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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $518M | +$102M | +25% | 12.4% | 26.1% | 154 | 14.29% | 4.6 |
|
| 2177 |
2177
RP Management
New York
| $517M | +$195M | +61% | 95.5% | 208% | 6 | 0% | 1.2 |
|
| 2178 |
2178
Thompson Investment Management
Madison,
Wisconsin
| $517M | +$65.9M | +15% | 22.1% | 100% | 189 | 12.17% | 4.1 |
|
| 2179 |
2179
Telos Capital Management
San Diego,
California
| $517M | +$113M | +28% | 20.6% | 71.1% | 187 | 19.25% | 3.9 |
|
| 2180 |
2180
Denali Advisors
San Diego,
California
| $516M | +$56M | +12% | 20.8% | 106% | 386 | 22.02% | 1.5 |
|
| 2181 |
2181
Bayberry Capital Partners
New York
| $516M | +$271M | +110% | 37.8% | 99.7% | 26 | 50% | 0.3 |
|
| 2182 |
2182
SKBA Capital Management
San Francisco,
California
| $515M | +$75.3M | +17% | 18.6% | 53.9% | 73 | 10.96% | 3.1 |
|
| 2183 |
2183
Ionic Capital Management
New York
| $515M | +$392M | +318% | 29.7% | 163% | 267 | 66.29% | 0.2 |
|
| 2184 |
2184
Sun Life Financial
Toronto,
Ontario, Canada
| $515M | +$118M | +30% | 18.2% | 65.7% | 476 | 3.36% | 3.3 |
|
| 2185 |
2185
Southern Wealth Management
Dallas,
Texas
| $514M | +$34.3M | +7% | 24.8% | 50% | 61 | 14.75% | 0.4 |
|
| 2186 |
2186
Kovack Advisors
Ft. Lauderdale,
Florida
| $514M | +$80.7M | +19% | 24.4% | 118% | 558 | 24.55% | 1.9 |
|
| 2187 |
2187
Vista Capital Partners
Portland,
Oregon
| $514M | +$92M | +22% | 19.7% | 61.2% | 62 | 20.97% | 4.1 |
|
| 2188 |
2188
Icon Advisers
Greenwood Village,
Colorado
| $511M | +$52.8M | +12% | 24.8% | 114% | 278 | 26.26% | 2.2 |
|
| 2189 |
2189
Trigran Investments
Northbrook,
Illinois
| $511M | +$55.1M | +12% | 28.6% | 30.2% | 22 | 22.73% | 3.1 |
|
| 2190 |
2190
Heritage Trust
Oklahoma City,
Oklahoma
| $510M | +$110M | +27% | 20.6% | – | 202 | 15.35% | 2.2 |
|
| 2191 |
2191
Maple Capital Management
Montpelier,
Vermont
| $510M | +$110M | +27% | 22.4% | 100% | 105 | 20% | 3.8 |
|
| 2192 |
2192
Blue Chip Partners
Farmington Hills,
Michigan
| $510M | +$108M | +27% | 18.2% | 81.2% | 139 | 13.67% | 3.5 |
|
| 2193 |
2193
First American Trust
Santa Ana,
California
| $510M | +$101M | +25% | 20.6% | 84.6% | 133 | 24.81% | 3.1 |
|
| 2194 |
2194
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| $509M | +$325M | +177% | 43.1% | – | 15 | 20% | 0.4 |
|
| 2195 |
2195
Foresite Capital Management II
Larkspur,
California
| $509M | +$80.4M | +19% | 42% | 66.2% | 6 | 50% | 3 |
|
| 2196 |
2196
Connable Office Inc
Kalamazoo,
Michigan
| $509M | +$90.1M | +22% | 20.9% | 68.3% | 192 | 23.44% | 2.8 |
|
| 2197 |
2197
United Asset Strategies
Garden City,
New York
| $508M | +$104M | +26% | 18.7% | 111% | 206 | 25.24% | 2.1 |
|
| 2198 |
KC
2198
Keenan Capital
Burlingame,
California
| $507M | +$141M | +39% | 48.5% | 110% | 14 | 7.14% | 2 |
|
| 2199 |
2199
Covenant Multifamily Offices
San Antonio,
Texas
| $507M | +$110M | +28% | 17.8% | 38.3% | 164 | 35.98% | 1 |
|
| 2200 |
2200
First Heartland Consultants
Lake St. Louis,
Missouri
| $507M | +$119M | +31% | 17.5% | 59.2% | 303 | 25.74% | 2.7 |
|