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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $430M | +$35.5M | +9% | 7.92% | 48.1% | 48 | 12.5% | 0.4 |
|
| 1852 |
ICAS
1852
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $430M | +$42.8M | +11% | 7.59% | 24.9% | 683 | 16.11% | 0.4 |
|
| 1853 |
1853
Burnham Asset Management
New York
| $428M | +$24.9M | +6% | 10.7% | 39.5% | 270 | 10.37% | 0.5 |
|
| 1854 |
EC
1854
EMS Capital
New York
| $426M | -$130M | -23% | 13.7% | 228% | 50 | 60% | 0.3 |
|
| 1855 |
1855
FBL Investment Management Services
West Des Moines,
Iowa
| $426M | +$68.3M | +19% | 2.29% | 16.6% | 61 | 14.75% | 0.4 |
|
| 1856 |
OCM
1856
Otter Creek Management
West Palm Beach,
Florida
| $426M | +$5.15M | +1% | 7.43% | – | 57 | 31.58% | 0.4 |
|
| 1857 |
1857
Zuckerman Investment Group
Chicago,
Illinois
| $426M | +$27.2M | +7% | 12% | 111% | 50 | 8% | 0.5 |
|
| 1858 |
1858
TD Capital Management
Memphis,
Tennessee
| $425M | -$6.85M | -2% | 4.77% | 40.5% | 216 | 35.19% | 0.4 |
|
| 1859 |
1859
Quotient Investors
New York
| $425M | +$42.3M | +11% | 10% | 24.9% | 304 | 40.46% | 0.3 |
|
| 1860 |
OCMI
1860
Oaktop Capital Management II
Chatham,
New Jersey
| $425M | +$28M | +7% | 4.79% | 451% | 20 | 0% | 0.5 |
|
| 1861 |
KE
1861
KLP Enterprises
Branford,
Connecticut
| $425M | +$55.8M | +15% | 15.1% | – | 1 | 0% | 0.3 |
|
| 1862 |
1862
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $424M | +$29.5M | +7% | 10.1% | 132% | 515 | 4.85% | 0.5 |
|
| 1863 |
1863
Quantitative Advantage
Minnetonka,
Minnesota
| $424M | +$13.2M | +3% | 5.08% | 45.9% | 49 | 26.53% | 0.3 |
|
| 1864 |
1864
Wedbush Securities
Los Angeles,
California
| $423M | +$44.8M | +12% | 8.77% | 114% | 657 | 21.92% | 0.4 |
|
| 1865 |
1865
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $423M | +$84.4M | +25% | 8.65% | 15.7% | 294 | 47.62% | 0.3 |
|
| 1866 |
1866
RBF Capital
San Francisco,
California
| $423M | +$46.4M | +12% | 13.5% | 147% | 305 | 14.75% | 0.4 |
|
| 1867 |
CCM
1867
Contrarian Capital Management
Greenwich,
Connecticut
| $423M | +$216M | +105% | 20.1% | 29.4% | 48 | 45.83% | 0.3 |
|
| 1868 |
CCC
1868
Chelsea Counsel Company
Los Angeles,
California
| $422M | -$59.9M | -12% | 7.18% | 106% | 126 | 18.25% | 0.4 |
|
| 1869 |
1869
Arcadia Investment Management
Kalamazoo,
Michigan
| $422M | +$38.6M | +10% | 10.3% | 83.5% | 117 | 5.98% | 0.5 |
|
| 1870 |
TCM
1870
Tamarack Capital Management
Carlsbad,
California
| $422M | +$44.6M | +12% | 17% | – | 44 | 61.36% | 0.3 |
|
| 1871 |
1871
Main Management
San Francisco,
California
| $420M | +$13.4M | +3% | 7.97% | 64.1% | 57 | 24.56% | 0.4 |
|
| 1872 |
CCM
1872
Catapult Capital Management
New York
| $420M | -$389M | -48% | 16.3% | – | 331 | 73.72% | 0.2 |
|
| 1873 |
1873
Grassi Investment Management
Santa Clara,
California
| $419M | +$40M | +11% | 8.9% | 170% | 145 | 13.1% | 0.5 |
|
| 1874 |
1874
De Burlo Group
Boston,
Massachusetts
| $419M | +$51.7M | +14% | 13.9% | 147% | 110 | 19.09% | 0.4 |
|
| 1875 |
1875
Cobiz Wealth
Denver,
Colorado
| $419M | +$24.7M | +6% | 8.48% | 54% | 126 | 8.73% | 0.5 |
|