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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 |
WA
1726
Westport Advisers
Westport,
Connecticut
| $542M | -$97.2M | -15% | 2.61% | 39.2% | 41 | 7.32% | 2.8 |
|
| 1727 |
TT
1727
Tiedemann Trust
Wilmington,
Delaware
| $542M | -$109M | -17% | 8.4% | 18.9% | 72 | 11.11% | 1.6 |
|
| 1728 |
NA
1728
Nottingham Advisors
Amherst,
New York
| $541M | +$3.47M | +0.6% | 2.2% | 44.3% | 98 | 20.41% | 1.9 |
|
| 1729 |
TC
1729
Towle & Co
Denver,
Colorado
| $541M | +$35.4M | +7% | 14.2% | 172% | 58 | 18.97% | 1.3 |
|
| 1730 |
1730
Catalyst Capital Advisors
Huntington,
New York
| $541M | -$53.2M | -9% | 7.31% | 62.7% | 617 | 54.94% | 0.7 |
|
| 1731 |
IAS
1731
INR Advisory Services
Media,
Pennsylvania
| $541M | +$1.56M | +0.3% | 1.69% | 21.9% | 77 | 19.48% | 1.4 |
|
| 1732 |
LAM
1732
Lapides Asset Management
Greenwich,
Connecticut
| $541M | -$19.7M | -4% | 0.86% | 63% | 78 | 3.85% | 1.7 |
|
| 1733 |
MJRIC
1733
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $540M | +$773K | +0.1% | 0.83% | 121% | 126 | 4.76% | 2.7 |
|
| 1734 |
FLII
1734
First Long Island Investors
Jericho,
New York
| $539M | +$14.8M | +3% | 1.36% | 85.5% | 56 | 12.5% | 2 |
|
| 1735 |
1735
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $539M | +$4M | +0.7% | 0.83% | 58.1% | 173 | 5.2% | 0.8 |
|
| 1736 |
MIM
1736
Marco Investment Management
Atlanta,
Georgia
| $538M | -$154M | -22% | 2.06% | 127% | 190 | 10% | 2.3 |
|
| 1737 |
FRM
1737
Foundation Resource Management
Little Rock,
Arkansas
| $537M | +$50.5M | +10% | 14% | 67.8% | 59 | 3.39% | 2.8 |
|
| 1738 |
RCM
1738
Rutabaga Capital Management
Boston,
Massachusetts
| $536M | -$80.4M | -13% | 6.72% | 57% | 64 | 12.5% | 1.9 |
|
| 1739 |
GCAC
1739
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $536M | -$2.04M | -0.4% | 3.54% | 26.1% | 172 | 8.14% | 2.4 |
|
| 1740 |
DK
1740
Darrell & King
Charlottesville,
Virginia
| $535M | +$5.98M | +1% | 0.4% | – | 55 | 16.36% | 0.4 |
|
| 1741 |
ES
1741
Equitec Specialists
Chicago,
Illinois
| $535M | +$123M | +30% | 5.84% | 65.4% | 132 | 46.21% | 0.5 |
|
| 1742 |
RCAG
1742
Rehmann Capital Advisory Group
Lansing,
Michigan
| $534M | +$20.6M | +4% | 1.94% | 64.6% | 402 | 14.68% | 1.9 |
|
| 1743 |
SCM
1743
Schneider Capital Management
Berwyn,
Pennsylvania
| $534M | +$23.2M | +5% | 9.08% | 52.5% | 77 | 19.48% | 1.7 |
|
| 1744 |
1744
Smithfield Trust
Pittsburgh,
Pennsylvania
| $533M | +$19.4M | +4% | 2.57% | 50% | 865 | 11.79% | 2.2 |
|
| 1745 |
CBB
1745
Citizens Business Bank
Ontario,
California
| $533M | -$327K | -0.1% | 2.46% | 108% | 277 | 7.22% | 2.2 |
|
| 1746 |
EWM
1746
Endurance Wealth Management
Providence,
Rhode Island
| $533M | -$180M | -25% | 3.6% | 59% | 526 | 6.65% | 1.5 |
|
| 1747 |
AC
1747
Amici Capital
New York
| $532M | -$313M | -37% | 3.03% | 28.6% | 141 | 34.75% | 1.1 |
|
| 1748 |
1748
Bellevue Group
Kuesnacht,
Switzerland
| $531M | -$19.6M | -4% | 5.01% | 159% | 139 | 17.27% | 0.2 |
|
| 1749 |
IEFM
1749
IQ EQ Fund Management
Dublin 2,
Ireland
| $531M | -$16.2M | -3% | 2.77% | 109% | 93 | 10.75% | 1.1 |
|
| 1750 |
HCM
1750
HMI Capital Management
San Francisco,
California
| $531M | +$70.3M | +15% | 3.88% | 5.95% | 10 | 20% | 1.5 |
|