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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
Dean Investment Associates
Beavercreek,
Ohio
| $583M | +$47.4M | +9% | 8.46% | 63.5% | 236 | 32.2% | 1.8 |
|
| 1727 |
1727
Rutabaga Capital Management
Boston,
Massachusetts
| $583M | +$53.5M | +10% | 15.7% | 57% | 60 | 10% | 2.1 |
|
| 1728 |
1728
Cadinha & Co
Honolulu,
Hawaii
| $582M | +$90.7M | +18% | 5.52% | 132% | 122 | 13.93% | 2.5 |
|
| 1729 |
1729
NBT Bank
Norwich,
New York
| $582M | +$7M | +1% | 4.71% | 77% | 209 | 5.74% | 3 |
|
| 1730 |
1730
Sensato Investors
San Francisco,
California
| $581M | +$110M | +23% | 5.6% | 75.8% | 117 | 51.28% | 0.6 |
|
| 1731 |
IR
1731
IAT Reinsurance
New York
| $580M | +$66.2M | +13% | 12.4% | 60.2% | 133 | 35.34% | 1.2 |
|
| 1732 |
1732
BBR Partners
New York
| $580M | -$20.5M | -3% | 0.86% | 63.4% | 90 | 30% | 1.5 |
|
| 1733 |
1733
Main Management
San Francisco,
California
| $579M | +$70.5M | +14% | 3.02% | 64.1% | 45 | 11.11% | 2.2 |
|
| 1734 |
1734
Cornercap Investment Counsel
Atlanta,
Georgia
| $579M | +$28.1M | +5% | 8.74% | 55.4% | 438 | 39.95% | 1 |
|
| 1735 |
1735
Reilly Financial Advisors
La Mesa,
California
| $578M | +$14.5M | +3% | 3.68% | 99% | 976 | 22.95% | 1.6 |
|
| 1736 |
1736
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $577M | +$2.47M | +0.4% | 5.53% | 140% | 29 | 17.24% | 2.2 |
|
| 1737 |
1737
Denali Advisors
San Diego,
California
| $576M | -$81.9M | -12% | 9.21% | 106% | 325 | 27.69% | 1.4 |
|
| 1738 |
1738
MIG Capital
Newport Beach,
California
| $575M | +$27.9M | +5% | 6.08% | 118% | 27 | 25.93% | 1.5 |
|
| 1739 |
1739
First Long Island Investors
Jericho,
New York
| $574M | +$22.4M | +4% | 2.71% | 85.5% | 57 | 7.02% | 2.3 |
|
| 1740 |
1740
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $574M | +$24.5M | +4% | 3.88% | 71.6% | 296 | 8.11% | 2.5 |
|
| 1741 |
MIM
1741
Marco Investment Management
Atlanta,
Georgia
| $574M | +$15.8M | +3% | 4% | 127% | 191 | 9.42% | 2.6 |
|
| 1742 |
1742
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $573M | +$89.1M | +18% | 0.38% | 58.1% | 213 | 38.97% | 1.2 |
|
| 1743 |
1743
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $571M | +$38.2M | +7% | 1.28% | 51.3% | 421 | 27.79% | 1.9 |
|
| 1744 |
1744
Next Financial Group
Houston,
Texas
| $569M | +$15.3M | +3% | 3.45% | 85.4% | 2,616 | 11.93% | 1.5 |
|
| 1745 |
1745
Vigilant Capital Management
Portland,
Maine
| $568M | +$4.57M | +0.8% | 2.62% | 48.8% | 310 | 17.74% | 2.2 |
|
| 1746 |
OIM
1746
Opus Investment Management
Worcester,
Massachusetts
| $568M | -$19.7M | -3% | 1.85% | 52.8% | 94 | 5.32% | 2.3 |
|
| 1747 |
1747
Parus Finance (UK)
London,
United Kingdom
| $568M | -$95M | -14% | 0.04% | 199% | 19 | 15.79% | 2 |
|
| 1748 |
1748
Mather Group
Chicago,
Illinois
| $568M | +$35.3M | +7% | 0.96% | 54.1% | 43 | 41.86% | 1.2 |
|
| 1749 |
1749
Zions Bancorporation
Salt Lake City,
Utah
| $568M | +$39.4M | +7% | 2.01% | 22.9% | 882 | 6.8% | 1.2 |
|
| 1750 |
WFI
1750
West Family Investments
Carlsbad,
California
| $568M | +$29.3M | +5% | 8.84% | 116% | 117 | 11.11% | 2.4 |
|