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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $269M | -$1.03B | -79% | 6.5% | 261% | 43 | 60.47% | 0.2 |
|
| 2502 |
2502
Van Cleef Asset Management
Beachwood,
Ohio
| $269M | -$1.43M | -0.5% | 1.38% | 104% | 116 | 9.48% | 1.4 |
|
| 2503 |
2503
Allworth Financial
Folsom,
California
| $269M | +$4.56M | +2% | 0.83% | 53.3% | 652 | 79.75% | 0.2 |
|
| 2504 |
2504
Spectrum Management Group
Indianapolis,
Indiana
| $268M | +$37.6M | +16% | 3.16% | 44% | 149 | 28.86% | 1 |
|
| 2505 |
2505
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $268M | +$3.99M | +2% | 1.51% | 13.4% | 3 | 0% | 0.3 |
|
| 2506 |
CCM
2506
Contrarian Capital Management
Greenwich,
Connecticut
| $268M | -$47.5M | -15% | 0.46% | 29.4% | 39 | 30.77% | 0.8 |
|
| 2507 |
PCMK
2507
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $268M | -$11.4M | -4% | 2.36% | 87.5% | 66 | 16.67% | 1.5 |
|
| 2508 |
2508
Bright Rock Capital Management
Hanover,
Massachusetts
| $268M | +$12M | +5% | 1.08% | 53.1% | 96 | 15.63% | 1.2 |
|
| 2509 |
2509
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $268M | -$96.3M | -26% | 0.94% | 42.6% | 2 | 50% | 0.6 |
|
| 2510 |
2510
Hills Bank & Trust
North Liberty,
Iowa
| $268M | +$13.3M | +5% | 1% | 52.8% | 92 | 11.96% | 1.5 |
|
| 2511 |
GCM
2511
Grisanti Capital Management
New York
| $267M | +$1.39M | +0.5% | 1.97% | 17.9% | 64 | 18.75% | 1.2 |
|
| 2512 |
WC
2512
Whitnell & Co
Oak Brook,
Illinois
| $267M | +$1.44M | +0.5% | 2.27% | 36.6% | 286 | 9.44% | 1.5 |
|
| 2513 |
MAA
2513
Mraz Amerine & Associates
Modesto,
California
| $267M | +$2.39M | +0.9% | 0.94% | 69.8% | 153 | 5.88% | 1.5 |
|
| 2514 |
2514
Endicott Management
New York
| $267M | +$8.49M | +3% | 2.95% | 229% | 19 | 36.84% | 0.9 |
|
| 2515 |
IFS
2515
Ifrah Financial Services
Little Rock,
Arkansas
| $267M | +$11.1M | +4% | 3.98% | 64.1% | 215 | 13.49% | 1.2 |
|
| 2516 |
AIS
2516
AlphaOne Investment Services
West Chester,
Pennsylvania
| $266M | -$2.3M | -0.9% | 8.42% | 77.1% | 116 | 33.62% | 1.1 |
|
| 2517 |
2517
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $266M | +$3.88M | +1% | 0% | 4.8% | 18 | 11.11% | 0.5 |
|
| 2518 |
2518
Columbia Asset Management
Ann Arbor,
Michigan
| $266M | +$6.04M | +2% | 0.27% | 94.1% | 201 | 11.44% | 1 |
|
| 2519 |
2519
Buckingham Strategic Wealth
Clayton,
Missouri
| $266M | +$7.14M | +3% | 2.11% | 16.3% | 231 | 15.58% | 1.1 |
|
| 2520 |
2520
Gargoyle Investment Advisor
Englewood,
New Jersey
| $266M | -$7.48M | -3% | 3.99% | 34.5% | 180 | 31.11% | 0.8 |
|
| 2521 |
2521
Strategic Point Investment Advisors
Providence,
Rhode Island
| $265M | +$31.2M | +13% | 1.88% | 51.9% | 12 | 16.67% | 1.2 |
|
| 2522 |
2522
PL Capital Advisors
Naples,
Florida
| $265M | +$1.64M | +0.6% | 3.98% | 100% | 41 | 7.32% | 1.5 |
|
| 2523 |
EVM
2523
Evelyn V. Moreno
| $265M | -$7.07M | -3% | 1.21% | 39.4% | 77 | 2.6% | 1.2 |
|
| 2524 |
2524
Monarch Capital Management
Fort Wayne,
Indiana
| $265M | +$537K | +0.2% | 0.48% | 77% | 108 | 9.26% | 1.4 |
|
| 2525 |
2525
River Global Investors
London,
United Kingdom
| $264M | -$142M | -35% | 3.96% | 49.7% | 112 | 38.39% | 0.7 |
|