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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Income Research & Management
Boston,
Massachusetts
| $708M | +$3.67M | +0.5% | 0.14% | 0.7% | 36 | 2.78% | 0.8 |
|
| 1477 |
1477
Buckhead Capital Management
Atlanta,
Georgia
| $707M | -$79.4M | -10% | 4.54% | 67.6% | 213 | 11.74% | 0.9 |
|
| 1478 |
1478
Stock Yards Bank & Trust
Louisville,
Kentucky
| $706M | +$16.9M | +2% | 5.35% | 82.8% | 240 | 10% | 0.9 |
|
| 1479 |
RCM
1479
Ratan Capital Management
Miami Beach,
Florida
| $705M | +$296M | +72% | 11.6% | 616% | 23 | 52.17% | 0.5 |
|
| 1480 |
1480
Pier Capital
Stamford,
Connecticut
| $705M | -$71.5M | -9% | 1% | 223% | 170 | 37.65% | 0.4 |
|
| 1481 |
PM
1481
Platinum Management
New York
| $705M | +$493M | +233% | 2.03% | 9.74% | 165 | 74.55% | 0.2 |
|
| 1482 |
1482
Granite Investment Partners
El Segundo,
California
| $705M | +$62.4M | +10% | 4% | 131% | 313 | 26.2% | 0.7 |
|
| 1483 |
1483
HighVista Strategies
Boston,
Massachusetts
| $704M | -$45.1M | -6% | 7.43% | 622% | 181 | 35.91% | 0.4 |
|
| 1484 |
1484
Locust Wood Capital Advisers
New York
| $702M | +$87.4M | +14% | 7.5% | 111% | 53 | 37.74% | 0.6 |
|
| 1485 |
1485
Sabal Trust
St. Petersburg,
Florida
| $702M | -$5.13M | -0.7% | 4.38% | 18.4% | 113 | 14.16% | 0.9 |
|
| 1486 |
CEI
1486
Clark Estates Inc
New York
| $701M | +$34.6M | +5% | 2.38% | 34.5% | 140 | 20% | 0.7 |
|
| 1487 |
KFS
1487
KMS Financial Services
Seattle,
Washington
| $699M | +$66.6M | +11% | 5.07% | – | 596 | 19.3% | 0.7 |
|
| 1488 |
1488
Rand Wealth
Baltimore,
Maryland
| $698M | +$121M | +21% | 4.15% | 40.4% | 219 | 15.07% | 0.8 |
|
| 1489 |
1489
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $698M | +$62M | +10% | 7.34% | 67.9% | 67 | 1.49% | 0.9 |
|
| 1490 |
1490
SII Investments
Appleton,
Wisconsin
| $697M | +$157M | +29% | 4.54% | 24.3% | 507 | 22.29% | 0.7 |
|
| 1491 |
CWA
1491
Convergent Wealth Advisors
Potomac,
Maryland
| $697M | +$69.6M | +11% | 4.08% | – | 32 | 21.88% | 0.7 |
|
| 1492 |
1492
Busey Bank
Urbana,
Illinois
| $696M | +$38.8M | +6% | 4.46% | 94.2% | 203 | 8.37% | 0.8 |
|
| 1493 |
BIM
1493
BRC Investment Management
Greenwood Village,
Colorado
| $695M | +$59.4M | +9% | 7.98% | 114% | 186 | 53.23% | 0.4 |
|
| 1494 |
1494
Baker Avenue Asset Management
San Francisco,
California
| $694M | +$63.7M | +10% | 3.81% | 95.6% | 320 | 48.75% | 0.4 |
|
| 1495 |
SBCM
1495
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $693M | -$8.03M | -1% | 1.96% | 72.3% | 68 | 11.76% | 0.9 |
|
| 1496 |
1496
Hikari Power
Tokyo,
Japan
| $692M | -$129M | -16% | 3.54% | 53.5% | 49 | 8.16% | 0.2 |
|
| 1497 |
1497
First Horizon Advisors
Memphis,
Tennessee
| $691M | -$22.2M | -3% | 4.44% | 55.2% | 1,710 | 19.53% | 0.7 |
|
| 1498 |
1498
Ithaka Group
Arlington,
Virginia
| $689M | +$86M | +14% | 1.45% | 143% | 42 | 4.76% | 0.9 |
|
| 1499 |
1499
Hourglass Capital
Houston,
Texas
| $688M | +$87.9M | +15% | 5.45% | 89.6% | 124 | 10.48% | 0.8 |
|
| 1500 |
1500
Kahn Brothers Group
New York
| $687M | -$13.2M | -2% | 1.46% | 53.4% | 43 | 2.33% | 1 |
|