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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Wellington Shields Capital Management
New York
| $668M | +$39.2M | +6% | 6.58% | 137% | 381 | 18.64% | 1.2 |
|
| 1577 |
1577
Hourglass Capital
Houston,
Texas
| $668M | +$112M | +20% | 1.32% | 89.6% | 124 | 12.9% | 1.4 |
|
| 1578 |
1578
Dubuque Bank & Trust
Dubuque,
Iowa
| $667M | +$40.8M | +7% | 3.41% | 24% | 653 | 21.44% | 1.1 |
|
| 1579 |
CWA
1579
Convergent Wealth Advisors
Potomac,
Maryland
| $666M | -$140M | -17% | 2.02% | – | 49 | 44.9% | 0.7 |
|
| 1580 |
1580
Goodnow Investment Group
Darien,
Connecticut
| $666M | -$2.79M | -0.4% | 3.37% | 131% | 29 | 13.79% | 1.3 |
|
| 1581 |
GLRA
1581
Gerald L. Ray & Associates
Dallas,
Texas
| $665M | +$14.2M | +2% | 1.97% | 38.2% | 320 | 7.81% | 1.5 |
|
| 1582 |
TPCM
1582
Tide Point Capital Management
Old Greenwich,
Connecticut
| $664M | +$55.7M | +9% | 5.29% | 144% | 50 | 64% | 0.3 |
|
| 1583 |
1583
Pier Capital
Stamford,
Connecticut
| $664M | -$10.2M | -2% | 14.2% | 223% | 141 | 46.81% | 0.5 |
|
| 1584 |
1584
Glazer Capital LLC
New York
| $664M | -$29.6M | -4% | 17.4% | 323% | 110 | 60% | 0.3 |
|
| 1585 |
1585
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $663M | +$48.4M | +8% | 4.28% | 26.1% | 190 | 9.47% | 1.4 |
|
| 1586 |
1586
Goelzer Investment Management
Carmel,
Indiana
| $662M | +$285K | +0% | 1.9% | 97.2% | 209 | 13.88% | 1.4 |
|
| 1587 |
1587
Leavell Investment Management
Mobile,
Alabama
| $661M | +$12.1M | +2% | 1.78% | 84.5% | 402 | 8.21% | 1.5 |
|
| 1588 |
1588
Brookstone Capital Management
Wheaton,
Illinois
| $661M | +$59.1M | +10% | 1.61% | 72.1% | 198 | 24.24% | 0.7 |
|
| 1589 |
1589
Astor Investment Management
Chicago,
Illinois
| $659M | +$51.3M | +8% | 2.5% | 23.3% | 36 | 13.89% | 0.9 |
|
| 1590 |
1590
Beacon Trust
Morristown,
New Jersey
| $657M | +$6.76M | +1% | 2.78% | 33% | 220 | 5.45% | 1.3 |
|
| 1591 |
1591
IFC Holdings
Tampa,
Florida
| $656M | +$49.7M | +8% | 2.23% | 25.1% | 399 | 11.03% | 1.3 |
|
| 1592 |
IR
1592
IAT Reinsurance
New York
| $655M | -$65.3M | -9% | 6.37% | 60.2% | 124 | 16.94% | 0.2 |
|
| 1593 |
ACM
1593
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $655M | +$128M | +24% | 4.4% | 70.7% | 10 | 10% | 0.3 |
|
| 1594 |
1594
Grandfield & Dodd
New York
| $654M | +$7.18M | +1% | 1.01% | 70.8% | 172 | 6.98% | 1.6 |
|
| 1595 |
1595
Portfolio Solutions
Royal Oak,
Michigan
| $654M | +$13.4M | +2% | 2.22% | 11.6% | 6 | 0% | 1.7 |
|
| 1596 |
1596
3I Investments
London Swie 5jd,
United Kingdom
| $654M | +$9.9M | +2% | 13.8% | 64.3% | 3 | 66.67% | 1.5 |
|
| 1597 |
1597
Trimaran Fund Management
New York
| $652M | +$146M | +29% | 28.8% | 82.8% | 2 | 0% | 0.3 |
|
| 1598 |
1598
P2 Capital Partners
New York
| $652M | -$96.2M | -13% | 3.07% | 7.96% | 12 | 8.33% | 1.6 |
|
| 1599 |
1599
Harvard Management Company
Boston,
Massachusetts
| $650M | -$343M | -35% | 4.99% | 123% | 123 | 52.85% | 0.9 |
|
| 1600 |
1600
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $649M | +$2.63M | +0.4% | 3.02% | 67.9% | 67 | 8.96% | 1.5 |
|