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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 |
SC
2101
Sasco Capital
Fairfield,
Connecticut
| $848M | +$47.2M | +6% | 6.17% | 15.5% | 50 | 8% | 3.5 |
|
| 2102 |
2102
Rational Advisors
Huntington,
New York
| $848M | +$307M | +57% | 5.02% | 37.7% | 202 | 48.51% | 1.4 |
|
| 2103 |
2103
Bath Savings Trust
Bath,
Maine
| $848M | +$64.2M | +8% | 7.52% | 57.8% | 159 | 2.52% | 4.4 |
|
| 2104 |
2104
venBio Partners
San Francisco,
California
| $847M | -$205M | -19% | 21.3% | 564% | 10 | 20% | 1.1 |
|
| 2105 |
2105
First Mercantile Trust
Cordova,
Tennessee
| $847M | -$26.5M | -3% | 6.38% | 51.2% | 916 | 14.96% | 2.6 |
|
| 2106 |
2106
Community Bank
Dewitt,
New York
| $847M | +$46.3M | +6% | 5.11% | 73.5% | 498 | 9.44% | 4 |
|
| 2107 |
2107
Kintegral Advisory
New York
| $846M | +$67.3M | +9% | 9.68% | 143% | 268 | 2.24% | 2.4 |
|
| 2108 |
2108
Sahana Capital Management
Greenwich,
Connecticut
| $846M | +$38.5M | +5% | 9.07% | 0.48% | 11 | 18.18% | 0.8 |
|
| 2109 |
2109
Optimal Asset Management
Los Altos,
California
| $845M | +$73.8M | +10% | 6.92% | – | 354 | 2.82% | 1.2 |
|
| 2110 |
2110
Broad Bay Capital Management
New York
| $844M | -$11.1M | -1% | 6.84% | 338% | 25 | 44% | 0.8 |
|
| 2111 |
KAS
2111
Kemnay Advisory Services
New York
| $844M | +$128M | +18% | 5.56% | 167% | 117 | 48.72% | 2.4 |
|
| 2112 |
2112
Skylands Capital
Milwaukee,
Wisconsin
| $844M | +$59.6M | +8% | 13.4% | 61% | 158 | 16.46% | 3.7 |
|
| 2113 |
2113
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $844M | +$40.9M | +5% | 13.6% | 146% | 38 | 0% | 5 |
|
| 2114 |
2114
NewSquare Capital
Newtown Square,
Pennsylvania
| $844M | +$80.9M | +11% | 5.08% | 76.5% | 381 | 16.8% | 2.7 |
|
| 2115 |
2115
Washington Trust Bank
Spokane,
Washington
| $844M | +$32.3M | +4% | 6.07% | 80.5% | 194 | 7.73% | 4.9 |
|
| 2116 |
2116
Segment Wealth Management
Houston,
Texas
| $843M | +$88.6M | +12% | 15.6% | 102% | 239 | 7.11% | 3.3 |
|
| 2117 |
2117
BerganKDV Wealth Management
Bloomington,
Minnesota
| $843M | +$64.1M | +8% | 4.26% | 27.9% | 1,030 | 8.25% | 2.2 |
|
| 2118 |
2118
Siemens Fonds Invest
Munich,
Germany
| $842M | -$190M | -18% | 8.75% | 126% | 195 | 19.49% | 0.5 |
|
| 2119 |
2119
DigitalBridge Group
Boca Raton,
Florida
| $841M | +$57.5M | +7% | 8.45% | 161% | 50 | 18% | 0.6 |
|
| 2120 |
2120
St. James Investment Company
Southlake,
Texas
| $841M | +$85.4M | +11% | 3.11% | 43.8% | 37 | 0% | 2 |
|
| 2121 |
2121
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $840M | +$78M | +10% | 8.04% | 112% | 362 | 21.27% | 2 |
|
| 2122 |
2122
J.L. Bainbridge & Co
Sarasota,
Florida
| $837M | +$79.2M | +10% | 9.17% | 118% | 94 | 9.57% | 1.7 |
|
| 2123 |
2123
Summit Creek Advisors
Minneapolis,
Minnesota
| $837M | -$2.1M | -0.3% | 5.72% | 68.8% | 74 | 12.16% | 2.5 |
|
| 2124 |
2124
Columbus Hill Capital Management
Short Hills,
New Jersey
| $837M | +$13.8M | +2% | 6.11% | 151% | 45 | 44.44% | 1.1 |
|
| 2125 |
2125
Monashee Investment Management
Boston,
Massachusetts
| $836M | +$186M | +29% | 5.08% | 520% | 597 | 65.83% | 0.2 |
|