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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 |
FLII
1751
First Long Island Investors
Jericho,
New York
| $524M | -$2.29M | -0.4% | 0.99% | 85.5% | 59 | 16.95% | 1.9 |
|
| 1752 |
CCM
1752
Cupps Capital Management
Chicago,
Illinois
| $524M | -$189M | -27% | 0.83% | 213% | 240 | 36.67% | 1 |
|
| 1753 |
CEI
1753
Clark Estates Inc
New York
| $523M | -$31.2M | -6% | 3.18% | 34.5% | 134 | 29.85% | 1.4 |
|
| 1754 |
1754
RBF Capital
San Francisco,
California
| $522M | -$9.52M | -2% | 0.67% | 147% | 418 | 25.84% | 1.7 |
|
| 1755 |
NSIM
1755
North Star Investment Management
Chicago,
Illinois
| $522M | +$7.93M | +2% | 1.14% | 80.6% | 818 | 11.49% | 1.7 |
|
| 1756 |
VFM
1756
Viking Fund Management
Minot,
North Dakota
| $521M | +$14.6M | +3% | 6.68% | 105% | 48 | 20.83% | 1.8 |
|
| 1757 |
OIM
1757
Opus Investment Management
Worcester,
Massachusetts
| $521M | -$40.4M | -7% | 4.61% | 52.8% | 83 | 15.66% | 2.2 |
|
| 1758 |
MGAM
1758
McGowan Group Asset Management
Dallas,
Texas
| $520M | +$15.2M | +3% | 1.64% | 69.8% | 123 | 9.76% | 1 |
|
| 1759 |
AIM
1759
Acropolis Investment Management
St. Louis,
Missouri
| $520M | +$17.6M | +3% | 1.9% | 51% | 131 | 5.34% | 2.2 |
|
| 1760 |
1760
Bragg Financial Advisors
Charlotte,
North Carolina
| $520M | +$53.6M | +11% | 3.75% | 101% | 252 | 7.94% | 2.2 |
|
| 1761 |
NPPM
1761
North Point Portfolio Managers
Orange Village,
Ohio
| $520M | +$1.03M | +0.2% | 2.12% | 72.8% | 84 | 13.1% | 2.2 |
|
| 1762 |
1762
Calamos Wealth Management
Naperville,
Illinois
| $520M | +$17.6M | +4% | 0.12% | 102% | 276 | 19.93% | 1.1 |
|
| 1763 |
PC
1763
Pier Capital
Stamford,
Connecticut
| $519M | -$58.9M | -10% | 3.16% | 223% | 139 | 39.57% | 0.6 |
|
| 1764 |
GGI
1764
Godsey & Gibb Inc
Richmond,
Virginia
| $518M | +$10.3M | +2% | 2.7% | 87.5% | 60 | 13.33% | 2.1 |
|
| 1765 |
DBT
1765
Dubuque Bank & Trust
Dubuque,
Iowa
| $518M | +$45.1M | +10% | 0.07% | 24% | 761 | 21.68% | 1.6 |
|
| 1766 |
THSP
1766
Taube Hodson Stonex Partners
London,
United Kingdom
| $517M | -$81.1M | -14% | 0.66% | 8.82% | 19 | 10.53% | 1.4 |
|
| 1767 |
PAM
1767
Palisade Asset Management
Minneapolis,
Minnesota
| $516M | +$49.8M | +11% | 7.74% | 61.8% | 132 | 3.79% | 2.5 |
|
| 1768 |
YMRC
1768
Yorktown Management & Research Company
Forest,
Virginia
| $515M | -$49.6M | -9% | 2.72% | 223% | 433 | 27.25% | 1.4 |
|
| 1769 |
WDA
1769
Wendell David Associates
Portsmouth,
New Hampshire
| $515M | +$8.11M | +2% | 3.85% | 46% | 153 | 7.19% | 2.4 |
|
| 1770 |
1770
Smithfield Trust
Pittsburgh,
Pennsylvania
| $514M | +$29M | +6% | 2.55% | 50% | 866 | 9.01% | 2 |
|
| 1771 |
RCAG
1771
Rehmann Capital Advisory Group
Lansing,
Michigan
| $514M | +$37.6M | +8% | 1.98% | 64.6% | 407 | 23.1% | 1.8 |
|
| 1772 |
WCM
1772
Windward Capital Management
Los Angeles,
California
| $513M | +$11.4M | +2% | 2.09% | 78.5% | 98 | 21.43% | 1.7 |
|
| 1773 |
WC
1773
Wexford Capital
West Palm Beach,
Florida
| $513M | +$88M | +21% | 6.03% | 128% | 112 | 57.14% | 0.3 |
|
| 1774 |
SAM
1774
Steinberg Asset Management
New York
| $513M | -$70.1M | -12% | 1.78% | 130% | 51 | 35.29% | 2 |
|
| 1775 |
1775
GW & Wade
Wellesley,
Massachusetts
| $512M | +$36.3M | +8% | 4.12% | 32.2% | 234 | 15.38% | 1.4 |
|