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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 |
JFGIW
1801
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $500M | +$18.9M | +4% | 2.83% | 58.1% | 804 | 6.97% | 2.1 |
|
| 1802 |
GPGA
1802
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $500M | +$14.5M | +3% | 1.41% | 96% | 125 | 20% | 1.3 |
|
| 1803 |
AC
1803
Aisling Capital
New York
| $499M | -$80.4M | -14% | 8.55% | 386% | 23 | 8.7% | 1.3 |
|
| 1804 |
1804
CTC (Chicago Trading Company)
Chicago,
Illinois
| $499M | +$254M | +103% | 9.93% | 192% | 6 | 66.67% | 0.5 |
|
| 1805 |
ACB
1805
Aristotle Capital Boston
Boston,
Massachusetts
| $499M | +$8.33M | +2% | 0.91% | 72.2% | 126 | 19.84% | 0.9 |
|
| 1806 |
OWD
1806
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $499M | +$14.6M | +3% | 2.12% | 23.7% | 231 | 8.23% | 2.2 |
|
| 1807 |
SPC
1807
Stewart & Patten Company
Lafayette,
California
| $498M | +$18.2M | +4% | 3.96% | 27.5% | 95 | 10.53% | 2.4 |
|
| 1808 |
1808
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $498M | +$5.9M | +1% | 2.01% | 51.3% | 426 | 21.13% | 1.7 |
|
| 1809 |
BBA
1809
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $497M | +$24.1M | +5% | 3.17% | 71.6% | 286 | 11.89% | 2.1 |
|
| 1810 |
FBA
1810
Front Barnett Associates
Chicago,
Illinois
| $497M | -$4.77M | -1% | 1.66% | 40.5% | 123 | 4.88% | 2.3 |
|
| 1811 |
LCM
1811
Lomas Capital Management
New York
| $497M | -$76.7M | -13% | 0.41% | 66.3% | 56 | 58.93% | 0.5 |
|
| 1812 |
1812
Choreo LLC
Rockford,
Illinois
| $496M | +$71.4M | +17% | 0.56% | 74.7% | 209 | 26.32% | 1.3 |
|
| 1813 |
PWM
1813
Patriot Wealth Management
Houston,
Texas
| $495M | +$12.4M | +3% | 1.17% | 24.3% | 73 | 10.96% | 1.9 |
|
| 1814 |
GIA
1814
Granite Investment Advisors
Concord,
New Hampshire
| $495M | +$6.76M | +1% | 3.69% | 55.6% | 132 | 9.85% | 1.9 |
|
| 1815 |
HIP
1815
Hengistbury Investment Partners
London,
United Kingdom
| $494M | +$161M | +48% | 1.66% | 108% | 10 | 40% | 0.5 |
|
| 1816 |
ACM
1816
Archer Capital Management
New York
| $494M | -$14.2M | -3% | 0.6% | 72.3% | 33 | 18.18% | 1.2 |
|
| 1817 |
KT
1817
Kanaly Trust
Houston,
Texas
| $494M | +$6.62M | +1% | 2.57% | 11.6% | 985 | 16.55% | 1.5 |
|
| 1818 |
FM
1818
Foster & Motley
Cincinnati,
Ohio
| $494M | +$22.5M | +5% | 4.29% | 68.8% | 185 | 15.68% | 2 |
|
| 1819 |
1819
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $494M | -$47.4M | -9% | 6.29% | 192% | 251 | 74.9% | 0.4 |
|
| 1820 |
1820
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $493M | +$98.7M | +25% | 2.44% | 85.5% | 116 | 2.59% | 0.9 |
|
| 1821 |
BM
1821
Brandywine Managers
Hockessin,
Delaware
| $493M | +$190M | +63% | 10.4% | 96.3% | 3 | 0% | 1 |
|
| 1822 |
PSCM
1822
Prince Street Capital Management
New York
| $493M | +$328M | +199% | 18.8% | 302% | 42 | 71.43% | 0.2 |
|
| 1823 |
KMC
1823
Kirr Marbach & Co
Columbus,
Indiana
| $493M | -$10.1M | -2% | 0.45% | 135% | 73 | 19.18% | 1.5 |
|
| 1824 |
CAM
1824
Cypress Asset Management
Houston,
Texas
| $492M | -$5.27M | -1% | 1.2% | 141% | 198 | 6.06% | 2.1 |
|
| 1825 |
SHA
1825
Smith Hayes Advisers
Lincoln,
Nebraska
| $491M | +$16.8M | +4% | 2% | 35.2% | 328 | 12.8% | 2 |
|