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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
| $437M | +$7.54M | +2% | 0.49% | 48.1% | 46 | 8.7% | 0.7 |
|
| 1852 |
PFMOSF
1852
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $437M | +$35.7M | +9% | 2.9% | 209% | 45 | 62.22% | 0.3 |
|
| 1853 |
SCM
1853
Symons Capital Management
Pittsburgh,
Pennsylvania
| $437M | +$3.55M | +0.8% | 5.25% | 25.4% | 103 | 40.78% | 0.4 |
|
| 1854 |
1854
Kelly Lawrence W & Associates
Pasadens,
California
| $436M | -$13.1M | -3% | 1.06% | 123% | 142 | 9.15% | 0.5 |
|
| 1855 |
1855
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $435M | +$67.3M | +18% | 0.52% | 86% | 281 | 21% | 0.6 |
|
| 1856 |
1856
Cormorant Asset Management
Boston,
Massachusetts
| $435M | +$90.3M | +26% | 32.9% | 3,977% | 58 | 56.9% | 0.1 |
|
| 1857 |
1857
TD Capital Management
Memphis,
Tennessee
| $434M | +$8.92M | +2% | 1.32% | 40.5% | 184 | 21.2% | 0.6 |
|
| 1858 |
1858
Portolan Capital Management
Boston,
Massachusetts
| $434M | -$16.6M | -4% | 2.59% | 738% | 163 | 41.72% | 0.4 |
|
| 1859 |
OIM
1859
Opus Investment Management
Worcester,
Massachusetts
| $434M | +$64.4M | +17% | 2.34% | 52.8% | 77 | 5.19% | 0.7 |
|
| 1860 |
1860
HG Vora Capital Management
New York
| $434M | -$14.9M | -3% | 5.51% | 42.6% | 19 | 57.89% | 0.2 |
|
| 1861 |
ICRM
1861
Insight Capital Research & Management
Walnut Creek,
California
| $434M | -$12.1M | -3% | 15.6% | 287% | 178 | 52.25% | 0.4 |
|
| 1862 |
1862
Rock Springs Capital Management
Baltimore,
Maryland
| $434M | +$154M | +55% | 15.8% | 342% | 88 | 36.36% | 0.2 |
|
| 1863 |
BL
1863
Bolton LP
Greenwich,
Connecticut
| $433M | -$106M | -20% | 4.15% | – | 350 | 73.43% | 0.2 |
|
| 1864 |
1864
Polaris Capital Management
Boston,
Massachusetts
| $433M | +$32.4M | +8% | 0.06% | 94.4% | 55 | 1.82% | 0.7 |
|
| 1865 |
1865
Motley Fool Asset Management
Alexandria,
Virginia
| $432M | +$34.9M | +9% | 1.61% | 117% | 95 | 27.37% | 0.6 |
|
| 1866 |
1866
Gradient Investments
Arden Hills,
Minnesota
| $432M | +$56.1M | +15% | 1% | 67.6% | 721 | 42.72% | 0.5 |
|
| 1867 |
1867
RRJ Capital
Grand Cayman,
Cayman Islands
| $431M | +$38.7M | +10% | 10.2% | – | 4 | 0% | 0.3 |
|
| 1868 |
SCC
1868
Second Curve Capital
Radnor,
Pennsylvania
| $430M | -$51.4M | -11% | 2.91% | 160% | 31 | 25.81% | 0.6 |
|
| 1869 |
1869
Highmount Capital
New York
| $430M | -$5.39M | -1% | 0.82% | – | 151 | 9.27% | 0.6 |
|
| 1870 |
1870
Bridges Investment Counsel
Omaha,
Nebraska
| $429M | -$6.17M | -1% | 1.46% | 33.7% | 164 | 4.27% | 0.7 |
|
| 1871 |
1871
Cooper Investors
Melbourne, Victoria,
Australia
| $429M | -$27.4M | -6% | 0.71% | 57.5% | 25 | 20% | 0.6 |
|
| 1872 |
KCA
1872
KR Capital Advisors
New York
| $429M | -$210M | -33% | 2.76% | – | 49 | 12.24% | 0.7 |
|
| 1873 |
1873
L. Roy Papp & Associates
Phoenix,
Arizona
| $429M | -$34.4M | -7% | 1.08% | 80.1% | 143 | 10.49% | 0.7 |
|
| 1874 |
AIS
1874
AlphaOne Investment Services
West Chester,
Pennsylvania
| $429M | -$30.8M | -7% | 0.98% | 77.1% | 184 | 34.24% | 0.6 |
|
| 1875 |
1875
Middleton & Co
Boston,
Massachusetts
| $429M | +$47M | +12% | 0.63% | 81.8% | 155 | 19.35% | 0.6 |
|