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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
Jefferies Financial Group
New York
| $709M | +$77.3M | +12% | 2.78% | 135% | 50 | 98% | 0 |
|
| 1477 |
TWI
1477
Thomas White International
Chicago,
Illinois
| $708M | -$2.96M | -0.4% | 0.82% | 34.9% | 332 | 20.18% | 1.7 |
|
| 1478 |
1GA
1478
1st Global Advisors
Dallas,
Texas
| $707M | +$47.1M | +7% | 1.24% | 23.5% | 523 | 20.65% | 1.5 |
|
| 1479 |
DLPIC
1479
Davide Leone & Partners Investment Company
London,
United Kingdom
| $706M | -$56M | -7% | 9.03% | 64.1% | 12 | 41.67% | 0.8 |
|
| 1480 |
OA
1480
Oxbow Advisors
Austin,
Texas
| $706M | -$94.5M | -12% | 1.65% | 66.3% | 283 | 12.72% | 1.7 |
|
| 1481 |
LHC
1481
Lodge Hill Capital
New York
| $705M | +$233M | +49% | 1.42% | 17.9% | 39 | 71.79% | 0.3 |
|
| 1482 |
PFU
1482
Parus Finance (UK)
London,
United Kingdom
| $702M | +$250M | +55% | 0.22% | 199% | 14 | 14.29% | 1.9 |
|
| 1483 |
MRCP
1483
Manor Road Capital Partners
New York
| $702M | +$84.8M | +14% | 0.71% | 78.3% | 12 | 25% | 1.3 |
|
| 1484 |
1484
Stock Yards Bank & Trust
Louisville,
Kentucky
| $701M | -$17.1M | -2% | 0.98% | 82.8% | 229 | 12.23% | 2.3 |
|
| 1485 |
GIM
1485
Goelzer Investment Management
Carmel,
Indiana
| $700M | +$14.7M | +2% | 1.62% | 98.9% | 213 | 15.02% | 1.9 |
|
| 1486 |
PP
1486
Patten & Patten
Chattanooga,
Tennessee
| $700M | -$23.5M | -3% | 0.09% | 74.1% | 225 | 11.56% | 2.1 |
|
| 1487 |
DJSG
1487
D.J. St. Germain
Springfield,
Massachusetts
| $700M | +$35M | +5% | 1.65% | 65.3% | 150 | 6.67% | 1.8 |
|
| 1488 |
BA
1488
Broadview Advisors
Milwaukee,
Wisconsin
| $697M | -$11.4M | -2% | 1.45% | 65.3% | 106 | 17.92% | 1.5 |
|
| 1489 |
LIC
1489
Lodestar Investment Counsel
Chicago,
Illinois
| $696M | +$62.9M | +10% | 2.42% | 45.1% | 160 | 14.38% | 1.8 |
|
| 1490 |
MCM
1490
Maryland Capital Management
Towson,
Maryland
| $695M | +$16.9M | +2% | 2.14% | 44.5% | 173 | 16.76% | 2.1 |
|
| 1491 |
1491
Donaldson Capital Management
Evansville,
Indiana
| $694M | +$10.2M | +1% | 2.93% | 77.7% | 159 | 14.47% | 2 |
|
| 1492 |
TC
1492
TFS Capital
West Chester,
Pennsylvania
| $694M | -$235M | -25% | 0.66% | 53.8% | 1,236 | 61.41% | 0.4 |
|
| 1493 |
IG
1493
Ithaka Group
Arlington,
Virginia
| $692M | -$56.9M | -8% | 4.16% | 143% | 43 | 11.63% | 2 |
|
| 1494 |
MIM
1494
Marco Investment Management
Atlanta,
Georgia
| $692M | +$154M | +29% | 0.42% | 127% | 196 | 11.73% | 2.2 |
|
| 1495 |
GD
1495
Grandfield & Dodd
New York
| $691M | +$33.1M | +5% | 5.07% | 70.8% | 176 | 6.25% | 2.3 |
|
| 1496 |
BVDMP
1496
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $691M | -$86.1M | -11% | 0.32% | 146% | 177 | 3.95% | 2.6 |
|
| 1497 |
AFM
1497
Anson Funds Management
Dallas,
Texas
| $688M | +$380M | +123% | 5.83% | 2,010% | 124 | 73.39% | 0.4 |
|
| 1498 |
VOAM
1498
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $687M | -$51.4M | -7% | 4.63% | 107% | 134 | 39.55% | 1 |
|
| 1499 |
CCA
1499
Cobblestone Capital Advisors
Rochester,
New York
| $685M | +$19.7M | +3% | 0.05% | 83.3% | 196 | 15.82% | 2.1 |
|
| 1500 |
QAM
1500
QCI Asset Management
Pittsford,
New York
| $683M | +$36.5M | +6% | 3.02% | 53.4% | 615 | 15.12% | 2.1 |
|