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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 |
SIP
1451
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $760M | +$85.6M | +13% | 7.21% | 44.2% | 309 | 40.13% | 0.6 |
|
| 1452 |
SI
1452
SII Investments
Appleton,
Wisconsin
| $759M | +$12.9M | +2% | 2.83% | 24.3% | 558 | 18.1% | 1 |
|
| 1453 |
PAI
1453
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $758M | +$76.3M | +11% | 7% | 63.4% | 434 | 18.89% | 0.9 |
|
| 1454 |
SPH
1454
Steel Partners Holdings
New York
| $758M | +$235M | +45% | 45.4% | – | 23 | 30.43% | 1.2 |
|
| 1455 |
HCM
1455
Hollencrest Capital Management
Newport Beach,
California
| $758M | +$26.8M | +4% | 3.3% | 85.6% | 489 | 19.22% | 0.8 |
|
| 1456 |
ICP
1456
Indus Capital Partners
New York
| $758M | -$262M | -26% | 2.6% | 117% | 51 | 54.9% | 0.5 |
|
| 1457 |
1457
Sigma Planning Corp
Ann Arbor,
Michigan
| $756M | – | – | 2.88% | 87.3% | 716 | – | 0 |
|
| 1458 |
1458
Locust Wood Capital Advisers
New York
| $755M | +$53.7M | +8% | 6.66% | 111% | 60 | 46.67% | 0.8 |
|
| 1459 |
PCM
1459
Parsons Capital Management
Providence,
Rhode Island
| $754M | +$31.7M | +4% | 5.93% | 84.9% | 379 | 11.87% | 1.3 |
|
| 1460 |
WRBC
1460
W.R. Berkley Corp
Greenwich,
Connecticut
| $754M | +$173M | +30% | 24.7% | 38.7% | 130 | 66.92% | 0.1 |
|
| 1461 |
CCM
1461
Crestwood Capital Management
New York
| $754M | +$12.8M | +2% | 8.18% | 203% | 56 | 53.57% | 0.7 |
|
| 1462 |
ANRF
1462
Adams Natural Resources Fund
Baltimore,
Maryland
| $754M | -$140M | -16% | 11% | 43% | 41 | 7.32% | 1.3 |
|
| 1463 |
JBFJ
1463
James B. Fleming Jr
| $753M | – | – | 37.7% | – | 2 | – | 0 |
|
| 1464 |
KIM
1464
Kestrel Investment Management
San Mateo,
California
| $750M | +$43.5M | +6% | 11.6% | 89.2% | 63 | 25.4% | 0.8 |
|
| 1465 |
DCM
1465
Decatur Capital Management
Decatur,
Georgia
| $749M | +$154M | +26% | 9.64% | 135% | 111 | 30.63% | 0.7 |
|
| 1466 |
PCP
1466
P2 Capital Partners
New York
| $748M | +$36.6M | +5% | 9.35% | 7.96% | 13 | 7.69% | 1.3 |
|
| 1467 |
1467
Aspiriant LLC
Los Angeles,
California
| $748M | +$31.6M | +4% | 3.79% | 47.1% | 102 | 35.29% | 0.9 |
|
| 1468 |
CI
1468
Cooper Investors
Melbourne, Victoria,
Australia
| $748M | +$9.57M | +1% | 8.59% | 57.5% | 27 | 11.11% | 1.1 |
|
| 1469 |
CIP
1469
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $747M | +$17.7M | +2% | 8.35% | 284% | 460 | 46.52% | 0.6 |
|
| 1470 |
BP
1470
BBR Partners
New York
| $747M | +$86.4M | +13% | 1.66% | 63.4% | 73 | 16.44% | 0.9 |
|
| 1471 |
HA
1471
Hays Advisory
Franklin,
Tennessee
| $746M | -$10M | -1% | 7.55% | 31.8% | 76 | 27.63% | 0.6 |
|
| 1472 |
GIA
1472
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $742M | +$24.4M | +3% | 5.63% | 99.5% | 228 | 14.47% | 1.2 |
|
| 1473 |
LAM
1473
Lapides Asset Management
Greenwich,
Connecticut
| $740M | +$32M | +5% | 5.56% | 63% | 80 | 11.25% | 1.2 |
|
| 1474 |
SBCM
1474
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $738M | +$21.3M | +3% | 7.92% | 72.3% | 65 | 3.08% | 1.3 |
|
| 1475 |
BIM
1475
BRC Investment Management
Greenwood Village,
Colorado
| $737M | +$79.1M | +12% | 12% | 114% | 165 | 64.24% | 0.3 |
|