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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 |
OA
1476
Oxbow Advisors
Austin,
Texas
| $728M | +$30.2M | +4% | 2.82% | 66.3% | 270 | 14.07% | 1.9 |
|
| 1477 |
AB
1477
AT Bancorp
Dubuque,
Iowa
| $728M | +$54.6M | +8% | 4.91% | 21.8% | 271 | 23.62% | 1.8 |
|
| 1478 |
1478
Balentine LLC
Atlanta,
Georgia
| $727M | +$221M | +44% | 3.14% | 59.8% | 524 | 26.34% | 0.9 |
|
| 1479 |
LIC
1479
Lodestar Investment Counsel
Chicago,
Illinois
| $727M | +$24.4M | +3% | 3.2% | 45.1% | 162 | 6.17% | 2.2 |
|
| 1480 |
SCM
1480
Suffolk Capital Management
New York
| $726M | -$50M | -6% | 9.13% | 48.6% | 169 | 39.05% | 1.1 |
|
| 1481 |
RCM
1481
Raging Capital Management
Rocky Hill,
New Jersey
| $726M | +$75.4M | +12% | 5.04% | 6.41% | 59 | 52.54% | 0.6 |
|
| 1482 |
BOTW
1482
Bank of the West
Monterey Park,
California
| $725M | +$22.1M | +3% | 4.87% | 35.4% | 306 | 8.17% | 2.2 |
|
| 1483 |
SIM
1483
Scottrade Investment Management
Saint Louis,
Missouri
| $723M | +$230M | +47% | 2.97% | – | 4 | 25% | 0.6 |
|
| 1484 |
MRCP
1484
Manor Road Capital Partners
New York
| $723M | +$69.6M | +11% | 5.14% | 78.3% | 13 | 23.08% | 1.5 |
|
| 1485 |
FVP
1485
Firefly Value Partners
Newtown,
Pennsylvania
| $722M | +$73.4M | +11% | 4.8% | 25.7% | 35 | 20% | 1.9 |
|
| 1486 |
SBCM
1486
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $721M | +$24M | +3% | 5.41% | 72.3% | 71 | 14.08% | 2.4 |
|
| 1487 |
ACM
1487
Aurelius Capital Management
New York
| $720M | +$17.4M | +2% | 4.72% | – | 5 | 20% | 0.6 |
|
| 1488 |
AAA
1488
Adams Asset Advisors
Dallas,
Texas
| $720M | +$135M | +23% | 0.33% | 66.8% | 102 | 17.65% | 1.8 |
|
| 1489 |
1489
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $718M | +$45.1M | +7% | 3.89% | 68.2% | 201 | 15.92% | 2.2 |
|
| 1490 |
QAM
1490
QCI Asset Management
Pittsford,
New York
| $717M | +$9.25M | +1% | 3.9% | 53.4% | 616 | 11.85% | 2.4 |
|
| 1491 |
1491
Nuveen Fund Advisors
Chicago,
Illinois
| $717M | +$70.5M | +11% | 4.54% | 52.3% | 493 | 15.62% | 0.2 |
|
| 1492 |
MTIM
1492
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $717M | +$137M | +24% | 3.49% | 143% | 167 | 43.71% | 1.2 |
|
| 1493 |
DJSG
1493
D.J. St. Germain
Springfield,
Massachusetts
| $716M | +$488K | +0.1% | 4.28% | 65.3% | 148 | 7.43% | 2.3 |
|
| 1494 |
BPM
1494
Bowling Portfolio Management
Cincinnati,
Ohio
| $716M | +$104M | +17% | 4.54% | 45.7% | 324 | 58.02% | 1 |
|
| 1495 |
LCP
1495
LGT Capital Partners
Pfaeffikon,
Switzerland
| $713M | +$137M | +24% | 5.78% | 67.2% | 70 | 25.71% | 1.1 |
|
| 1496 |
RA
1496
RR Advisors
Dallas,
Texas
| $712M | +$41.6M | +6% | 22.6% | 115% | 57 | 28.07% | 1.2 |
|
| 1497 |
CP
1497
Cumberland Partners
Toronto,
Ontario, Canada
| $712M | +$5.19M | +0.7% | 3.79% | 101% | 70 | 25.71% | 1.8 |
|
| 1498 |
1498
Tenor Capital Management
New York
| $711M | +$300M | +73% | 0.13% | 4.73% | 43 | 0% | 0.6 |
|
| 1499 |
1499
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $708M | +$35.7M | +5% | 7.49% | 307% | 162 | 36.42% | 0.6 |
|
| 1500 |
CCA
1500
Cobblestone Capital Advisors
Rochester,
New York
| $706M | +$4.73M | +0.7% | 5.17% | 83.3% | 194 | 8.76% | 2.4 |
|