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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
ST
2601
Semper Trust
King Of Prussia,
Pennsylvania
| $249M | +$46M | +23% | 6.17% | – | 165 | 18.79% | 1.2 |
|
| 2602 |
2602
Carlson Capital Management
Northfield,
Minnesota
| $249M | +$5.02M | +2% | 2.98% | 9.85% | 58 | 3.45% | 1.3 |
|
| 2603 |
SAM
2603
Shamrock Asset Management
Dallas,
Texas
| $249M | -$17.4M | -7% | 3.78% | 31% | 297 | 23.91% | 0.8 |
|
| 2604 |
2604
Marietta Investment Partners
Milwaukee,
Wisconsin
| $249M | +$23.9M | +11% | 6.72% | 160% | 137 | 37.96% | 1 |
|
| 2605 |
2605
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $249M | +$77.1M | +45% | 1.5% | 133% | 508 | 80.51% | 0.1 |
|
| 2606 |
RCIM
2606
Russell Clark Investment Management
London,
United Kingdom
| $248M | -$37.2M | -13% | 2.37% | 174% | 34 | 38.24% | 0.9 |
|
| 2607 |
ACM
2607
Anandar Capital Management
New York
| $248M | – | – | 9.94% | – | 48 | – | 0 |
|
| 2608 |
2608
JNBA Financial Advisors
Bloomington,
Minnesota
| $248M | +$27.7M | +13% | 3.75% | 61.8% | 628 | 13.69% | 1.1 |
|
| 2609 |
AAM
2609
AR Asset Management
West Hollywood,
California
| $248M | +$1.73M | +0.7% | 2.09% | 64.9% | 108 | 4.63% | 1.5 |
|
| 2610 |
2610
Financial Sense Advisors
San Diego,
California
| $248M | +$13.9M | +6% | 5.34% | 152% | 151 | 41.72% | 0.8 |
|
| 2611 |
2611
Marquette Asset Management
Minneapolis,
Minnesota
| $247M | +$11.8M | +5% | 1.78% | 69.6% | 94 | 8.51% | 1.2 |
|
| 2612 |
SGH
2612
Sivik Global Healthcare
Greenwich,
Connecticut
| $247M | +$26.9M | +12% | 14.5% | 83.8% | 82 | 39.02% | 0.6 |
|
| 2613 |
SCC
2613
Second Curve Capital
Radnor,
Pennsylvania
| $247M | -$25.6M | -9% | 11.1% | 160% | 28 | 21.43% | 1.1 |
|
| 2614 |
2614
Weiss Asset Management
Boston,
Massachusetts
| $246M | +$145M | +144% | 2.81% | 138% | 90 | 77.78% | 0.1 |
|
| 2615 |
2615
Argent Trust Company
Ruston,
Louisiana
| $246M | -$9.7M | -4% | 3.03% | – | 158 | 8.23% | 1.2 |
|
| 2616 |
VE
2616
Vega Energy
New York
| $246M | +$586K | +0.2% | 6.12% | 12.1% | 11 | 18.18% | 1.1 |
|
| 2617 |
EMR
2617
Errol M. Rudman
| $246M | +$46.5M | +23% | 14% | 60.5% | 43 | 23.26% | 1 |
|
| 2618 |
2618
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $246M | – | – | 5.39% | 30.8% | 95 | – | 0 |
|
| 2619 |
OCM
2619
Oskie Capital Management
New York
| $245M | +$36.7M | +18% | 8.83% | 69.3% | 34 | 52.94% | 0.5 |
|
| 2620 |
PIM
2620
Partner Investment Management
San Francisco,
California
| $245M | -$28.4M | -10% | 12% | 168% | 102 | 55.88% | 0.4 |
|
| 2621 |
2621
Capital City Trust
Tallahassee,
Florida
| $245M | +$6.54M | +3% | 3.98% | 98.5% | 99 | 4.04% | 1.4 |
|
| 2622 |
2622
Hudson Valley Investment Advisors
Goshen,
New York
| $244M | +$8.92M | +4% | 3.74% | 102% | 135 | 8.15% | 1.4 |
|
| 2623 |
LHC
2623
Levy Harkins & Co
New York
| $244M | -$2.84M | -1% | 2.96% | 62.9% | 20 | 0% | 1.5 |
|
| 2624 |
2624
Haverford Financial Services
Radnor,
Pennsylvania
| $244M | +$21.2M | +10% | 7.32% | 57.9% | 49 | 14.29% | 1.2 |
|
| 2625 |
2625
TRB Advisors
New York
| $244M | +$22.9M | +10% | 9.88% | 64% | 2 | 50% | 1.3 |
|