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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
KTA
926
Keeley-Teton Advisors
Chicago,
Illinois
| $1.85B | -$219M | -11% | 5.48% | 28.6% | 291 | 8.93% | 0.5 |
|
| 927 |
AACR
927
ACR Alpine Capital Research
St. Louis,
Missouri
| $1.85B | +$688M | +59% | 2.46% | 58.1% | 32 | 18.75% | 2.4 |
|
| 928 |
AWM
928
Ashmore Wealth Management
Wilmington,
Delaware
| $1.85B | +$58.9M | +3% | 7.75% | 81.9% | 28 | 14.29% | 2.7 |
|
| 929 |
CIA
929
Choate Investment Advisors
Boston,
Massachusetts
| $1.85B | +$80M | +5% | 4.11% | 70% | 253 | 5.93% | 3 |
|
| 930 |
VIA
930
Vident Investment Advisory
Alpharetta,
Georgia
| $1.85B | +$639M | +53% | 7.27% | 82.6% | 807 | 55.76% | 0.7 |
|
| 931 |
ADEF
931
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.84B | +$69.7M | +4% | 5.36% | 150% | 238 | 23.11% | 1.4 |
|
| 932 |
ONB
932
Old National Bancorp
Evansville,
Indiana
| $1.84B | +$17.1M | +0.9% | 4.29% | 76.6% | 654 | 11.93% | 2.4 |
|
| 933 |
SIM
933
Scottrade Investment Management
Saint Louis,
Missouri
| $1.84B | +$291M | +19% | 3.04% | – | 8 | 12.5% | 1 |
|
| 934 |
AI
934
Atria Investments
Charlotte,
North Carolina
| $1.84B | +$201M | +12% | 4.16% | 76.3% | 852 | 19.6% | 1.5 |
|
| 935 |
LMGAM
935
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.83B | -$639M | -26% | 4.2% | 47.9% | 985 | 6.7% | 3.5 |
|
| 936 |
RHBC
936
R.H. Bluestein & Co
Birmingham,
Michigan
| $1.82B | +$99.3M | +6% | 6.12% | 69% | 354 | 22.32% | 2.5 |
|
| 937 |
FIM
937
Freedom Investment Management
Hartford,
Connecticut
| $1.82B | +$65.5M | +4% | 3.45% | 68.5% | 1,209 | 21.59% | 1.8 |
|
| 938 |
938
Members Trust
Tampa,
Florida
| $1.82B | +$67.2M | +4% | 2.29% | 31.5% | 81 | 4.94% | 1.1 |
|
| 939 |
HCM
939
Huber Capital Management
El Segundo,
California
| $1.82B | -$142M | -7% | 5.56% | 70.4% | 108 | 8.33% | 3.4 |
|
| 940 |
ACM
940
Adelante Capital Management
Alameda,
California
| $1.81B | +$47.4M | +3% | 0.92% | 43.2% | 43 | 11.63% | 2.4 |
|
| 941 |
ABC
941
Associated Banc-Corp
Green Bay,
Wisconsin
| $1.81B | +$50M | +3% | 3.65% | 88.8% | 293 | 9.9% | 3.3 |
|
| 942 |
BP
942
Ballentine Partners
Waltham,
Massachusetts
| $1.81B | +$442M | +32% | 4.14% | 76.9% | 481 | 20.17% | 1.4 |
|
| 943 |
OCAM
943
Owl Creek Asset Management
New York
| $1.8B | -$747M | -29% | 13.8% | 320% | 36 | 52.78% | 0.6 |
|
| 944 |
RAM
944
RWC Asset Management
London,
United Kingdom
| $1.79B | +$55.8M | +3% | 3.98% | 65.4% | 146 | 21.92% | 2.1 |
|
| 945 |
PCM
945
Polaris Capital Management
Boston,
Massachusetts
| $1.79B | +$90.3M | +5% | 0.06% | 94.3% | 91 | 7.69% | 2.3 |
|
| 946 |
DGHMC
946
Dalton, Greiner, Hartman, Maher & Co
New York
| $1.79B | +$66.4M | +4% | 5.34% | 63% | 193 | 22.28% | 2 |
|
| 947 |
CSS
947
Cubist Systematic Strategies
Stamford,
Connecticut
| $1.79B | +$224M | +14% | 5.18% | 78.3% | 2,172 | 40.56% | 1.1 |
|
| 948 |
SIM
948
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.78B | +$111M | +7% | 7.33% | 45.5% | 56 | 1.79% | 3.4 |
|
| 949 |
TAL
949
TIG Advisors LLC
New York
| $1.78B | +$105M | +6% | 7.3% | 379% | 66 | 72.73% | 0.3 |
|
| 950 |
CAM
950
Contour Asset Management
New York
| $1.78B | +$125M | +8% | 7.06% | 118% | 34 | 29.41% | 1 |
|