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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 |
LT
1701
LJ Trust
Reno,
Nevada
| $580M | -$57.5M | -9% | 8.89% | 19.3% | 12 | 0% | 1.1 |
|
| 1702 |
1702
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $580M | +$46.2M | +9% | 1.37% | 112% | 308 | 12.34% | 1.2 |
|
| 1703 |
1703
Tenor Capital Management
New York
| $579M | +$202M | +54% | 0.1% | 4.73% | 52 | 11.54% | 0.6 |
|
| 1704 |
1704
KPCB DGF Associates
Menlo Park,
California
| $577M | -$200M | -26% | 12.5% | – | 5 | 20% | 0.9 |
|
| 1705 |
MIM
1705
Marco Investment Management
Atlanta,
Georgia
| $576M | -$220M | -28% | 0.88% | 127% | 201 | 8.96% | 1.4 |
|
| 1706 |
1706
Dialectic Capital Management
Norwalk,
Connecticut
| $575M | +$45.1M | +9% | 3.33% | 91.5% | 301 | 64.78% | 0.3 |
|
| 1707 |
1707
Makaira Partners
La Jolla,
California
| $575M | +$8.39M | +1% | 5.1% | 22% | 13 | 15.38% | 1.1 |
|
| 1708 |
1708
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $574M | +$23.5M | +4% | 1.06% | 68.1% | 79 | 20.25% | 1.4 |
|
| 1709 |
1709
Endurance Wealth Management
Providence,
Rhode Island
| $573M | +$14M | +3% | 1.8% | 59% | 198 | 12.63% | 1.4 |
|
| 1710 |
1710
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $573M | -$10M | -2% | 1.5% | 77.5% | 178 | 7.3% | 1.5 |
|
| 1711 |
1711
Blum Capital Partners
San Francisco,
California
| $573M | -$5.49M | -0.9% | 9.23% | 47.9% | 5 | 0% | 1.5 |
|
| 1712 |
1712
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $572M | +$90.1M | +19% | 10.3% | 307% | 150 | 41.33% | 0.5 |
|
| 1713 |
1713
Kanawha Capital Management
Richmond,
Virginia
| $572M | -$687K | -0.1% | 0.7% | 74.5% | 160 | 5.63% | 1.6 |
|
| 1714 |
NAM
1714
Nichols Asset Management
Sudbury,
Massachusetts
| $571M | +$61.8M | +12% | 9.64% | 43.8% | 139 | 12.23% | 1.3 |
|
| 1715 |
1715
Bridges Investment Management
Omaha,
Nebraska
| $571M | +$7.05M | +1% | 1.13% | 77.9% | 143 | 6.99% | 1.4 |
|
| 1716 |
1716
Pillar Pacific Capital Management
Pacifica,
California
| $570M | +$16M | +3% | 2.68% | 85% | 302 | 8.61% | 1.5 |
|
| 1717 |
OIM
1717
Opus Investment Management
Worcester,
Massachusetts
| $569M | +$11.7M | +2% | 0.66% | 52.8% | 84 | 4.76% | 1.5 |
|
| 1718 |
1718
Oak Hill Advisors
New York
| $569M | -$8.18M | -1% | 0.57% | 42.4% | 34 | 20.59% | 0.9 |
|
| 1719 |
LCM
1719
Lomas Capital Management
New York
| $569M | +$260K | +0% | 6.51% | 66.3% | 60 | 60% | 0.3 |
|
| 1720 |
1720
Citizens Business Bank
Ontario,
California
| $569M | +$17.1M | +3% | 1.37% | 108% | 300 | 9% | 1.4 |
|
| 1721 |
IAS
1721
INR Advisory Services
Media,
Pennsylvania
| $569M | +$46.1M | +9% | 2.39% | 21.9% | 48 | 25% | 1.6 |
|
| 1722 |
1722
Fund Evaluation Group
Cincinnati,
Ohio
| $568M | +$237M | +72% | 0.57% | 51.6% | 15 | 26.67% | 1.1 |
|
| 1723 |
1723
Cornercap Investment Counsel
Atlanta,
Georgia
| $568M | -$14M | -2% | 0% | 55.4% | 409 | 37.41% | 0.7 |
|
| 1724 |
1724
Motley Fool Asset Management
Alexandria,
Virginia
| $568M | +$35.9M | +7% | 5.48% | 117% | 87 | 13.79% | 1.4 |
|
| 1725 |
WCM
1725
Wallace Capital Management
Dallas,
Texas
| $568M | +$45.6M | +9% | 6.45% | 62.3% | 57 | 10.53% | 1.5 |
|