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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Berkshire Money Management
Dalton,
Massachusetts
| $328M | +$2.39M | +0.7% | 5.16% | 61.8% | 26 | 42.31% | 1.3 |
|
| 2252 |
2252
13D Management
New York
| $328M | -$47.6M | -13% | 2.42% | 157% | 37 | 40.54% | 0.9 |
|
| 2253 |
2253
Arcadia Investment Management
Kalamazoo,
Michigan
| $327M | +$176K | +0.1% | 5.85% | 83.5% | 296 | 34.8% | 0.9 |
|
| 2254 |
2254
Canandaigua National Bank & Trust
Canandaigua,
New York
| $327M | +$15.2M | +5% | 7.89% | – | 204 | 6.86% | 2.1 |
|
| 2255 |
2255
Alphabet Inc
Mountain View,
California
| $327M | -$89.3M | -21% | 16.3% | 327% | 5 | 0% | 1.2 |
|
| 2256 |
2256
Axar Capital Management
New York
| $327M | – | – | 20.8% | 680% | 14 | – | 0 |
|
| 2257 |
2257
RBO & Co
Saint Helena,
California
| $327M | +$30.8M | +10% | 4.66% | 27.9% | 65 | 13.85% | 1.8 |
|
| 2258 |
2258
Stillwater Capital Advisors
Devon,
Pennsylvania
| $326M | +$33.1M | +11% | 6.7% | 121% | 84 | 28.57% | 1.5 |
|
| 2259 |
2259
NBW Capital
Boston,
Massachusetts
| $326M | -$12.4M | -4% | 6.67% | 86% | 84 | 10.71% | 1.6 |
|
| 2260 |
TCOT
2260
Trust Company of Toledo
Holland,
Ohio
| $326M | +$11.3M | +4% | 4.56% | 109% | 177 | 9.6% | 2.2 |
|
| 2261 |
2261
Beese Fulmer Investment Management
Canton,
Ohio
| $324M | +$20.3M | +7% | 6.43% | 124% | 150 | 6% | 1.9 |
|
| 2262 |
2262
Baskin Financial Services
Toronto,
Ontario, Canada
| $324M | +$28.9M | +10% | 3.66% | 69.1% | 43 | 6.98% | 1.9 |
|
| 2263 |
2263
JLB & Associates
Plymouth,
Michigan
| $324M | +$13.5M | +4% | 5.07% | 69.5% | 71 | 5.63% | 2.3 |
|
| 2264 |
2264
G2 Investment Partners Management
New York
| $323M | +$54.9M | +21% | 14.1% | 1,145% | 109 | 61.47% | 0.5 |
|
| 2265 |
2265
Standard General
New York
| $323M | +$26.3M | +9% | 15% | 259% | 8 | 37.5% | 1.3 |
|
| 2266 |
2266
TD Capital Management
Memphis,
Tennessee
| $323M | -$3.83M | -1% | 3.28% | 40.5% | 160 | 9.38% | 1.9 |
|
| 2267 |
MCG
2267
Meru Capital Group
New York
| $322M | -$60.8M | -16% | 12.4% | – | 40 | 65% | 0.9 |
|
| 2268 |
2268
Accident Compensation Corp
Wellington,
New Zealand
| $322M | – | – | 3.33% | 24.6% | 128 | – | 0 |
|
| 2269 |
2269
Gramercy Funds Management
Greenwich,
Connecticut
| $322M | +$27.6M | +9% | 1.3% | 87.6% | 81 | 18.52% | 1.4 |
|
| 2270 |
2270
Canaan Partners VII
Westport,
Connecticut
| $322M | -$116M | -27% | 14.6% | 20.7% | 4 | 0% | 1.2 |
|
| 2271 |
2271
Shelter Mutual Insurance
Columbia,
Missouri
| $321M | +$16.1M | +5% | 5.46% | 51.2% | 45 | 4.44% | 2.2 |
|
| 2272 |
2272
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $321M | +$3.11M | +1% | 6.5% | 86% | 272 | 25% | 1.5 |
|
| 2273 |
2273
Caledonia Investments plc (UK)
London England,
United Kingdom
| $321M | +$42.9M | +15% | 6.32% | 61.9% | 14 | 0% | 1.4 |
|
| 2274 |
2274
Hudson Valley Investment Advisors
Goshen,
New York
| $321M | +$12.3M | +4% | 8.47% | 102% | 162 | 9.26% | 1.8 |
|
| 2275 |
ACM
2275
Argentus Capital Management
Dallas,
Texas
| $321M | -$353M | -52% | 3.85% | 30.8% | 727 | 29.3% | 0.7 |
|