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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 |
RC
1351
RGM Capital
Naples,
Florida
| $968M | -$15.6M | -2% | 5.42% | 48.6% | 21 | 19.05% | 2.5 |
|
| 1352 |
1352
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $967M | +$80.1M | +9% | 9.55% | 307% | 180 | 36.67% | 0.6 |
|
| 1353 |
SB
1353
Simmons Bank
Pine Bluff,
Arkansas
| $966M | +$73.5M | +8% | 3.94% | 92.9% | 323 | 12.69% | 1.1 |
|
| 1354 |
SPC
1354
Stone Point Capital
Greenwich,
Connecticut
| $965M | -$29M | -3% | 3.52% | 15.7% | 5 | 20% | 1.4 |
|
| 1355 |
SCM
1355
Shenkman Capital Management
New York
| $963M | -$148M | -13% | 0.14% | 3.15% | 79 | 0% | 1.5 |
|
| 1356 |
BPIM
1356
Brant Point Investment Management
New York
| $961M | +$138M | +17% | 6.29% | 169% | 165 | 35.15% | 1.4 |
|
| 1357 |
EC
1357
EJF Capital
Arlington,
Virginia
| $960M | -$224M | -19% | 4.35% | 127% | 105 | 40.95% | 1.4 |
|
| 1358 |
ICA
1358
Infrastructure Capital Advisors
New York
| $957M | +$319M | +50% | 3.74% | 52% | 118 | 22.88% | 0.6 |
|
| 1359 |
NPIC
1359
Neumeier Poma Investment Counsel
Carmel,
California
| $957M | +$98.7M | +12% | 7.92% | 229% | 39 | 10.26% | 2.2 |
|
| 1360 |
1360
Bellevue Group
Kuesnacht,
Switzerland
| $956M | +$110M | +13% | 4.43% | 159% | 136 | 6.62% | 1.2 |
|
| 1361 |
SGCIA
1361
Smith Graham & Co Investment Advisors
Houston,
Texas
| $954M | +$30.6M | +3% | 5.21% | 56.9% | 136 | 4.41% | 3.3 |
|
| 1362 |
FCP
1362
Fine Capital Partners
New York
| $954M | +$110M | +13% | 20% | 95.5% | 22 | 18.18% | 2.4 |
|
| 1363 |
VIA
1363
Virtus Investment Advisers
Hartford,
Connecticut
| $953M | -$70.9M | -7% | 4.34% | 172% | 512 | 4.3% | 0.9 |
|
| 1364 |
1364
Donaldson Capital Management
Evansville,
Indiana
| $953M | +$70.7M | +8% | 5.66% | 77.7% | 174 | 10.34% | 2.6 |
|
| 1365 |
6CM
1365
683 Capital Management
New York
| $952M | +$273M | +40% | 11.9% | 311% | 140 | 42.14% | 0.7 |
|
| 1366 |
BIC
1366
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $951M | -$24.1M | -2% | 3.03% | 36% | 169 | 11.83% | 3 |
|
| 1367 |
BAM
1367
BTS Asset Management
Lincoln,
Massachusetts
| $950M | +$117M | +14% | 0.47% | 8.8% | 10 | 20% | 1.3 |
|
| 1368 |
PP
1368
Patten & Patten
Chattanooga,
Tennessee
| $949M | +$44.6M | +5% | 4.18% | 74.1% | 260 | 8.08% | 2.8 |
|
| 1369 |
DF
1369
Donoghue Forlines
Boston,
Massachusetts
| $949M | +$67.6M | +8% | 3.92% | 199% | 119 | 56.3% | 0.2 |
|
| 1370 |
WF
1370
WealthTrust Fairport
Cleveland,
Ohio
| $948M | +$35.1M | +4% | 4.22% | 31.4% | 163 | 6.13% | 2.7 |
|
| 1371 |
BONST
1371
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $948M | +$71.4M | +8% | 6.1% | 61.4% | 473 | 74.42% | 0.7 |
|
| 1372 |
1372
Reinhart Partners
Mequon,
Wisconsin
| $947M | -$53M | -5% | 0.7% | 110% | 111 | 14.41% | 1.8 |
|
| 1373 |
WBG
1373
Wharton Business Group
Malvern,
Pennsylvania
| $946M | +$8.14M | +0.9% | 4.62% | 72.5% | 119 | 15.97% | 3 |
|
| 1374 |
RA
1374
Rovida Advisors
Fort Lauderdale,
Florida
| $945M | +$219M | +30% | 7.59% | 24.8% | 30 | 26.67% | 0.6 |
|
| 1375 |
1375
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $945M | +$49.4M | +6% | 4.5% | 45.9% | 133 | 3.76% | 2.3 |
|