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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
Towle & Co
Denver,
Colorado
| $866M | -$80.4M | -8% | 3.09% | 172% | 32 | 6.25% | 2.1 |
|
| 2077 |
2077
Gabelli & Co Investment Advisers
Rye,
New York
| $866M | +$62.1M | +8% | 12.5% | 248% | 564 | 47.7% | 0.7 |
|
| 2078 |
2078
Jacobs & Co
San Francisco,
California
| $866M | +$47.5M | +6% | 8.17% | 105% | 129 | 12.4% | 5.3 |
|
| 2079 |
2079
Fiduciary Group
Savannah,
Georgia
| $864M | +$42.2M | +5% | 6.8% | 67.1% | 243 | 4.94% | 3.8 |
|
| 2080 |
2080
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $863M | +$39.5M | +5% | 5.34% | 77.5% | 159 | 3.77% | 6 |
|
| 2081 |
KCM
2081
Kingdon Capital Management
New York
| $863M | -$116M | -12% | 9.53% | 217% | 88 | 52.27% | 0.8 |
|
| 2082 |
2082
Parkwood LLC
Cleveland,
Ohio
| $862M | +$297M | +52% | 7.68% | 120% | 133 | 28.57% | 1.1 |
|
| 2083 |
2083
Eagle Ridge Investment Management
Stamford,
Connecticut
| $862M | +$35.1M | +4% | 5.54% | 28.2% | 141 | 5.67% | 4.1 |
|
| 2084 |
MIM
2084
Marco Investment Management
Atlanta,
Georgia
| $861M | +$94.3M | +12% | 6.54% | 127% | 213 | 9.86% | 4.7 |
|
| 2085 |
2085
Essex Investment Management
Boston,
Massachusetts
| $860M | +$40M | +5% | 12.3% | 370% | 490 | 23.47% | 2.3 |
|
| 2086 |
2086
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $859M | +$59.7M | +7% | 4.23% | 44.7% | 171 | 7.6% | 3.1 |
|
| 2087 |
2087
Portfolio Solutions
Royal Oak,
Michigan
| $858M | +$34.2M | +4% | 6.21% | 11.6% | 50 | 22% | 2.9 |
|
| 2088 |
2088
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $857M | +$178M | +26% | 4.84% | 62.2% | 346 | 22.83% | 1.4 |
|
| 2089 |
2089
First Business Financial Services
Madison,
Wisconsin
| $855M | +$102M | +14% | 6.14% | 74% | 156 | 14.74% | 2.6 |
|
| 2090 |
2090
Carret Asset Management
New York
| $854M | +$48.2M | +6% | 6.8% | 94.4% | 306 | 9.48% | 4.9 |
|
| 2091 |
BCH
2091
Berkshire Capital Holdings
San Jose,
California
| $854M | -$21.4M | -2% | 20.1% | 2,748% | 96 | 6.25% | 1.2 |
|
| 2092 |
2092
Technology Crossover Management IX
Menlo Park,
California
| $854M | +$129M | +18% | 2.21% | 13% | 5 | 20% | 2.1 |
|
| 2093 |
2093
NYL Investors
New York
| $854M | +$72M | +9% | 7.4% | 12.7% | 37 | 5.41% | 1.8 |
|
| 2094 |
2094
TruWealth Advisors
Metairie,
Louisiana
| $853M | +$116M | +16% | 5.66% | 56.3% | 122 | 14.75% | 0.4 |
|
| 2095 |
2095
Easterly Investment Partners
Beverly,
Massachusetts
| $852M | +$16.9M | +2% | 4.69% | 57.6% | 218 | 30.73% | 0.7 |
|
| 2096 |
2096
Ardsley Advisory Partners
Stamford,
Connecticut
| $851M | +$29M | +4% | 7.7% | 555% | 184 | 62.5% | 0.6 |
|
| 2097 |
2097
GPI Capital
New York
| $850M | +$663M | +353% | 0.03% | 261% | 4 | 75% | 0.1 |
|
| 2098 |
2098
Palisade Asset Management
Minneapolis,
Minnesota
| $850M | +$73.1M | +9% | 5.91% | 61.8% | 178 | 2.81% | 5.4 |
|
| 2099 |
2099
Woodstock Corp
Boston,
Massachusetts
| $850M | +$63.3M | +8% | 9.83% | 115% | 204 | 8.82% | 4.8 |
|
| 2100 |
2100
Mizuho Markets Americas
New York
| $848M | +$633M | +295% | 2.15% | 121% | 41 | 48.78% | 0.2 |
|