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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
TIM
2276
Total Investment Management
Scottsdale,
Arizona
| $788M | +$89M | +13% | 10.9% | 44.4% | 78 | 20.51% | 2.6 |
|
| 2277 |
IAIM
2277
International Assets Investment Management
Orlando,
Florida
| $787M | +$56.2M | +8% | 9.97% | 101% | 856 | 40.42% | 1.4 |
|
| 2278 |
2278
Matrix Asset Advisors
White Plains,
New York
| $786M | +$84.2M | +12% | 12.6% | 84.9% | 100 | 8% | 4.2 |
|
| 2279 |
2279
Paradigm Operations
San Francisco,
California
| $785M | +$446M | +132% | 132% | 230% | 1 | 0% | 2 |
|
| 2280 |
KPF
2280
K2 Principal Fund
Toronto,
Ontario, Canada
| $785M | +$308M | +64% | 4.79% | 76.5% | 337 | 63.2% | 0.4 |
|
| 2281 |
2281
Carret Asset Management
New York
| $785M | +$67.5M | +9% | 10.7% | 94.4% | 288 | 8.68% | 6.9 |
|
| 2282 |
2282
Polus Capital Management
London,
United Kingdom
| $785M | +$114M | +17% | 12.1% | – | 20 | 80% | 0.3 |
|
| 2283 |
2283
TT International Asset Management
London,
United Kingdom
| $783M | +$114M | +17% | 18.1% | 331% | 56 | 46.43% | 0.8 |
|
| 2284 |
2284
INVST
Indianapolis,
Indiana
| $782M | +$90.6M | +13% | 10.3% | 78.5% | 226 | 19.47% | 1.9 |
|
| 2285 |
2285
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $781M | +$81.2M | +12% | 9.4% | 58.7% | 47 | 19.15% | 2.2 |
|
| 2286 |
2286
LVM Capital Management
Portage,
Michigan
| $781M | +$71.8M | +10% | 10.4% | 121% | 150 | 10% | 5.7 |
|
| 2287 |
2287
Maren Capital
Chicago,
Illinois
| $781M | – | – | 9.25% | – | 27 | – | 0 |
|
| 2288 |
2288
Blue Whale Capital
London,
United Kingdom
| $780M | +$159M | +26% | 17.2% | 409% | 18 | 16.67% | 1.8 |
|
| 2289 |
MCM
2289
McKinley Capital Management
Anchorage,
Alaska
| $778M | +$66.4M | +9% | 11.8% | 63.3% | 178 | 21.35% | 4.1 |
|
| 2290 |
2290
Dorsey Asset Management
Chicago,
Illinois
| $778M | +$12.1M | +2% | 19.2% | 122% | 11 | 27.27% | 3.8 |
|
| 2291 |
2291
Trust Company
Manhattan,
Kansas
| $777M | +$157M | +25% | 8% | 40.6% | 324 | 8.64% | 5.1 |
|
| 2292 |
2292
Oak Hill Advisors
New York
| $777M | -$230M | -23% | 13.2% | 42.4% | 16 | 6.25% | 3.5 |
|
| 2293 |
2293
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $776M | +$156M | +25% | 12.1% | – | 320 | 16.88% | 2.2 |
|
| 2294 |
2294
Zuckerman Investment Group
Chicago,
Illinois
| $774M | +$75.3M | +11% | 11.7% | 111% | 144 | 16.67% | 3.1 |
|
| 2295 |
2295
Main Street Financial Solutions
Newtown,
Pennsylvania
| $774M | +$67.7M | +10% | 9.79% | 75.4% | 495 | 13.94% | 2.1 |
|
| 2296 |
2296
Pictet North America Advisors
Geneva 73,
Switzerland
| $774M | +$69.9M | +10% | 10.7% | 67.7% | 134 | 11.94% | 4.1 |
|
| 2297 |
2297
Keeley-Teton Advisors
Chicago,
Illinois
| $774M | +$61.5M | +9% | 14.4% | 28.6% | 357 | 5.6% | 3.1 |
|
| 2298 |
2298
Iron Triangle Partners
Cos Cob,
Connecticut
| $773M | +$88.7M | +13% | 16.8% | 152% | 33 | 51.52% | 0.6 |
|
| 2299 |
2299
Whitney & Co
Rochester,
New York
| $773M | +$106M | +16% | 12.7% | 93.2% | 127 | 7.87% | 5.2 |
|
| 2300 |
2300
Deer Management Company
Larchmont,
New York
| $773M | -$47.8M | -6% | 17.9% | 154% | 15 | 20% | 1.8 |
|