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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
Ancora Advisors
Cleveland,
Ohio
| $860M | +$45.6M | +6% | 3.92% | 74.2% | 576 | 24.65% | 0.7 |
|
| 1327 |
1327
North Star Asset Management
Neenah,
Wisconsin
| $858M | +$3.19M | +0.4% | 0.55% | 62% | 258 | 7.75% | 2.6 |
|
| 1328 |
GAM
1328
GVO Asset Management
Zug,
Switzerland
| $856M | -$9.84M | -1% | 0.63% | 71.2% | 23 | 43.48% | 0.8 |
|
| 1329 |
VFA
1329
Voya Financial Advisors
Windsor,
Connecticut
| $855M | +$138M | +19% | 2.75% | 44.8% | 430 | 16.74% | 0.9 |
|
| 1330 |
DCM
1330
Dynamic Capital Management
St. Helier,
Jersey
| $854M | +$586M | +219% | 6.46% | 49.7% | 528 | 69.51% | 0.2 |
|
| 1331 |
ACM
1331
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $852M | +$75.2M | +10% | 1.05% | 70.7% | 13 | 30.77% | 1 |
|
| 1332 |
1332
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $850M | -$28.8M | -3% | 0.57% | 75.9% | 155 | 18.06% | 1.6 |
|
| 1333 |
UM
1333
Ulysses Management
New York
| $850M | -$76.5M | -8% | 4.06% | 51.8% | 57 | 29.82% | 1.6 |
|
| 1334 |
BIC
1334
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $849M | -$28.2M | -3% | 7.28% | 36% | 171 | 11.7% | 2.3 |
|
| 1335 |
DVI
1335
Deccan Value Investors
Greenwich,
Connecticut
| $847M | -$296M | -26% | 2.39% | 66.5% | 9 | 44.44% | 1.2 |
|
| 1336 |
SLF
1336
Sun Life Financial
Toronto,
Ontario, Canada
| $846M | +$795M | +1,544% | 1.89% | 65.7% | 161 | 26.09% | 1.9 |
|
| 1337 |
NC
1337
Northpointe Capital
Bloomfield Hills,
Michigan
| $846M | +$40.8M | +5% | 6.42% | 33% | 268 | 42.16% | 1 |
|
| 1338 |
WBG
1338
Wharton Business Group
Malvern,
Pennsylvania
| $845M | -$60.2M | -7% | 1.12% | 72.5% | 130 | 10% | 2.1 |
|
| 1339 |
1339
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $843M | +$8.38M | +1% | 2.86% | 95.6% | 182 | 14.84% | 1.9 |
|
| 1340 |
HH
1340
HSG Holding
Na,
Hong Kong
| $841M | +$33.7M | +4% | 13.4% | 2.73% | 10 | 40% | 1.4 |
|
| 1341 |
1341
Bailard
Foster City,
California
| $840M | +$124M | +17% | 2.59% | 105% | 336 | 37.2% | 0.4 |
|
| 1342 |
SIM
1342
Sadoff Investment Management
Milwaukee,
Wisconsin
| $837M | +$11.1M | +1% | 2.66% | 49.2% | 76 | 15.79% | 1.9 |
|
| 1343 |
PIM
1343
Paradice Investment Management
Denver,
Colorado
| $836M | +$86.3M | +12% | 4.25% | 77.6% | 30 | 6.67% | 2.1 |
|
| 1344 |
1344
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $836M | +$505K | +0.1% | 1.29% | 126% | 714 | 56.3% | 0.2 |
|
| 1345 |
NRS
1345
Neville Rodie & Shaw
New York
| $835M | +$11.9M | +1% | 3.41% | 125% | 270 | 5.56% | 2.5 |
|
| 1346 |
1346
Salem Investment Counselors
Winston Salem,
North Carolina
| $833M | +$24.2M | +3% | 2.38% | 181% | 271 | 12.92% | 2.2 |
|
| 1347 |
DY
1347
Dowling & Yahnke
San Diego,
California
| $833M | +$23M | +3% | 2.56% | 34.8% | 278 | 8.63% | 2.5 |
|
| 1348 |
OA
1348
Oak Associates
Akron,
Ohio
| $833M | +$16M | +2% | 3.13% | 152% | 173 | 9.83% | 2.2 |
|
| 1349 |
RC
1349
RGM Capital
Naples,
Florida
| $831M | +$35.5M | +4% | 10.7% | 48.6% | 21 | 4.76% | 2 |
|
| 1350 |
1350
Capital International Inc
Los Angeles,
California
| $830M | -$80.5M | -9% | 5.35% | 132% | 152 | 6.58% | 1.8 |
|