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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
AC
1026
Apex Capital
Orinda,
California
| $1.41B | -$190M | -12% | 2.89% | – | 82 | 51.22% | 0.6 |
|
| 1027 |
FMA
1027
Fiduciary Management Associates
Chicago,
Illinois
| $1.41B | -$102M | -7% | 4.28% | 61.2% | 131 | 17.56% | 0.8 |
|
| 1028 |
OA
1028
OFI Advisors
Philadelphia,
Pennsylvania
| $1.4B | +$9.3M | +0.7% | 1.64% | – | 1,763 | 5.67% | 1.2 |
|
| 1029 |
1029
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.4B | +$7.24M | +0.5% | 0.2% | 120% | 1,124 | 8.36% | 1 |
|
| 1030 |
TA
1030
Teton Advisors
Rye,
New York
| $1.4B | -$115M | -8% | 4.28% | 139% | 550 | 7.45% | 1.1 |
|
| 1031 |
CPCM
1031
Clifton Park Capital Management
Wilmington,
Delaware
| $1.4B | -$164M | -11% | 6.38% | – | 21 | 0% | 1.3 |
|
| 1032 |
LCM
1032
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.4B | -$19.7M | -1% | 0.8% | 134% | 274 | 5.11% | 1.1 |
|
| 1033 |
SIC
1033
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.4B | -$17.4M | -1% | 2.2% | 87.8% | 186 | 12.37% | 1.1 |
|
| 1034 |
1034
Westwood Global Investments
Boston,
Massachusetts
| $1.39B | +$30.3M | +2% | 3.05% | 112% | 11 | 0% | 1.3 |
|
| 1035 |
OC
1035
Orange Capital
Manhasset,
New York
| $1.39B | +$613M | +79% | 10.1% | 38.5% | 17 | 47.06% | 0.4 |
|
| 1036 |
RWJF
1036
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.39B | +$25.9M | +2% | 1.87% | 4.83% | 2 | 50% | 0.6 |
|
| 1037 |
1037
Tokio Marine Asset Management
Tokyo,
Japan
| $1.38B | -$93.9M | -6% | 1.14% | 129% | 522 | 7.28% | 1.2 |
|
| 1038 |
1038
Park National Corp
Newark,
Ohio
| $1.38B | -$82.5M | -6% | 0.03% | 92.7% | 340 | 8.24% | 1.1 |
|
| 1039 |
1039
Reinhart Partners
Mequon,
Wisconsin
| $1.37B | -$18M | -1% | 3.29% | 110% | 195 | 14.36% | 1 |
|
| 1040 |
1040
First National Bank of Omaha
Omaha,
Nebraska
| $1.37B | -$43.4M | -3% | 0.27% | 70.9% | 417 | 11.51% | 1 |
|
| 1041 |
1041
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.37B | -$122M | -8% | 6.93% | 47.8% | 137 | 21.17% | 1.1 |
|
| 1042 |
1042
Washington Trust
Westerly,
Rhode Island
| $1.36B | -$80K | -0% | 0.24% | 90.7% | 195 | 6.67% | 1.1 |
|
| 1043 |
1043
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.36B | – | – | 1.34% | 137% | 500 | – | 1 |
|
| 1044 |
1044
IndexIQ Advisors
New York
| $1.36B | +$101M | +8% | 1.89% | 91.6% | 249 | 17.67% | 0.9 |
|
| 1045 |
CIM
1045
Contrarius Investment Management
St. Helier,
Jersey
| $1.35B | -$46.8M | -3% | 0.45% | 112% | 39 | 28.21% | 0.8 |
|
| 1046 |
B
1046
BloombergSen
Toronto,
Ontario, Canada
| $1.35B | +$140M | +12% | 0.05% | 46.9% | 20 | 40% | 0.8 |
|
| 1047 |
GA
1047
Glenhill Advisors
New York
| $1.35B | +$121M | +10% | 5.28% | 32.3% | 99 | 52.53% | 0.7 |
|
| 1048 |
CIM
1048
Calvert Investment Management
Bethesda,
Maryland
| $1.35B | -$140M | -9% | 0.22% | 30.9% | 625 | 51.2% | 0.6 |
|
| 1049 |
PM
1049
Pembroke Management
Montreal,
Quebec, Canada
| $1.35B | +$54.4M | +4% | 3.51% | 94.5% | 47 | 21.28% | 1 |
|
| 1050 |
CC
1050
Colrain Capital
Boston,
Massachusetts
| $1.34B | -$47.1M | -3% | 1.16% | – | 108 | 5.56% | 1.1 |
|