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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Crestwood Advisors Group
Boston,
Massachusetts
| $612M | -$14.2M | -2% | 2.12% | 82.7% | 133 | 19.55% | 0.7 |
|
| 1552 |
1552
King Street Capital Management
New York
| $612M | -$106M | -15% | 0.8% | 140% | 25 | 32% | 0.6 |
|
| 1553 |
IMOV
1553
Investment Management of Virginia
Richmond,
Virginia
| $611M | +$4.3M | +0.7% | 6.29% | 93.4% | 171 | 11.7% | 0.7 |
|
| 1554 |
1554
Trust Company of Vermont
Brattleboro,
Vermont
| $611M | +$14M | +2% | 1.34% | – | 782 | 8.7% | 0.7 |
|
| 1555 |
SC
1555
SRB Corp
Boston,
Massachusetts
| $610M | +$172M | +39% | 0.63% | 87.3% | 14 | 7.14% | 0.7 |
|
| 1556 |
1556
Corbyn Investment Management
Lutherville,
Maryland
| $609M | +$48M | +9% | 0.96% | 71.9% | 49 | 6.12% | 0.7 |
|
| 1557 |
1557
Meeder Asset Management
Dublin,
Ohio
| $609M | +$23.3M | +4% | 3.88% | 156% | 428 | 37.85% | 0.5 |
|
| 1558 |
1558
Spinnaker Trust
Portland,
Maine
| $608M | +$7.74M | +1% | 0.77% | 68.2% | 185 | 18.38% | 0.6 |
|
| 1559 |
1559
Bank of the West
Monterey Park,
California
| $608M | -$23.4M | -4% | 0.9% | 35.4% | 255 | 9.41% | 0.7 |
|
| 1560 |
1560
BBR Partners
New York
| $607M | +$51.1M | +9% | 12.6% | 63.4% | 50 | 14% | 0.6 |
|
| 1561 |
1561
U.S. Global Investors (USGI)
San Antonio,
Texas
| $607M | +$51.1M | +9% | 9.87% | 151% | 457 | 63.46% | 0.3 |
|
| 1562 |
1562
Longfellow Investment Management
Boston,
Massachusetts
| $607M | -$1.68M | -0.3% | 14.2% | 45.9% | 95 | 66.32% | 0.3 |
|
| 1563 |
CHFS
1563
Cobble Hill Financial Services
Moorestown,
New Jersey
| $606M | +$30.8M | +5% | 1.48% | – | 60 | 21.67% | 0.7 |
|
| 1564 |
1564
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $605M | -$142M | -19% | 0.3% | 58.1% | 716 | 24.58% | 0.4 |
|
| 1565 |
1565
Ithaka Group
Arlington,
Virginia
| $603M | +$73.8M | +14% | 0.14% | 143% | 44 | 11.36% | 0.7 |
|
| 1566 |
1566
Nan Shan Life Insurance
Taipei City,
Taiwan
| $602M | +$163M | +37% | 0.09% | 41% | 33 | 27.27% | 0.4 |
|
| 1567 |
ICAP
1567
Independence Capital Asset Partners
Denver,
Colorado
| $602M | -$55.1M | -8% | 7.6% | – | 134 | 64.93% | 0.2 |
|
| 1568 |
NAM
1568
North American Management
Boston,
Massachusetts
| $601M | +$32.4M | +6% | 1.64% | 61.7% | 155 | 18.06% | 0.6 |
|
| 1569 |
1569
ACR Alpine Capital Research
St. Louis,
Missouri
| $600M | +$105M | +21% | 4.92% | 58.1% | 27 | 25.93% | 0.5 |
|
| 1570 |
1570
Lowe Brockenbrough & Co
Richmond,
Virginia
| $600M | -$4.24M | -0.7% | 1.18% | 78.8% | 187 | 5.88% | 0.7 |
|
| 1571 |
1571
Leavell Investment Management
Mobile,
Alabama
| $600M | +$7.94M | +1% | 1.54% | 84.5% | 404 | 5.69% | 0.7 |
|
| 1572 |
1572
Hourglass Capital
Houston,
Texas
| $600M | -$25.2M | -4% | 2.68% | 89.6% | 133 | 24.81% | 0.6 |
|
| 1573 |
1573
Torray Investment Partners
Bethesda,
Maryland
| $600M | +$118M | +25% | 1.17% | 82.4% | 90 | 23.33% | 0.6 |
|
| 1574 |
CHA
1574
Cedar Hill Associates
Chicago,
Illinois
| $596M | +$34.3M | +6% | 2.62% | 21% | 82 | 12.2% | 0.7 |
|
| 1575 |
1575
PartnerRe Asset Management
Greenwich,
Connecticut
| $596M | +$15.6M | +3% | 2.04% | – | 523 | 1.53% | 0.7 |
|