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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%
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50
100
250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
SC
1576
SRB Corp
Boston,
Massachusetts
| $627M | +$16.4M | +3% | 3.75% | 87.3% | 14 | 0% |
|
| 1577 |
CAG
1577
Crestwood Advisors Group
Boston,
Massachusetts
| $627M | +$14.3M | +2% | 3.58% | 82.7% | 124 | 8.06% |
|
| 1578 |
CC
1578
Clearline Capital
New York
| $625M | +$185M | +42% | 3.92% | 57.4% | 73 | 50.68% |
|
| 1579 |
CIM
1579
Corbyn Investment Management
Lutherville,
Maryland
| $625M | +$15.4M | +3% | 2.52% | 71.9% | 48 | 6.25% |
|
| 1580 |
DCM
1580
Donaldson Capital Management
Evansville,
Indiana
| $624M | +$70.7M | +13% | 5.19% | 77.7% | 158 | 28.48% |
|
| 1581 |
PAM
1581
Private Asset Management
San Diego,
California
| $621M | +$27.7M | +5% | 3.79% | 38.2% | 150 | 9.33% |
|
| 1582 |
NAM
1582
Nexus Asset Management
New York
| $620M | +$129M | +26% | 11.1% | – | 61 | 59.02% |
|
| 1583 |
NAM
1583
Netols Asset Management
Mequon,
Wisconsin
| $620M | -$5.17M | -0.8% | 2.92% | 41.7% | 72 | 5.56% |
|
| 1584 |
ICAS
1584
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $619M | +$155M | +33% | 5.42% | 24.9% | 744 | 16.26% |
|
| 1585 |
IMOV
1585
Investment Management of Virginia
Richmond,
Virginia
| $619M | +$8.11M | +1% | 1.73% | 93.4% | 166 | 9.04% |
|
| 1586 |
CG
1586
Clermont Group
Grand Cayman,
Cayman Islands
| $618M | -$7.93M | -1% | 1.27% | – | 1 | 0% |
|
| 1587 |
CSC
1587
Cove Street Capital
El Segundo,
California
| $618M | +$85.7M | +16% | 4.54% | 84.2% | 76 | 19.74% |
|
| 1588 |
BC
1588
Balestra Capital
New York
| $617M | +$274M | +80% | 2.37% | – | 22 | 40.91% |
|
| 1589 |
TL
1589
Tirschwell & Loewy
New York
| $617M | +$35M | +6% | 4.13% | 78% | 84 | 7.14% |
|
| 1590 |
GKFF
1590
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $617M | +$34.9M | +6% | 6.72% | 106% | 20 | 15% |
|
| 1591 |
PP
1591
Patten & Patten
Chattanooga,
Tennessee
| $615M | -$124M | -17% | 6.13% | 74.1% | 267 | 25.09% |
|
| 1592 |
CA
1592
Cullinan Associates
Louisville,
Kentucky
| $615M | -$265M | -30% | 1.46% | 107% | 97 | 26.8% |
|
| 1593 |
FCG
1593
FrontFour Capital Group
Greenwich,
Connecticut
| $614M | -$11.6M | -2% | 5.28% | 8.55% | 57 | 61.4% |
|
| 1594 |
MA
1594
Montag & Associates
Atlanta,
Georgia
| $613M | +$21.7M | +4% | 4.73% | 82.9% | 251 | 10.76% |
|
| 1595 |
UM
1595
Ulysses Management
New York
| $613M | +$105M | +21% | 5.65% | 51.8% | 64 | 39.06% |
|
| 1596 |
CCA
1596
Catalyst Capital Advisors
Huntington,
New York
| $613M | +$171M | +39% | 1.81% | 62.7% | 474 | 62.87% |
|
| 1597 |
HVCM
1597
HG Vora Capital Management
New York
| $612M | +$178M | +41% | 3.28% | 42.6% | 16 | 62.5% |
|
| 1598 |
TTWM
1598
TCV Trust & Wealth Management
Richmond,
Virginia
| $612M | +$18.6M | +3% | 3.84% | 69% | 179 | 10.06% |
|
| 1599 |
ST
1599
Spinnaker Trust
Portland,
Maine
| $610M | +$2.06M | +0.3% | 3.85% | 68.2% | 181 | 13.81% |
|
| 1600 |
BT
1600
Beacon Trust
Morristown,
New Jersey
| $608M | +$23M | +4% | 4.89% | 33% | 212 | 13.21% |
|