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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 |
CIP
1451
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $727M | -$114M | -14% | 1.19% | 284% | 422 | 50.47% | 0.8 |
|
| 1452 |
ST
1452
Spinnaker Trust
Portland,
Maine
| $726M | +$13.5M | +2% | 2.02% | 68.2% | 208 | 11.06% | 2 |
|
| 1453 |
GIM
1453
Goelzer Investment Management
Carmel,
Indiana
| $725M | +$25.1M | +4% | 1.99% | 98.9% | 206 | 10.68% | 2.1 |
|
| 1454 |
SGCIA
1454
Smith Graham & Co Investment Advisors
Houston,
Texas
| $725M | -$40.7M | -5% | 0.72% | 56.9% | 140 | 3.57% | 2.4 |
|
| 1455 |
1GA
1455
1st Global Advisors
Dallas,
Texas
| $724M | +$16.7M | +2% | 2.63% | 23.5% | 533 | 15.01% | 1.6 |
|
| 1456 |
CB
1456
Chemical Bank
Detroit,
Michigan
| $723M | +$9.6M | +1% | 2.61% | 36.5% | 341 | 8.21% | 2.3 |
|
| 1457 |
PP
1457
Patten & Patten
Chattanooga,
Tennessee
| $723M | +$22.8M | +3% | 3.15% | 74.1% | 220 | 9.09% | 2.3 |
|
| 1458 |
1458
RA Capital Management
Boston,
Massachusetts
| $722M | -$60.1M | -8% | 11.7% | 596% | 44 | 31.82% | 1 |
|
| 1459 |
JFGIW
1459
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $722M | +$222M | +44% | 3.91% | 58.1% | 821 | 14.01% | 2.2 |
|
| 1460 |
NIT
1460
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $721M | -$146M | -17% | 0.56% | 24.6% | 1,346 | 59.14% | 0.3 |
|
| 1461 |
1461
Donaldson Capital Management
Evansville,
Indiana
| $721M | +$26.7M | +4% | 2.48% | 77.7% | 161 | 14.91% | 2 |
|
| 1462 |
WP
1462
WMS Partners
Towson,
Maryland
| $721M | +$1.14M | +0.2% | 2.52% | 10.8% | 228 | 25.44% | 2.1 |
|
| 1463 |
BSPF
1463
British Steel Pension Fund
London,
United Kingdom
| $719M | -$275M | -28% | 6.14% | 29.7% | 214 | 10.28% | 2.2 |
|
| 1464 |
SHIM
1464
Spruce House Investment Management
New York
| $718M | -$18.4M | -2% | 0.3% | 863% | 8 | 12.5% | 1.3 |
|
| 1465 |
DJSG
1465
D.J. St. Germain
Springfield,
Massachusetts
| $716M | +$16.1M | +2% | 1.24% | 65.3% | 149 | 2.68% | 2 |
|
| 1466 |
PCM
1466
Prelude Capital Management
New York
| $715M | -$1.46M | -0.2% | 14.2% | 198% | 1,934 | 56.26% | 0.6 |
|
| 1467 |
GD
1467
Grandfield & Dodd
New York
| $714M | +$23.4M | +3% | 2.82% | 70.8% | 173 | 5.78% | 2.5 |
|
| 1468 |
HCS
1468
Harvest Capital Strategies
San Francisco,
California
| $713M | -$137M | -16% | 4.38% | 87.9% | 129 | 34.88% | 1.3 |
|
| 1469 |
TEC
1469
Tiger Eye Capital
Nashville,
Tennessee
| $712M | -$86.4M | -11% | 13.9% | 116% | 53 | 73.58% | 0.3 |
|
| 1470 |
1470
Vident Investment Advisory
Alpharetta,
Georgia
| $712M | -$909M | -56% | 1.41% | 82.6% | 408 | 16.91% | 0.9 |
|
| 1471 |
1471
Penserra Capital Management
Orinda,
California
| $710M | -$315M | -31% | 5.2% | 208% | 1,047 | 13.28% | 0.4 |
|
| 1472 |
1472
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $709M | +$56M | +9% | 3.31% | 101% | 325 | 10.77% | 2 |
|
| 1473 |
QCMC
1473
Quantum Capital Management (California)
San Francisco,
California
| $708M | -$29.4M | -4% | 2.34% | 53.7% | 171 | 16.96% | 1.7 |
|
| 1474 |
QAM
1474
QCI Asset Management
Pittsford,
New York
| $708M | +$25.4M | +4% | 2.58% | 53.4% | 611 | 10.31% | 2.2 |
|
| 1475 |
CP
1475
Cumberland Partners
Toronto,
Ontario, Canada
| $707M | -$15.1M | -2% | 0.99% | 101% | 65 | 13.85% | 1.6 |
|