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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Beach Point Capital Management
Santa Monica,
California
| $509M | -$38.3M | -7% | 0.58% | 84.1% | 30 | 23.33% | 0.8 |
|
| 1827 |
1827
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $509M | +$1.23M | +0.2% | 0.69% | 94.2% | 96 | 3.13% | 1.8 |
|
| 1828 |
NAM
1828
Netols Asset Management
Mequon,
Wisconsin
| $507M | -$6.26M | -1% | 2.88% | 41.7% | 75 | 13.33% | 1.6 |
|
| 1829 |
1829
Princeton Alpha Management
Princeton Junction,
New Jersey
| $507M | +$41.6M | +9% | 3.86% | 9.26% | 1,050 | 71.05% | 0.2 |
|
| 1830 |
1830
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $507M | +$35.1M | +7% | 4.96% | 96% | 116 | 17.24% | 1.2 |
|
| 1831 |
SHIM
1831
Spruce House Investment Management
New York
| $507M | +$30.1M | +6% | 1.68% | 863% | 10 | 30% | 0.4 |
|
| 1832 |
1832
Smithfield Trust
Pittsburgh,
Pennsylvania
| $507M | +$356K | +0.1% | 0.83% | 50% | 837 | 8.84% | 1.6 |
|
| 1833 |
1833
Smith Hayes Advisers
Lincoln,
Nebraska
| $506M | +$2.54M | +0.5% | 0.88% | 35.2% | 337 | 10.68% | 1.5 |
|
| 1834 |
1834
GW & Wade
Wellesley,
Massachusetts
| $506M | -$25.9M | -5% | 1.47% | 32.2% | 251 | 11.55% | 0.7 |
|
| 1835 |
1835
SCGF III Management
Menlo Park,
California
| $505M | -$11.1M | -2% | 11.9% | – | 3 | 0% | 1.8 |
|
| 1836 |
1836
Strategic Point Investment Advisors
Providence,
Rhode Island
| $505M | +$240M | +91% | 0.82% | 51.9% | 13 | 15.38% | 1.3 |
|
| 1837 |
1837
Kanaly Trust
Houston,
Texas
| $505M | -$8.23M | -2% | 1.78% | 11.6% | 887 | 21.87% | 1.1 |
|
| 1838 |
1838
Provident Investment Management
Novi,
Michigan
| $504M | +$12.7M | +3% | 2.36% | 69.5% | 53 | 5.66% | 1.7 |
|
| 1839 |
1839
Kopernik Global Investors
Tampa,
Florida
| $504M | +$105M | +26% | 3.54% | 128% | 24 | 16.67% | 1.1 |
|
| 1840 |
1840
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $504M | -$40.7M | -7% | 0.67% | 108% | 88 | 5.68% | 1.6 |
|
| 1841 |
1841
Rockland Trust
Hanover,
Massachusetts
| $504M | +$30.8M | +7% | 1.51% | 61.5% | 144 | 7.64% | 1.5 |
|
| 1842 |
1842
Dudley & Shanley
Palm Beach,
Florida
| $504M | +$7.01M | +1% | 1.59% | 67.9% | 28 | 7.14% | 1.5 |
|
| 1843 |
1843
Carret Asset Management
New York
| $503M | -$11.3M | -2% | 0.56% | 94.4% | 271 | 7.75% | 1.8 |
|
| 1844 |
1844
Polaris Wealth Advisory Group
San Rafael,
California
| $503M | -$47.1M | -9% | 0.1% | 64% | 87 | 34.48% | 0.8 |
|
| 1845 |
PGCM
1845
Prescott Group Capital Management
Tulsa,
Oklahoma
| $503M | +$4.75M | +1% | 5.97% | 148% | 201 | 20.4% | 1.2 |
|
| 1846 |
1846
Palisade Asset Management
Minneapolis,
Minnesota
| $503M | -$5.8M | -1% | 1.06% | 61.8% | 138 | 3.62% | 1.8 |
|
| 1847 |
1847
Kelly Lawrence W & Associates
Pasadens,
California
| $502M | +$38.7M | +8% | 1.32% | 123% | 145 | 11.03% | 1.1 |
|
| 1848 |
1848
Cadinha & Co
Honolulu,
Hawaii
| $502M | -$482K | -0.1% | 1.27% | 123% | 117 | 13.68% | 1.5 |
|
| 1849 |
1849
Richmond Hill Investments
New York
| $502M | +$123M | +33% | 4.77% | 55.2% | 15 | 33.33% | 1 |
|
| 1850 |
1850
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $502M | +$25.1M | +5% | 1.66% | 19.7% | 1,240 | 13.63% | 1.3 |
|