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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 |
KBG
1726
Kahn Brothers Group
New York
| $534M | -$25.8M | -5% | 0.47% | 53.4% | 38 | 2.63% | 2.5 |
|
| 1727 |
1727
JMG Financial Group
Downers Grove,
Illinois
| $533M | +$59.6M | +13% | 0.95% | 58.7% | 58 | 5.17% | 2.5 |
|
| 1728 |
CIC
1728
Cornercap Investment Counsel
Atlanta,
Georgia
| $533M | +$6.64M | +1% | 0.79% | 55.4% | 426 | 40.38% | 0.8 |
|
| 1729 |
SGAM
1729
Steinberg Global Asset Management
Boca Raton,
Florida
| $533M | +$19.9M | +4% | 2.09% | 32.8% | 234 | 15.81% | 1.8 |
|
| 1730 |
CBB
1730
Citizens Business Bank
Ontario,
California
| $533M | +$18M | +3% | 1.46% | 108% | 281 | 14.23% | 2 |
|
| 1731 |
SBWIC
1731
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $533M | +$24.9M | +5% | 2.68% | 94.2% | 101 | 5.94% | 2.4 |
|
| 1732 |
HS
1732
HighVista Strategies
Boston,
Massachusetts
| $533M | -$5.49M | -1% | 0.09% | 622% | 251 | 56.97% | 0.7 |
|
| 1733 |
SLG
1733
Stanley-Laman Group
Berwyn,
Pennsylvania
| $532M | -$52M | -9% | 0.54% | 124% | 381 | 32.28% | 1.2 |
|
| 1734 |
AAA
1734
Adams Asset Advisors
Dallas,
Texas
| $532M | +$4.92M | +0.9% | 2.15% | 66.8% | 95 | 5.26% | 1.6 |
|
| 1735 |
MTIM
1735
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $531M | -$704M | -57% | 2.21% | 143% | 297 | 73.4% | 1 |
|
| 1736 |
CK
1736
Cohen Klingenstein
New York
| $531M | -$5.77M | -1% | 0.44% | 99.1% | 162 | 3.7% | 2.5 |
|
| 1737 |
KCM
1737
KSA Capital Management
Morristown,
New Jersey
| $530M | +$140M | +36% | 6.86% | 109% | 44 | 52.27% | 0.7 |
|
| 1738 |
CCP
1738
Caymus Capital Partners
The Woodlands,
Texas
| $530M | +$25.7M | +5% | 13.2% | 57.3% | 25 | 24% | 1 |
|
| 1739 |
NIM
1739
Nexus Investment Management
Toronto,
Ontario, Canada
| $530M | +$32.1M | +6% | 4.41% | 77.5% | 71 | 11.27% | 2.3 |
|
| 1740 |
1740
Park Avenue Securities
New York
| $529M | +$57.7M | +12% | 1.09% | 71% | 81 | 33.33% | 0.5 |
|
| 1741 |
RIG
1741
Raveneur Investment Group
New York
| $529M | +$251M | +90% | 0.12% | – | 34 | 58.82% | 0.3 |
|
| 1742 |
DK
1742
Darrell & King
Charlottesville,
Virginia
| $529M | -$70.3M | -12% | 2.42% | – | 58 | 20.69% | 0.2 |
|
| 1743 |
EIM
1743
Emerson Investment Management
Boston,
Massachusetts
| $528M | +$16M | +3% | 2.56% | 26.1% | 141 | 14.89% | 2.1 |
|
| 1744 |
WMC
1744
Westwood Management Corporation
Chicago,
Illinois
| $528M | -$5.51M | -1% | 0.54% | 44.3% | 85 | 21.18% | 1.8 |
|
| 1745 |
CCFCSB
1745
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $527M | +$9.48M | +2% | 2.54% | – | 184 | 3.26% | 2.4 |
|
| 1746 |
JVBC
1746
J.V. Bruni & Co
Colorado Springs,
Colorado
| $527M | +$22.8M | +5% | 4.89% | 97.9% | 33 | 3.03% | 2.1 |
|
| 1747 |
GJL
1747
Gendell Jeffrey L
| $527M | -$19.9M | -4% | 17% | 748% | 65 | 18.46% | 1.6 |
|
| 1748 |
BCA
1748
Bernzott Capital Advisors
Camarillo,
California
| $527M | +$12.7M | +2% | 2.26% | 46.6% | 53 | 9.43% | 1.8 |
|
| 1749 |
CISOA
1749
Capital Investment Services of America
Milwaukee,
Wisconsin
| $525M | +$13.8M | +3% | 2.92% | 50.7% | 72 | 12.5% | 1.9 |
|
| 1750 |
ACJ
1750
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $525M | -$412M | -44% | 23.3% | 33.4% | 6 | 50% | 0.2 |
|