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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 |
BPM
1576
Bowling Portfolio Management
Cincinnati,
Ohio
| $618M | +$165M | +36% | 0.29% | 45.7% | 200 | 30.5% | 1.5 |
|
| 1577 |
GLRA
1577
Gerald L. Ray & Associates
Dallas,
Texas
| $617M | -$15.9M | -3% | 1.47% | 38.2% | 317 | 9.46% | 2.3 |
|
| 1578 |
SCI
1578
S&CO Inc
Boston,
Massachusetts
| $617M | +$21.7M | +4% | 2.55% | 68.8% | 148 | 11.49% | 2.1 |
|
| 1579 |
RCM
1579
Rutabaga Capital Management
Boston,
Massachusetts
| $617M | -$178M | -22% | 4.96% | 57% | 70 | 27.14% | 1.9 |
|
| 1580 |
PAM
1580
Princeton Alpha Management
Princeton Junction,
New Jersey
| $617M | +$34.7M | +6% | 2.91% | 9.26% | 1,085 | 71.71% | 0.2 |
|
| 1581 |
1581
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $617M | +$28M | +5% | 6.02% | 67.9% | 68 | 10.29% | 2.1 |
|
| 1582 |
BFA
1582
Beaumont Financial Advisors
Needham,
Massachusetts
| $615M | +$8.81M | +1% | 3.72% | 80.6% | 155 | 39.35% | 1.6 |
|
| 1583 |
TFP
1583
Triple Frond Partners
San Francisco,
California
| $614M | +$77.9M | +15% | 2.74% | 92.9% | 8 | 12.5% | 1.1 |
|
| 1584 |
AC
1584
AFAM Capital
Austin,
Texas
| $612M | -$33.4M | -5% | 2% | 52.1% | 173 | 18.5% | 1.8 |
|
| 1585 |
PC
1585
Packer & Co
Cottesloe,
Australia
| $612M | -$19.6M | -3% | 0.3% | – | 22 | 9.09% | 0.2 |
|
| 1586 |
NAM
1586
North American Management
Boston,
Massachusetts
| $612M | -$10.5M | -2% | 1.91% | 61.7% | 161 | 17.39% | 1.9 |
|
| 1587 |
1587
Capital Advisors Inc
Tulsa,
Oklahoma
| $611M | +$40.4M | +7% | 4.05% | 82.7% | 149 | 16.78% | 1.7 |
|
| 1588 |
1588
Blackhill Capital
Morristown,
New Jersey
| $610M | -$32.2M | -5% | 3.07% | 212% | 92 | 9.78% | 2.2 |
|
| 1589 |
1589
Signature Estate & Investment Advisors
Los Angeles,
California
| $610M | +$30.8M | +5% | 0.43% | 84.4% | 134 | 16.42% | 1.3 |
|
| 1590 |
WFI
1590
West Family Investments
Carlsbad,
California
| $610M | +$220M | +56% | 1.45% | 116% | 127 | 14.17% | 1.8 |
|
| 1591 |
LT
1591
LJ Trust
Reno,
Nevada
| $608M | +$11.7M | +2% | 2.66% | 19.3% | 13 | 0% | 2 |
|
| 1592 |
BWM
1592
Braver Wealth Management
Needham,
Massachusetts
| $608M | +$121M | +25% | 1.61% | 20.4% | 158 | 56.96% | 0.7 |
|
| 1593 |
WCP
1593
Waterfront Capital Partners
New York
| $606M | -$130M | -18% | 1.07% | 88.3% | 55 | 60% | 0.4 |
|
| 1594 |
WFMPM
1594
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $604M | +$35.6M | +6% | 5.08% | 68.1% | 88 | 15.91% | 1.9 |
|
| 1595 |
SWM
1595
SVA Wealth Management
Madison,
Wisconsin
| $604M | +$26M | +4% | 1.76% | 44.5% | 222 | 13.51% | 1.7 |
|
| 1596 |
RCMC
1596
RK Capital Management (Colorado)
Denver,
Colorado
| $604M | +$31M | +5% | 3.34% | 89% | 55 | 23.64% | 1.4 |
|
| 1597 |
HC
1597
Highstar Capital
New York
| $603M | -$12.3M | -2% | 19.7% | 8.47% | 1 | 0% | 2.8 |
|
| 1598 |
CC
1598
Crosslink Capital
Menlo Park,
California
| $602M | -$89.7M | -13% | 6.03% | 135% | 53 | 28.3% | 1.3 |
|
| 1599 |
TC
1599
Telemus Capital
Southfield,
Michigan
| $602M | +$232M | +63% | 7.2% | 27.9% | 341 | 70.97% | 0.6 |
|
| 1600 |
NONA
1600
Ninety One North America
New York
| $601M | +$36.2M | +6% | 2.69% | 70.6% | 130 | 29.23% | 0.7 |
|