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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
LIA
1226
LS Investment Advisors
Bloomfield Hills,
Michigan
| $831M | +$53.2M | +7% | 6.33% | 98.7% | 1,060 | 22.55% | 0.2 |
|
| 1227 |
ANRF
1227
Adams Natural Resources Fund
Baltimore,
Maryland
| $827M | +$61.6M | +8% | 9.14% | 43% | 47 | 8.51% | 0.2 |
|
| 1228 |
SCM
1228
SKBA Capital Management
San Francisco,
California
| $825M | -$24.3M | -3% | 5.02% | 53.9% | 92 | 6.52% | 0.2 |
|
| 1229 |
NIM
1229
Northeast Investment Management
Boston,
Massachusetts
| $824M | +$44.6M | +6% | 5.84% | 93.4% | 170 | 15.88% | 0.2 |
|
| 1230 |
SCM
1230
SAB Capital Management
New York
| $819M | +$369M | +82% | 27.2% | – | 15 | 60% | 0.1 |
|
| 1231 |
M
1231
MOTCO
San Antonio,
Texas
| $819M | +$32.3M | +4% | 2.03% | 63.5% | 631 | 9.67% | 0.2 |
|
| 1232 |
NPIT
1232
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $816M | +$34.9M | +4% | 5.19% | 40.9% | 227 | 10.57% | 0.2 |
|
| 1233 |
P
1233
Pitcairn
Conshohocken,
Pennsylvania
| $816M | +$68.7M | +9% | 6.61% | 111% | 484 | 20.66% | 0.2 |
|
| 1234 |
1234
Ballentine Partners
Waltham,
Massachusetts
| $815M | +$71.6M | +10% | 6.79% | 76.9% | 147 | 21.09% | 0.2 |
|
| 1235 |
AWMDMG
1235
Austin W. Marxe & David M. Greenhouse
New York
| $815M | +$73M | +10% | 22.4% | – | 150 | 18% | 0.2 |
|
| 1236 |
CP
1236
Cumberland Partners
Toronto,
Ontario, Canada
| $813M | +$28.9M | +4% | 11% | 101% | 78 | 35.9% | 0.2 |
|
| 1237 |
FAB
1237
First American Bank
Dundee,
Illinois
| $811M | +$90.3M | +13% | 3.69% | 99.7% | 195 | 8.21% | 0.2 |
|
| 1238 |
PRC
1238
Platte River Capital
Denver,
Colorado
| $811M | -$48.5M | -6% | 7.05% | – | 235 | 29.79% | 0.2 |
|
| 1239 |
CCM
1239
Catapult Capital Management
New York
| $809M | +$569M | +237% | 13.5% | – | 359 | 72.42% | 0.1 |
|
| 1240 |
1240
Peconic Partners
New York
| $808M | +$52.6M | +7% | 11.5% | 300% | 89 | 43.82% | 0.2 |
|
| 1241 |
AC
1241
Andromeda Capital
White Plains,
New York
| $806M | +$92M | +13% | 11% | – | 122 | 72.95% | 0.1 |
|
| 1242 |
TNBTD
1242
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $804M | +$33.4M | +4% | 2.47% | 58.6% | 329 | 6.38% | 0.2 |
|
| 1243 |
CIM
1243
Calvert Investment Management
Bethesda,
Maryland
| $803M | +$68.1M | +9% | 5.6% | 30.9% | 347 | 12.1% | 0.2 |
|
| 1244 |
LM
1244
Lincluden Management
Mississauga,
Ontario, Canada
| $801M | -$42.7B | -98% | 7.69% | 56.6% | 83 | 8.43% | 0.2 |
|
| 1245 |
MPMG
1245
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $800M | +$46M | +6% | 10.5% | 140% | 30 | 6.67% | 0.3 |
|
| 1246 |
SAM
1246
Serengeti Asset Management
New York
| $798M | -$170M | -18% | 9.98% | 14.9% | 60 | 60% | 0.2 |
|
| 1247 |
PFC
1247
Poplar Forest Capital
Pasadena,
California
| $797M | +$79.3M | +11% | 5.81% | 30% | 53 | 18.87% | 0.2 |
|
| 1248 |
1248
AMG National Trust Bank
Greenwood Village,
Colorado
| $797M | +$55.5M | +7% | 6.69% | 61.4% | 243 | 15.23% | 0.2 |
|
| 1249 |
KCA
1249
KKR Credit Advisors
San Francisco,
California
| $796M | +$63.1M | +9% | 8.46% | – | 93 | 66.67% | 0.1 |
|
| 1250 |
CC
1250
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| $792M | +$106M | +15% | 8.07% | 15.3% | 109 | 35.78% | 0.2 |
|