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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Mount Lucas Management
Newtown,
Pennsylvania
| $521M | -$70.5M | -12% | 2.69% | 109% | 126 | 33.33% | 0.6 |
|
| 1802 |
1802
Thompson Investment Management
Madison,
Wisconsin
| $521M | -$5.46M | -1% | 0.36% | 100% | 175 | 10.29% | 1.7 |
|
| 1803 |
1803
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $521M | -$52.9M | -9% | 1.81% | 68.1% | 75 | 10.67% | 1.7 |
|
| 1804 |
ACM
1804
Astenbeck Capital Management
Southport,
Connecticut
| $521M | +$76.4M | +17% | 2.93% | 12.4% | 17 | 23.53% | 0.5 |
|
| 1805 |
1805
Flow Traders U.S.
New York
| $521M | +$41.9M | +9% | 5.87% | 86.5% | 273 | 62.27% | 0.4 |
|
| 1806 |
CL
1806
Croft-Leominster
Baltimore,
Maryland
| $518M | -$25.2M | -5% | 0.83% | 38% | 207 | 20.29% | 1.4 |
|
| 1807 |
1807
Spirit of America Management Corp
Syosset,
New York
| $518M | +$45.3M | +10% | 4.46% | 113% | 352 | 11.93% | 1.1 |
|
| 1808 |
1808
Pekin Hardy Strauss
Chicago,
Illinois
| $516M | -$21.2M | -4% | 0.62% | 102% | 167 | 8.98% | 1.5 |
|
| 1809 |
1809
Providence Equity Partners
Providence,
Rhode Island
| $516M | -$252M | -33% | 8.29% | 12.4% | 3 | 0% | 2 |
|
| 1810 |
1810
First Long Island Investors
Jericho,
New York
| $516M | +$5.28M | +1% | 1.25% | 85.5% | 54 | 9.26% | 1.6 |
|
| 1811 |
WDA
1811
Wendell David Associates
Portsmouth,
New Hampshire
| $515M | -$4.6M | -0.9% | 0.07% | 46% | 155 | 8.39% | 1.8 |
|
| 1812 |
1812
Nexus Investment Management
Toronto,
Ontario, Canada
| $515M | +$6.16M | +1% | 0.13% | 77.5% | 63 | 0% | 1.9 |
|
| 1813 |
1813
Boys Arnold & Co
Asheville,
North Carolina
| $515M | -$10.2M | -2% | 0.65% | 11.5% | 221 | 6.79% | 1.6 |
|
| 1814 |
1814
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $515M | +$23.2M | +5% | 2.96% | 69.3% | 789 | 15.08% | 1.4 |
|
| 1815 |
1815
Daiwa SB Investments
Tokyo,
Japan
| $514M | -$45.2M | -8% | 1.79% | 60.5% | 182 | 21.43% | 1 |
|
| 1816 |
1816
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $514M | -$3.94M | -0.8% | 1.04% | 127% | 383 | 2.35% | 1.9 |
|
| 1817 |
1817
PM Capital
Sydney,
Australia
| $512M | +$35.6M | +7% | 2.15% | 105% | 24 | 12.5% | 0.5 |
|
| 1818 |
1818
Acropolis Investment Management
St. Louis,
Missouri
| $511M | -$24.3M | -5% | 1.58% | 51% | 152 | 18.42% | 1.6 |
|
| 1819 |
1819
Canaan Partners VII
Westport,
Connecticut
| $511M | -$427M | -45% | 18% | 20.7% | 4 | 25% | 0.7 |
|
| 1820 |
IAS
1820
INR Advisory Services
Media,
Pennsylvania
| $511M | -$57.7M | -10% | 1.3% | 21.9% | 43 | 18.6% | 1.6 |
|
| 1821 |
1821
Clear Harbor Asset Management
Stamford,
Connecticut
| $510M | -$9.6M | -2% | 3.13% | 98.6% | 339 | 17.99% | 1.1 |
|
| 1822 |
1822
Bank Hapoalim BM
Tel Aviv,
Israel
| $510M | -$36M | -7% | 0.95% | 76.6% | 192 | 21.88% | 1 |
|
| 1823 |
1823
BDT Capital Partners
Chicago,
Illinois
| $510M | -$17.5M | -3% | 3.31% | 25.5% | 1 | 0% | 2 |
|
| 1824 |
1824
Tenor Capital Management
New York
| $509M | -$69.4M | -12% | 0.08% | 4.73% | 54 | 18.52% | 0.6 |
|
| 1825 |
1825
Clermont Group
Grand Cayman,
Cayman Islands
| $509M | +$130M | +34% | 30.5% | – | 1 | 0% | 2 |
|