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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
Kopernik Global Investors
Tampa,
Florida
| $953M | -$12.2M | -1% | 5.84% | 128% | 35 | 20% | 3.2 |
|
| 2102 |
2102
Founders Financial Securities
Towson,
Maryland
| $953M | +$52M | +6% | 8.12% | 71% | 428 | 24.3% | 2.1 |
|
| 2103 |
2103
JNBA Financial Advisors
Bloomington,
Minnesota
| $952M | +$72.9M | +8% | 6.86% | 66.8% | 737 | 12.75% | 5 |
|
| 2104 |
2104
PDS Planning
Dublin,
Ohio
| $952M | +$73.8M | +8% | 6.74% | 69.1% | 402 | 10.45% | 2.3 |
|
| 2105 |
2105
Godsey & Gibb Inc
Richmond,
Virginia
| $950M | +$67.5M | +8% | 7.3% | 87.5% | 426 | 25.59% | 0.9 |
|
| 2106 |
SL
2106
Sonnipe Ltd
Douglas,
Isle Of Man
| $949M | +$141M | +18% | 20.1% | 57.8% | 21 | 0% | 1.1 |
|
| 2107 |
2107
Owl Creek Asset Management
New York
| $949M | -$373M | -28% | 10.2% | 320% | 80 | 42.5% | 1.4 |
|
| 2108 |
2108
Connors Investor Services
Wyomissing,
Pennsylvania
| $949M | +$58.2M | +7% | 12.7% | 125% | 167 | 11.38% | 4.6 |
|
| 2109 |
2109
MMBG Investment Advisors
Miami,
Florida
| $948M | +$98.3M | +12% | 15.5% | 118% | 163 | 5.52% | 1.9 |
|
| 2110 |
2110
Arax Advisory Partners
Denver,
Colorado
| $948M | +$50.5M | +6% | 5.97% | 64.7% | 1,407 | 12.01% | 3.1 |
|
| 2111 |
2111
Daido Life Insurance Company
Osaka,
Japan
| $947M | +$61.1M | +7% | 9.9% | 78.3% | 6 | 0% | 4.8 |
|
| 2112 |
2112
Blue Whale Capital
London,
United Kingdom
| $947M | +$168M | +21% | 23.5% | 409% | 18 | 16.67% | 1.8 |
|
| 2113 |
2113
Penobscot Investment Management
Boston,
Massachusetts
| $947M | +$93.4M | +11% | 11.8% | 114% | 307 | 6.84% | 5.2 |
|
| 2114 |
KL
2114
KIM LLC
Wichita,
Kansas
| $946M | -$32.7M | -3% | 4.26% | 51.1% | 374 | 36.63% | 1.2 |
|
| 2115 |
AL
2115
Arnhold LLC
New York
| $945M | +$50.1M | +6% | 9.24% | 164% | 129 | 10.85% | 3.8 |
|
| 2116 |
2116
Jacobs & Co
San Francisco,
California
| $945M | +$63M | +7% | 10.6% | 105% | 124 | 2.42% | 7.3 |
|
| 2117 |
2117
Ninepoint Partners
Toronto,
Ontario, Canada
| $944M | +$8.98M | +1% | 15.6% | 82.6% | 107 | 25.23% | 1.3 |
|
| 2118 |
2118
Harvey Partners
Tarrytown,
New York
| $944M | +$63.6M | +7% | 10.7% | 174% | 46 | 17.39% | 2.1 |
|
| 2119 |
2119
Private Ocean
San Rafael,
California
| $944M | -$63.3M | -6% | 4.57% | 2.82% | 576 | 27.95% | 4.2 |
|
| 2120 |
2120
Pegasus Partners
Mequon,
Wisconsin
| $944M | +$87.3M | +10% | 8.82% | 32.6% | 159 | 15.72% | 3.5 |
|
| 2121 |
2121
Bath Savings Trust
Bath,
Maine
| $942M | +$50M | +6% | 7.72% | 57.8% | 172 | 9.3% | 6.1 |
|
| 2122 |
BFS
2122
Bard Financial Services
Branford,
Connecticut
| $941M | +$49.5M | +6% | 8.96% | 90.1% | 241 | 5.81% | 2.6 |
|
| 2123 |
2123
J.L. Bainbridge & Co
Sarasota,
Florida
| $940M | +$122M | +15% | 13.6% | 118% | 98 | 14.29% | 2.8 |
|
| 2124 |
2124
Smith, Moore & Co
Clayton,
Missouri
| $938M | +$89.8M | +11% | 8.34% | 67% | 443 | 10.84% | 4.4 |
|
| 2125 |
2125
Sound View Wealth Advisors Group
Savannah,
Georgia
| $938M | +$31.6M | +3% | 8.12% | 73% | 397 | 9.57% | 3.1 |
|