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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1301 |
JC
1301
JBF Capital
Aspen,
Colorado
| $841M | +$101M | +14% | 5.66% | 92.9% | 154 | 21.43% |
|
| 1302 |
OA
1302
Oak Associates
Akron,
Ohio
| $839M | +$85M | +11% | 10.2% | 112% | 176 | 13.64% |
|
| 1303 |
FNBT
1303
FineMark National Bank & Trust
Fort Myers,
Florida
| $837M | +$95.9M | +13% | 6.67% | 69.8% | 1,582 | 19.79% |
|
| 1304 |
CAM
1304
Cormorant Asset Management
Boston,
Massachusetts
| $836M | +$210M | +34% | 29.2% | 5,257% | 96 | 23.96% |
|
| 1305 |
NSAM
1305
North Star Asset Management
Neenah,
Wisconsin
| $832M | +$29.4M | +4% | 4.74% | 48.9% | 260 | 6.15% |
|
| 1306 |
NRS
1306
Neville Rodie & Shaw
New York
| $832M | +$16M | +2% | 6.8% | 115% | 272 | 7.72% |
|
| 1307 |
1307
Rafferty Asset Management
New York
| $831M | -$435M | -34% | 4.06% | 108% | 629 | 30.37% |
|
| 1308 |
KM
1308
Kylin Management
New York
| $829M | -$108M | -12% | 8.79% | 126% | 9 | 33.33% |
|
| 1309 |
LOAMS
1309
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $829M | -$265M | -24% | 9.57% | 98.8% | 488 | 56.15% |
|
| 1310 |
CAG
1310
Crestwood Advisors Group
Boston,
Massachusetts
| $829M | +$58.9M | +8% | 3.71% | 65.9% | 163 | 19.63% |
|
| 1311 |
PAIM
1311
Punch & Associates Investment Management
Edina,
Minnesota
| $828M | +$97.3M | +13% | 4.08% | 77.5% | 283 | 39.22% |
|
| 1312 |
SM
1312
Stratton Management
King Of Prussia,
Pennsylvania
| $824M | -$49.3M | -6% | 7.22% | – | 230 | 9.13% |
|
| 1313 |
MGAI
1313
MP Global Advisers III
New York
| $823M | +$90.8M | +12% | 12.4% | 16.5% | 1 | 0% |
|
| 1314 |
MPIA
1314
Mountain Pacific Investment Advisers
Boise,
Idaho
| $821M | +$15.3M | +2% | 6.59% | 63.4% | 108 | 11.11% |
|
| 1315 |
BOS
1315
Bingham Osborn & Scarborough
San Francisco,
California
| $821M | +$25.5M | +3% | 6.01% | 51.7% | 115 | 8.7% |
|
| 1316 |
FC
1316
Foundation Capital
Palo Alto,
California
| $821M | +$3.07M | +0.4% | 3.1% | – | 9 | 0% |
|
| 1317 |
UM
1317
Ulysses Management
New York
| $819M | -$117M | -13% | 8.64% | 48.7% | 64 | 29.69% |
|
| 1318 |
SPM
1318
Symmetry Peak Management
Radnor,
Pennsylvania
| $819M | +$215M | +36% | 19.5% | 301% | 147 | 75.51% |
|
| 1319 |
ESBC
1319
E.S. Barr & Co
Lexington,
Kentucky
| $819M | +$35.3M | +5% | 4.22% | 72.6% | 91 | 10.99% |
|
| 1320 |
RVPG
1320
Relative Value Partners Group
| $816M | -$454K | -0.1% | 1.76% | 8.9% | 156 | 28.85% |
|
| 1321 |
WCM
1321
Wealthcare Capital Management
Richmond,
Virginia
| $814M | -$9.97M | -1% | 1.74% | 41.4% | 276 | 22.46% |
|
| 1322 |
MFP
1322
Michael F. Price
| $811M | +$142M | +21% | 3.67% | 42.6% | 134 | 29.1% |
|
| 1323 |
B
1323
BancorpSouth
Tupelo,
Mississippi
| $811M | +$28.7M | +4% | 1.67% | 3.86% | 268 | 21.27% |
|
| 1324 |
AB
1324
Amalgamated Bank
New York
| $811M | -$143M | -15% | 6.71% | 132% | 1,333 | 11.1% |
|
| 1325 |
LWCA
1325
Locust Wood Capital Advisers
New York
| $808M | +$68.2M | +9% | 8.73% | 115% | 41 | 19.51% |
|