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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Ensemble Capital Management
San Francisco,
California
| $249M | +$22.4M | +10% | 10.8% | 36.2% | 52 | 3.85% | 0.5 |
|
| 2402 |
2402
Private Trust Company
Cleveland,
Ohio
| $249M | +$27.5M | +12% | 8.07% | 87.7% | 1,912 | 13.02% | 0.4 |
|
| 2403 |
2403
Robotti Robert
| $249M | -$46K | -0% | 13% | 107% | 63 | 6.35% | 0.5 |
|
| 2404 |
2404
Tealwood Asset Management
Minneapolis,
Minnesota
| $248M | +$22.6M | +10% | 9.09% | 128% | 89 | 16.85% | 0.4 |
|
| 2405 |
2405
WBH Advisory
Baltimore,
Maryland
| $248M | +$24.8M | +11% | 8.95% | 57.6% | 206 | 8.25% | 0.4 |
|
| 2406 |
2406
Everence Capital Management
Goshen,
Indiana
| $248M | +$14.9M | +6% | 10.8% | 108% | 286 | 17.13% | 0.4 |
|
| 2407 |
2407
Stonehage Fleming (UK)
London,
United Kingdom
| $248M | – | – | 10.8% | – | 266 | – | 0 |
|
| 2408 |
2408
Brown Advisory Securities
Baltimore,
Maryland
| $248M | +$20.3M | +9% | 9.99% | 51% | 302 | 12.25% | 0.4 |
|
| 2409 |
2409
Baskin Financial Services
Toronto,
Ontario, Canada
| $247M | +$37.8M | +18% | 7.61% | 69.1% | 37 | 13.51% | 0.4 |
|
| 2410 |
FIM
2410
Friedberg Investment Management
Houston,
Texas
| $247M | +$16.9M | +7% | 7.5% | 44.8% | 100 | 15% | 0.4 |
|
| 2411 |
DCM
2411
Dinsmore Capital Management
Morristown,
New Jersey
| $247M | +$7.33M | +3% | 0.73% | – | 139 | 7.19% | 0.4 |
|
| 2412 |
2412
Cannell Capital
Alta,
Wyoming
| $246M | +$41.8M | +20% | 15.6% | 127% | 82 | 32.93% | 0.4 |
|
| 2413 |
2413
Gunma Bank
Gunma,
Japan
| $246M | -$1.05M | -0.4% | 0.37% | 24.5% | 14 | 0% | 0.5 |
|
| 2414 |
2414
American Assets Inc
San Diego,
California
| $246M | +$11.9M | +5% | 5.23% | 63.2% | 2 | 0% | 0.5 |
|
| 2415 |
2415
Argus Investors Counsel
New York
| $246M | +$24.7M | +11% | 10.9% | 132% | 53 | 3.77% | 0.5 |
|
| 2416 |
VCM
2416
V3 Capital Management
Dallas,
Texas
| $245M | -$103M | -30% | 6.47% | 20.5% | 19 | 73.68% | 0.2 |
|
| 2417 |
FA
2417
FMA Advisory
Harrisburg,
Pennsylvania
| $245M | -$6.11M | -2% | 8.9% | 46.7% | 173 | 32.37% | 0.5 |
|
| 2418 |
2418
FCM Investments
Dallas,
Texas
| $245M | -$4.86M | -2% | 5.21% | 40.1% | 116 | 7.76% | 0.5 |
|
| 2419 |
2419
DT Investment Partners
Chadds Ford,
Pennsylvania
| $244M | +$135K | +0.1% | 5.15% | 58% | 63 | 12.7% | 0.4 |
|
| 2420 |
ICM
2420
Invicta Capital Management
New York
| $244M | -$31.8M | -12% | 9.92% | – | 30 | 40% | 0.3 |
|
| 2421 |
2421
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $244M | +$24.5M | +11% | 0.01% | 0.23% | 55 | 0% | 0.4 |
|
| 2422 |
2422
McCutchen Group
Seattle,
Washington
| $244M | +$104M | +74% | 4.99% | 2.54% | 11 | 0% | 0.5 |
|
| 2423 |
2423
Meristem Family Wealth
Minnetonka,
Minnesota
| $244M | +$26.5M | +12% | 8.52% | 67.7% | 117 | 11.11% | 0.4 |
|
| 2424 |
2424
Narwhal Capital Management
Marietta,
Georgia
| $243M | +$34M | +16% | 9.75% | 93.8% | 147 | 18.37% | 0.4 |
|
| 2425 |
2425
Virtus Investment Advisers
Hartford,
Connecticut
| $243M | +$26.3M | +12% | 9.4% | 172% | 31 | 25.81% | 0.3 |
|