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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Ally Financial
Detroit,
Michigan
| $509M | -$159M | -24% | 1.28% | 9.35% | 138 | 23.19% | 1.4 |
|
| 2102 |
2102
Cutler Investment Counsel
Jacksonville,
Oregon
| $508M | -$4.92M | -1% | 0.54% | 56.2% | 103 | 10.68% | 2.7 |
|
| 2103 |
2103
Kings Point Capital Management
Great Neck,
New York
| $507M | +$12.2M | +2% | 2.85% | 80.1% | 377 | 9.55% | 3 |
|
| 2104 |
2104
Callahan Advisors
Houston,
Texas
| $507M | +$19.6M | +4% | 3.69% | 87.7% | 133 | 9.02% | 3.4 |
|
| 2105 |
2105
Colonial Trust Advisors
Spartanburg,
South Carolina
| $505M | +$14.2M | +3% | 3.33% | 80% | 154 | 6.49% | 3.5 |
|
| 2106 |
2106
Adell Harriman & Carpenter
Houston,
Texas
| $505M | +$22.5M | +5% | 5.25% | 176% | 154 | 6.49% | 3.3 |
|
| 2107 |
2107
Evanson Asset Management
Carmel,
California
| $504M | +$18.3M | +4% | 5.68% | 66.6% | 270 | 12.59% | 2.8 |
|
| 2108 |
2108
Symmetry Peak Management
Radnor,
Pennsylvania
| $504M | +$148M | +41% | 26.1% | 320% | 143 | 78.32% | 0.4 |
|
| 2109 |
2109
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $504M | +$46M | +10% | 3.75% | 80.6% | 92 | 11.96% | 2.3 |
|
| 2110 |
2110
Decatur Capital Management
Decatur,
Georgia
| $503M | +$17.9M | +4% | 6.21% | 135% | 57 | 28.07% | 1.4 |
|
| 2111 |
2111
Highland Associates
Birmingham,
Alabama
| $502M | +$13.2M | +3% | 0.49% | – | 6 | 83.33% | 0.1 |
|
| 2112 |
BC
2112
Bruce & Co
Chicago,
Illinois
| $502M | +$23.6M | +5% | 4.57% | 94.5% | 47 | 2.13% | 3.4 |
|
| 2113 |
2113
Electron Capital Partners
New York
| $502M | -$25.9M | -5% | 8.12% | 333% | 23 | 47.83% | 1.1 |
|
| 2114 |
MAM
2114
Mastrapasqua Asset Management
Nashville,
Tennessee
| $501M | +$11.6M | +2% | 3.09% | 54.9% | 144 | 9.72% | 2.5 |
|
| 2115 |
2115
Riverpark Capital Management
New York
| $501M | -$141M | -22% | 7.98% | 152% | 38 | 10.53% | 2.8 |
|
| 2116 |
2116
First Mercantile Trust
Cordova,
Tennessee
| $501M | +$23M | +5% | 6.51% | 51.2% | 972 | 26.75% | 2.1 |
|
| 2117 |
2117
Symphony Asset Management
San Francisco,
California
| $500M | -$278M | -36% | 1.61% | 21.6% | 330 | 33.64% | 1.6 |
|
| 2118 |
2118
Land & Buildings Investment Management
Stamford,
Connecticut
| $500M | -$13.3M | -3% | 6.29% | 53.9% | 19 | 31.58% | 1.3 |
|
| 2119 |
2119
Flagship Harbor Advisors
Boston,
Massachusetts
| $500M | +$163M | +49% | 2.92% | 68.3% | 2,123 | 82.57% | 0.2 |
|
| 2120 |
2120
Auxier Asset Management
Aurora,
Oregon
| $500M | +$203K | +0% | 3.03% | 71.7% | 155 | 5.16% | 3.9 |
|
| 2121 |
2121
Sarissa Capital Management
Greenwich,
Connecticut
| $499M | +$66.6M | +15% | 9.33% | 80% | 11 | 9.09% | 1.8 |
|
| 2122 |
2122
Serengeti Asset Management
New York
| $499M | -$25M | -5% | 5.01% | 14.9% | 34 | 38.24% | 1.2 |
|
| 2123 |
2123
Three Peaks Capital Management
Castle Rock,
Colorado
| $497M | -$87M | -15% | 8.19% | 84.5% | 171 | 50.29% | 0.8 |
|
| 2124 |
TM
2124
Tiger Management
New York
| $496M | -$284M | -36% | 3.58% | – | 124 | 60.48% | 1 |
|
| 2125 |
DP
2125
DSAM Partners
London,
United Kingdom
| $496M | -$93.1M | -16% | 20.1% | 343% | 70 | 77.14% | 0.2 |
|