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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 |
CS
1851
Central Securities
New York
| $559M | +$19.4M | +4% | 3.36% | 90.2% | 43 | 16.28% | 2.5 |
|
| 1852 |
EK
1852
Evensky & Katz
Coral Gables,
Florida
| $558M | +$13.6M | +2% | 1.63% | 57.1% | 48 | 0% | 3.5 |
|
| 1853 |
FDCC
1853
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $558M | +$7.86M | +1% | 1.91% | 34% | 110 | 7.27% | 2.4 |
|
| 1854 |
GPP
1854
Great Point Partners
Greenwich,
Connecticut
| $558M | +$54.7M | +11% | 12.8% | 710% | 51 | 52.94% | 0.8 |
|
| 1855 |
FRM
1855
Foundation Resource Management
Little Rock,
Arkansas
| $558M | -$12.4M | -2% | 4.11% | 67.8% | 60 | 5% | 3.5 |
|
| 1856 |
FANJ
1856
Financial Architects (New Jersey)
Marlton,
New Jersey
| $558M | -$6.6M | -1% | 1.98% | 31.3% | 1,741 | 20.16% | 1.2 |
|
| 1857 |
BWM
1857
Baystate Wealth Management
Boston,
Massachusetts
| $558M | +$37.7M | +7% | 2.44% | 14.6% | 707 | 8.91% | 0.5 |
|
| 1858 |
PFMOSF
1858
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $557M | +$116M | +26% | 3.6% | 209% | 54 | 70.37% | 0.4 |
|
| 1859 |
CNAM
1859
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $556M | +$13.7M | +3% | 2.99% | 108% | 132 | 15.15% | 2 |
|
| 1860 |
AAC
1860
Asset Advisors Corp
Augusta,
Georgia
| $556M | +$7.06M | +1% | 3.25% | 41.4% | 191 | 16.23% | 2.8 |
|
| 1861 |
1861
IFM Investors
Melbourne,
Australia
| $556M | +$160M | +41% | 3.23% | 147% | 491 | 11.81% | 0.4 |
|
| 1862 |
NCMU
1862
NAYA Capital Management (UK)
London,
United Kingdom
| $556M | +$10.7M | +2% | 7.93% | 121% | 14 | 57.14% | 0.3 |
|
| 1863 |
BCM
1863
BTC Capital Management
Des Moines,
Iowa
| $554M | +$17.4M | +3% | 2.85% | – | 185 | 12.43% | 1.7 |
|
| 1864 |
FMT
1864
First Mercantile Trust
Cordova,
Tennessee
| $554M | -$105M | -16% | 4.14% | 51.2% | 895 | 17.77% | 2.1 |
|
| 1865 |
EWM
1865
Essex Woodlands Management
The Woodlands,
Texas
| $553M | +$115M | +26% | 31.2% | 55% | 10 | 10% | 3.1 |
|
| 1866 |
OWD
1866
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $552M | -$1.64M | -0.3% | 2.16% | 23.7% | 228 | 7.89% | 3 |
|
| 1867 |
CT
1867
Coastline Trust
Providence,
Rhode Island
| $552M | +$16.1M | +3% | 3.23% | 106% | 294 | 6.8% | 2.9 |
|
| 1868 |
BRWA
1868
B. Riley Wealth Advisors
Boca Raton,
Florida
| $551M | +$50M | +10% | 9.11% | 118% | 576 | 19.1% | 2 |
|
| 1869 |
CCM
1869
Corsair Capital Management
New York
| $551M | -$32.8M | -6% | 6.18% | 435% | 86 | 25.58% | 1.8 |
|
| 1870 |
GIA
1870
Granite Investment Advisors
Concord,
New Hampshire
| $551M | -$11.5M | -2% | 1.96% | 55.6% | 136 | 13.97% | 2.6 |
|
| 1871 |
IG
1871
Ithaka Group
Arlington,
Virginia
| $551M | +$33.4M | +6% | 7.7% | 143% | 45 | 17.78% | 2.6 |
|
| 1872 |
HLC
1872
Hunt Lane Capital
New York
| $550M | +$157M | +40% | 14.5% | 3.59% | 18 | 50% | 0.4 |
|
| 1873 |
BCM
1873
Buckhead Capital Management
Atlanta,
Georgia
| $550M | +$6.73M | +1% | 1.27% | 67.6% | 177 | 8.47% | 2.9 |
|
| 1874 |
STB
1874
S&T Bank
Indiana,
Pennsylvania
| $550M | +$24M | +5% | 2.98% | 193% | 100 | 22% | 2.6 |
|
| 1875 |
BCM
1875
Brenham Capital Management
Dallas,
Texas
| $549M | -$104M | -16% | 11.8% | 234% | 18 | 83.33% | 0.4 |
|