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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Portfolio Solutions
Royal Oak,
Michigan
| $681M | +$24.6M | +4% | 4.52% | 11.6% | 33 | 9.09% | 1 |
|
| 1527 |
1527
Estabrook Capital Management
New York
| $681M | +$13M | +2% | 3.79% | 87.2% | 438 | 5.48% | 2.7 |
|
| 1528 |
1528
Lincluden Management
Mississauga,
Ontario, Canada
| $681M | +$78M | +13% | 4.61% | 56.6% | 82 | 1.22% | 2.7 |
|
| 1529 |
1529
Valley Wealth Managers
Paramus,
New Jersey
| $680M | +$24.3M | +4% | 3.11% | 118% | 241 | 22.41% | 1.3 |
|
| 1530 |
1530
Efficient Advisors
Mason,
Ohio
| $680M | +$51M | +8% | 4.13% | 30.6% | 86 | 39.53% | 1.3 |
|
| 1531 |
1531
Private Capital Management (Florida)
Naples,
Florida
| $680M | -$4.03M | -0.6% | 12.8% | 118% | 61 | 13.11% | 2.7 |
|
| 1532 |
1532
Leavell Investment Management
Mobile,
Alabama
| $679M | +$438K | +0.1% | 1.95% | 84.5% | 397 | 10.08% | 2.7 |
|
| 1533 |
BCM
1533
Basso Capital Management
Stamford,
Connecticut
| $678M | +$32.8M | +5% | 0.08% | 85.5% | 174 | 25.29% | 0.7 |
|
| 1534 |
1534
Global Atlantic Investment Advisors
Indianapolis,
Indiana
| $678M | +$9.24M | +1% | 2.97% | – | 8 | 0% | 1.8 |
|
| 1535 |
1535
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $678M | -$48.9M | -7% | 8.47% | 284% | 435 | 54.71% | 0.8 |
|
| 1536 |
1536
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $677M | +$30M | +5% | 1.24% | 68.1% | 79 | 5.06% | 2.3 |
|
| 1537 |
GJL
1537
Gendell Jeffrey L
| $676M | +$188M | +39% | 22.7% | 748% | 61 | 6.56% | 2 |
|
| 1538 |
1538
Parkwood LLC
Cleveland,
Ohio
| $674M | +$75.8M | +13% | 8.19% | 120% | 551 | 33.58% | 1 |
|
| 1539 |
FI
1539
FormulaFolio Investments
Grand Rapids,
Michigan
| $674M | +$85.4M | +15% | 0.85% | 41.4% | 159 | 35.22% | 0.7 |
|
| 1540 |
1540
Sumitomo Life Insurance
Tokyo,
Japan
| $674M | -$55.8M | -8% | 4.44% | 69.6% | 301 | 10.3% | 2.5 |
|
| 1541 |
CDH
1541
Charles D. Hyman
| $674M | +$5.9M | +0.9% | 0.51% | 36.8% | 144 | 4.86% | 2.9 |
|
| 1542 |
1542
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $672M | +$70.2M | +12% | 7.85% | 110% | 547 | 4.02% | 2.7 |
|
| 1543 |
1543
Wedbush Securities
Los Angeles,
California
| $671M | +$60.4M | +10% | 3.62% | 99.9% | 913 | 22.12% | 1.7 |
|
| 1544 |
1544
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $671M | +$118M | +21% | 3.28% | 85.5% | 197 | 75.13% | 0.5 |
|
| 1545 |
OCA
1545
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $669M | +$116M | +21% | 7.6% | 173% | 89 | 48.31% | 0.6 |
|
| 1546 |
1546
Silver Point Capital
Greenwich,
Connecticut
| $669M | -$216M | -24% | 18.5% | 108% | 19 | 36.84% | 1.4 |
|
| 1547 |
1547
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $669M | -$1.16M | -0.2% | 4.97% | 68.8% | 170 | 12.35% | 1.9 |
|
| 1548 |
1548
Capital Advisors Inc
Tulsa,
Oklahoma
| $669M | +$22.8M | +4% | 4.94% | 82.7% | 153 | 15.69% | 2 |
|
| 1549 |
1549
Osborne Partners Capital Management
San Francisco,
California
| $668M | -$2.69M | -0.4% | 3.17% | 60.8% | 181 | 9.39% | 2.7 |
|
| 1550 |
1550
Neumeier Poma Investment Counsel
Carmel,
California
| $667M | +$34.6M | +5% | 10.1% | 229% | 47 | 21.28% | 1.9 |
|