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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 |
2076
PM Capital
Sydney,
Australia
| $469M | -$115M | -20% | 16.8% | 105% | 26 | 23.08% | 2.6 |
|
| 2077 |
2077
Myriad Asset Management
North Point,
Hong Kong
| $469M | -$224M | -32% | 0.72% | 149% | 101 | 57.43% | 0.3 |
|
| 2078 |
2078
Atalan Capital Partners
New York
| $469M | +$48.4M | +12% | 19.2% | 319% | 11 | 18.18% | 1.4 |
|
| 2079 |
2079
Crescent Grove Advisors
Lake Forest,
Illinois
| $469M | +$6.3M | +1% | 12.3% | 64.1% | 170 | 24.12% | 1.1 |
|
| 2080 |
2080
Richard C. Young & Co
Newport,
Rhode Island
| $468M | -$57.3M | -11% | 9.24% | 137% | 72 | 19.44% | 2.8 |
|
| 2081 |
2081
Callahan Advisors
Houston,
Texas
| $468M | -$70.6M | -13% | 10.7% | 87.7% | 142 | 10.56% | 3.6 |
|
| 2082 |
CWM
2082
Cornerstone Wealth Management
St. Peters,
Missouri
| $468M | – | – | 10.7% | 69.8% | 331 | – | 1.7 |
|
| 2083 |
2083
Global Endowment Management
Charlotte,
North Carolina
| $468M | -$286M | -38% | 12.4% | 46.1% | 246 | 48.37% | 2.2 |
|
| 2084 |
2084
Phillips Financial Management
Fort Wayne,
Indiana
| $468M | -$18M | -4% | 9.3% | 45.6% | 78 | 11.54% | 3.9 |
|
| 2085 |
2085
Glynn Capital Management
Menlo Park,
California
| $468M | -$29.3M | -6% | 14.2% | 252% | 44 | 9.09% | 3.8 |
|
| 2086 |
2086
Baskin Financial Services
Toronto,
Ontario, Canada
| $466M | -$85.3M | -15% | 14.5% | 69.1% | 43 | 4.65% | 3.5 |
|
| 2087 |
2087
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $465M | -$112M | -19% | 7.78% | 89.9% | 46 | 8.7% | 0.5 |
|
| 2088 |
OIM
2088
Opus Investment Management
Worcester,
Massachusetts
| $465M | -$110M | -19% | 8.71% | 52.8% | 90 | 5.56% | 3.6 |
|
| 2089 |
2089
Barber Financial Group
Lenexa,
Kansas
| $465M | +$48.7M | +12% | 8.63% | 39% | 151 | 25.17% | 1.1 |
|
| 2090 |
2090
Cutler Investment Counsel
Jacksonville,
Oregon
| $465M | -$69.7M | -13% | 8.23% | 56.2% | 96 | 7.29% | 3.2 |
|
| 2091 |
2091
Prana Capital Management
Greenwich,
Connecticut
| $465M | +$2.9M | +0.6% | 15.6% | 36.6% | 59 | 67.8% | 0.2 |
|
| 2092 |
2092
Private Capital Group
West Hartford,
Connecticut
| $464M | -$35.5M | -7% | 12.4% | 30.1% | 2,557 | 14.43% | 0.8 |
|
| 2093 |
2093
CNA Financial
Chicago,
Illinois
| $463M | -$20.6M | -4% | 15.9% | 48.6% | 194 | 12.89% | 2.9 |
|
| 2094 |
2094
Ameritas Investment Company
Lincoln,
Nebraska
| $463M | – | – | 13% | 55.2% | 1,631 | – | 0 |
|
| 2095 |
2095
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $463M | -$79.9M | -15% | 14.5% | 207% | 79 | 10.13% | 3.7 |
|
| 2096 |
2096
Merriman Wealth Management
Seattle,
Washington
| $463M | -$5.81M | -1% | 9.46% | 18.3% | 223 | 46.64% | 1.1 |
|
| 2097 |
2097
Foundation Resource Management
Little Rock,
Arkansas
| $463M | -$54.3M | -11% | 9.36% | 84.5% | 60 | 8.33% | 4.7 |
|
| 2098 |
2098
Kelly Lawrence W & Associates
Pasadens,
California
| $463M | -$145M | -24% | 13.3% | 123% | 140 | 10.71% | 3.5 |
|
| 2099 |
2099
Jay A. Fishman Ltd
Troy,
Michigan
| $462M | -$108M | -19% | 18% | 105% | 88 | 4.55% | 4 |
|
| 2100 |
2100
Omni Partners
London,
United Kingdom
| $461M | -$425M | -48% | 8.33% | 412% | 42 | 78.57% | 0.3 |
|