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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
Equitec Specialists
Chicago,
Illinois
| $934M | +$370M | +66% | 1.33% | 65.4% | 119 | 46.22% | 0.7 |
|
| 1477 |
CCA
1477
Castle Creek Arbitrage
Avon,
Colorado
| $932M | -$433M | -32% | 0.02% | 17.2% | 90 | 34.44% | 0.9 |
|
| 1478 |
1478
USCA RIA
Houston,
Texas
| $931M | +$23.2M | +3% | 2.72% | 60.6% | 481 | 16.01% | 2.4 |
|
| 1479 |
1479
Chemical Bank
Detroit,
Michigan
| $930M | +$15M | +2% | 2.59% | 36.5% | 381 | 7.35% | 3.6 |
|
| 1480 |
MI
1480
Markston International
White Plains,
New York
| $930M | +$2.69M | +0.3% | 3.12% | 109% | 193 | 11.4% | 3.6 |
|
| 1481 |
AAA
1481
Adams Asset Advisors
Dallas,
Texas
| $927M | +$193M | +26% | 22.3% | 66.8% | 109 | 22.02% | 2.7 |
|
| 1482 |
1482
SVA Wealth Management
Madison,
Wisconsin
| $926M | +$117M | +14% | 2.88% | 44.5% | 240 | 25% | 3 |
|
| 1483 |
1483
Cove Street Capital
El Segundo,
California
| $919M | +$11.5M | +1% | 4.71% | 84.2% | 114 | 16.67% | 2.2 |
|
| 1484 |
1484
Formula Growth
Montreal,
Quebec, Canada
| $913M | +$70M | +8% | 7.13% | 118% | 167 | 23.95% | 1.3 |
|
| 1485 |
1485
Howard Capital Management
Roswell,
Georgia
| $913M | +$121M | +15% | 3.39% | 144% | 109 | 56.88% | 0.3 |
|
| 1486 |
SBCM
1486
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $913M | +$1.86M | +0.2% | 2.94% | 72.3% | 67 | 16.42% | 3.3 |
|
| 1487 |
1487
Old Mission Capital
Chicago,
Illinois
| $912M | +$157M | +21% | 4.02% | 55.3% | 529 | 78.07% | 0.3 |
|
| 1488 |
SC
1488
SRB Corp
Boston,
Massachusetts
| $912M | +$121M | +15% | 5.32% | 87.3% | 194 | 26.8% | 1.9 |
|
| 1489 |
1489
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $911M | +$74.7M | +9% | 6.94% | 58.1% | 590 | 11.02% | 3.7 |
|
| 1490 |
1490
Grandfield & Dodd
New York
| $910M | +$13.7M | +2% | 2.31% | 70.8% | 182 | 6.04% | 3.8 |
|
| 1491 |
1491
Regal Partners
Sydney, NSW,
Australia
| $909M | +$90.8M | +11% | 6.6% | 146% | 12 | 16.67% | 2.3 |
|
| 1492 |
1492
Leuthold Group
Minneapolis,
Minnesota
| $909M | +$30M | +3% | 1.59% | 126% | 243 | 41.56% | 1.2 |
|
| 1493 |
1493
JMG Financial Group
Downers Grove,
Illinois
| $908M | +$59.7M | +7% | 1.6% | 58.7% | 68 | 10.29% | 3.5 |
|
| 1494 |
1494
Hikari Power
Tokyo,
Japan
| $908M | +$58.8M | +7% | 1.22% | 53.5% | 148 | 47.97% | 1.3 |
|
| 1495 |
1495
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $908M | -$40.7M | -4% | 8.49% | 192% | 189 | 64.55% | 0.4 |
|
| 1496 |
1496
Stock Yards Bank & Trust
Louisville,
Kentucky
| $908M | +$10.7M | +1% | 4% | 82.8% | 230 | 8.7% | 3.5 |
|
| 1497 |
1497
First National Trust
Hermitage,
Pennsylvania
| $907M | +$29.5M | +3% | 2.61% | 82.9% | 340 | 7.65% | 3.3 |
|
| 1498 |
1498
AT Bancorp
Dubuque,
Iowa
| $906M | -$30.2M | -3% | 0.5% | 21.8% | 253 | 21.74% | 2.9 |
|
| 1499 |
1499
Relative Value Partners Group
| $905M | +$2.16M | +0.2% | 0.13% | 8.9% | 147 | 8.84% | 1.7 |
|
| 1500 |
1500
Swiss Re
Zurich,
Switzerland
| $901M | -$50M | -5% | 1.56% | – | 7 | 14.29% | 1.9 |
|