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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
John G. Ullman & Associates
Corning,
New York
| $540M | +$16M | +3% | 3.38% | 156% | 156 | 10.26% | 0.7 |
|
| 1652 |
1652
Woodstock Corp
Boston,
Massachusetts
| $538M | -$12.9M | -2% | 2.46% | 115% | 181 | 10.5% | 0.7 |
|
| 1653 |
1GA
1653
1st Global Advisors
Dallas,
Texas
| $537M | +$75K | +0% | 1.63% | 23.5% | 441 | 18.14% | 0.6 |
|
| 1654 |
1654
Kimelman & Baird
New York
| $536M | +$13.7M | +3% | 2.03% | – | 116 | 14.66% | 0.6 |
|
| 1655 |
1655
FineMark National Bank & Trust
Fort Myers,
Florida
| $534M | +$50.6M | +10% | 1.36% | 69.8% | 1,692 | 23.82% | 0.6 |
|
| 1656 |
1656
Avity Investment Management
Greenwich,
Connecticut
| $534M | +$10.2M | +2% | 2.05% | 119% | 59 | 11.86% | 0.7 |
|
| 1657 |
1657
GoodHaven Capital Management
Millburn,
New Jersey
| $533M | +$47.2M | +10% | 1.12% | 80.7% | 27 | 11.11% | 0.7 |
|
| 1658 |
1658
J.V. Bruni & Co
Colorado Springs,
Colorado
| $533M | +$11.9M | +2% | 2.65% | 97.9% | 32 | 0% | 0.7 |
|
| 1659 |
1659
Cove Street Capital
El Segundo,
California
| $532M | -$6.5M | -1% | 1.93% | 84.2% | 77 | 22.08% | 0.6 |
|
| 1660 |
PCM
1660
Proxima Capital Management
New York
| $531M | +$86M | +19% | 1.13% | 20.7% | 47 | 42.55% | 0.4 |
|
| 1661 |
1661
Baker Street Capital Management
Los Angeles,
California
| $530M | -$324M | -38% | 3.6% | 78.6% | 9 | 66.67% | 0.3 |
|
| 1662 |
PGCM
1662
Prescott Group Capital Management
Tulsa,
Oklahoma
| $530M | +$3.44M | +0.7% | 1.65% | 148% | 238 | 28.99% | 0.5 |
|
| 1663 |
1663
Stifel Trust
St. Louis,
Missouri
| $530M | -$2.57M | -0.5% | 2.09% | – | 464 | 6.47% | 0.7 |
|
| 1664 |
1664
Kanawha Capital Management
Richmond,
Virginia
| $529M | +$3.97M | +0.8% | 1.4% | 74.5% | 159 | 4.4% | 0.7 |
|
| 1665 |
1665
McClain Value Management
New Canaan,
Connecticut
| $528M | +$20.2M | +4% | 4.03% | 2.83% | 40 | 20% | 0.6 |
|
| 1666 |
1666
Towle & Co
Denver,
Colorado
| $528M | +$4.99M | +1% | 2.54% | 172% | 35 | 2.86% | 0.7 |
|
| 1667 |
1667
Martin Investment Management
Palm Beach Gardens,
Florida
| $526M | -$16.7M | -3% | 0.91% | 44% | 50 | 10% | 0.7 |
|
| 1668 |
1668
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $525M | +$14.4M | +3% | 1.47% | 26.1% | 186 | 12.9% | 0.6 |
|
| 1669 |
1669
Yorktown Management & Research Company
Forest,
Virginia
| $525M | +$28.2M | +6% | 1.02% | 223% | 487 | 21.77% | 0.5 |
|
| 1670 |
1670
Overbrook Management Corp
New York
| $525M | -$768K | -0.1% | 2.58% | 157% | 89 | 24.72% | 0.6 |
|
| 1671 |
1671
Decatur Capital Management
Decatur,
Georgia
| $525M | +$6.37M | +1% | 5.14% | 135% | 114 | 42.11% | 0.4 |
|
| 1672 |
DMK
1672
David M. Knott
| $523M | +$32.9M | +7% | 11.4% | 81% | 71 | 15.49% | 0.7 |
|
| 1673 |
1673
Truepoint Inc
Cincinnati,
Ohio
| $522M | +$16.9M | +3% | 1.79% | 43.4% | 17 | 11.76% | 0.6 |
|
| 1674 |
1674
Starwood Real Estate Securities
Greenwich,
Connecticut
| $521M | -$168M | -24% | 6.19% | – | 29 | 55.17% | 0.4 |
|
| 1675 |
1675
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $519M | -$11.6M | -2% | 1.83% | 70.4% | 173 | 12.72% | 0.6 |
|