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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Contravisory Investment Management
Norwell,
Massachusetts
| $521M | +$40.1M | +8% | 10% | 135% | 136 | 19.12% | 0.4 |
|
| 1677 |
1677
Baker Avenue Asset Management
San Francisco,
California
| $520M | +$44.2M | +9% | 7.01% | 95.6% | 299 | 38.13% | 0.3 |
|
| 1678 |
1678
Beacon Financial Group
Dallas,
Texas
| $520M | +$55.1M | +12% | 7.65% | 66.6% | 202 | 27.72% | 0.2 |
|
| 1679 |
1679
First Niagara Bank
Lockport,
New York
| $519M | +$51M | +11% | 10.1% | 38.1% | 233 | 6.44% | 0.5 |
|
| 1680 |
GWI
1680
Grace & White Inc
Ny,
New York
| $519M | +$17M | +3% | 7.03% | 59.6% | 152 | 10.53% | 0.5 |
|
| 1681 |
1681
Decatur Capital Management
Decatur,
Georgia
| $519M | +$44.2M | +9% | 12.1% | 135% | 110 | 33.64% | 0.3 |
|
| 1682 |
1682
JCIC Asset Management
Toronto,
Ontario, Canada
| $518M | -$39.3M | -7% | 8.48% | – | 67 | 14.93% | 0.5 |
|
| 1683 |
1683
Donaldson Capital Management
Evansville,
Indiana
| $517M | +$44.9M | +10% | 8.71% | 77.7% | 126 | 14.29% | 0.4 |
|
| 1684 |
1684
Dudley & Shanley
Palm Beach,
Florida
| $515M | +$33.1M | +7% | 10.8% | 67.9% | 31 | 3.23% | 0.5 |
|
| 1685 |
1685
Front Barnett Associates
Chicago,
Illinois
| $512M | +$44.1M | +9% | 11.6% | 40.5% | 118 | 10.17% | 0.5 |
|
| 1686 |
1686
Intrepid Capital Management
Jacksonville Beach,
Florida
| $512M | -$24.1M | -4% | 10.4% | 70.2% | 43 | 23.26% | 0.4 |
|
| 1687 |
1687
CNA Financial
Chicago,
Illinois
| $511M | +$15.9M | +3% | 8.4% | 48.6% | 207 | 16.91% | 0.4 |
|
| 1688 |
1688
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $511M | +$41.6M | +9% | 7.04% | 26.1% | 178 | 10.11% | 0.4 |
|
| 1689 |
1689
Mizuho Asset Management
Tokyo,
Japan
| $510M | -$165M | -24% | 10.2% | 41.7% | 626 | 5.75% | 0.5 |
|
| 1690 |
NCM
1690
Newgate Capital Management
Greenwich,
Connecticut
| $508M | -$63M | -11% | 4.93% | 7.68% | 144 | 42.36% | 0.3 |
|
| 1691 |
1691
Albert D. Mason Inc
Boston,
Massachusetts
| $508M | +$31.1M | +7% | 7.27% | 82% | 133 | 7.52% | 0.5 |
|
| 1692 |
1692
McClain Value Management
New Canaan,
Connecticut
| $508M | +$34.8M | +7% | 12.7% | 2.83% | 41 | 21.95% | 0.4 |
|
| 1693 |
1693
Gerstein Fisher
New York
| $507M | +$45.7M | +10% | 6.44% | 28.7% | 412 | 19.9% | 0.4 |
|
| 1694 |
1694
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $507M | +$157M | +45% | 10.9% | 33.4% | 23 | 30.43% | 0.5 |
|
| 1695 |
1695
Endurance Wealth Management
Providence,
Rhode Island
| $506M | +$33.6M | +7% | 7.29% | 59% | 166 | 12.65% | 0.4 |
|
| 1696 |
1696
DW Partners
New York
| $505M | -$140M | -22% | 9.2% | 44.5% | 41 | 68.29% | 0.2 |
|
| 1697 |
1697
Truepoint Inc
Cincinnati,
Ohio
| $505M | +$25.4M | +5% | 6.88% | 43.4% | 19 | 15.79% | 0.4 |
|
| 1698 |
1698
Tributary Capital Management
Omaha,
Nebraska
| $505M | +$20.7M | +4% | 10.4% | 82.3% | 237 | 24.47% | 0.5 |
|
| 1699 |
1699
Thompson Investment Management
Madison,
Wisconsin
| $505M | +$41.5M | +9% | 9.62% | 100% | 177 | 9.6% | 0.5 |
|
| 1700 |
1700
Randolph Company
Cincinnati,
Ohio
| $504M | +$57.8M | +13% | 6.12% | 127% | 39 | 28.21% | 0.4 |
|