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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
MSU
1001
Maple Securities USA
Jersey City,
New Jersey
| $1.37B | +$116M | +9% | 9.33% | – | 595 | 72.77% | 0.2 |
|
| 1002 |
CIM
1002
Calvert Investment Management
Bethesda,
Maryland
| $1.37B | +$567M | +71% | 9.61% | 30.9% | 403 | 31.27% | 0.4 |
|
| 1003 |
ABI
1003
Abrams Bison Investments
Bethesda,
Maryland
| $1.37B | +$16.2M | +1% | 11.5% | 170% | 10 | 10% | 0.5 |
|
| 1004 |
DCM
1004
Decade Capital Management
New York
| $1.37B | -$378M | -22% | 7.14% | – | 311 | 70.74% | 0.2 |
|
| 1005 |
SAM
1005
Symphony Asset Management
San Francisco,
California
| $1.37B | +$378M | +38% | 6.4% | 21.6% | 513 | 41.91% | 0.3 |
|
| 1006 |
1006
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.37B | +$124M | +10% | 10.7% | 137% | 507 | 2.96% | 0.2 |
|
| 1007 |
1007
Cincinnati Financial Corp
Fairfield,
Ohio
| $1.36B | +$110M | +9% | 9.05% | 74.2% | 45 | 0% | 0.5 |
|
| 1008 |
SI
1008
Standard Investments
New York
| $1.36B | +$832M | +159% | 18% | 29.6% | 197 | 77.16% | 0.1 |
|
| 1009 |
JCM
1009
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.35B | +$132M | +11% | 7.66% | 70.7% | 235 | 30.21% | 0.4 |
|
| 1010 |
WC
1010
Walthausen & Co
Malta,
New York
| $1.35B | +$93.3M | +7% | 9.44% | 63.3% | 130 | 22.31% | 0.4 |
|
| 1011 |
1011
Ronald Blue & Co
Roswell,
Georgia
| $1.35B | +$120M | +10% | 0.46% | 2.44% | 319 | 15.99% | 0.4 |
|
| 1012 |
FTIOP
1012
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| $1.34B | +$126M | +10% | 9.98% | 18.6% | 352 | 13.35% | 0.4 |
|
| 1013 |
1013
Marshfield Associates
Washington,
District of Columbia
| $1.34B | +$23.7M | +2% | 7.94% | 59.7% | 27 | 7.41% | 0.5 |
|
| 1014 |
SRFM
1014
Shannon River Fund Management
New York
| $1.34B | -$115M | -8% | 12.6% | 554% | 74 | 48.65% | 0.3 |
|
| 1015 |
FCI
1015
Financial Counselors Inc
Overland Park,
Kansas
| $1.33B | +$123M | +10% | 9.14% | 77.1% | 426 | 11.03% | 0.5 |
|
| 1016 |
SIC
1016
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.33B | +$158M | +13% | 10.5% | 87.8% | 208 | 6.73% | 0.5 |
|
| 1017 |
1017
Alpha Wave Global
New York
| $1.33B | +$318M | +31% | 16.4% | 226% | 25 | 28% | 0.4 |
|
| 1018 |
FA
1018
Friess Associates
Greenville,
Delaware
| $1.33B | +$78.7M | +6% | 14.3% | 256% | 184 | 50.54% | 0.3 |
|
| 1019 |
MIS
1019
Morningstar Investment Services
Chicago,
Illinois
| $1.33B | +$183M | +16% | 5% | 22.4% | 211 | 12.8% | 0.4 |
|
| 1020 |
DVM
1020
Dreman Value Management
West Palm Beach,
Florida
| $1.32B | +$214M | +19% | 10.4% | 36.6% | 424 | 37.26% | 0.2 |
|
| 1021 |
ELC
1021
Edgar Lomax Company
Kingstowne,
Virginia
| $1.32B | +$103M | +8% | 8.88% | 66.2% | 69 | 11.59% | 0.4 |
|
| 1022 |
GCM
1022
Gruss Capital Management
New York
| $1.32B | +$305M | +30% | 5.45% | 62.1% | 77 | 45.45% | 0.3 |
|
| 1023 |
BRIM
1023
Broad Run Investment Management
Arlington,
Virginia
| $1.32B | +$232M | +21% | 10.2% | 202% | 36 | 36.11% | 0.3 |
|
| 1024 |
SII
1024
Silchester International Investors
London,
United Kingdom
| $1.32B | +$56.3M | +4% | 6.06% | 53.9% | 3 | 0% | 0.5 |
|
| 1025 |
BFC
1025
Banc Funds Company
Chicago,
Illinois
| $1.31B | +$98.9M | +8% | 11.3% | 69% | 234 | 13.25% | 0.4 |
|