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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Towle & Co
Denver,
Colorado
| $527M | -$853K | -0.2% | 3.65% | 172% | 34 | 2.94% | 1 |
|
| 1727 |
RNS
1727
Robert N. Shapiro
| $526M | -$15M | -3% | 4.89% | – | 838 | 16.47% | 0.8 |
|
| 1728 |
1728
Valley Wealth Managers
Paramus,
New Jersey
| $526M | +$25.6M | +5% | 4.81% | 118% | 118 | 17.8% | 0.8 |
|
| 1729 |
GII
1729
Gryphon International Investment
Toronto,
Ontario, Canada
| $525M | +$16.8M | +3% | 0% | 5.67% | 26 | 3.85% | 0.9 |
|
| 1730 |
1730
Bridges Investment Management
Omaha,
Nebraska
| $525M | +$45.6M | +10% | 4.67% | 77.9% | 134 | 7.46% | 0.9 |
|
| 1731 |
CK
1731
Cohen Klingenstein
New York
| $524M | +$20.5M | +4% | 4.48% | 99.1% | 158 | 0% | 1 |
|
| 1732 |
MIM
1732
Marco Investment Management
Atlanta,
Georgia
| $524M | +$44.1M | +9% | 5.45% | 127% | 187 | 12.3% | 0.8 |
|
| 1733 |
1733
Franklin Street Advisors
Chapel Hill,
North Carolina
| $523M | +$24.2M | +5% | 5.06% | 130% | 245 | 12.65% | 0.8 |
|
| 1734 |
1734
Carret Asset Management
New York
| $522M | +$21.4M | +4% | 4.74% | 94.4% | 284 | 9.86% | 0.9 |
|
| 1735 |
1735
Citizens Business Bank
Ontario,
California
| $522M | +$4.27M | +0.8% | 4.55% | 108% | 292 | 8.9% | 0.8 |
|
| 1736 |
1736
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $521M | +$26.9M | +5% | 3.55% | – | 191 | 3.66% | 0.9 |
|
| 1737 |
1737
Rafferty Asset Management
New York
| $520M | +$36.8M | +8% | 4.97% | 238% | 433 | 63.97% | 0.3 |
|
| 1738 |
1738
Valentine Capital Asset Management
Danville,
California
| $520M | +$37.7M | +8% | 4.37% | – | 132 | 21.97% | 0.7 |
|
| 1739 |
1739
First National Trust
Hermitage,
Pennsylvania
| $519M | -$40.5M | -7% | 4.07% | 82.9% | 260 | 13.46% | 0.9 |
|
| 1740 |
GWI
1740
Grace & White Inc
Ny,
New York
| $518M | +$1.93M | +0.4% | 5.43% | 61.5% | 148 | 6.76% | 0.9 |
|
| 1741 |
1741
Mariner Investment Group
Harrison,
New York
| $518M | +$62.9M | +14% | 4.05% | – | 307 | 52.77% | 0.3 |
|
| 1742 |
1742
Compass Capital Management
Minneapolis,
Minnesota
| $517M | +$16.2M | +3% | 3.05% | 50.8% | 57 | 1.75% | 0.9 |
|
| 1743 |
1743
Thompson Investment Management
Madison,
Wisconsin
| $517M | +$16M | +3% | 3.75% | 100% | 179 | 10.61% | 0.9 |
|
| 1744 |
1744
Taurus Asset Management
New York
| $517M | +$33.9M | +7% | 5.31% | 26.9% | 110 | 12.73% | 0.9 |
|
| 1745 |
1745
Capital Advisors Inc
Tulsa,
Oklahoma
| $516M | +$55.9M | +12% | 7.13% | 82.7% | 134 | 17.91% | 0.8 |
|
| 1746 |
1746
Altai Capital Management
West Hollywood,
California
| $515M | -$331M | -39% | 10.5% | 24.9% | 10 | 60% | 0.5 |
|
| 1747 |
1747
Jag Capital Management
St Louis,
Missouri
| $513M | +$24.5M | +5% | 8.67% | 230% | 101 | 36.63% | 0.6 |
|
| 1748 |
FAM
1748
Fiduciary Asset Management
St. Louis,
Missouri
| $513M | +$45.2M | +10% | 5.16% | – | 93 | 10.75% | 0.8 |
|
| 1749 |
HCCM
1749
Herring Creek Capital Management
Stamford,
Connecticut
| $513M | +$57.7M | +13% | 4.52% | – | 29 | 27.59% | 0.4 |
|
| 1750 |
1750
Sigma Investment Counselors
Northville,
Michigan
| $512M | +$17.5M | +4% | 4.31% | 54.9% | 113 | 7.08% | 0.9 |
|