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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Shepherd Financial Partners
Winchester,
Massachusetts
| $598M | +$45.6M | +8% | 5.96% | 88.4% | 182 | 8.79% | 2.9 |
|
| 2452 |
2452
Alaska Wealth Advisors
Anchorage,
Alaska
| $598M | +$40.4M | +7% | 3.79% | 44.3% | 112 | 45.54% | 1.4 |
|
| 2453 |
2453
Diameter Capital Partners
New York
| $597M | -$46.3M | -7% | 3.67% | 378% | 29 | 55.17% | 0.9 |
|
| 2454 |
2454
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $596M | -$613M | -51% | 0.18% | 40.5% | 3 | 0% | 1.8 |
|
| 2455 |
2455
Suncoast Equity Management
Tampa,
Florida
| $595M | +$50.7M | +9% | 10.6% | 96.1% | 67 | 16.42% | 2.7 |
|
| 2456 |
OCMI
2456
Oaktop Capital Management II
Chatham,
New Jersey
| $595M | +$36.3M | +7% | 9.88% | 451% | 15 | 0% | 6.4 |
|
| 2457 |
2457
Hendershot Investments
Centreville,
Virginia
| $595M | +$2.12M | +0.4% | 4.93% | 50.5% | 145 | 2.76% | 4 |
|
| 2458 |
2458
TA Associates
Boston,
Massachusetts
| $595M | -$123M | -17% | 16.7% | – | 2 | 0% | 1.6 |
|
| 2459 |
2459
Stratos Investment Management
Beachwood,
Ohio
| $594M | +$34.6M | +6% | 5.2% | 58.2% | 177 | 14.12% | 2.3 |
|
| 2460 |
2460
Mechanics Bank - Trust Department
Walnut Creek,
California
| $594M | +$15.8M | +3% | 5.79% | 76.8% | 174 | 5.17% | 6.2 |
|
| 2461 |
2461
Canandaigua National Bank & Trust
Canandaigua,
New York
| $594M | – | – | 3.44% | – | 256 | – | 5.8 |
|
| 2462 |
2462
Signet Financial Management
Parsippany,
New Jersey
| $594M | +$33.9M | +6% | 6.24% | 65.2% | 275 | 10.55% | 2.2 |
|
| 2463 |
2463
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $593M | -$30.5M | -5% | 6.85% | 52.3% | 19 | 36.84% | 1.5 |
|
| 2464 |
2464
Thompson Investment Management
Madison,
Wisconsin
| $591M | +$46.5M | +9% | 7.59% | 100% | 411 | 56.2% | 2.5 |
|
| 2465 |
2465
Progeny 3 Inc
Kirkland,
Washington
| $590M | +$14M | +2% | 2.07% | 96.8% | 23 | 4.35% | 1.5 |
|
| 2466 |
2466
Wedgewood Partners
St Louis,
Missouri
| $590M | +$45.3M | +8% | 16.5% | 78.1% | 42 | 11.9% | 4.5 |
|
| 2467 |
2467
Stewart & Patten Company
Lafayette,
California
| $590M | +$14.9M | +3% | 3.4% | 27.5% | 95 | 7.37% | 6.4 |
|
| 2468 |
2468
Continuum Advisory
Eagle,
Idaho
| $589M | +$35M | +6% | 5.74% | 77% | 449 | 14.7% | 1.9 |
|
| 2469 |
2469
Abbrea Capital
Greenbrae,
California
| $589M | +$34.6M | +6% | 8.87% | 38% | 229 | 3.93% | 4.3 |
|
| 2470 |
2470
Cevian Capital II
St. Helier,
Jersey
| $588M | +$106M | +22% | 21.9% | 105% | 1 | 0% | 5 |
|
| 2471 |
JWBC
2471
J.W. Burns & Co
Dewitt,
New York
| $588M | +$40.1M | +7% | 7.97% | 95.4% | 179 | 5.03% | 6.6 |
|
| 2472 |
VCM
2472
Violich Capital Management
San Francisco,
California
| $587M | +$23.6M | +4% | 6.67% | 111% | 108 | 3.7% | 6.1 |
|
| 2473 |
2473
Quent Capital
New York
| $586M | +$39M | +7% | 8.41% | 78.1% | 1,361 | 5.14% | 1.1 |
|
| 2474 |
2474
Third Avenue Management
New York
| $585M | +$10.3M | +2% | 2.91% | 113% | 56 | 5.36% | 4.8 |
|
| 2475 |
2475
Knightsbridge Asset Management
Newport Beach,
California
| $585M | +$57M | +11% | 10.1% | 150% | 158 | 29.75% | 1.7 |
|