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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
WhitTier Trust Company
Reno,
Nevada
| $818M | -$81.6M | -9% | 7.46% | 96.9% | 931 | 5.8% | 2 |
|
| 1327 |
1327
Foundation Capital
Palo Alto,
California
| $818M | +$73.9M | +10% | 7.97% | – | 9 | 11.11% | 0.9 |
|
| 1328 |
1328
Relative Value Partners Group
| $816M | -$39.5M | -5% | 6.1% | 8.9% | 138 | 19.57% | 0.2 |
|
| 1329 |
1329
Sandy Spring Bank
Olney,
Maryland
| $816M | -$67.1M | -8% | 7.55% | 31.4% | 1,045 | 17.22% | 1.3 |
|
| 1330 |
1330
Neville Rodie & Shaw
New York
| $816M | -$96.6M | -11% | 7.5% | 125% | 275 | 7.64% | 2 |
|
| 1331 |
1331
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $814M | -$107M | -12% | 9.87% | 85.6% | 54 | 18.52% | 1 |
|
| 1332 |
1332
Brigade Capital Management
New York
| $814M | -$972M | -54% | 18.2% | 42.7% | 65 | 55.38% | 0.7 |
|
| 1333 |
1333
Wafra Inc
New York
| $814M | -$107M | -12% | 9.68% | 45.9% | 86 | 36.05% | 0.9 |
|
| 1334 |
BIC
1334
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $813M | -$195M | -19% | 8.7% | 36% | 188 | 15.43% | 1.8 |
|
| 1335 |
1335
Rutabaga Capital Management
Boston,
Massachusetts
| $812M | -$184M | -18% | 12.6% | 57% | 68 | 10.29% | 1.7 |
|
| 1336 |
LM
1336
Litespeed Management
New York
| $812M | -$433M | -35% | 16.2% | 73.7% | 35 | 48.57% | 0.7 |
|
| 1337 |
1337
St. James Investment Company
Southlake,
Texas
| $811M | -$77.8M | -9% | 5.72% | 43.8% | 66 | 16.67% | 1.3 |
|
| 1338 |
1338
Barometer Capital Management
Toronto,
Ontario, Canada
| $810M | -$420M | -34% | 1.98% | 336% | 205 | 67.8% | 0.4 |
|
| 1339 |
1339
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $808M | -$90.3M | -10% | 5.89% | 95.6% | 185 | 15.68% | 1.7 |
|
| 1340 |
1340
Cumberland Partners
Toronto,
Ontario, Canada
| $807M | -$70.6M | -8% | 10.6% | 101% | 67 | 20.9% | 1.2 |
|
| 1341 |
1341
Mountain Pacific Investment Advisers
Boise,
Idaho
| $806M | -$57.1M | -7% | 4.56% | 79.5% | 111 | 7.21% | 2 |
|
| 1342 |
1342
Windham Capital Management
Boston,
Massachusetts
| $804M | -$556M | -41% | 4.04% | 8.3% | 30 | 30% | 1.6 |
|
| 1343 |
1343
Glazer Capital LLC
New York
| $804M | -$107M | -12% | 15.7% | 323% | 112 | 58.04% | 0.3 |
|
| 1344 |
1344
Olstein Capital Management
Purchase,
New York
| $803M | -$159M | -17% | 14.2% | 16.6% | 124 | 16.13% | 1.5 |
|
| 1345 |
1345
North Star Asset Management
Neenah,
Wisconsin
| $803M | -$77.3M | -9% | 7.12% | 62% | 278 | 11.87% | 2 |
|
| 1346 |
1346
Stratos Wealth Partners
Beachwood,
Ohio
| $796M | +$17.2M | +2% | 6.34% | 83.3% | 634 | 32.49% | 0.7 |
|
| 1347 |
1347
Bingham Osborn & Scarborough
San Francisco,
California
| $795M | -$33M | -4% | 7.11% | 51.7% | 125 | 18.4% | 1.8 |
|
| 1348 |
MSU
1348
Maple Securities USA
Jersey City,
New Jersey
| $794M | -$257M | -24% | 6.87% | – | 233 | 84.12% | 1.3 |
|
| 1349 |
1349
Mount Lucas Management
Newtown,
Pennsylvania
| $792M | +$271M | +52% | 1.86% | 109% | 129 | 45.74% | 0.5 |
|
| 1350 |
1350
Exane Derivatives
Paris,
France
| $791M | -$139M | -15% | 5.3% | 42.7% | 586 | 20.82% | 0.6 |
|