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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
LCM
1051
Lakewood Capital Management
New York
| $1.26B | +$32.3M | +3% | 11.8% | 45.4% | 57 | 38.6% | 0.4 |
|
| 1052 |
PIMC
1052
Praesidium Investment Management Company
New York
| $1.26B | +$64.8M | +5% | 6.81% | 79% | 14 | 7.14% | 0.5 |
|
| 1053 |
IC
1053
Inverness Counsel
New York
| $1.26B | +$93.2M | +8% | 9.76% | 53.9% | 128 | 12.5% | 0.4 |
|
| 1054 |
OC
1054
Orange Capital
Manhasset,
New York
| $1.26B | +$250M | +25% | 9.38% | 38.5% | 13 | 38.46% | 0.3 |
|
| 1055 |
1055
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.26B | +$191M | +18% | 9.47% | 120% | 1,092 | 9.25% | 0.3 |
|
| 1056 |
1056
Reinhart Partners
Mequon,
Wisconsin
| $1.26B | +$70.7M | +6% | 6.98% | 110% | 212 | 20.28% | 0.4 |
|
| 1057 |
1057
First Allied Advisory Services
San Diego,
California
| $1.25B | -$470M | -27% | 7.56% | 33.5% | 1,119 | 25.74% | 0.4 |
|
| 1058 |
AMI
1058
Amica Mutual Insurance
Providence,
Rhode Island
| $1.24B | +$70.6M | +6% | 9.8% | 80.4% | 391 | 3.84% | 0.5 |
|
| 1059 |
1059
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $1.24B | +$105M | +9% | 9.23% | 77.4% | 291 | 7.56% | 0.5 |
|
| 1060 |
CRAM
1060
Claren Road Asset Management
New York
| $1.24B | +$615M | +98% | 8.54% | – | 41 | 70.73% | 0.2 |
|
| 1061 |
GMIM
1061
General Motors Investment Management
New York
| $1.24B | +$92.1M | +8% | 8.37% | 41.2% | 1,065 | 25.73% | 0.4 |
|
| 1062 |
GAI
1062
General American Investors
New York
| $1.23B | +$82.8M | +7% | 7.64% | 129% | 61 | 11.48% | 0.5 |
|
| 1063 |
OA
1063
OFI Advisors
Philadelphia,
Pennsylvania
| $1.23B | +$191M | +18% | 11.1% | – | 1,761 | 4.2% | 0.5 |
|
| 1064 |
TP
1064
Tesuji Partners
Fort Lee,
New Jersey
| $1.23B | +$134M | +12% | 9.81% | 20% | 9 | 0% | 0.5 |
|
| 1065 |
WSA
1065
Wall Street Associates
Lajolla,
California
| $1.22B | +$147M | +14% | 17.3% | 94.4% | 350 | 26.29% | 0.4 |
|
| 1066 |
BCMU
1066
BlueCrest Capital Management (UK)
St. Peter Port,
Guernsey
| $1.22B | -$759M | -38% | 5.98% | – | 546 | 72.53% | 0.1 |
|
| 1067 |
SPC
1067
Silver Point Capital
Greenwich,
Connecticut
| $1.22B | +$179M | +17% | 4.82% | 108% | 44 | 54.55% | 0.3 |
|
| 1068 |
BFA
1068
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.22B | +$89.1M | +8% | 6.03% | 80.6% | 172 | 27.33% | 0.4 |
|
| 1069 |
1069
Brinker Capital
Berwyn,
Pennsylvania
| $1.21B | +$215M | +22% | 6.69% | 36.1% | 154 | 20.78% | 0.4 |
|
| 1070 |
1070
Mizuho Securities USA
New York
| $1.21B | -$360M | -23% | 7.09% | 99% | 154 | 16.88% | 0.4 |
|
| 1071 |
DCC
1071
Dow Chemical Company
Midland,
Michigan
| $1.21B | +$11.6M | +1% | 9.18% | 29.4% | 93 | 31.18% | 0.4 |
|
| 1072 |
BC
1072
BHR Capital
New York
| $1.21B | +$155M | +15% | 8.03% | 5.89% | 54 | 48.15% | 0.3 |
|
| 1073 |
1073
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $1.2B | -$60.8M | -5% | 8.06% | 109% | 390 | 29.49% | 0.4 |
|
| 1074 |
ACMM
1074
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $1.2B | +$33.6M | +3% | 10.2% | 97.7% | 137 | 21.17% | 0.4 |
|
| 1075 |
ICM
1075
ICC Capital Management
Orlando,
Florida
| $1.2B | -$180M | -13% | 10.2% | – | 262 | 16.79% | 0.4 |
|