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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Van Cleef Asset Management
Beachwood,
Ohio
| $455M | +$23.9M | +6% | 4.33% | 104% | 119 | 8.4% | 4.4 |
|
| 2302 |
CCP
2302
Caymus Capital Partners
The Woodlands,
Texas
| $455M | +$4.43M | +1% | 12.3% | 57.3% | 39 | 64.1% | 0.6 |
|
| 2303 |
2303
Basso Capital Management
Stamford,
Connecticut
| $454M | -$26.1M | -5% | 1.28% | 85.5% | 243 | 29.63% | 0.6 |
|
| 2304 |
2304
Vitruvian Partners
London,
United Kingdom
| $453M | -$185M | -29% | 16.5% | 96.9% | 2 | 0% | 0.5 |
|
| 2305 |
2305
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $452M | -$380M | -46% | 4.44% | 33.4% | 14 | 28.57% | 0.8 |
|
| 2306 |
2306
Zuckerman Investment Group
Chicago,
Illinois
| $452M | +$28.9M | +7% | 1.19% | 111% | 65 | 3.08% | 3 |
|
| 2307 |
2307
Institute for Wealth Management
Denver,
Colorado
| $452M | -$8.2M | -2% | 4.04% | 137% | 503 | 17.1% | 0.7 |
|
| 2308 |
2308
Deer VIII & Co
Larchmont,
New York
| $451M | +$252M | +127% | 18.9% | – | 2 | 50% | 0.1 |
|
| 2309 |
2309
First Interstate Bank
Billings,
Montana
| $451M | +$2.76M | +0.6% | 4.21% | 49.7% | 700 | 13% | 2.7 |
|
| 2310 |
2310
Edge Wealth Management
New York
| $451M | +$44.9M | +11% | 1.98% | 75.3% | 664 | 19.58% | 2.6 |
|
| 2311 |
2311
Winslow Asset Management
Beachwood,
Ohio
| $450M | -$26M | -5% | 2.75% | 89.9% | 87 | 3.45% | 4.5 |
|
| 2312 |
RCM
2312
Ratan Capital Management
Miami Beach,
Florida
| $450M | +$380M | +541% | 13.1% | 616% | 43 | 79.07% | 0.1 |
|
| 2313 |
2313
Heritage Trust
Oklahoma City,
Oklahoma
| $450M | +$16.8M | +4% | 4.37% | – | 186 | 8.06% | 1.8 |
|
| 2314 |
2314
Dorsey Asset Management
Chicago,
Illinois
| $447M | +$49.3M | +12% | 12.7% | 122% | 10 | 10% | 1.4 |
|
| 2315 |
2315
Toth Financial Advisory
Leesburg,
Virginia
| $447M | +$19.9M | +5% | 5.59% | 90.4% | 493 | 22.11% | 1.9 |
|
| 2316 |
2316
HSG Holding
Na,
Hong Kong
| $447M | -$8.07M | -2% | 11.2% | 2.94% | 13 | 38.46% | 1.6 |
|
| 2317 |
2317
TrustCore Financial Services
Brentwood,
Tennessee
| $447M | +$85.2M | +24% | 3.2% | 28.3% | 959 | 13.76% | 0.7 |
|
| 2318 |
LCM
2318
Lonestar Capital Management
San Francisco,
California
| $447M | +$52.6M | +13% | 10.1% | 260% | 31 | 41.94% | 0.7 |
|
| 2319 |
2319
Elm Partners Management
Philadelphia,
Pennsylvania
| $447M | +$73.1M | +20% | 1.67% | 46.9% | 41 | 9.76% | 0.4 |
|
| 2320 |
2320
Blue Chip Partners
Farmington Hills,
Michigan
| $446M | +$23.9M | +6% | 4.02% | 81.2% | 133 | 4.51% | 3.3 |
|
| 2321 |
2321
Academy Capital Management
Waco,
Texas
| $446M | +$14.4M | +3% | 5.25% | 71.2% | 39 | 10.26% | 3.5 |
|
| 2322 |
2322
Duncker Streett & Co
St. Louis,
Missouri
| $446M | +$11.6M | +3% | 4.31% | 90.9% | 590 | 6.95% | 4.5 |
|
| 2323 |
2323
American Assets Capital Advisers
San Diego,
California
| $445M | +$6.81M | +2% | 4.36% | 73.5% | 25 | 4% | 2.7 |
|
| 2324 |
GIM
2324
Greylin Investment Management
Orange,
Virginia
| $445M | +$112K | +0% | 1.87% | 52.1% | 80 | 17.5% | 3.7 |
|
| 2325 |
2325
Maple Capital Management
Montpelier,
Vermont
| $445M | +$20.1M | +5% | 5.03% | 100% | 131 | 10.69% | 3.6 |
|