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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 |
SBCM
1451
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $701M | -$11M | -2% | 0.14% | 72.3% | 71 | 16.9% | 0.7 |
|
| 1452 |
1452
Kahn Brothers Group
New York
| $701M | +$119M | +21% | 1.64% | 53.4% | 42 | 0% | 0.7 |
|
| 1453 |
SPC
1453
Standard Pacific Capital
San Francisco,
California
| $697M | +$122M | +21% | 9.47% | – | 53 | 66.04% | 0.2 |
|
| 1454 |
1454
G.F.W. Energy X
Dallas,
Texas
| $696M | – | – | 18.1% | 71.3% | 2 | – | 0 |
|
| 1455 |
1455
MSI Financial Services
Springfield,
Massachusetts
| $695M | +$39.8M | +6% | 1.84% | 19.4% | 2,786 | 12.06% | 0.6 |
|
| 1456 |
1456
Redwood Investments
Boston,
Massachusetts
| $695M | +$27.3M | +4% | 5.12% | 74.1% | 215 | 21.4% | 0.6 |
|
| 1457 |
1457
Ares Management
Los Angeles,
California
| $694M | +$71.9M | +12% | 9.07% | 2.02% | 7 | 14.29% | 0.6 |
|
| 1458 |
1458
Blackhill Capital
Morristown,
New Jersey
| $693M | +$36.4M | +6% | 7.09% | 212% | 119 | 24.37% | 0.6 |
|
| 1459 |
SGCIA
1459
Smith Graham & Co Investment Advisors
Houston,
Texas
| $692M | -$15.1M | -2% | 4.17% | 56.9% | 137 | 5.11% | 0.7 |
|
| 1460 |
1460
Moody Lynn & Lieberson
Boston,
Massachusetts
| $690M | -$43.6M | -6% | 2.3% | 142% | 234 | 32.91% | 0.5 |
|
| 1461 |
SLCM
1461
Seven Locks Capital Management
New York
| $690M | +$339M | +97% | 5.97% | 50.1% | 43 | 44.19% | 0.2 |
|
| 1462 |
1462
Aspiriant LLC
Los Angeles,
California
| $690M | +$48.3M | +8% | 1.7% | 52.7% | 86 | 25.58% | 0.5 |
|
| 1463 |
1463
Ironwood Investment Management
Boston,
Massachusetts
| $689M | -$29.7M | -4% | 2.49% | 164% | 159 | 3.77% | 0.7 |
|
| 1464 |
1464
Stock Yards Bank & Trust
Louisville,
Kentucky
| $689M | +$16.8M | +2% | 0.75% | 82.8% | 237 | 12.66% | 0.6 |
|
| 1465 |
1465
NBT Bank
Norwich,
New York
| $689M | -$9.5M | -1% | 1.43% | 77% | 213 | 6.1% | 0.7 |
|
| 1466 |
1466
First Allied Asset Management
San Diego,
California
| $689M | -$6.78M | -1% | 1.77% | – | 218 | 41.74% | 0.5 |
|
| 1467 |
1467
Essex Investment Management
Boston,
Massachusetts
| $687M | -$20.5M | -3% | 6.47% | 370% | 404 | 25.74% | 0.5 |
|
| 1468 |
1468
Shelton Capital Management
Denver,
Colorado
| $682M | +$20.8M | +3% | 2.57% | 161% | 792 | 8.84% | 0.6 |
|
| 1469 |
1469
Perpetual Ltd
Sydney, New South Wales,
Australia
| $681M | -$79.4M | -10% | 3.81% | 104% | 258 | 38.37% | 0.6 |
|
| 1470 |
CAM
1470
Centre Asset Management
New York
| $677M | +$32M | +5% | 3.21% | 45.3% | 93 | 27.96% | 0.5 |
|
| 1471 |
BLM
1471
Bennett Lawrence Management
New York
| $675M | +$24.5M | +4% | 21% | – | 107 | 35.51% | 0.4 |
|
| 1472 |
1472
Hollencrest Capital Management
Newport Beach,
California
| $675M | +$61.3M | +10% | 1.6% | 85.6% | 462 | 24.68% | 0.2 |
|
| 1473 |
TEC
1473
Tiger Eye Capital
Nashville,
Tennessee
| $674M | -$125M | -16% | 8.25% | 116% | 65 | 58.46% | 0.4 |
|
| 1474 |
1474
Oxbow Advisors
Austin,
Texas
| $674M | -$35.4M | -5% | 2.09% | 66.3% | 238 | 13.87% | 0.6 |
|
| 1475 |
1475
Consonance Capital Management
New York
| $672M | +$62.1M | +10% | 24.8% | 314% | 37 | 54.05% | 0.3 |
|