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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
Winthrop Advisory Group
Boston,
Massachusetts
| $1.22B | +$43.6M | +4% | 3.23% | 78.3% | 209 | 16.75% | 3.6 |
|
| 2077 |
2077
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $1.22B | -$53.5M | -4% | 2.64% | 158% | 116 | 10.34% | 2.5 |
|
| 2078 |
2078
Strategy Capital
Los Altos,
California
| $1.22B | -$133M | -10% | 11.8% | 316% | 12 | 16.67% | 3.6 |
|
| 2079 |
2079
Polaris Capital Management
Boston,
Massachusetts
| $1.22B | +$16.7M | +1% | 8.82% | 94.4% | 91 | 9.89% | 4.8 |
|
| 2080 |
2080
Delta Global Management
New York
| $1.22B | -$153M | -11% | 3.66% | – | 234 | 67.52% | 0.4 |
|
| 2081 |
2081
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.22B | -$107M | -8% | 3.07% | 69.1% | 56 | 10.71% | 6 |
|
| 2082 |
2082
Gillson Capital
Chicago,
Illinois
| $1.22B | -$308M | -20% | 7.1% | 84.9% | 106 | 63.21% | 0.4 |
|
| 2083 |
2083
Coliseum Capital Management
Rowayton,
Connecticut
| $1.22B | -$690K | -0.1% | 9.31% | 41.1% | 13 | 0% | 2.4 |
|
| 2084 |
2084
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.22B | -$430M | -26% | 22.2% | 27.9% | 4 | 0% | 4.4 |
|
| 2085 |
2085
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $1.22B | +$15.8M | +1% | 0.45% | 38.2% | 190 | 13.16% | 3.9 |
|
| 2086 |
2086
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.22B | +$45.5M | +4% | 1.64% | – | 278 | 16.55% | 1 |
|
| 2087 |
2087
Kimelman & Baird
New York
| $1.22B | -$86.4M | -7% | 2.9% | – | 275 | 8.73% | 4.4 |
|
| 2088 |
2088
Neumeier Poma Investment Counsel
Carmel,
California
| $1.21B | +$3.31M | +0.3% | 8.39% | 229% | 45 | 13.33% | 3.9 |
|
| 2089 |
2089
SlateStone Wealth
Jupiter,
Florida
| $1.21B | +$18M | +2% | 0% | 79.1% | 307 | 8.79% | 3.5 |
|
| 2090 |
2090
Central Securities
New York
| $1.21B | -$32.1M | -3% | 1.74% | 90.2% | 31 | 9.68% | 7.4 |
|
| 2091 |
2091
Tortoise Investment Management
White Plains,
New York
| $1.21B | +$72.5M | +6% | 0.44% | 40.2% | 267 | 15.73% | 7.2 |
|
| 2092 |
2092
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.21B | -$123M | -9% | 6.14% | 52.3% | 95 | 20% | 2.5 |
|
| 2093 |
2093
MidFirst Bank
Oklahoma City,
Oklahoma
| $1.21B | -$46.8M | -4% | 0.9% | – | 1,018 | 31.53% | 0.2 |
|
| 2094 |
2094
Hodges Capital Management
Dallas,
Texas
| $1.21B | +$44.8M | +4% | 7.67% | 200% | 230 | 24.35% | 3.3 |
|
| 2095 |
2095
Tanglewood Wealth Management
Houston,
Texas
| $1.21B | +$117M | +11% | 0.18% | 64.6% | 40 | 17.5% | 3.7 |
|
| 2096 |
2096
Richard C. Young & Co
Newport,
Rhode Island
| $1.21B | +$91.2M | +8% | 8.67% | 137% | 95 | 9.47% | 4.5 |
|
| 2097 |
2097
Danmarks Nationalbank
Copenhagen O,
| $1.2B | +$84.2M | +8% | 9.05% | – | 1 | 0% | 0.3 |
|
| 2098 |
2098
a16z Perennial Management
Menlo Park,
California
| $1.2B | -$127M | -10% | 12.3% | – | 179 | 31.28% | 0.5 |
|
| 2099 |
2099
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.2B | +$225M | +23% | 12.1% | 98.1% | 99 | 51.52% | 0.8 |
|
| 2100 |
2100
Vivo Capital
Palo Alto,
California
| $1.2B | -$344M | -22% | 78% | 7,491% | 55 | 30.91% | 1.7 |
|