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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Private Vista
Chicago,
Illinois
| $430M | -$58.3M | -12% | 9.28% | 10.1% | 162 | 14.81% | 1.2 |
|
| 2202 |
CMG
2202
Cavalry Management Group
San Francisco,
California
| $429M | +$75.9M | +21% | 8.37% | 59.6% | 28 | 60.71% | 0.3 |
|
| 2203 |
2203
CWA Asset Management Group
Naples,
Florida
| $429M | -$23.3M | -5% | 10.6% | – | 235 | 25.96% | 1.6 |
|
| 2204 |
2204
Winslow Asset Management
Beachwood,
Ohio
| $429M | -$120M | -22% | 15.2% | 89.9% | 96 | 12.5% | 4.3 |
|
| 2205 |
2205
Passport Capital
San Francisco,
California
| $429M | +$381M | +796% | 17.1% | 40.2% | 12 | 83.33% | 0.1 |
|
| 2206 |
2206
Stonebridge Capital Advisors
St Paul,
Minnesota
| $429M | -$68.3M | -14% | 12.1% | 80.1% | 187 | 13.37% | 3.4 |
|
| 2207 |
2207
Overbrook Management Corp
New York
| $428M | -$99.4M | -19% | 12.8% | 157% | 80 | 18.75% | 3.2 |
|
| 2208 |
2208
BerganKDV Wealth Management
Bloomington,
Minnesota
| $427M | -$37.1M | -8% | 8.6% | 27.9% | 734 | 18.53% | 0.8 |
|
| 2209 |
2209
Vista Capital Partners
Portland,
Oregon
| $427M | -$60.4M | -12% | 13.3% | 61.2% | 58 | 13.79% | 3.9 |
|
| 2210 |
2210
Thompson Investment Management
Madison,
Wisconsin
| $426M | -$135M | -24% | 16.6% | 100% | 180 | 9.44% | 3.9 |
|
| 2211 |
2211
Fort LP
Chevy Chase,
Maryland
| $425M | -$22.9M | -5% | 11.8% | 56.8% | 530 | 36.79% | 0.5 |
|
| 2212 |
2212
IFG Advisory
Atlanta,
Georgia
| $424M | -$108M | -20% | 10.9% | 70.1% | 387 | 23% | 0.9 |
|
| 2213 |
MCP
2213
Moab Capital Partners
Southampton,
New York
| $424M | -$32.6M | -7% | 12.9% | 89.3% | 41 | 53.66% | 1.2 |
|
| 2214 |
2214
Emery Howard Portfolio Management
Burlingame,
California
| $424M | -$63.1M | -13% | 13.4% | 66.5% | 34 | 5.88% | 4.8 |
|
| 2215 |
2215
Cat Rock Capital Management
Greenwich,
Connecticut
| $423M | +$5M | +1% | 20.4% | 66.7% | 11 | 54.55% | 0.9 |
|
| 2216 |
2216
J.M. Forbes & Co
Boston,
Massachusetts
| $423M | -$47.1M | -10% | 9.67% | 112% | 111 | 12.61% | 4 |
|
| 2217 |
2217
Weatherly Asset Management
Del Mar,
California
| $422M | -$65M | -13% | 12.4% | 116% | 194 | 10.31% | 3.8 |
|
| 2218 |
2218
Private Trust Company
Cleveland,
Ohio
| $421M | -$69.1M | -14% | 11.8% | 87.7% | 386 | 13.21% | 3.4 |
|
| 2219 |
2219
Mandatum Life Insurance Company
Helsinki,
Finland
| $421M | -$106M | -20% | 12.9% | 95.9% | 146 | 8.22% | 2.5 |
|
| 2220 |
2220
Globeflex Capital
San Diego,
California
| $420M | -$88.6M | -17% | 16.3% | 186% | 474 | 17.51% | 1.5 |
|
| 2221 |
2221
Opera Trading Capital
Paris,
France
| $419M | -$111M | -21% | 0.33% | 11.4% | 196 | 65.31% | 0.6 |
|
| 2222 |
2222
Northcape Capital
Sydney,
Australia
| $418M | +$60M | +17% | 6.54% | – | 17 | 35.29% | 1.3 |
|
| 2223 |
2223
American Assets Capital Advisers
San Diego,
California
| $418M | -$74.3M | -15% | 13.1% | 73.5% | 27 | 14.81% | 2.3 |
|
| 2224 |
GIM
2224
Greylin Investment Management
Orange,
Virginia
| $417M | -$46.8M | -10% | 13.2% | 52.1% | 87 | 26.44% | 3.2 |
|
| 2225 |
2225
Alpine Woods Capital Investors
Purchase,
New York
| $417M | -$69.8M | -14% | 14.8% | 105% | 311 | 29.26% | 2.6 |
|