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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
Arden Trust
Wilmington,
Delaware
| $659M | +$3.7M | +0.6% | 4.01% | 22.5% | 369 | 7.05% | 2.5 |
|
| 1727 |
1727
Dean Investment Associates
Beavercreek,
Ohio
| $658M | +$109K | +0% | 3.92% | 63.5% | 226 | 20.35% | 1.9 |
|
| 1728 |
1728
Prospera Financial Services
Dallas,
Texas
| $657M | +$34M | +5% | 3.99% | 97.4% | 458 | 13.32% | 1.8 |
|
| 1729 |
1729
Keel Point
Huntsville,
Alabama
| $657M | +$159M | +32% | 4.46% | 76.4% | 181 | 18.23% | 1.5 |
|
| 1730 |
1730
Sompo Asset Management
Tokyo,
Japan
| $657M | -$7.67M | -1% | 3.26% | 84.7% | 101 | 13.86% | 0.7 |
|
| 1731 |
1731
Private Capital Management (Florida)
Naples,
Florida
| $657M | +$34.9M | +6% | 8.37% | 118% | 50 | 6% | 2.9 |
|
| 1732 |
1732
Sector Gamma AS
Oslo,
Norway
| $656M | -$31.7M | -5% | 1.62% | 35.3% | 31 | 25.81% | 2 |
|
| 1733 |
1733
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $655M | -$37.1M | -5% | 4.67% | 96% | 112 | 27.68% | 2 |
|
| 1734 |
1734
Albion Financial Group
Salt Lake City,
Utah
| $655M | +$52.9M | +9% | 3.24% | 79.6% | 203 | 6.9% | 2.7 |
|
| 1735 |
1735
Kahn Brothers Group
New York
| $655M | -$1.21M | -0.2% | 4.11% | 53.4% | 34 | 0% | 3.7 |
|
| 1736 |
1736
Kanawha Capital Management
Richmond,
Virginia
| $654M | +$12.6M | +2% | 3.46% | 74.5% | 170 | 2.94% | 3.5 |
|
| 1737 |
1737
Bragg Financial Advisors
Charlotte,
North Carolina
| $653M | +$18.7M | +3% | 4.69% | 101% | 261 | 6.13% | 3.3 |
|
| 1738 |
1738
Lowe Brockenbrough & Co
Richmond,
Virginia
| $652M | +$15.3M | +2% | 3% | 78.8% | 203 | 5.42% | 3.3 |
|
| 1739 |
1739
Equitec Specialists
Chicago,
Illinois
| $650M | +$8.41M | +1% | 1.6% | 65.4% | 129 | 39.53% | 0.6 |
|
| 1740 |
1740
Guardian Life Insurance
New York
| $650M | -$36.6M | -5% | 2.11% | – | 539 | 8.53% | 3.5 |
|
| 1741 |
1741
Cambria Investment Management
Manhattan Beach,
California
| $650M | +$185M | +40% | 4.9% | 72% | 224 | 17.86% | 1.1 |
|
| 1742 |
1742
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $649M | +$46.5M | +8% | 4.37% | 71.6% | 307 | 10.42% | 2.9 |
|
| 1743 |
1743
Howard Capital Management (New York)
New York
| $649M | +$12.8M | +2% | 4.21% | 76.8% | 119 | 10.92% | 3 |
|
| 1744 |
1744
Maryland Capital Management
Towson,
Maryland
| $649M | -$46.3M | -7% | 5.05% | 44.5% | 173 | 12.14% | 2.9 |
|
| 1745 |
IR
1745
IAT Reinsurance
New York
| $648M | +$60.2M | +10% | 7.41% | 60.2% | 124 | 28.23% | 1.4 |
|
| 1746 |
1746
Evermore Global Advisors
Summit,
New Jersey
| $648M | +$254M | +65% | 9.37% | 133% | 20 | 30% | 0.5 |
|
| 1747 |
1747
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $648M | +$18.2M | +3% | 3.72% | – | 198 | 6.57% | 3.2 |
|
| 1748 |
1748
Adams Natural Resources Fund
Baltimore,
Maryland
| $647M | +$37.3M | +6% | 6.69% | 50.6% | 50 | 20% | 2.6 |
|
| 1749 |
1749
Manchester Capital Management
Manchester,
Vermont
| $645M | +$16M | +3% | 6.19% | 86.7% | 505 | 6.93% | 3.5 |
|
| 1750 |
1750
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $645M | +$22.9M | +4% | 2.62% | 94.2% | 122 | 18.85% | 3.3 |
|