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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%
10
50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
FIM
1551
Frontier Investment Management
Dallas,
Texas
| $624M | -$9.36M | -1% | 2.84% | 16.4% | 180 | 16.67% |
|
| 1552 |
NB
1552
NBT Bank
Norwich,
New York
| $623M | -$35.8M | -5% | 0.15% | 56.7% | 204 | 3.92% |
|
| 1553 |
ACM
1553
Argentus Capital Management
Dallas,
Texas
| $623M | +$242M | +63% | 1.12% | 30.8% | 347 | 42.65% |
|
| 1554 |
CC
1554
Clearline Capital
New York
| $620M | -$4.99M | -0.8% | 3.28% | 18% | 85 | 54.12% |
|
| 1555 |
ST
1555
Spinnaker Trust
Portland,
Maine
| $619M | +$9.09M | +1% | 0.55% | 52.9% | 189 | 15.34% |
|
| 1556 |
FMBTD
1556
First Midwest Bank Trust Division
Joliet,
Illinois
| $619M | -$22M | -3% | 0.23% | 107% | 454 | 14.54% |
|
| 1557 |
CHA
1557
Cedar Hill Associates
Chicago,
Illinois
| $618M | -$13.7M | -2% | 1.46% | 21% | 83 | 10.84% |
|
| 1558 |
EWA
1558
EP Wealth Advisors
Torrance,
California
| $618M | +$187M | +43% | 0.03% | – | 122 | 13.93% |
|
| 1559 |
JCM
1559
JS Capital Management
New York
| $616M | +$52.9M | +9% | 3.19% | 16.3% | 82 | 20.73% |
|
| 1560 |
KBG
1560
Kahn Brothers Group
New York
| $615M | -$72.5M | -11% | 4.38% | 38.1% | 44 | 2.27% |
|
| 1561 |
GLRA
1561
Gerald L. Ray & Associates
Dallas,
Texas
| $615M | +$27.8M | +5% | 4.69% | 38.2% | 315 | 6.03% |
|
| 1562 |
PS
1562
Portfolio Solutions
Royal Oak,
Michigan
| $613M | -$19.8M | -3% | 2.97% | 11.6% | 6 | 0% |
|
| 1563 |
PGIM
1563
Pacific Global Investment Management
Glendale,
California
| $610M | -$69.2M | -10% | 6.68% | 48% | 239 | 11.3% |
|
| 1564 |
MC
1564
Menta Capital
San Francisco,
California
| $609M | +$68.2M | +13% | 3.02% | 61.2% | 762 | 55.51% |
|
| 1565 |
NYLIM
1565
New York Life Investment Management
New York
| $607M | +$16.7M | +3% | 0.74% | 76.8% | 215 | 14.88% |
|
| 1566 |
DBT
1566
Dubuque Bank & Trust
Dubuque,
Iowa
| $607M | -$27.1M | -4% | 0.4% | 24% | 628 | 15.61% |
|
| 1567 |
SH
1567
Scepter Holdings
Fort Worth,
Texas
| $607M | +$211M | +53% | 1.26% | – | 125 | 54.4% |
|
| 1568 |
MA
1568
Montag & Associates
Atlanta,
Georgia
| $606M | -$7.14M | -1% | 0.12% | 68% | 255 | 11.76% |
|
| 1569 |
BT
1569
Beacon Trust
Morristown,
New Jersey
| $605M | -$3.43M | -0.6% | 0.32% | 33% | 210 | 8.57% |
|
| 1570 |
HCC
1570
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $603M | -$117M | -16% | 1.08% | 46.7% | 725 | 33.52% |
|
| 1571 |
WSCM
1571
Wellington Shields Capital Management
New York
| $603M | -$36M | -6% | 3.31% | 80.5% | 391 | 17.9% |
|
| 1572 |
GIM
1572
Goelzer Investment Management
Carmel,
Indiana
| $602M | -$102K | -0% | 0.06% | 98.9% | 203 | 12.32% |
|
| 1573 |
PBRA
1573
Pine Brook Road Advisors
Bedford,
New York
| $602M | +$97.6M | +19% | 2.32% | – | 3 | 33.33% |
|
| 1574 |
GCAC
1574
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $601M | +$29.9M | +5% | 2.81% | 26.1% | 184 | 9.78% |
|
| 1575 |
IHL
1575
Investment House LLC
Redondo Beach,
California
| $601M | +$17.3M | +3% | 3.31% | 103% | 158 | 4.43% |
|