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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 Trust Company
Cleveland,
Ohio
| $1.14B | +$7.67M | +0.7% | 2.53% | 87.7% | 2,710 | 11.44% | 3.1 |
|
| 2202 |
2202
Tortoise Investment Management
White Plains,
New York
| $1.14B | +$15.9M | +1% | 1.35% | 40.2% | 1,558 | 84.85% | 7.6 |
|
| 2203 |
2203
EnCap Energy Capital Fund XI
Houston,
Texas
| $1.14B | +$78.6M | +7% | 5.92% | 21% | 3 | 0% | 1.3 |
|
| 2204 |
2204
Oxbow Advisors
Austin,
Texas
| $1.14B | +$60.1M | +6% | 4.76% | 66.3% | 259 | 17.37% | 4.3 |
|
| 2205 |
2205
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.13B | -$341M | -23% | 2.11% | 76.5% | 198 | 13.13% | 5.6 |
|
| 2206 |
2206
Salomon & Ludwin
Richmond,
Virginia
| $1.13B | +$19.7M | +2% | 1.32% | 58.7% | 2,260 | 9.96% | 1.1 |
|
| 2207 |
2207
Crewe Advisors
Salt Lake City,
Utah
| $1.13B | +$81M | +8% | 15.3% | 96.1% | 1,139 | 18.79% | 1.4 |
|
| 2208 |
2208
Harvey Partners
Tarrytown,
New York
| $1.13B | +$3.77M | +0.3% | 3.92% | 174% | 52 | 26.92% | 2.5 |
|
| 2209 |
2209
Technology Crossover Management IX
Menlo Park,
California
| $1.13B | -$141M | -11% | 10.9% | 13% | 6 | 0% | 6.2 |
|
| 2210 |
2210
TD Capital Management
Memphis,
Tennessee
| $1.13B | +$16.6M | +1% | 0.83% | 40.5% | 839 | 20.5% | 2.2 |
|
| 2211 |
2211
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $1.13B | -$167M | -13% | 19.9% | 1,119% | 53 | 22.64% | 1.5 |
|
| 2212 |
2212
Clough Capital Partners
Boston,
Massachusetts
| $1.13B | -$15.9M | -1% | 2.64% | 175% | 142 | 47.18% | 1.2 |
|
| 2213 |
2213
Caldwell Trust
Venice,
Florida
| $1.13B | +$55.2M | +5% | 3% | 97.5% | 793 | 10.34% | 4.4 |
|
| 2214 |
2214
Rossmore Private Capital
Glastonbury,
Connecticut
| $1.12B | +$195M | +21% | 3.75% | 87.1% | 363 | 14.05% | 3.8 |
|
| 2215 |
2215
Townsend & Associates
Westminster,
Colorado
| $1.12B | +$66.4M | +6% | 2.27% | 58% | 118 | 7.63% | 2.8 |
|
| 2216 |
2216
Danmarks Nationalbank
Copenhagen O,
| $1.12B | – | – | 1.35% | – | 1 | – | 0 |
|
| 2217 |
2217
Zuckerman Investment Group
Chicago,
Illinois
| $1.12B | +$39.9M | +4% | 7.1% | 111% | 170 | 26.47% | 3.9 |
|
| 2218 |
2218
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $1.12B | +$142M | +15% | 1.31% | 42.8% | 1,099 | 71.88% | 0.8 |
|
| 2219 |
2219
Richard C. Young & Co
Newport,
Rhode Island
| $1.12B | +$39.4M | +4% | 4.25% | 137% | 92 | 5.43% | 4.7 |
|
| 2220 |
2220
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.12B | -$22.4M | -2% | 2.76% | – | 330 | 9.09% | 5.9 |
|
| 2221 |
GA
2221
GRS Advisors
Chicago,
Illinois
| $1.11B | +$46.3M | +4% | 1.4% | 54.3% | 37 | 27.03% | 0.8 |
|
| 2222 |
2222
Keystone Investors
Singapore
| $1.11B | +$248M | +29% | 16.4% | – | 107 | 64.49% | 0.2 |
|
| 2223 |
2223
SOL Capital Management
Rockville,
Maryland
| $1.11B | -$2.7M | -0.2% | 1.51% | 56.6% | 317 | 6.62% | 7 |
|
| 2224 |
2224
Godsey & Gibb Inc
Richmond,
Virginia
| $1.11B | -$20M | -2% | 1.47% | 87.5% | 469 | 26.65% | 1.8 |
|
| 2225 |
2225
North of South Capital
London,
United Kingdom
| $1.11B | +$72.2M | +7% | 2.71% | – | 28 | 21.43% | 0.9 |
|