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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
CGN Advisors
Manhattan,
Kansas
| $743M | +$45.9M | +7% | 3.39% | 48.9% | 255 | 12.16% | 1.8 |
|
| 2202 |
2202
Prospector Partners
Guilford,
Connecticut
| $743M | +$26.1M | +4% | 0.37% | 53.6% | 100 | 12% | 4.5 |
|
| 2203 |
2203
Sarissa Capital Management
Greenwich,
Connecticut
| $742M | -$262M | -26% | 6.32% | 80% | 11 | 0% | 4 |
|
| 2204 |
2204
Gemmer Asset Management
Walnut Creek,
California
| $741M | +$5.81M | +0.8% | 3.42% | 96.8% | 130 | 8.46% | 5.5 |
|
| 2205 |
2205
Howard Capital Management
Roswell,
Georgia
| $741M | +$996K | +0.1% | 4.83% | 144% | 62 | 16.13% | 1.5 |
|
| 2206 |
2206
Cable Hill Partners
Portland,
Oregon
| $741M | -$26.2M | -3% | 2.47% | 20.3% | 237 | 34.18% | 2.4 |
|
| 2207 |
2207
Fortress Investment Group
New York
| $740M | +$148M | +25% | 20.1% | 97.5% | 24 | 33.33% | 2.1 |
|
| 2208 |
2208
Redwood Investments
Boston,
Massachusetts
| $739M | -$79.6M | -10% | 1.05% | 74.1% | 126 | 19.05% | 2.5 |
|
| 2209 |
2209
Webster Bank
Waterbury,
Connecticut
| $739M | -$34.5M | -4% | 2.82% | 77.5% | 583 | 7.89% | 5.3 |
|
| 2210 |
2210
Transamerica Financial Advisors
St. Petersburg,
Florida
| $739M | -$32.4M | -4% | 3.23% | 77.1% | 661 | 7.11% | 1.6 |
|
| 2211 |
2211
Royal Fund Management
Lady Lake,
Florida
| $739M | -$65.6M | -8% | 3.15% | 103% | 313 | 27.48% | 2.9 |
|
| 2212 |
2212
L. Roy Papp & Associates
Phoenix,
Arizona
| $738M | -$40.2M | -5% | 3.71% | 80.1% | 171 | 4.68% | 6.6 |
|
| 2213 |
2213
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $738M | -$78.2M | -10% | 3.74% | 145% | 145 | 8.97% | 3.3 |
|
| 2214 |
2214
PrairieView Partners
St. Paul,
Minnesota
| $738M | -$26.5M | -3% | 2.66% | 34% | 493 | 17.24% | 2.8 |
|
| 2215 |
2215
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $736M | -$4M | -0.5% | 2.78% | 47.7% | 190 | 8.95% | 3.5 |
|
| 2216 |
2216
Kapitalo Investimentos
Sao Paulo,
Brazil
| $736M | +$198M | +37% | 2% | 66.5% | 723 | 63.49% | 0.2 |
|
| 2217 |
2217
Penobscot Investment Management
Boston,
Massachusetts
| $736M | +$127M | +21% | 2.86% | 114% | 279 | 21.15% | 5.3 |
|
| 2218 |
2218
Summit Creek Advisors
Minneapolis,
Minnesota
| $735M | -$64.6M | -8% | 4.82% | 68.8% | 74 | 14.86% | 3.5 |
|
| 2219 |
JCM
2219
JS Capital Management
New York
| $733M | -$30.1M | -4% | 1.11% | 52.4% | 36 | 38.89% | 1.2 |
|
| 2220 |
2220
Progeny 3 Inc
Kirkland,
Washington
| $733M | +$73M | +11% | 9.35% | 96.8% | 24 | 16.67% | 2 |
|
| 2221 |
2221
Caldwell Trust
Venice,
Florida
| $733M | -$33.4M | -4% | 2.82% | 87% | 760 | 7.76% | 3.2 |
|
| 2222 |
2222
Towle & Co
Denver,
Colorado
| $733M | -$25.7M | -3% | 6.02% | 172% | 61 | 14.75% | 1.4 |
|
| 2223 |
2223
Pembroke Management
Montreal,
Quebec, Canada
| $732M | -$196M | -21% | 7.16% | 105% | 63 | 7.94% | 3.5 |
|
| 2224 |
2224
Nexpoint Asset Management
Dallas,
Texas
| $732M | +$46.5M | +7% | 7.84% | 253% | 127 | 51.97% | 1.4 |
|
| 2225 |
IAIM
2225
International Assets Investment Management
Orlando,
Florida
| $731M | -$12.9M | -2% | 3.3% | 88.5% | 741 | 32.52% | 1.5 |
|