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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 |
SCM
1626
Schneider Capital Management
Berwyn,
Pennsylvania
| $615M | +$81.1M | +15% | 21% | 52.5% | 80 | 35% | 1.7 |
|
| 1627 |
1627
Sphera Funds Management
Tel Aviv,
Israel
| $614M | +$229M | +59% | 35.5% | 245% | 129 | 47.29% | 0.7 |
|
| 1628 |
IRM
1628
Income Research & Management
Boston,
Massachusetts
| $614M | +$51.5M | +9% | 0.06% | 0.7% | 34 | 5.88% | 1.9 |
|
| 1629 |
1629
NS Partners
London,
United Kingdom
| $613M | +$27M | +5% | 5.04% | 109% | 119 | 7.56% | 1 |
|
| 1630 |
1630
Wexford Capital
West Palm Beach,
Florida
| $613M | +$37.6M | +7% | 9.47% | 128% | 197 | 63.96% | 0.3 |
|
| 1631 |
1631
JMG Financial Group
Downers Grove,
Illinois
| $613M | +$34M | +6% | 3.88% | 58.7% | 53 | 3.77% | 2.9 |
|
| 1632 |
1632
Corda Investment Management
Houston,
Texas
| $612M | -$12.7M | -2% | 0.42% | 75.4% | 61 | 14.75% | 2.4 |
|
| 1633 |
CHA
1633
Cedar Hill Associates
Chicago,
Illinois
| $612M | +$29.5M | +5% | 6.88% | 21% | 79 | 12.66% | 2.4 |
|
| 1634 |
SCA
1634
Summit Creek Advisors
Minneapolis,
Minnesota
| $610M | +$21.7M | +4% | 7% | 68.8% | 53 | 15.09% | 2.1 |
|
| 1635 |
1635
Summit Partners Public Asset Management
Boston,
Massachusetts
| $610M | +$59M | +11% | 15.1% | 1,167% | 137 | 72.26% | 0.3 |
|
| 1636 |
VFM
1636
Viking Fund Management
Minot,
North Dakota
| $610M | +$32.7M | +6% | 11.8% | 105% | 53 | 24.53% | 1.6 |
|
| 1637 |
MIM
1637
Martin Investment Management
Palm Beach Gardens,
Florida
| $607M | +$7.82M | +1% | 4.92% | 44.7% | 40 | 10% | 2.4 |
|
| 1638 |
NAM
1638
North American Management
Boston,
Massachusetts
| $607M | +$7.17M | +1% | 3.37% | 61.7% | 143 | 9.09% | 2.3 |
|
| 1639 |
MWP
1639
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $606M | +$22.6M | +4% | 3.94% | 69.3% | 1,322 | 41.23% | 1.9 |
|
| 1640 |
HSA
1640
Hussman Strategic Advisors
Ellicott City,
Maryland
| $606M | -$48M | -7% | 6.23% | 41.6% | 221 | 39.82% | 1.3 |
|
| 1641 |
1641
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $605M | +$11.8M | +2% | 1.74% | 53.7% | 99 | 11.11% | 2.3 |
|
| 1642 |
1642
Sigma Investment Counselors
Northville,
Michigan
| $605M | +$18.5M | +3% | 3.46% | 54.9% | 129 | 7.75% | 2.5 |
|
| 1643 |
MB
1643
Mizuho Bank
Tokyo,
Japan
| $604M | +$79.4M | +15% | 2.8% | 99.8% | 13 | 38.46% | 1.1 |
|
| 1644 |
1644
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $604M | +$22.1M | +4% | 3.12% | 77.5% | 175 | 4% | 2.8 |
|
| 1645 |
1645
USCA RIA
Houston,
Texas
| $604M | +$8.45M | +1% | 2.48% | 60.6% | 403 | 16.87% | 1.8 |
|
| 1646 |
1646
Corsair Capital Management
New York
| $604M | -$52.8M | -8% | 5.45% | 435% | 93 | 15.05% | 1.7 |
|
| 1647 |
1647
Global Endowment Management
Charlotte,
North Carolina
| $603M | +$134M | +29% | 2.86% | 46.1% | 245 | 26.94% | 1.5 |
|
| 1648 |
STB
1648
S&T Bank
Indiana,
Pennsylvania
| $602M | -$9.08M | -1% | 7.06% | 193% | 82 | 8.54% | 2.7 |
|
| 1649 |
1649
Moody Lynn & Lieberson
Boston,
Massachusetts
| $601M | +$43.2M | +8% | 5.58% | 142% | 188 | 31.91% | 1.7 |
|
| 1650 |
1650
Tirschwell & Loewy
New York
| $601M | +$29.8M | +5% | 8.08% | 78% | 82 | 6.1% | 2.8 |
|