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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
FCM
1501
FJ Capital Management
Mclean,
Virginia
| $824M | +$32.5M | +4% | 5.11% | 97.9% | 119 | 29.41% | 1.6 |
|
| 1502 |
1502
GW & Wade
Wellesley,
Massachusetts
| $824M | +$34.9M | +4% | 3.89% | 32.2% | 251 | 11.95% | 2.3 |
|
| 1503 |
MLL
1503
Moody Lynn & Lieberson
Boston,
Massachusetts
| $822M | +$61.3M | +8% | 7.35% | 142% | 232 | 18.53% | 1.8 |
|
| 1504 |
1504
Mather Group
Chicago,
Illinois
| $822M | +$68.8M | +9% | 3.44% | 54.1% | 38 | 2.63% | 1.8 |
|
| 1505 |
LPT
1505
Legacy Private Trust
Neenah,
Wisconsin
| $822M | +$31.1M | +4% | 3.54% | 71.1% | 253 | 17% | 2.4 |
|
| 1506 |
FMBTD
1506
First Midwest Bank Trust Division
Joliet,
Illinois
| $821M | +$7.87M | +1% | 4.83% | 107% | 476 | 17.65% | 2.5 |
|
| 1507 |
1507
ARK Investment Management
St. Petersburg,
Florida
| $819M | +$306M | +60% | 12.4% | 250% | 148 | 28.38% | 0.5 |
|
| 1508 |
SEC
1508
Seven Eight Capital
New York
| $819M | +$123M | +18% | 5.45% | 13.6% | 710 | 63.8% | 0.4 |
|
| 1509 |
CCM
1509
Contrarian Capital Management
Greenwich,
Connecticut
| $815M | +$300M | +58% | 15.4% | 29.4% | 35 | 45.71% | 0.6 |
|
| 1510 |
LIC
1510
Lodestar Investment Counsel
Chicago,
Illinois
| $814M | +$29.5M | +4% | 3.44% | 45.1% | 168 | 6.55% | 2.9 |
|
| 1511 |
HSC
1511
Harbor Spring Capital
New York
| $813M | -$16M | -2% | 3.8% | – | 21 | 23.81% | 1 |
|
| 1512 |
EC
1512
Engaged Capital
Newport Beach,
California
| $813M | +$139M | +21% | 5.35% | 26.2% | 25 | 48% | 1 |
|
| 1513 |
CCA
1513
Cobblestone Capital Advisors
Rochester,
New York
| $811M | +$41.7M | +5% | 4.37% | 83.3% | 212 | 12.74% | 3 |
|
| 1514 |
LIM
1514
Leavell Investment Management
Mobile,
Alabama
| $810M | +$20.7M | +3% | 3.78% | 84.5% | 379 | 6.07% | 3.3 |
|
| 1515 |
SWM
1515
SVA Wealth Management
Madison,
Wisconsin
| $809M | +$37.6M | +5% | 4.18% | 44.5% | 211 | 6.64% | 2.7 |
|
| 1516 |
TFA
1516
Transamerica Financial Advisors
St. Petersburg,
Florida
| $809M | +$72.1M | +10% | 3.03% | 77.1% | 440 | 13.64% | 2.4 |
|
| 1517 |
DLIC
1517
Daido Life Insurance Company
Osaka,
Japan
| $807M | +$104M | +15% | 4.29% | 68.7% | 7 | 0% | 0.8 |
|
| 1518 |
BCM
1518
Basso Capital Management
Stamford,
Connecticut
| $807M | +$39.9M | +5% | 0.14% | 85.5% | 216 | 32.87% | 0.5 |
|
| 1519 |
TM
1519
Thiel Macro
Los Angeles,
California
| $806M | +$457M | +131% | 4.36% | – | 22 | 50% | 0.4 |
|
| 1520 |
CDH
1520
Charles D. Hyman
| $805M | +$21.6M | +3% | 3.7% | 36.8% | 161 | 5.59% | 3.1 |
|
| 1521 |
SBL
1521
Sargent Bickham Lagudis
Boulder,
Colorado
| $805M | +$19.8M | +3% | 3.38% | 19.1% | 885 | 13.22% | 1.1 |
|
| 1522 |
AIM
1522
Atlantic Investment Management
New York
| $804M | -$170M | -17% | 2.33% | 28.8% | 20 | 30% | 1.1 |
|
| 1523 |
SCM
1523
Sandler Capital Management
New York
| $803M | -$118M | -13% | 11.7% | 325% | 177 | 62.71% | 0.5 |
|
| 1524 |
BCAM
1524
Boston Common Asset Management
Boston,
Massachusetts
| $802M | +$42.8M | +6% | 8.27% | 61.2% | 202 | 13.86% | 2.6 |
|
| 1525 |
GLRA
1525
Gerald L. Ray & Associates
Dallas,
Texas
| $802M | +$26.7M | +3% | 3.98% | 38.2% | 337 | 7.12% | 3 |
|