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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
RVP
1351
Relative Value Partners
Northbrook,
Illinois
| $861M | +$49.6M | +6% | 1.27% | – | 133 | 22.56% | 0.9 |
|
| 1352 |
1352
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $860M | +$9.74M | +1% | 7.4% | 95.6% | 198 | 18.18% | 1.2 |
|
| 1353 |
HCM
1353
Hirzel Capital Management
Dallas,
Texas
| $860M | -$7.1M | -0.8% | 28% | 63.7% | 31 | 51.61% | 0.7 |
|
| 1354 |
1354
Shelton Capital Management
Denver,
Colorado
| $859M | +$115M | +15% | 5.74% | 161% | 828 | 13.29% | 1.2 |
|
| 1355 |
FMW
1355
Farr Miller & Washington
Washington,
District of Columbia
| $858M | +$89.6M | +12% | 8.32% | 62.3% | 141 | 14.89% | 1.3 |
|
| 1356 |
SIM
1356
Sadoff Investment Management
Milwaukee,
Wisconsin
| $858M | +$81.1M | +10% | 9.71% | 49.2% | 56 | 7.14% | 1.2 |
|
| 1357 |
RSCM
1357
Rock Springs Capital Management
Baltimore,
Maryland
| $855M | +$208M | +32% | 15.5% | 342% | 104 | 30.77% | 0.6 |
|
| 1358 |
1358
Catalyst Capital Advisors
Huntington,
New York
| $852M | +$76.1M | +10% | 4.72% | 62.7% | 627 | 54.39% | 0.4 |
|
| 1359 |
1359
Perpetual Ltd
Sydney, New South Wales,
Australia
| $850M | -$76.4M | -8% | 5.62% | 104% | 229 | 15.28% | 1.1 |
|
| 1360 |
ACM
1360
Archer Capital Management
New York
| $847M | -$61.5M | -7% | 7.92% | 72.3% | 51 | 43.14% | 0.6 |
|
| 1361 |
MCM
1361
Maltese Capital Management
New York
| $845M | +$15.4M | +2% | 7.3% | 114% | 235 | 28.09% | 0.8 |
|
| 1362 |
JGC
1362
J. Goldman & Co
New York
| $844M | -$811M | -49% | 6.67% | 106% | 364 | 77.47% | 0.3 |
|
| 1363 |
C
1363
Consulta
London,
United Kingdom
| $844M | -$180M | -18% | 6.78% | 30.7% | 12 | 25% | 0.8 |
|
| 1364 |
WPC
1364
Waters Parkerson & Co
New Orleans,
Louisiana
| $844M | +$9.67M | +1% | 3.02% | 54.3% | 149 | 8.05% | 1.3 |
|
| 1365 |
VFAM
1365
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| $844M | +$24.1M | +3% | 3.94% | – | 114 | 26.32% | 1 |
|
| 1366 |
TI
1366
Turner Investments
Berwyn,
Pennsylvania
| $842M | -$825M | -49% | 10.1% | 6.36% | 595 | 33.61% | 0.8 |
|
| 1367 |
QIM
1367
Quest Investment Management
Lake Oswego,
Oregon
| $841M | -$111M | -12% | 5.15% | 105% | 217 | 45.62% | 1.2 |
|
| 1368 |
1368
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $840M | – | – | 6.02% | 74.9% | 166 | – | 0 |
|
| 1369 |
1369
Salem Investment Counselors
Winston Salem,
North Carolina
| $839M | +$6.16M | +0.7% | 4.94% | 181% | 293 | 12.97% | 1.3 |
|
| 1370 |
MFBTD
1370
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $839M | +$22.1M | +3% | 4.09% | 23.5% | 544 | 19.85% | 1.1 |
|
| 1371 |
TCCM
1371
Two Creeks Capital Management
New York
| $838M | – | – | 11.6% | 38.8% | 12 | – | 0 |
|
| 1372 |
LDB
1372
Lee, Danner & Bass
Nashville,
Tennessee
| $837M | +$28.3M | +3% | 4.14% | – | 166 | 6.02% | 1.3 |
|
| 1373 |
RIL
1373
Rothschild Investment LLC
Chicago,
Illinois
| $837M | +$15.5M | +2% | 3.27% | 99.4% | 551 | 18.33% | 1 |
|
| 1374 |
MG
1374
Mitchell Group
Houston,
Texas
| $836M | -$218M | -21% | 19.3% | 0.96% | 32 | 18.75% | 1.3 |
|
| 1375 |
OA
1375
Oak Associates
Akron,
Ohio
| $836M | +$24.5M | +3% | 5.39% | 152% | 188 | 5.85% | 1.2 |
|