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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
WIC
1126
Willis Investment Counsel
Gainesville,
Georgia
| $1.42B | +$37.4M | +3% | 7.2% | 53.3% | 122 | 1.64% | 3.4 |
|
| 1127 |
BAM
1127
Barrett Asset Management
New York
| $1.42B | +$46.1M | +3% | 6.45% | 78.4% | 418 | 16.75% | 2.8 |
|
| 1128 |
FFH
1128
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.42B | +$197M | +16% | 29.2% | 70.7% | 54 | 29.63% | 1.7 |
|
| 1129 |
SM
1129
Senvest Management
New York
| $1.42B | -$98.9M | -7% | 7.51% | 92.7% | 71 | 25.35% | 2.6 |
|
| 1130 |
MC
1130
Martin Currie
Edinburgh,
United Kingdom
| $1.42B | +$113M | +9% | 6.11% | 114% | 107 | 18.69% | 2.4 |
|
| 1131 |
RI
1131
Redwood Investments
Boston,
Massachusetts
| $1.42B | +$539M | +62% | 9.29% | 74.1% | 141 | 29.79% | 1.2 |
|
| 1132 |
1132
Fulton Bank
Lancaster,
Pennsylvania
| $1.42B | +$73.4M | +5% | 2.17% | 48.1% | 456 | 9.65% | 2.6 |
|
| 1133 |
MFIMFI
1133
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $1.41B | -$103M | -7% | 5.74% | 26.9% | 136 | 33.82% | 0.9 |
|
| 1134 |
OA
1134
Oak Associates
Akron,
Ohio
| $1.41B | +$53M | +4% | 7.97% | 152% | 171 | 18.13% | 3 |
|
| 1135 |
1135
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.41B | +$202M | +17% | 4.07% | 85.5% | 179 | 46.93% | 1 |
|
| 1136 |
OCM
1136
Osterweis Capital Management
San Francisco,
California
| $1.41B | +$75.5M | +6% | 6.23% | 93.7% | 117 | 29.91% | 1.5 |
|
| 1137 |
1137
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.4B | +$79.8M | +6% | 6.98% | 137% | 504 | 1.19% | 3.8 |
|
| 1138 |
ACM
1138
Aviance Capital Management
Sarasota,
Florida
| $1.4B | -$51.8M | -4% | 3.33% | 22% | 361 | 35.18% | 1.2 |
|
| 1139 |
1139
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $1.4B | +$71.7M | +5% | 9.23% | 210% | 231 | 47.19% | 0.9 |
|
| 1140 |
GL
1140
GLG LLC
New York
| $1.39B | -$146M | -9% | 7.5% | 43.2% | 527 | 22.58% | 2.3 |
|
| 1141 |
DP
1141
Dearborn Partners
Chicago,
Illinois
| $1.39B | +$29.7M | +2% | 6.23% | 46.1% | 180 | 8.33% | 3.5 |
|
| 1142 |
1142
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.39B | +$49.2M | +4% | 6.96% | 80.3% | 292 | 4.45% | 3.2 |
|
| 1143 |
EMG
1143
ETF Managers Group
Summit,
New Jersey
| $1.38B | +$209M | +18% | 6.46% | 77.7% | 545 | 17.8% | 0.5 |
|
| 1144 |
PP
1144
Palladium Partners
Norfolk,
Virginia
| $1.38B | +$71.1M | +5% | 7.72% | 64.3% | 265 | 6.04% | 3.4 |
|
| 1145 |
KPF
1145
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.38B | -$131M | -9% | 2.94% | 76.5% | 429 | 58.74% | 0.4 |
|
| 1146 |
DAM
1146
DLD Asset Management
New York
| $1.38B | +$362M | +36% | 0.48% | 10.3% | 142 | 72.54% | 0.2 |
|
| 1147 |
BCPEM
1147
Bain Capital Public Equity Management
Boston,
Massachusetts
| $1.38B | -$209M | -13% | 6.59% | 128% | 112 | 71.43% | 0.3 |
|
| 1148 |
ACB
1148
Aristotle Capital Boston
Boston,
Massachusetts
| $1.37B | +$256M | +23% | 2.31% | 72.2% | 125 | 2.4% | 2.2 |
|
| 1149 |
1149
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.37B | +$102M | +8% | 6.8% | 77.8% | 895 | 8.72% | 2.7 |
|
| 1150 |
PIM
1150
Paradice Investment Management
Denver,
Colorado
| $1.37B | +$32M | +2% | 8.1% | 77.6% | 34 | 5.88% | 2.8 |
|