We are live on
!
Find out more
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 |
CB
1351
Chemical Bank
Detroit,
Michigan
| $874M | +$132M | +18% | 5.85% | 36.5% | 367 | 12.26% | 2.5 |
|
| 1352 |
1352
Aristeia Capital
Greenwich,
Connecticut
| $874M | -$954M | -52% | 1.53% | 73.2% | 49 | 30.61% | 0.9 |
|
| 1353 |
JCP
1353
Jabre Capital Partners
Geneva,
Switzerland
| $874M | +$143M | +20% | 20.1% | 62.9% | 138 | 65.22% | 0.4 |
|
| 1354 |
BONST
1354
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $873M | +$33.8M | +4% | 3.65% | 61.4% | 119 | 10.92% | 2.4 |
|
| 1355 |
1355
Salem Investment Counselors
Winston Salem,
North Carolina
| $872M | +$106M | +14% | 4.33% | 181% | 725 | 30.76% | 1 |
|
| 1356 |
1356
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $870M | -$7.47M | -0.9% | 3.16% | 95.6% | 210 | 16.67% | 2 |
|
| 1357 |
TCOV
1357
Trust Company of Vermont
Brattleboro,
Vermont
| $868M | +$70.3M | +9% | 2.55% | – | 1,005 | 21.89% | 2.2 |
|
| 1358 |
1358
Tokio Marine Asset Management
Tokyo,
Japan
| $867M | -$51.8M | -6% | 5.22% | 129% | 500 | 9.4% | 3.1 |
|
| 1359 |
MG
1359
Mitchell Group
Houston,
Texas
| $865M | -$152M | -15% | 2.27% | 0.96% | 31 | 22.58% | 2.1 |
|
| 1360 |
MCM
1360
Marcato Capital Management
San Francisco,
California
| $864M | -$296M | -26% | 7.8% | 142% | 30 | 30% | 0.8 |
|
| 1361 |
1361
New York Life Investment Management
New York
| $863M | -$49M | -5% | 1.91% | 100% | 42 | 19.05% | 1.8 |
|
| 1362 |
PWAG
1362
Polaris Wealth Advisory Group
San Rafael,
California
| $863M | +$26M | +3% | 6.36% | 64% | 133 | 32.33% | 0.8 |
|
| 1363 |
WCM
1363
Wealthcare Capital Management
Richmond,
Virginia
| $863M | -$27.9M | -3% | 1.2% | 41.4% | 225 | 16.89% | 2.4 |
|
| 1364 |
GCIA
1364
Gabelli & Co Investment Advisers
Rye,
New York
| $862M | +$7.74M | +0.9% | 9.32% | 248% | 206 | 45.63% | 1.1 |
|
| 1365 |
1365
Grimes & Company
Westborough,
Massachusetts
| $862M | +$115M | +15% | 2.18% | 66.2% | 227 | 18.06% | 2 |
|
| 1366 |
GJL
1366
Gendell Jeffrey L
| $861M | +$185M | +27% | 22.3% | 748% | 71 | 22.54% | 1.9 |
|
| 1367 |
FVP
1367
Firefly Value Partners
Newtown,
Pennsylvania
| $861M | +$138M | +19% | 17.9% | 25.7% | 70 | 57.14% | 0.9 |
|
| 1368 |
OCA
1368
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $860M | +$191M | +29% | 6.69% | 173% | 109 | 64.22% | 0.4 |
|
| 1369 |
SOAMC
1369
Spirit of America Management Corp
Syosset,
New York
| $858M | +$90.4M | +12% | 3.69% | 113% | 373 | 7.77% | 2 |
|
| 1370 |
BOTOTLSJU
1370
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $856M | -$63.8M | -7% | 4.08% | 142% | 26 | 42.31% | 0.9 |
|
| 1371 |
1371
Intermede Investment Partners
London,
United Kingdom
| $853M | -$50.2M | -6% | 0.28% | 76.7% | 28 | 10.71% | 0.8 |
|
| 1372 |
ESBC
1372
E.S. Barr & Co
Lexington,
Kentucky
| $851M | +$37.8M | +5% | 8.64% | 73.5% | 90 | 7.78% | 2.6 |
|
| 1373 |
TCM
1373
Tributary Capital Management
Omaha,
Nebraska
| $851M | +$82.2M | +11% | 11.2% | 82.3% | 204 | 11.27% | 1.9 |
|
| 1374 |
LDB
1374
Lee, Danner & Bass
Nashville,
Tennessee
| $850M | +$29.9M | +4% | 7.22% | – | 169 | 5.33% | 2.9 |
|
| 1375 |
SCM
1375
SKBA Capital Management
San Francisco,
California
| $850M | -$45.3M | -5% | 7.71% | 53.9% | 83 | 16.87% | 2.2 |
|