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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 |
MCL
1826
MIK Capital LLC
New York
| $497M | +$6.74M | +1% | 4.06% | – | 19 | 68.42% | 0.1 |
|
| 1827 |
CT
1827
Coastline Trust
Providence,
Rhode Island
| $495M | +$26.3M | +6% | 3.7% | 106% | 261 | 4.6% | 2.4 |
|
| 1828 |
GIA
1828
Granite Investment Advisors
Concord,
New Hampshire
| $495M | +$89K | +0% | 3.19% | 55.6% | 126 | 3.17% | 2.1 |
|
| 1829 |
LCM
1829
Lomas Capital Management
New York
| $495M | -$1.98M | -0.4% | 0.85% | 66.3% | 53 | 54.72% | 0.5 |
|
| 1830 |
TCM
1830
Tufton Capital Management
Hunt Valley,
Maryland
| $494M | +$92.2M | +23% | 3.41% | 86.5% | 108 | 9.26% | 2.4 |
|
| 1831 |
KT
1831
Kanaly Trust
Houston,
Texas
| $493M | -$605K | -0.1% | 6.68% | 11.6% | 994 | 16.3% | 1.7 |
|
| 1832 |
FBA
1832
Front Barnett Associates
Chicago,
Illinois
| $493M | -$3.62M | -0.7% | 1.17% | 40.5% | 124 | 5.65% | 2.4 |
|
| 1833 |
1833
Mather Group
Chicago,
Illinois
| $492M | +$21.5M | +5% | 1.41% | 54.1% | 31 | 16.13% | 1.3 |
|
| 1834 |
SIM
1834
Scottrade Investment Management
Saint Louis,
Missouri
| $492M | +$79M | +19% | 1.77% | – | 3 | 0% | 0.5 |
|
| 1835 |
1835
Welch Group
Birmingham,
Alabama
| $491M | -$108M | -18% | 6.17% | 73.2% | 150 | 19.33% | 2.5 |
|
| 1836 |
SAM
1836
Silverback Asset Management
Chapel Hill,
North Carolina
| $491M | -$242M | -33% | 0.21% | 92.1% | 54 | 18.52% | 0.5 |
|
| 1837 |
OW
1837
Orbis World
Road Town, Tortola,
British Virgin Islands
| $491M | +$102M | +26% | 30% | – | 3 | 0% | 0.5 |
|
| 1838 |
FBB
1838
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $490M | +$33.5M | +7% | 3.4% | 68% | 125 | 10.4% | 2.2 |
|
| 1839 |
AP
1839
Appleton Partners
Boston,
Massachusetts
| $489M | -$16.7M | -3% | 0.59% | 101% | 214 | 8.41% | 2 |
|
| 1840 |
1840
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $489M | -$4.67M | -0.9% | 10.4% | 192% | 172 | 66.86% | 0.5 |
|
| 1841 |
TIM
1841
Thompson Investment Management
Madison,
Wisconsin
| $489M | +$10.3M | +2% | 3.91% | 100% | 177 | 6.78% | 2.4 |
|
| 1842 |
GJL
1842
Gendell Jeffrey L
| $488M | -$38.5M | -7% | 0.58% | 748% | 61 | 8.2% | 1.8 |
|
| 1843 |
THSP
1843
Taube Hodson Stonex Partners
London,
United Kingdom
| $488M | -$29.2M | -6% | 3.37% | 8.82% | 19 | 5.26% | 1.6 |
|
| 1844 |
OHCM
1844
Oak Hill Capital Management
New York
| $488M | -$171M | -26% | 4.11% | 1.19% | 4 | 0% | 1.8 |
|
| 1845 |
JGUA
1845
John G. Ullman & Associates
Corning,
New York
| $487M | +$60.8M | +14% | 5.6% | 156% | 122 | 18.03% | 2.1 |
|
| 1846 |
BWP
1846
Baldwin Wealth Partners
Marion,
Massachusetts
| $486M | -$71.1M | -13% | 3.11% | 94.5% | 521 | 14.78% | 1.1 |
|
| 1847 |
CS
1847
Cisco Systems
San Jose,
California
| $486M | +$152M | +45% | 6.33% | 210% | 4 | 25% | 1.3 |
|
| 1848 |
PIM
1848
Provident Investment Management
Novi,
Michigan
| $485M | -$15.3M | -3% | 3.4% | 69.5% | 58 | 13.79% | 2.1 |
|
| 1849 |
WC
1849
Woodstock Corp
Boston,
Massachusetts
| $484M | +$9.14M | +2% | 3.12% | 115% | 162 | 7.41% | 2.5 |
|
| 1850 |
MSR
1850
Main Street Research
Lakeville,
Connecticut
| $484M | +$96.1M | +25% | 4.21% | 232% | 106 | 12.26% | 2.2 |
|