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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
Auxier Asset Management
Aurora,
Oregon
| $579M | +$60.4M | +12% | 12.6% | 71.7% | 163 | 5.52% | 6.9 |
|
| 2402 |
2402
Mechanics Bank - Trust Department
Walnut Creek,
California
| $579M | +$49.8M | +9% | 8.65% | 76.8% | 171 | 4.68% | 6.1 |
|
| 2403 |
2403
Americana Partners
Houston,
Texas
| $578M | +$19.2M | +3% | 11.5% | 93.9% | 273 | 19.05% | 1.4 |
|
| 2404 |
2404
Cornercap Investment Counsel
Atlanta,
Georgia
| $578M | +$47.7M | +9% | 10.9% | 55.4% | 665 | 33.23% | 1.4 |
|
| 2405 |
2405
King Street Capital Management
New York
| $578M | +$55.5M | +11% | 1.53% | 140% | 40 | 62.5% | 0.8 |
|
| 2406 |
2406
ORIX Corp
Tokyo,
Japan
| $577M | -$370M | -39% | 0.32% | 11.7% | 1 | 0% | 5 |
|
| 2407 |
2407
C2C Wealth Management
Scottsdale,
Arizona
| $577M | +$65.8M | +13% | 19.2% | 77.2% | 182 | 10.44% | 0.9 |
|
| 2408 |
2408
Apriem Advisors
Irvine,
California
| $577M | +$22.4M | +4% | 6.71% | 74.3% | 155 | 14.84% | 4.8 |
|
| 2409 |
2409
Progeny 3 Inc
Kirkland,
Washington
| $576M | -$22.9M | -4% | 3.53% | 96.8% | 28 | 28.57% | 1.4 |
|
| 2410 |
2410
Capital Advisors Ltd
Shaker Heights,
Ohio
| $576M | +$62M | +12% | 9.33% | 61.1% | 1,797 | 33.56% | 2.1 |
|
| 2411 |
2411
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $575M | -$89.4M | -13% | 7.48% | 101% | 26 | 26.92% | 1.4 |
|
| 2412 |
NTCM
2412
Nine Ten Capital Management
Chicago,
Illinois
| $575M | -$79.1M | -12% | 0.35% | 166% | 10 | 0% | 4 |
|
| 2413 |
2413
Third Avenue Management
New York
| $575M | +$66.6M | +13% | 19.6% | 113% | 58 | 13.79% | 4.5 |
|
| 2414 |
2414
Stewart & Patten Company
Lafayette,
California
| $575M | +$55.7M | +11% | 12.7% | 27.5% | 93 | 8.6% | 6.3 |
|
| 2415 |
2415
Cypress Funds
Los Angeles,
California
| $574M | +$18.7M | +3% | 12.9% | 100% | 14 | 14.29% | 3 |
|
| 2416 |
2416
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $574M | +$58.7M | +11% | 9.65% | 26.3% | 118 | 10.17% | 5.4 |
|
| 2417 |
2417
Hill City Capital
Boston,
Massachusetts
| $574M | +$74.4M | +15% | 12.6% | 194% | 25 | 24% | 1.3 |
|
| 2418 |
2418
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $573M | +$24.4M | +4% | 2.25% | 42.7% | 12 | 16.67% | 0.7 |
|
| 2419 |
2419
Newbrook Capital Advisors
New York
| $573M | -$12M | -2% | 15.2% | 299% | 18 | 38.89% | 0.7 |
|
| 2420 |
2420
Nadler Financial Group
Deerfield,
Illinois
| $573M | +$47.2M | +9% | 7.18% | 81.8% | 114 | 13.16% | 5 |
|
| 2421 |
2421
Tortoise Index Solutions
Overland Park,
Kansas
| $572M | +$57.2M | +11% | 9.2% | 52.2% | 81 | 22.22% | 5 |
|
| 2422 |
2422
Permian Investment Partners
Dallas,
Texas
| $572M | +$18.3M | +3% | 8.71% | 78.6% | 21 | 42.86% | 1.3 |
|
| 2423 |
2423
Kinetic Partners Management
Miami,
Florida
| $572M | – | – | 2.65% | 263% | 19 | – | 0 |
|
| 2424 |
2424
Angeles Wealth Management
Santa Monica,
California
| $571M | +$66.2M | +13% | 7.78% | 80.6% | 235 | 20% | 0.6 |
|
| 2425 |
2425
Sandia Investment Management
Boston,
Massachusetts
| $571M | -$93M | -14% | 1.91% | 20.5% | 325 | 45.54% | 0.5 |
|