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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 |
LG
1351
Leuthold Group
Minneapolis,
Minnesota
| $928M | +$34.3M | +4% | 5.95% | 126% | 235 | 19.15% | 1.3 |
|
| 1352 |
MAMNY
1352
Marathon Asset Management (New York)
New York
| $928M | +$801M | +632% | 0.53% | 490% | 15 | 40% | 1 |
|
| 1353 |
GHA
1353
GW Henssler & Associates
Kennesaw,
Georgia
| $927M | +$23.2M | +3% | 4.62% | 62.4% | 155 | 15.48% | 2.4 |
|
| 1354 |
AIU
1354
Algebris Investments (UK)
London,
United Kingdom
| $926M | +$299M | +48% | 0.68% | 15.3% | 103 | 62.14% | 0.6 |
|
| 1355 |
MCM
1355
Maltese Capital Management
New York
| $926M | -$185M | -17% | 1.2% | 114% | 210 | 27.14% | 1.6 |
|
| 1356 |
SRC
1356
Shufro Rose & Co
New York
| $926M | +$30.2M | +3% | 4.42% | 68.1% | 282 | 9.93% | 2.5 |
|
| 1357 |
TCOV
1357
Trust Company of Vermont
Brattleboro,
Vermont
| $925M | +$57.5M | +7% | 5.1% | – | 1,004 | 17.63% | 2.5 |
|
| 1358 |
RIM
1358
Rainier Investment Management
Seattle,
Washington
| $924M | -$103M | -10% | 7.25% | 64.8% | 164 | 13.41% | 1.5 |
|
| 1359 |
TOGEPT
1359
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $924M | -$115M | -11% | 5.7% | 184% | 1 | 0% | 0.3 |
|
| 1360 |
M
1360
MOTCO
San Antonio,
Texas
| $920M | +$24M | +3% | 2.56% | 63.5% | 679 | 22.24% | 2.2 |
|
| 1361 |
NC
1361
Northpointe Capital
Bloomfield Hills,
Michigan
| $917M | -$88.2M | -9% | 0.96% | 33% | 211 | 33.18% | 1.3 |
|
| 1362 |
PWAG
1362
Polaris Wealth Advisory Group
San Rafael,
California
| $917M | +$53.5M | +6% | 5.44% | 64% | 128 | 28.91% | 1 |
|
| 1363 |
SCA
1363
Secor Capital Advisors
New York
| $915M | +$95.8M | +12% | 4.47% | 43.5% | 683 | 64.28% | 0.4 |
|
| 1364 |
HC
1364
Henshaw Capital
Woburn,
Massachusetts
| $914M | +$67.7M | +8% | 6.77% | 128% | 292 | 9.59% | 0.9 |
|
| 1365 |
MCM
1365
Marcato Capital Management
San Francisco,
California
| $913M | +$49.2M | +6% | 3.74% | 142% | 30 | 40% | 0.8 |
|
| 1366 |
1366
Grimes & Company
Westborough,
Massachusetts
| $913M | +$50.7M | +6% | 5.02% | 66.2% | 227 | 16.3% | 2.1 |
|
| 1367 |
WCM
1367
Wealthcare Capital Management
Richmond,
Virginia
| $912M | +$49.1M | +6% | 3.52% | 41.4% | 207 | 6.28% | 2.6 |
|
| 1368 |
FI
1368
FormulaFolio Investments
Grand Rapids,
Michigan
| $908M | +$161M | +22% | 4.55% | 41.4% | 239 | 35.56% | 0.7 |
|
| 1369 |
SB
1369
Simmons Bank
Pine Bluff,
Arkansas
| $907M | +$16.2M | +2% | 2.49% | 92.9% | 336 | 28.27% | 0.8 |
|
| 1370 |
1370
Old Mission Capital
Chicago,
Illinois
| $904M | -$401M | -31% | 8.28% | 55.3% | 509 | 61.49% | 0.5 |
|
| 1371 |
LOAMS
1371
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $902M | +$506M | +128% | 9.68% | 135% | 364 | 77.47% | 0.2 |
|
| 1372 |
CB
1372
Chemical Bank
Detroit,
Michigan
| $901M | +$27M | +3% | 4.56% | 36.5% | 381 | 8.92% | 2.6 |
|
| 1373 |
TCA
1373
Taconic Capital Advisors
New York
| $900M | +$178M | +25% | 6.64% | 273% | 43 | 55.81% | 0.9 |
|
| 1374 |
QAM
1374
Quentec Asset Management
New York
| $899M | +$1.4M | +0.2% | 15.9% | 43.5% | 58 | 41.38% | 0.9 |
|
| 1375 |
VIP
1375
Vantage Investment Partners
Kansas City,
Missouri
| $899M | +$147M | +19% | 2.6% | 50.9% | 69 | 23.19% | 2.1 |
|