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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
MIG
1451
Mariner Investment Group
Harrison,
New York
| $666M | +$275M | +70% | 2.76% | – | 452 | 66.15% | 0.2 |
|
| 1452 |
1452
Lincoln National Corp
Radnor,
Pennsylvania
| $665M | – | – | 2.66% | 42.9% | 95 | – | 0 |
|
| 1453 |
HHMI
1453
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $663M | +$10.6M | +2% | 8.49% | 70.9% | 223 | 24.22% | 0.4 |
|
| 1454 |
CAM
1454
Cacti Asset Management
Atlanta,
Georgia
| $663M | +$81.2M | +14% | 12% | 171% | 84 | 9.52% | 0.5 |
|
| 1455 |
1455
Ancora Advisors
Cleveland,
Ohio
| $663M | +$79.8M | +14% | 7.65% | 74.2% | 467 | 22.48% | 0.4 |
|
| 1456 |
1456
Silver Lake Group
Menlo Park,
California
| $661M | -$72.3M | -10% | 8.46% | 82.8% | 6 | 0% | 0.5 |
|
| 1457 |
1457
Shelton Capital Management
Denver,
Colorado
| $661M | +$63.6M | +11% | 10.2% | 161% | 777 | 14.67% | 0.4 |
|
| 1458 |
CL
1458
Croft-Leominster
Baltimore,
Maryland
| $661M | +$50M | +8% | 10.2% | 38% | 220 | 24.09% | 0.4 |
|
| 1459 |
NAM
1459
Netols Asset Management
Mequon,
Wisconsin
| $660M | -$8.05M | -1% | 9.48% | 41.7% | 74 | 8.11% | 0.5 |
|
| 1460 |
1460
Horizon Investments
Charlotte,
North Carolina
| $658M | +$226M | +52% | 6.94% | 89.1% | 88 | 31.82% | 0.3 |
|
| 1461 |
ICAP
1461
Independence Capital Asset Partners
Denver,
Colorado
| $658M | +$68.9M | +12% | 15% | – | 124 | 62.9% | 0.2 |
|
| 1462 |
1462
Blackhill Capital
Morristown,
New Jersey
| $657M | +$35.7M | +6% | 5.2% | 212% | 119 | 36.97% | 0.3 |
|
| 1463 |
DIA
1463
Davidson Investment Advisors
Great Falls,
Montana
| $656M | +$34.9M | +6% | 9.63% | 69.5% | 166 | 6.02% | 0.5 |
|
| 1464 |
SP
1464
Summit Partners
Boston,
Massachusetts
| $656M | -$212M | -24% | 8.98% | 13.7% | 6 | 16.67% | 0.4 |
|
| 1465 |
1465
MSI Financial Services
Springfield,
Massachusetts
| $655M | +$82.9M | +14% | 7% | 19.4% | 2,753 | 22.96% | 0.4 |
|
| 1466 |
VFM
1466
Viking Fund Management
Minot,
North Dakota
| $655M | +$89.7M | +16% | 10.9% | 105% | 51 | 21.57% | 0.4 |
|
| 1467 |
1467
Busey Bank
Urbana,
Illinois
| $654M | +$47M | +8% | 8.18% | 94.2% | 187 | 12.3% | 0.4 |
|
| 1468 |
PAM
1468
Paradigm Asset Management
New York
| $653M | +$38.7M | +6% | 11.5% | 73.8% | 892 | 21.75% | 0.4 |
|
| 1469 |
TYCC
1469
Texas Yale Capital Corp
St. Petersburg,
Florida
| $652M | +$59.2M | +10% | 5.41% | 175% | 323 | 14.86% | 0.4 |
|
| 1470 |
GAM
1470
Goldentree Asset Management
New York
| $652M | +$322M | +98% | 11.2% | 27.7% | 38 | 63.16% | 0.2 |
|
| 1471 |
VFS
1471
VSR Financial Services
Overland Park,
Kansas
| $652M | +$77.3M | +13% | 6.98% | 20.7% | 621 | 24.96% | 0.4 |
|
| 1472 |
BLM
1472
Bennett Lawrence Management
New York
| $651M | +$33.6M | +5% | 14.3% | – | 104 | 43.27% | 0.3 |
|
| 1473 |
GIP
1473
Granite Investment Partners
El Segundo,
California
| $650M | +$33.5M | +5% | 10.1% | 131% | 281 | 16.73% | 0.4 |
|
| 1474 |
FWSM
1474
First Wilshire Securities Management
Pasadena,
California
| $649M | +$30M | +5% | 9.34% | 135% | 130 | 10% | 0.5 |
|
| 1475 |
TT
1475
Tiedemann Trust
Wilmington,
Delaware
| $649M | +$67.4M | +12% | 5.42% | 18.9% | 87 | 34.48% | 0.4 |
|