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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
L. Roy Papp & Associates
Phoenix,
Arizona
| $421M | +$19.3M | +5% | 6.48% | 80.1% | 137 | 2.92% | 0.2 |
|
| 1752 |
OCM
1752
Otter Creek Management
West Palm Beach,
Florida
| $420M | -$58.9M | -12% | 6.73% | – | 61 | 22.95% | 0.2 |
|
| 1753 |
1753
G.F.W. Energy VIII
Irving,
Texas
| $420M | -$20.9M | -5% | 4.14% | 41.6% | 2 | 0% | 0.3 |
|
| 1754 |
1754
Penn Davis McFarland
Dallas,
Texas
| $418M | -$3.5M | -0.8% | 4.71% | 100% | 32 | 15.63% | 0.2 |
|
| 1755 |
1755
Arbiter Partners Capital Management
New York
| $417M | -$256M | -38% | 0.74% | 378% | 108 | 28.7% | 0.2 |
|
| 1756 |
1756
Capital Advisors Inc
Tulsa,
Oklahoma
| $417M | +$46.4M | +13% | 7.18% | 82.7% | 119 | 8.4% | 0.2 |
|
| 1757 |
WDA
1757
Wendell David Associates
Portsmouth,
New Hampshire
| $417M | +$16.7M | +4% | 5.11% | 46% | 138 | 5.8% | 0.2 |
|
| 1758 |
KCP
1758
KDI Capital Partners
Raleigh,
North Carolina
| $417M | +$10.8M | +3% | 8.2% | 77.1% | 48 | 20.83% | 0.2 |
|
| 1759 |
1759
Community Financial System
Syracuse,
New York
| $416M | +$55.9M | +16% | 4.7% | – | 392 | 10.97% | 0.2 |
|
| 1760 |
1760
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $416M | +$54.4M | +15% | 2.93% | 70.4% | 142 | 17.61% | 0.2 |
|
| 1761 |
1761
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $416M | -$33.2M | -7% | 6.52% | 116% | 87 | 8.05% | 0.2 |
|
| 1762 |
1762
Central Securities
New York
| $416M | +$33.9M | +9% | 6.99% | 90.2% | 39 | 20.51% | 0.2 |
|
| 1763 |
REMS
1763
Real Estate Management Services
| $413M | +$1.71M | +0.4% | 1.93% | 67.2% | 52 | 11.54% | 0.2 |
|
| 1764 |
ICRM
1764
Insight Capital Research & Management
Walnut Creek,
California
| $413M | +$27.7M | +7% | 24% | 287% | 242 | 56.61% | 0.2 |
|
| 1765 |
RCP
1765
RPM Capital Partners
New York
| $413M | -$51.7M | -11% | 26.9% | 8.37% | 1 | 0% | 0.3 |
|
| 1766 |
MC
1766
MSF Capital
New York
| $412M | +$6.31M | +2% | 5.61% | – | 51 | 100% | 0.2 |
|
| 1767 |
1767
SeaBridge Investment Advisors
Summit,
New Jersey
| $412M | +$33.1M | +9% | 6.54% | 128% | 245 | 18.78% | 0.2 |
|
| 1768 |
1768
Delta Asset Management
Memphis,
Tennessee
| $412M | +$11.7M | +3% | 4.09% | 53.8% | 570 | 8.07% | 0.2 |
|
| 1769 |
1769
Halsey Associates
New Haven,
Connecticut
| $411M | +$21.8M | +6% | 8.35% | 63.8% | 103 | 7.77% | 0.2 |
|
| 1770 |
1770
Quantitative Advantage
Minnetonka,
Minnesota
| $411M | +$20.7M | +5% | 7.52% | 45.9% | 54 | 50% | 0.2 |
|
| 1771 |
1771
Pamplona Capital Management
New York
| $411M | +$19.2M | +5% | 4.9% | – | 1 | 0% | 0.3 |
|
| 1772 |
KFS
1772
KMS Financial Services
Seattle,
Washington
| $411M | +$53M | +15% | 4.45% | – | 488 | 27.66% | 0.2 |
|
| 1773 |
1773
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $410M | +$26.2M | +7% | 4.84% | 23.7% | 230 | 9.13% | 0.2 |
|
| 1774 |
1774
CIBC Bank USA
Chicago,
Illinois
| $409M | -$1.29B | -76% | 5.32% | 32.3% | 318 | 11.64% | 0.2 |
|
| 1775 |
1775
Howard Capital Management (New York)
New York
| $409M | +$27.1M | +7% | 6.33% | 76.8% | 100 | 8% | 0.2 |
|