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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
J.V. Bruni & Co
Colorado Springs,
Colorado
| $484M | +$23.8M | +5% | 6.35% | 97.9% | 33 | 6.06% | 0.2 |
|
| 1627 |
GLRA
1627
Gerald L. Ray & Associates
Dallas,
Texas
| $484M | +$36.9M | +8% | 8.71% | 38.2% | 273 | 6.23% | 0.2 |
|
| 1628 |
1628
Kanawha Capital Management
Richmond,
Virginia
| $483M | +$27.9M | +6% | 4.14% | 74.5% | 148 | 2.7% | 0.2 |
|
| 1629 |
1629
Avity Investment Management
Greenwich,
Connecticut
| $483M | +$16M | +3% | 4.6% | 119% | 59 | 6.78% | 0.2 |
|
| 1630 |
CCC
1630
Chelsea Counsel Company
Los Angeles,
California
| $482M | +$101M | +27% | 4.38% | 106% | 119 | 15.97% | 0.2 |
|
| 1631 |
1631
Dudley & Shanley
Palm Beach,
Florida
| $482M | +$53.1M | +12% | 10.2% | 67.9% | 34 | 17.65% | 0.2 |
|
| 1632 |
1632
Boys Arnold & Co
Asheville,
North Carolina
| $481M | +$20.4M | +4% | 5.22% | 11.5% | 188 | 4.79% | 0.2 |
|
| 1633 |
1633
Contravisory Investment Management
Norwell,
Massachusetts
| $481M | +$30.9M | +7% | 8.88% | 135% | 151 | 32.45% | 0.2 |
|
| 1634 |
1634
Truepoint Inc
Cincinnati,
Ohio
| $480M | +$108M | +29% | 9.11% | 43.4% | 20 | 35% | 0.2 |
|
| 1635 |
1635
Highstreet Asset Management
London,
Ontario, Canada
| $479M | +$8.83M | +2% | 6.82% | 22.5% | 143 | 30.07% | 0.2 |
|
| 1636 |
1636
Acropolis Investment Management
St. Louis,
Missouri
| $478M | +$16.6M | +4% | 4.84% | 51% | 129 | 13.18% | 0.2 |
|
| 1637 |
1637
Wilmington Trust Investment Management
Wilmington,
Delaware
| $478M | +$12.9M | +3% | 6.54% | – | 461 | 18% | 0.2 |
|
| 1638 |
1638
Albert D. Mason Inc
Boston,
Massachusetts
| $477M | +$24.4M | +5% | 4.33% | 82% | 129 | 6.98% | 0.2 |
|
| 1639 |
PCM
1639
Proxima Capital Management
New York
| $477M | +$46.4M | +11% | 8.68% | 20.7% | 52 | 36.54% | 0.2 |
|
| 1640 |
1640
Baker Avenue Asset Management
San Francisco,
California
| $476M | +$69.2M | +17% | 8.49% | 95.6% | 248 | 46.77% | 0.1 |
|
| 1641 |
1641
Decatur Capital Management
Decatur,
Georgia
| $474M | +$186M | +64% | 11.4% | 135% | 125 | 55.2% | 0.2 |
|
| 1642 |
1642
McClain Value Management
New Canaan,
Connecticut
| $473M | +$6.71M | +1% | 11.3% | 2.83% | 39 | 15.38% | 0.2 |
|
| 1643 |
1643
Legacy Private Trust
Neenah,
Wisconsin
| $473M | +$47.9M | +11% | 4.6% | 71.1% | 206 | 23.79% | 0.2 |
|
| 1644 |
1644
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $473M | +$87.6M | +23% | 6.24% | 284% | 399 | 41.35% | 0.2 |
|
| 1645 |
1645
Donaldson Capital Management
Evansville,
Indiana
| $473M | +$30.2M | +7% | 5% | 77.7% | 120 | 19.17% | 0.2 |
|
| 1646 |
1646
Endurance Wealth Management
Providence,
Rhode Island
| $472M | +$24.5M | +5% | 4.81% | 59% | 157 | 7.01% | 0.2 |
|
| 1647 |
PGCM
1647
Prescott Group Capital Management
Tulsa,
Oklahoma
| $471M | +$45.4M | +11% | 14.5% | 148% | 192 | 21.88% | 0.2 |
|
| 1648 |
QGI
1648
Quadrangle GP Investors
New York
| $471M | +$33.4M | +8% | 9.06% | 17.1% | 4 | 0% | 0.3 |
|
| 1649 |
1649
Makaira Partners
La Jolla,
California
| $471M | +$8.11M | +2% | 8.09% | 22% | 11 | 9.09% | 0.3 |
|
| 1650 |
1650
Nexus Investment Management
Toronto,
Ontario, Canada
| $470M | +$22.7M | +5% | 6.09% | 77.5% | 70 | 7.14% | 0.2 |
|