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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
Truepoint Inc
Cincinnati,
Ohio
| $665M | +$25.9M | +4% | 1.71% | 43.4% | 27 | 0% | 1.4 |
|
| 1577 |
FGP
1577
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $665M | -$12.2M | -2% | 0.97% | 57.2% | 74 | 8.11% | 1.7 |
|
| 1578 |
ASP
1578
Adams Street Partners
Chicago,
Illinois
| $665M | +$38.1M | +6% | 21.9% | 399% | 26 | 69.23% | 0.3 |
|
| 1579 |
CCA
1579
Cobblestone Capital Advisors
Rochester,
New York
| $665M | +$18M | +3% | 0.54% | 83.3% | 175 | 6.86% | 1.7 |
|
| 1580 |
QIM
1580
Quantitative Investment Management
Charlottesville,
Virginia
| $664M | -$377M | -36% | 8.09% | 24.6% | 847 | 78.63% | 0.2 |
|
| 1581 |
LPT
1581
Legacy Private Trust
Neenah,
Wisconsin
| $664M | -$18M | -3% | 0.33% | 71.1% | 261 | 12.64% | 1.4 |
|
| 1582 |
EIM
1582
Essex Investment Management
Boston,
Massachusetts
| $662M | -$52.5M | -7% | 6.15% | 372% | 367 | 29.43% | 1.2 |
|
| 1583 |
DJSG
1583
D.J. St. Germain
Springfield,
Massachusetts
| $662M | -$29.6M | -4% | 1.88% | 65.3% | 113 | 6.19% | 1.7 |
|
| 1584 |
GCM
1584
Greywolf Capital Management
Purchase,
New York
| $662M | +$290M | +78% | 0.18% | 174% | 12 | 25% | 1.4 |
|
| 1585 |
GIM
1585
Goelzer Investment Management
Carmel,
Indiana
| $661M | -$765K | -0.1% | 0.52% | 97.2% | 204 | 10.29% | 1.5 |
|
| 1586 |
ICOA
1586
Investment Centers of America
Bismarck,
North Dakota
| $661M | -$16.4M | -2% | 1.69% | 23.2% | 496 | 14.92% | 1.2 |
|
| 1587 |
GLAM
1587
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $661M | +$184M | +39% | 12.5% | 240% | 132 | 53.03% | 0.6 |
|
| 1588 |
ZA
1588
Zweig Advisers
Hartford,
Connecticut
| $659M | -$37.9M | -5% | 0.72% | 38% | 77 | 20.78% | 1.3 |
|
| 1589 |
IRM
1589
Income Research & Management
Boston,
Massachusetts
| $658M | +$72.1M | +12% | 0.17% | 0.7% | 35 | 0% | 1.5 |
|
| 1590 |
MGAI
1590
MP Global Advisers III
New York
| $658M | +$141M | +27% | 27.4% | 16.5% | 1 | 0% | 2 |
|
| 1591 |
ACM
1591
Argentus Capital Management
Dallas,
Texas
| $658M | +$24.6M | +4% | 0.57% | 30.8% | 358 | 23.18% | 0.9 |
|
| 1592 |
GLRA
1592
Gerald L. Ray & Associates
Dallas,
Texas
| $657M | -$7.35M | -1% | 0.57% | 38.2% | 326 | 7.67% | 1.7 |
|
| 1593 |
OMC
1593
Overbrook Management Corp
New York
| $656M | +$43.5M | +7% | 2.84% | 157% | 101 | 19.8% | 1.2 |
|
| 1594 |
FIB
1594
First Interstate Bank
Billings,
Montana
| $656M | +$11.4M | +2% | 0.86% | 48.2% | 130 | 15.38% | 1.4 |
|
| 1595 |
GD
1595
Grandfield & Dodd
New York
| $654M | -$429K | -0.1% | 0.89% | 70.8% | 179 | 10.61% | 1.7 |
|
| 1596 |
WSCM
1596
Wellington Shields Capital Management
New York
| $653M | -$14.5M | -2% | 1.29% | 137% | 378 | 15.87% | 1.4 |
|
| 1597 |
BCM
1597
Basso Capital Management
Stamford,
Connecticut
| $653M | -$32.3M | -5% | 0.1% | 85.5% | 144 | 28.47% | 0.6 |
|
| 1598 |
MP
1598
Makaira Partners
La Jolla,
California
| $651M | +$76M | +13% | 5.79% | 22% | 14 | 28.57% | 1.3 |
|
| 1599 |
FWM
1599
Frontier Wealth Management
Kansas City,
Missouri
| $650M | +$27.3M | +4% | 3% | 42.8% | 398 | 36.18% | 0.3 |
|
| 1600 |
TM
1600
Thiel Macro
Los Angeles,
California
| $648M | +$158M | +32% | 1.34% | – | 14 | 64.29% | 0.2 |
|