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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Bridges Investment Management
Omaha,
Nebraska
| $533M | +$8.9M | +2% | 1.23% | 77.9% | 140 | 8.57% | 1.1 |
|
| 1702 |
1702
Tufton Capital Management
Hunt Valley,
Maryland
| $532M | +$38.9M | +8% | 0.28% | 96.1% | 128 | 8.59% | 1.1 |
|
| 1703 |
OFM
1703
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $532M | +$208M | +64% | 17.9% | 8.26% | 11 | 72.73% | 0.3 |
|
| 1704 |
1704
Kirr Marbach & Co
Columbus,
Indiana
| $532M | -$26.4M | -5% | 2.4% | 121% | 65 | 18.46% | 1 |
|
| 1705 |
FAM
1705
Fiduciary Asset Management
St. Louis,
Missouri
| $532M | +$18.6M | +4% | 1.7% | – | 94 | 10.64% | 1.1 |
|
| 1706 |
1706
Brookstone Capital Management
Wheaton,
Illinois
| $532M | +$41.6M | +8% | 0.01% | 72.1% | 177 | 38.42% | 0.4 |
|
| 1707 |
1707
Godsey & Gibb Inc
Richmond,
Virginia
| $530M | +$2.86M | +0.5% | 0.58% | 87.5% | 60 | 8.33% | 1.1 |
|
| 1708 |
1708
Nexus Investment Management
Toronto,
Ontario, Canada
| $530M | -$8.01M | -1% | 0.09% | 77.5% | 68 | 5.88% | 1.2 |
|
| 1709 |
1709
Atwood & Palmer
Kansas City,
Missouri
| $529M | +$155M | +41% | 1.14% | 90% | 409 | 24.45% | 0.4 |
|
| 1710 |
1710
Kimelman & Baird
New York
| $529M | -$39.2M | -7% | 1.03% | – | 119 | 10.92% | 1.1 |
|
| 1711 |
1711
Twin Securities
New York
| $529M | -$53.8M | -9% | 1.48% | 506% | 27 | 62.96% | 0.4 |
|
| 1712 |
1712
First National Trust
Hermitage,
Pennsylvania
| $529M | +$10.1M | +2% | 0.58% | 82.9% | 257 | 8.95% | 1.1 |
|
| 1713 |
1713
Grassi Investment Management
Santa Clara,
California
| $528M | +$70.9M | +16% | 5.57% | 170% | 144 | 10.42% | 1.1 |
|
| 1714 |
1714
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $527M | +$6.18M | +1% | 0.13% | – | 189 | 2.65% | 1.2 |
|
| 1715 |
LT
1715
LJ Trust
Reno,
Nevada
| $527M | +$34.1M | +7% | 6.5% | 19.3% | 13 | 15.38% | 0.6 |
|
| 1716 |
1716
KLS Professional Advisors Group
New York
| $527M | -$15.1M | -3% | 2.06% | 38% | 2 | 0% | 1.3 |
|
| 1717 |
RNS
1717
Robert N. Shapiro
| $527M | +$421K | +0.1% | 0.48% | – | 898 | 18.26% | 0.9 |
|
| 1718 |
1718
J.V. Bruni & Co
Colorado Springs,
Colorado
| $527M | -$10.7M | -2% | 0.05% | 97.9% | 32 | 12.5% | 1.2 |
|
| 1719 |
NAM
1719
Netols Asset Management
Mequon,
Wisconsin
| $526M | -$93.7M | -15% | 5.77% | 41.7% | 72 | 4.17% | 1.1 |
|
| 1720 |
1720
Franklin Street Advisors
Chapel Hill,
North Carolina
| $526M | +$2.73M | +0.5% | 4.58% | 130% | 250 | 14.4% | 1 |
|
| 1721 |
1721
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $526M | +$86.8M | +20% | 0.23% | 108% | 171 | 10.53% | 1.1 |
|
| 1722 |
1722
Hellman Jordan Management Company
Quincy,
Massachusetts
| $526M | +$26.4M | +5% | 0.9% | 205% | 55 | 38.18% | 0.5 |
|
| 1723 |
DMK
1723
David M. Knott
| $526M | -$32.2M | -6% | 11.1% | 81% | 86 | 18.6% | 0.9 |
|
| 1724 |
WA
1724
WFG Advisors
Dallas,
Texas
| $526M | -$10.6M | -2% | 1.3% | 21.3% | 2,252 | 12.52% | 1 |
|
| 1725 |
OIM
1725
Opus Investment Management
Worcester,
Massachusetts
| $525M | +$18M | +4% | 2.17% | 52.8% | 84 | 5.95% | 1.1 |
|