 66.5% | 371 | 10.51% | 0.9 |
|
| 2077 |
TCOTO
2077
Trust Company of the Ozarks
Springfield,
Missouri
| $370M | +$15.2M | +4% | 5.25% | – | 175 | 8.57% | 0.9 |
|
| 2078 |
2078
Prospera Financial Services
Dallas,
Texas
| $370M | +$53M | +17% | 5.15% | 97.4% | 298 | 24.83% | 0.7 |
|
| 2079 |
1IA
2079
1834 Investment Advisors
Milwaukee,
Wisconsin
| $369M | +$28.1M | +8% | 5.06% | 61.8% | 172 | 18.6% | 0.8 |
|
| 2080 |
MCAI
2080
Meritech Capital Associates III
Palo Alto,
California
| $368M | -$34.3M | -9% | 0.68% | 135% | 7 | 0% | 0.9 |
|
| 2081 |
DIGDR
2081
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $368M | +$101M | +38% | 7.54% | 34.1% | 11 | 9.09% | 0.8 |
|
| 2082 |
WRM
2082
Westport Resources Management
Westport,
Connecticut
| $368M | +$11.5M | +3% | 5.03% | 30.5% | 1,175 | 19.32% | 0.8 |
|
| 2083 |
ECP
2083
Elk Creek Partners
Denver,
Colorado
| $368M | +$135M | +58% | 0.86% | 16.4% | 110 | 22.73% | 0.4 |
|
| 2084 |
BCM
2084
Beddow Capital Management
Jackson,
Wyoming
| $367M | +$3.75M | +1% | 3.45% | 50.7% | 48 | 6.25% | 0.9 |
|
| 2085 |
TP
2085
TB Partners
Shanghai,
China
| $367M | -$31.2M | -8% | 7.8% | – | 3 | 0% | 1 |
|
| 2086 |
EML
2086
Eos Management LP
New York
| $367M | +$221M | +152% | 4.17% | 152% | 122 | 75.41% | 0.2 |
|
| 2087 |
DP
2087
DSAM Partners
London,
United Kingdom
| $366M | +$51.7M | +16% | 15.6% | 343% | 43 | 81.4% | 0.1 |
|
| 2088 |
SMI
2088
Shelter Mutual Insurance
Columbia,
Missouri
| $366M | +$1.9M | +0.5% | 4.54% | 51.2% | 50 | 12% | 1 |
|
| 2089 |
TAM
2089
Telemark Asset Management
Boston,
Massachusetts
| $366M | -$30.9M | -8% | 6.81% | 329% | 62 | 58.06% | 0.4 |
|
| 2090 |
DA
2090
Denali Advisors
San Diego,
California
| $365M | +$18.2M | +5% | 5.38% | 106% | 308 | 27.6% | 0.6 |
|
| 2091 |
CAM
2091
Chou Associates Management
Toronto,
Ontario, Canada
| $365M | +$2.98M | +0.8% | 2.38% | 66.4% | 25 | 16% | 0.8 |
|
| 2092 |
NM
2092
Newtyn Management
New York
| $365M | +$9.56M | +3% | 3.94% | 52% | 22 | 27.27% | 0.6 |
|
| 2093 |
BCM
2093
BTR Capital Management
Oakland,
California
| $364M | +$21.3M | +6% | 3.98% | 35% | 141 | 7.09% | 0.9 |
|
| 2094 |
DVI
2094
Deccan Value Investors
Greenwich,
Connecticut
| $364M | +$19.9M | +6% | 1.09% | 66.5% | 7 | 0% | 1 |
|
| 2095 |
AHC
2095
Adell Harriman & Carpenter
Houston,
Texas
| $364M | +$24.9M | +7% | 7.29% | 176% | 138 | 12.32% | 0.9 |
|
| 2096 |
GC
2096
Grace Capital
Quincy,
Massachusetts
| $364M | +$268M | +281% | 7.05% | 127% | 98 | 17.35% | 0.8 |
|
| 2097 |
JEW
2097
Jamison Eaton & Wood
Bedminster,
New Jersey
| $363M | +$2.68M | +0.7% | 5.88% | – | 114 | 6.14% | 0.9 |
|
| 2098 |
RRC
2098
Red Rocks Capital
Denver,
Colorado
| $363M | +$24.5M | +7% | 0.08% | – | 8 | 0% | 0.9 |
|
| 2099 |
SCM
2099
SG Capital Management
Chicago,
Illinois
| $362M | +$55.9M | +18% | 1% | 250% | 84 | 78.57% | 0.1 |
|
| 2100 |
WFC
2100
West Face Capital
Toronto,
Ontario, Canada
| $362M | +$35.3M | +11% | 5.91% | 10.9% | 6 | 50% | 0.5 |
|