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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 |
SCA
1626
Summit Creek Advisors
Minneapolis,
Minnesota
| $550M | -$12M | -2% | 10.1% | 68.8% | 52 | 11.54% | 0.5 |
|
| 1627 |
1627
First National Trust
Hermitage,
Pennsylvania
| $549M | +$38.6M | +8% | 7.58% | 82.9% | 258 | 13.57% | 0.4 |
|
| 1628 |
NAM
1628
Nexus Asset Management
New York
| $549M | – | – | 2.39% | – | 42 | – | 0 |
|
| 1629 |
1629
Natixis Investment Managers International
Paris,
France
| $549M | +$109M | +25% | 10.3% | 34.7% | 157 | 26.75% | 0.4 |
|
| 1630 |
SXM
1630
SC XII Management
Menlo Park,
California
| $548M | – | – | 33.6% | 73.4% | 3 | – | 0 |
|
| 1631 |
1631
Legacy Private Trust
Neenah,
Wisconsin
| $547M | +$74.1M | +16% | 8.35% | 71.1% | 224 | 28.57% | 0.4 |
|
| 1632 |
1632
Segantii Capital Management
Hong Kong
| $547M | – | – | 3.63% | 33.1% | 15 | – | 0 |
|
| 1633 |
1633
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $546M | +$60.8M | +13% | 9.83% | 68.1% | 86 | 18.6% | 0.4 |
|
| 1634 |
CDH
1634
Charles D. Hyman
| $545M | +$40.8M | +8% | 8.22% | 36.8% | 149 | 4.03% | 0.5 |
|
| 1635 |
LPPI
1635
LS Power Partners II
New York
| $545M | -$155M | -22% | 0.02% | 27.3% | 2 | 0% | 0.5 |
|
| 1636 |
RCM
1636
Raging Capital Management
Rocky Hill,
New Jersey
| $545M | -$35.7M | -6% | 2.99% | 6.41% | 60 | 58.33% | 0.2 |
|
| 1637 |
DS
1637
Dalal Street
West Lake Hills,
Texas
| $544M | +$84.2M | +18% | 16.8% | 92.7% | 6 | 0% | 0.5 |
|
| 1638 |
1638
Community Trust & Investment
Versailles,
Kentucky
| $544M | +$55.3M | +11% | 8.94% | 123% | 71 | 9.86% | 0.5 |
|
| 1639 |
MIM
1639
Martin Investment Management
Palm Beach Gardens,
Florida
| $542M | +$81.9M | +18% | 13% | 44.7% | 52 | 17.31% | 0.4 |
|
| 1640 |
1640
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $540M | +$52.3M | +11% | 6.93% | 68.2% | 158 | 7.59% | 0.4 |
|
| 1641 |
MP
1641
Makaira Partners
La Jolla,
California
| $540M | +$68.7M | +15% | 8.08% | 22% | 11 | 27.27% | 0.4 |
|
| 1642 |
GII
1642
Gryphon International Investment
Toronto,
Ontario, Canada
| $539M | +$26.6M | +5% | 0% | 5.67% | 25 | 4% | 0.5 |
|
| 1643 |
BL
1643
Bolton LP
Greenwich,
Connecticut
| $539M | +$173M | +47% | 11.4% | – | 360 | 48.33% | 0.2 |
|
| 1644 |
CSC
1644
Cove Street Capital
El Segundo,
California
| $539M | +$46.8M | +10% | 7.47% | 84.2% | 76 | 17.11% | 0.4 |
|
| 1645 |
1645
Cadinha & Co
Honolulu,
Hawaii
| $539M | +$39.9M | +8% | 8.26% | 123% | 98 | 12.24% | 0.4 |
|
| 1646 |
1646
QV Investors
Calgary,
Alberta, Canada
| $537M | – | – | 8.33% | 66.3% | 22 | – | 0 |
|
| 1647 |
1GA
1647
1st Global Advisors
Dallas,
Texas
| $536M | +$44.1M | +9% | 7.31% | 23.5% | 435 | 19.77% | 0.4 |
|
| 1648 |
SCM
1648
SIR Capital Management
New York
| $535M | -$65.4M | -11% | 5.15% | 71.1% | 86 | 62.79% | 0.3 |
|
| 1649 |
FIM
1649
Frontier Investment Management
Dallas,
Texas
| $535M | -$13.6M | -2% | 6.11% | 16.4% | 165 | 23.03% | 0.4 |
|
| 1650 |
1650
Albion Financial Group
Salt Lake City,
Utah
| $533M | +$64.6M | +14% | 14.4% | 68% | 194 | 22.68% | 0.4 |
|