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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
Blue Whale Capital
London,
United Kingdom
| $621M | -$30.5M | -5% | 0.26% | 409% | 18 | 33.33% | 1.7 |
|
| 2452 |
2452
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $621M | -$53.1M | -8% | 9.1% | – | 293 | 13.31% | 2.2 |
|
| 2453 |
2453
Alpine Woods Capital Investors
Purchase,
New York
| $621M | -$19.5M | -3% | 3.49% | 105% | 168 | 11.9% | 4.5 |
|
| 2454 |
2454
Pier Capital
Stamford,
Connecticut
| $620M | -$76.6M | -11% | 5.19% | 223% | 124 | 12.1% | 1.6 |
|
| 2455 |
2455
Trust Company
Manhattan,
Kansas
| $620M | -$50M | -7% | 3.51% | 40.6% | 329 | 6.08% | 4.7 |
|
| 2456 |
2456
LVZ Inc
Holland,
Michigan
| $620M | -$97.5M | -14% | 4.23% | 52.9% | 151 | 18.54% | 2.8 |
|
| 2457 |
2457
Barton Investment Management
West Conshohocken,
Pennsylvania
| $619M | -$46.6M | -7% | 7.51% | 124% | 46 | 6.52% | 6.8 |
|
| 2458 |
2458
Glassman Wealth Services
Vienna,
Virginia
| $619M | -$1.08M | -0.2% | 4.01% | 62.6% | 2,096 | 14.31% | 3.4 |
|
| 2459 |
2459
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $619M | – | – | 4.13% | 55.9% | 485 | – | 0 |
|
| 2460 |
2460
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $618M | -$86M | -12% | 4.79% | 135% | 157 | 20.38% | 2.3 |
|
| 2461 |
2461
Mattern Capital Management
Lakewood,
Colorado
| $618M | +$2.11M | +0.3% | 4.78% | 31.5% | 139 | 6.47% | 2.7 |
|
| 2462 |
2462
Bank Hapoalim BM
Tel Aviv,
Israel
| $618M | -$96.3M | -13% | 4.14% | 76.6% | 156 | 19.23% | 4 |
|
| 2463 |
2463
Canandaigua National Bank & Trust
Canandaigua,
New York
| $617M | +$285K | +0% | 2.86% | – | 271 | 8.49% | 6.1 |
|
| 2464 |
JWBC
2464
J.W. Burns & Co
Dewitt,
New York
| $617M | -$7.03M | -1% | 4.03% | 95.4% | 188 | 13.3% | 6.8 |
|
| 2465 |
2465
BFSG LLC
Irvine,
California
| $616M | +$27.8M | +5% | 3.19% | 81.9% | 270 | 31.48% | 2.1 |
|
| 2466 |
2466
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $615M | -$119M | -16% | 4.81% | 55.5% | 89 | 4.49% | 2.7 |
|
| 2467 |
2467
Bain Capital Credit
Boston,
Massachusetts
| $615M | +$42.9M | +7% | 13.2% | 14.4% | 9 | 0% | 1.3 |
|
| 2468 |
2468
Teza Capital Management
Chicago,
Illinois
| $615M | -$1.11M | -0.2% | 3.61% | 133% | 811 | 62.02% | 0.3 |
|
| 2469 |
2469
Gabelli & Co Investment Advisers
Rye,
New York
| $615M | +$17.2M | +3% | 8.22% | 248% | 310 | 30.65% | 1.3 |
|
| 2470 |
2470
Resources Management Corp
West Hartford,
Connecticut
| $614M | -$26.6M | -4% | 3.64% | 78.5% | 460 | 5.65% | 3.8 |
|
| 2471 |
2471
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $613M | -$47M | -7% | 7.4% | 42.7% | 10 | 10% | 1.5 |
|
| 2472 |
2472
Essex Investment Management
Boston,
Massachusetts
| $613M | -$103M | -14% | 1.36% | 370% | 411 | 23.6% | 3.1 |
|
| 2473 |
2473
Teamwork Financial Advisors
San Antonio,
Texas
| $613M | -$2.78M | -0.5% | 2.38% | 134% | 211 | 14.69% | 1.7 |
|
| 2474 |
KCM
2474
Kynam Capital Management
Princeton,
New Jersey
| $611M | -$116M | -16% | 8.13% | 320% | 34 | 35.29% | 1.1 |
|
| 2475 |
2475
John G. Ullman & Associates
Corning,
New York
| $611M | -$36.8M | -6% | 3.19% | 156% | 182 | 7.69% | 4 |
|