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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%
10
50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
DCM
1701
Decatur Capital Management
Decatur,
Georgia
| $530M | +$5.27M | +1% | 4.63% | 132% | 114 | 46.49% |
|
| 1702 |
AW
1702
ACG Wealth
Atlanta,
Georgia
| $530M | +$192M | +57% | 5.1% | 45.5% | 215 | 19.07% |
|
| 1703 |
FMLI
1703
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $529M | +$46.3M | +10% | 4.35% | 103% | 334 | 14.07% |
|
| 1704 |
GGI
1704
Godsey & Gibb Inc
Richmond,
Virginia
| $528M | +$32M | +6% | 5.01% | 78.9% | 61 | 9.84% |
|
| 1705 |
BCM
1705
Barometer Capital Management
Toronto,
Ontario, Canada
| $527M | +$67.2M | +15% | 14.2% | 311% | 144 | 65.97% |
|
| 1706 |
GF
1706
Gerstein Fisher
New York
| $527M | +$27M | +5% | 4.34% | 33.8% | 363 | 13.77% |
|
| 1707 |
EI
1707
EAM Investors
Solana Beach,
California
| $527M | -$27.8M | -5% | 12.9% | 5,228% | 433 | 55.89% |
|
| 1708 |
TC
1708
Towle & Co
Denver,
Colorado
| $527M | -$853K | -0.2% | 3.65% | 113% | 34 | 2.94% |
|
| 1709 |
RNS
1709
Robert N. Shapiro
| $526M | -$15M | -3% | 4.89% | – | 838 | 16.47% |
|
| 1710 |
VWM
1710
Valley Wealth Managers
Paramus,
New Jersey
| $526M | +$25.6M | +5% | 4.81% | 80.1% | 118 | 17.8% |
|
| 1711 |
GII
1711
Gryphon International Investment
Toronto,
Ontario, Canada
| $525M | +$16.8M | +3% | 0% | 5.67% | 26 | 3.85% |
|
| 1712 |
BIM
1712
Bridges Investment Management
Omaha,
Nebraska
| $525M | +$45.6M | +10% | 4.67% | 69.9% | 134 | 7.46% |
|
| 1713 |
CK
1713
Cohen Klingenstein
New York
| $524M | +$20.5M | +4% | 4.48% | 87.7% | 158 | 0% |
|
| 1714 |
MIM
1714
Marco Investment Management
Atlanta,
Georgia
| $524M | +$44.1M | +9% | 5.45% | 92.8% | 187 | 12.3% |
|
| 1715 |
FSA
1715
Franklin Street Advisors
Chapel Hill,
North Carolina
| $523M | +$24.2M | +5% | 5.06% | 113% | 245 | 12.65% |
|
| 1716 |
CAM
1716
Carret Asset Management
New York
| $522M | +$21.4M | +4% | 4.74% | 80.2% | 284 | 9.86% |
|
| 1717 |
CBB
1717
Citizens Business Bank
Ontario,
California
| $522M | +$4.27M | +0.8% | 4.55% | 84.4% | 292 | 8.9% |
|
| 1718 |
CCFCSB
1718
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $521M | +$26.9M | +5% | 3.55% | 49.8% | 191 | 3.66% |
|
| 1719 |
1719
Rafferty Asset Management
New York
| $520M | +$36.8M | +8% | 4.97% | 108% | 433 | 63.97% |
|
| 1720 |
VCAM
1720
Valentine Capital Asset Management
Danville,
California
| $520M | +$37.7M | +8% | 4.37% | – | 132 | 21.97% |
|
| 1721 |
FNT
1721
First National Trust
Hermitage,
Pennsylvania
| $519M | -$40.5M | -7% | 4.07% | 70.6% | 260 | 13.46% |
|
| 1722 |
GWI
1722
Grace & White Inc
Ny,
New York
| $518M | +$1.93M | +0.4% | 5.43% | 61.5% | 148 | 6.76% |
|
| 1723 |
MIG
1723
Mariner Investment Group
Harrison,
New York
| $518M | +$62.9M | +14% | 4.05% | – | 307 | 52.77% |
|
| 1724 |
CCM
1724
Compass Capital Management
Minneapolis,
Minnesota
| $517M | +$16.2M | +3% | 3.05% | 47.1% | 57 | 1.75% |
|
| 1725 |
TIM
1725
Thompson Investment Management
Madison,
Wisconsin
| $517M | +$16M | +3% | 3.75% | 83.5% | 179 | 10.61% |
|