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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Jay A. Fishman Ltd
Troy,
Michigan
| $916M | -$151M | -14% | 8.13% | 119% | 90 | 15.56% | 6.9 |
|
| 2227 |
2227
Cannae Holdings
Las Vegas,
Nevada
| $916M | -$305M | -25% | 24.1% | 88.6% | 5 | 0% | 3.2 |
|
| 2228 |
2228
Private Capital Management (Florida)
Naples,
Florida
| $914M | -$40.4M | -4% | 6.04% | 118% | 169 | 25.44% | 2.4 |
|
| 2229 |
2229
Nilsine Partners
Greenwood Village,
Colorado
| $912M | -$21.5M | -2% | 0.91% | 128% | 391 | 15.35% | 1.5 |
|
| 2230 |
2230
Webster Bank
Waterbury,
Connecticut
| $910M | -$21.1M | -2% | 2.76% | 77.5% | 601 | 11.48% | 6 |
|
| 2231 |
2231
Amica Mutual Insurance
Providence,
Rhode Island
| $908M | -$67.7M | -7% | 0.01% | 80.4% | 140 | 7.14% | 4.3 |
|
| 2232 |
2232
SOL Capital Management
Rockville,
Maryland
| $907M | +$9.05M | +1% | 2.2% | 56.6% | 310 | 5.81% | 7 |
|
| 2233 |
MPM
2233
MBB Public Markets
Chicago,
Illinois
| $907M | -$171M | -16% | 0.98% | 50.3% | 560 | 90.18% | 0.2 |
|
| 2234 |
2234
Wealth Architects
Mountain View,
California
| $906M | +$20.5M | +2% | 0.45% | 85.1% | 235 | 11.06% | 5.1 |
|
| 2235 |
2235
Matrix Asset Advisors
White Plains,
New York
| $906M | -$9.35M | -1% | 1.46% | 84.9% | 116 | 14.66% | 4.8 |
|
| 2236 |
2236
Voya Financial Advisors
Windsor,
Connecticut
| $906M | -$13.1M | -1% | 0.46% | 44.8% | 237 | 14.35% | 5.8 |
|
| 2237 |
2237
Fort Point Capital Partners
San Francisco,
California
| $906M | -$11.9M | -1% | 2.81% | 62.2% | 333 | 18.02% | 3.5 |
|
| 2238 |
2238
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $905M | -$51.2M | -5% | 2.97% | 160% | 363 | 4.68% | 1.2 |
|
| 2239 |
2239
Miller Investment Management
West Conshohocken,
Pennsylvania
| $904M | -$9.6M | -1% | 0.21% | 60.2% | 102 | 6.86% | 6.4 |
|
| 2240 |
DCM
2240
Dupont Capital Management
Wilmington,
Delaware
| $903M | -$170M | -16% | 3.4% | 100% | 118 | 5.08% | 4.4 |
|
| 2241 |
2241
Nadler Financial Group
Deerfield,
Illinois
| $903M | -$46.6M | -5% | 3.63% | 81.8% | 133 | 10.53% | 5.8 |
|
| 2242 |
2242
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $902M | -$225M | -20% | 9.97% | 96% | 131 | 18.32% | 2.8 |
|
| 2243 |
2243
Graham Holdings Company
Arlington,
Virginia
| $901M | +$48.6M | +6% | 7.78% | 95.1% | 5 | 0% | 3.2 |
|
| 2244 |
2244
Harvey Investment Company
Louisville,
Kentucky
| $901M | +$34.9M | +4% | 5.53% | 56.4% | 103 | 2.91% | 8.2 |
|
| 2245 |
2245
American National Bank & Trust
Wichita Falls,
Texas
| $901M | +$5.31M | +0.6% | 0.19% | 102% | 665 | 32.18% | 2.8 |
|
| 2246 |
2246
Falcon Wealth Planning
Ontario,
California
| $900M | +$2.72M | +0.3% | 2.04% | 52.7% | 174 | 13.79% | 2.2 |
|
| 2247 |
2247
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $899M | +$11.3M | +1% | 4.07% | 70.8% | 25 | 20% | 1.4 |
|
| 2248 |
2248
Wellspring Financial Advisors
Cleveland,
Ohio
| $899M | -$58.3M | -6% | 1.51% | 77.2% | 151 | 10.6% | 2.8 |
|
| 2249 |
2249
Royal Fund Management
Lady Lake,
Florida
| $899M | -$173M | -16% | 1.09% | 103% | 363 | 30.03% | 2.8 |
|
| 2250 |
2250
LVM Capital Management
Portage,
Michigan
| $898M | -$31.7M | -3% | 1.74% | 121% | 165 | 14.55% | 6.4 |
|