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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
McGowan Group Asset Management
Dallas,
Texas
| $577M | -$20.4M | -3% | 3.6% | 69.8% | 126 | 11.11% | 3.3 |
|
| 2327 |
2327
GFI Investment Counsel
Toronto,
Ontario, Canada
| $576M | -$60.4M | -9% | 2.32% | 41.8% | 19 | 15.79% | 3.2 |
|
| 2328 |
2328
German American Bancorp
Jasper,
Indiana
| $576M | -$17M | -3% | 5.48% | 92.3% | 106 | 12.26% | 2.8 |
|
| 2329 |
2329
LVZ Inc
Holland,
Michigan
| $576M | -$20.6M | -3% | 5.01% | 52.9% | 122 | 15.57% | 2.5 |
|
| 2330 |
2330
Professional Advisory Services
Vero Beach,
Florida
| $576M | -$24.3M | -4% | 4.69% | 69.3% | 74 | 6.76% | 5.5 |
|
| 2331 |
2331
Manchester Capital Management
Manchester,
Vermont
| $574M | -$8.87M | -2% | 5.65% | 86.7% | 1,057 | 17.98% | 3.2 |
|
| 2332 |
2332
Financial Architects (New Jersey)
Marlton,
New Jersey
| $573M | +$494M | +629% | 4.76% | 31.3% | 314 | 83.44% | 1 |
|
| 2333 |
2333
Iron Triangle Partners
Cos Cob,
Connecticut
| $572M | -$199M | -26% | 3.24% | 152% | 34 | 47.06% | 0.5 |
|
| 2334 |
2334
Heritage Trust
Oklahoma City,
Oklahoma
| $572M | -$38.8M | -6% | 4.54% | – | 247 | 8.1% | 3.7 |
|
| 2335 |
2335
John G. Ullman & Associates
Corning,
New York
| $572M | -$51.6M | -8% | 8.19% | 156% | 163 | 7.36% | 3.7 |
|
| 2336 |
2336
Quantitative Advantage
Minnetonka,
Minnesota
| $571M | -$5.66M | -1% | 5.15% | 45.9% | 111 | 23.42% | 1.8 |
|
| 2337 |
2337
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $570M | +$7.59M | +1% | 12.9% | 106% | 48 | 12.5% | 2.7 |
|
| 2338 |
NM
2338
NWI Management
New York
| $570M | -$1.1B | -66% | 5.21% | 230% | 61 | 36.07% | 2.4 |
|
| 2339 |
2339
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $569M | +$132M | +30% | 33% | 2,136% | 29 | 13.79% | 1.4 |
|
| 2340 |
2340
Bracebridge Capital LLC
Boston,
Massachusetts
| $568M | -$63.1M | -10% | 1.99% | 156% | 107 | 11.21% | 1 |
|
| 2341 |
TFP
2341
Triple Frond Partners
San Francisco,
California
| $568M | -$86.3M | -13% | 12.4% | 92.9% | 10 | 10% | 3.9 |
|
| 2342 |
2342
Broad Bay Capital Management
New York
| $568M | -$71.3M | -11% | 2.18% | 338% | 22 | 27.27% | 1.7 |
|
| 2343 |
2343
L & S Advisors
Los Angeles,
California
| $567M | -$31.6M | -5% | 1.28% | 231% | 272 | 27.21% | 2.1 |
|
| 2344 |
2344
Continuum Advisory
Eagle,
Idaho
| $567M | +$17.2M | +3% | 4.45% | 77% | 429 | 12.12% | 1.7 |
|
| 2345 |
PAM
2345
Private Asset Management
San Diego,
California
| $565M | -$50.4M | -8% | 5.39% | 38.2% | 143 | 3.5% | 5.6 |
|
| 2346 |
2346
Founders Financial Securities
Towson,
Maryland
| $565M | +$53.8M | +11% | 4.27% | 64.3% | 322 | 24.22% | 1.5 |
|
| 2347 |
2347
Baxter Bros Inc
Riverside,
Connecticut
| $564M | +$7.01M | +1% | 6.01% | 73.8% | 133 | 7.52% | 5.3 |
|
| 2348 |
2348
Silchester International Investors
London,
United Kingdom
| $564M | -$22.5M | -4% | 13% | 53.9% | 2 | 0% | 7.3 |
|
| 2349 |
2349
Amia Capital
London,
United Kingdom
| $564M | +$407M | +260% | 3.74% | 30.1% | 5 | 80% | 0.9 |
|
| 2350 |
2350
Institutional & Family Asset Management
Fort Collins,
Colorado
| $564M | -$16.4M | -3% | 5.06% | 19% | 808 | 10.02% | 3.4 |
|