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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 |
2276
1834 Investment Advisors
Milwaukee,
Wisconsin
| $841M | +$4.26M | +0.5% | 6.68% | 68.7% | 232 | 9.05% | 5 |
|
| 2277 |
2277
Oak Hill Advisors
New York
| $841M | +$63.8M | +8% | 11.6% | 42.4% | 15 | 6.67% | 3.9 |
|
| 2278 |
2278
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $841M | +$40.6M | +5% | 8.24% | 145% | 164 | 15.85% | 3.1 |
|
| 2279 |
2279
L. Roy Papp & Associates
Phoenix,
Arizona
| $840M | +$34.4M | +4% | 7.15% | 80.1% | 184 | 9.78% | 6.4 |
|
| 2280 |
2280
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $839M | +$156M | +23% | 8.08% | – | 71 | 15.49% | 1.8 |
|
| 2281 |
2281
Whitney & Co
Rochester,
New York
| $839M | +$66.1M | +9% | 8.08% | 110% | 132 | 10.61% | 5.2 |
|
| 2282 |
2282
CloudAlpha Capital Management
Hong Kong
| $839M | -$246M | -23% | 33.4% | 2,704% | 61 | 73.77% | 0.4 |
|
| 2283 |
2283
Griffin Asset Management
New York
| $838M | +$49.9M | +6% | 7.94% | 88.9% | 221 | 9.05% | 5.3 |
|
| 2284 |
2284
United Bank (Virginia)
Vienna,
Virginia
| $838M | +$41.2M | +5% | 8.6% | 76.1% | 156 | 10.26% | 4.7 |
|
| 2285 |
2285
Silchester International Investors
London,
United Kingdom
| $838M | +$24.5M | +3% | 5.9% | 53.9% | 6 | 33.33% | 3.6 |
|
| 2286 |
2286
Matrix Asset Advisors
White Plains,
New York
| $836M | +$50.6M | +6% | 7.25% | 84.9% | 103 | 6.8% | 4.3 |
|
| 2287 |
2287
CCM Investment Advisers
Columbia,
South Carolina
| $836M | +$23.6M | +3% | 15% | 170% | 78 | 7.69% | 4.7 |
|
| 2288 |
2288
Hudson Valley Investment Advisors
Goshen,
New York
| $835M | +$105M | +14% | 12.1% | 102% | 185 | 5.95% | 5.6 |
|
| 2289 |
2289
Cypress Capital Group
Palm Beach,
Florida
| $835M | +$66M | +9% | 10.3% | 111% | 315 | 13.97% | 5.1 |
|
| 2290 |
2290
Octagon Capital Advisors
New York
| $834M | +$209M | +34% | 60.5% | 2,969% | 66 | 63.64% | 0.4 |
|
| 2291 |
2291
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $834M | +$71.7M | +9% | 13.5% | 158% | 101 | 4.95% | 1.1 |
|
| 2292 |
FCP
2292
Fine Capital Partners
New York
| $833M | +$137M | +20% | 24.3% | 95.5% | 2 | 0% | 8.6 |
|
| 2293 |
2293
Goodnow Investment Group
Darien,
Connecticut
| $833M | +$122M | +17% | 15.1% | 131% | 29 | 24.14% | 3 |
|
| 2294 |
MCM
2294
McKinley Capital Management
Anchorage,
Alaska
| $833M | +$54.3M | +7% | 14.6% | 63.3% | 170 | 13.53% | 3.9 |
|
| 2295 |
2295
MainStreet Investment Advisors
Chicago,
Illinois
| $833M | -$52M | -6% | 6.25% | 61% | 179 | 11.73% | 3.9 |
|
| 2296 |
2296
German American Bancorp
Jasper,
Indiana
| $832M | +$72.8M | +10% | 9.55% | 92.3% | 121 | 4.13% | 3.4 |
|
| 2297 |
2297
Southeast Asset Advisors
Thomasville,
Georgia
| $831M | +$76.5M | +10% | 10.2% | 91.5% | 175 | 10.29% | 4.1 |
|
| 2298 |
2298
Legato Capital Management
San Francisco,
California
| $829M | +$63.3M | +8% | 12% | 243% | 633 | 21.64% | 0.9 |
|
| 2299 |
2299
Makaira Partners
La Jolla,
California
| $829M | +$69.8M | +9% | 10.9% | 22% | 11 | 18.18% | 3.8 |
|
| 2300 |
2300
Berkshire Money Management
Dalton,
Massachusetts
| $828M | +$77.1M | +10% | 6.83% | 61.8% | 85 | 54.12% | 1.6 |
|