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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
CapWealth Advisors
Franklin,
Tennessee
| $891M | +$71M | +9% | 9.67% | 152% | 104 | 11.54% | 5.9 |
|
| 2202 |
2202
Leuthold Group
Minneapolis,
Minnesota
| $888M | +$88.8M | +11% | 9.39% | 138% | 194 | 18.56% | 2.2 |
|
| 2203 |
2203
Telos Capital Management
San Diego,
California
| $887M | +$66.3M | +8% | 8.35% | 82.3% | 202 | 6.93% | 5.7 |
|
| 2204 |
2204
Palo Alto Investors
Palo Alto,
California
| $887M | -$223M | -20% | 1.52% | 157% | 40 | 20% | 4.1 |
|
| 2205 |
2205
M.D. Sass LLC
New York
| $887M | +$55.1M | +7% | 6.42% | 80.1% | 37 | 24.32% | 1.8 |
|
| 2206 |
2206
Harvey Investment Company
Louisville,
Kentucky
| $886M | +$59.7M | +7% | 8.6% | 56.4% | 97 | 5.15% | 7.6 |
|
| 2207 |
2207
Banc Funds Company
Chicago,
Illinois
| $885M | -$130M | -13% | 5.74% | 69% | 147 | 10.2% | 6.1 |
|
| 2208 |
2208
L & S Advisors
Los Angeles,
California
| $885M | +$63.9M | +8% | 14.1% | 231% | 367 | 25.34% | 1.7 |
|
| 2209 |
2209
ICICI Prudential Asset Management
Mumbai,
India
| $884M | +$24M | +3% | 6.32% | 62.1% | 166 | 7.23% | 2 |
|
| 2210 |
2210
Tompkins Financial
Ithaca,
New York
| $884M | +$58.7M | +7% | 8.16% | 84.4% | 717 | 21.48% | 4.2 |
|
| 2211 |
2211
J. Safra Asset Management
New York
| $884M | +$172M | +24% | 8.04% | 93.8% | 180 | 36.67% | 0.9 |
|
| 2212 |
2212
Liberty One Investment Management
Libertyville,
Illinois
| $883M | +$73.1M | +9% | 6.48% | 40.3% | 202 | 26.24% | 2.6 |
|
| 2213 |
2213
Connable Office Inc
Kalamazoo,
Michigan
| $883M | +$56.4M | +7% | 7.9% | 68.3% | 230 | 12.17% | 3.8 |
|
| 2214 |
2214
IQ EQ Fund Management
Dublin 2,
Ireland
| $883M | +$33.7M | +4% | 7.27% | 109% | 305 | 11.48% | 2.6 |
|
| 2215 |
2215
Zuckerman Investment Group
Chicago,
Illinois
| $882M | +$108M | +14% | 18.4% | 111% | 154 | 20.78% | 2.8 |
|
| 2216 |
2216
MBL Wealth
Charlotte,
North Carolina
| $882M | +$82.1M | +10% | 5.02% | 52.7% | 211 | 15.64% | 1.5 |
|
| 2217 |
2217
Isthmus Partners
Madison,
Wisconsin
| $881M | +$112M | +15% | 7.17% | 73.7% | 212 | 14.15% | 3.1 |
|
| 2218 |
TFP
2218
Triple Frond Partners
San Francisco,
California
| $879M | +$37.9M | +5% | 5.99% | 92.9% | 11 | 9.09% | 4.5 |
|
| 2219 |
2219
Ghisallo Capital Management
Boston,
Massachusetts
| $877M | -$89.8M | -9% | 10.8% | 122% | 181 | 64.64% | 0.3 |
|
| 2220 |
2220
Voya Financial Advisors
Windsor,
Connecticut
| $876M | +$44.7M | +5% | 5.65% | 44.8% | 248 | 10.08% | 5.2 |
|
| 2221 |
2221
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $875M | +$230M | +36% | 57.9% | 312% | 3 | 33.33% | 1.3 |
|
| 2222 |
2222
Kathmere Capital Management
Wayne,
Pennsylvania
| $874M | +$103M | +13% | 7.16% | 68.3% | 329 | 14.59% | 1.5 |
|
| 2223 |
2223
MV Capital Management
Bethesda,
Maryland
| $874M | +$84M | +11% | 8.03% | 73.3% | 883 | 16.08% | 3.4 |
|
| 2224 |
2224
HAP Trading
New York
| $873M | +$244M | +39% | 13.1% | 141% | 1,172 | 61.95% | 2 |
|
| 2225 |
2225
Cat Rock Capital Management
Greenwich,
Connecticut
| $873M | +$213M | +32% | 15.4% | 66.7% | 12 | 16.67% | 1.7 |
|