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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1826 |
SP
1826
SCF Partners
Houston,
Texas
| $492M | +$16.5M | +3% | 3.47% | 2.1% | 1 | 0% |
|
| 1827 |
AAM
1827
AO Asset Management
New York
| $491M | +$31.5M | +7% | 12% | 127% | 38 | 47.37% |
|
| 1828 |
LH
1828
Lebenthal Holdings
New York
| $490M | +$65M | +15% | 0.69% | – | 348 | 27.3% |
|
| 1829 |
SIA
1829
SeaBridge Investment Advisors
Summit,
New Jersey
| $489M | -$7.66M | -2% | 1.72% | 128% | 247 | 18.22% |
|
| 1830 |
CAL
1830
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $489M | +$8.91M | +2% | 0.71% | 44.1% | 409 | 17.36% |
|
| 1831 |
GWI
1831
Grace & White Inc
Ny,
New York
| $489M | -$12.9M | -3% | 2.59% | 61.5% | 148 | 3.38% |
|
| 1832 |
MSR
1832
Main Street Research
Lakeville,
Connecticut
| $488M | +$23.3M | +5% | 0.18% | 159% | 142 | 11.27% |
|
| 1833 |
MGAM
1833
McGowan Group Asset Management
Dallas,
Texas
| $488M | -$6.93M | -1% | 2.58% | 51.9% | 137 | 13.14% |
|
| 1834 |
PAI
1834
ProQuest Associates IV
Naples,
Florida
| $487M | +$180M | +59% | 76.1% | 113% | 6 | 0% |
|
| 1835 |
DAM
1835
Davis Asset Management
Sausalito,
California
| $487M | +$49.9M | +11% | 7.63% | 89.8% | 26 | 7.69% |
|
| 1836 |
DMK
1836
David M. Knott
| $483M | +$19.1M | +4% | 6.96% | 81% | 88 | 9.09% |
|
| 1837 |
ACM
1837
Academy Capital Management
Waco,
Texas
| $483M | -$26.5M | -5% | 0.18% | 71.3% | 46 | 13.04% |
|
| 1838 |
CIS
1838
Connors Investor Services
Wyomissing,
Pennsylvania
| $483M | +$18.9M | +4% | 1.96% | 116% | 172 | 15.7% |
|
| 1839 |
JFGIW
1839
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $482M | +$16.5M | +4% | 3.84% | 47.1% | 945 | 15.34% |
|
| 1840 |
AI
1840
Alphabet Inc
Mountain View,
California
| $482M | -$119M | -20% | 7.52% | 350% | 6 | 33.33% |
|
| 1841 |
6CM
1841
683 Capital Management
New York
| $482M | +$219M | +84% | 4.36% | 282% | 103 | 51.46% |
|
| 1842 |
BBA
1842
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $481M | +$1.29M | +0.3% | 1.06% | 60.7% | 293 | 9.22% |
|
| 1843 |
JAFL
1843
Jay A. Fishman Ltd
Troy,
Michigan
| $481M | +$3.72M | +0.8% | 2.76% | 107% | 104 | 11.54% |
|
| 1844 |
AAM
1844
Auxier Asset Management
Aurora,
Oregon
| $480M | -$14.8M | -3% | 0.13% | 58.4% | 148 | 6.76% |
|
| 1845 |
PS
1845
Presima Securities
Montreal,
Quebec, Canada
| $480M | -$54.1M | -10% | 11% | 10.3% | 31 | 12.9% |
|
| 1846 |
EA
1846
Efficient Advisors
Mason,
Ohio
| $479M | +$9.27M | +2% | 0.61% | 30.6% | 42 | 23.81% |
|
| 1847 |
SI
1847
Sensato Investors
San Francisco,
California
| $478M | +$14.2M | +3% | 6.47% | 75.8% | 88 | 56.82% |
|
| 1848 |
SH
1848
Scepter Holdings
Fort Worth,
Texas
| $478M | -$69.4M | -13% | 3.1% | – | 70 | 55.71% |
|
| 1849 |
CT
1849
Coastline Trust
Providence,
Rhode Island
| $478M | -$9.18M | -2% | 1.24% | 79.1% | 267 | 2.25% |
|
| 1850 |
DBG
1850
De Burlo Group
Boston,
Massachusetts
| $478M | -$27.4M | -5% | 4.05% | 98.1% | 113 | 18.58% |
|