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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
Graham Holdings Company
Arlington,
Virginia
| $649M | -$147M | -18% | 20.4% | 95.1% | 7 | 28.57% | 0.4 |
|
| 2252 |
2252
Smith, Moore & Co
Clayton,
Missouri
| $648M | -$84.3M | -12% | 12.7% | 67% | 433 | 12.7% | 3.9 |
|
| 2253 |
2253
Callan Capital
La Jolla,
California
| $648M | -$79.5M | -11% | 14.7% | 20.1% | 128 | 17.19% | 3.4 |
|
| 2254 |
2254
Salomon & Ludwin
Richmond,
Virginia
| $647M | -$43M | -6% | 14.7% | 52.6% | 134 | 15.67% | 1.9 |
|
| 2255 |
2255
Meritech Capital Associates V
Palo Alto,
California
| $646M | -$413M | -39% | 28.7% | 133% | 7 | 14.29% | 0.9 |
|
| 2256 |
2256
INVST
Indianapolis,
Indiana
| $646M | +$38.1M | +6% | 12.1% | 78.5% | 201 | 16.42% | 1.8 |
|
| 2257 |
2257
J. Safra Asset Management
New York
| $644M | -$92.1M | -13% | 12.7% | 84.3% | 84 | 32.14% | 1 |
|
| 2258 |
2258
Private Trust Company
Cleveland,
Ohio
| $644M | +$3.71M | +0.6% | 12.2% | 87.7% | 2,179 | 84.81% | 0.8 |
|
| 2259 |
2259
Ulysses Management
New York
| $643M | -$191M | -23% | 20.2% | 51.8% | 66 | 37.88% | 1.5 |
|
| 2260 |
2260
Hudson Valley Investment Advisors
Goshen,
New York
| $642M | -$102M | -14% | 10.8% | 102% | 219 | 7.31% | 4.4 |
|
| 2261 |
2261
WMS Partners
Towson,
Maryland
| $642M | -$87.1M | -12% | 14.5% | 10.8% | 293 | 19.45% | 3.3 |
|
| 2262 |
2262
Cozad Asset Management
Champaign,
Illinois
| $642M | -$72.4M | -10% | 14.8% | 132% | 370 | 10.54% | 2.4 |
|
| 2263 |
2263
PrairieView Partners
St. Paul,
Minnesota
| $642M | -$62M | -9% | 11.3% | 34% | 505 | 11.68% | 1.8 |
|
| 2264 |
2264
Keel Point
Huntsville,
Alabama
| $642M | -$25.3M | -4% | 13.7% | 76.4% | 294 | 20.75% | 2.5 |
|
| 2265 |
2265
GM Advisory Group
Melville,
New York
| $641M | -$200M | -24% | 11.8% | 53.6% | 210 | 23.33% | 2.5 |
|
| 2266 |
2266
Soleus Capital Management
Greenwich,
Connecticut
| $641M | -$134M | -17% | 13.5% | 508% | 88 | 44.32% | 0.7 |
|
| 2267 |
2267
Resonant Capital Advisors
Madison,
Wisconsin
| $640M | -$34.2M | -5% | 11% | 56.5% | 262 | 24.05% | 1.6 |
|
| 2268 |
2268
Gemmer Asset Management
Walnut Creek,
California
| $640M | -$175M | -21% | 14.8% | 96.8% | 1,266 | 91.39% | 5.7 |
|
| 2269 |
2269
Broad Bay Capital Management
New York
| $639M | -$148M | -19% | 19.3% | 338% | 21 | 9.52% | 1.4 |
|
| 2270 |
2270
First Heartland Consultants
Lake St. Louis,
Missouri
| $638M | -$7.2M | -1% | 11.3% | 59.2% | 402 | 27.36% | 3 |
|
| 2271 |
2271
Towle & Co
Denver,
Colorado
| $638M | -$145M | -18% | 12.5% | 172% | 79 | 21.52% | 1.1 |
|
| 2272 |
2272
Yakira Capital Management
Westport,
Connecticut
| $637M | -$63.7M | -9% | 2.55% | 74.1% | 584 | 46.92% | 0.6 |
|
| 2273 |
2273
GFI Investment Counsel
Toronto,
Ontario, Canada
| $637M | -$125M | -16% | 16.8% | 41.8% | 20 | 20% | 2.7 |
|
| 2274 |
2274
Cypress Funds
Los Angeles,
California
| $637M | -$266M | -29% | 24.8% | 100% | 16 | 6.25% | 2.6 |
|
| 2275 |
2275
Virtue Capital Management
Brentwood,
Tennessee
| $636M | +$1.38M | +0.2% | 5.03% | 91% | 428 | 44.39% | 1.2 |
|