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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 |
CEI
1851
Clark Estates Inc
New York
| $626M | +$20.3M | +3% | 1.78% | 34.5% | 106 | 32.08% | 1.7 |
|
| 1852 |
1852
Harvest Fund Management
Beijing,
China
| $626M | -$2.86M | -0.5% | 7.25% | 327% | 276 | 36.96% | 0.7 |
|
| 1853 |
1853
Kite Lake Capital Management (UK)
London,
United Kingdom
| $624M | -$225M | -26% | 9.78% | 337% | 21 | 66.67% | 0.1 |
|
| 1854 |
1854
Denali Advisors
San Diego,
California
| $624M | -$21M | -3% | 2.88% | 106% | 310 | 28.39% | 1.6 |
|
| 1855 |
1855
Valeo Financial Advisors
Carmel,
Indiana
| $623M | +$14.1M | +2% | 1.58% | 82.7% | 1,662 | 18.29% | 0.4 |
|
| 1856 |
NAM
1856
North American Management
Boston,
Massachusetts
| $623M | -$33.3M | -5% | 1.59% | 61.7% | 135 | 6.67% | 3.4 |
|
| 1857 |
1857
Mount Lucas Management
Newtown,
Pennsylvania
| $622M | +$43.1M | +7% | 2.36% | 109% | 114 | 35.09% | 1.1 |
|
| 1858 |
1858
Hilton Capital Management
Garden City,
New York
| $621M | -$41.4M | -6% | 0.4% | 58.2% | 177 | 32.2% | 1.2 |
|
| 1859 |
1859
Adams Natural Resources Fund
Baltimore,
Maryland
| $621M | -$47.2M | -7% | 5.31% | 50.6% | 58 | 29.31% | 2.4 |
|
| 1860 |
1860
Mission Wealth Management
Santa Barbara,
California
| $620M | +$35.9M | +6% | 0.64% | 92.1% | 262 | 20.99% | 1.6 |
|
| 1861 |
IFLIT
1861
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $620M | -$44.1M | -7% | 0.61% | 45.7% | 17 | 0% | 2.7 |
|
| 1862 |
1862
ORIX Corp
Tokyo,
Japan
| $620M | -$83.3M | -12% | 11.9% | 11.7% | 1 | 0% | 0.3 |
|
| 1863 |
1863
KLS Professional Advisors Group
New York
| $619M | +$118M | +23% | 1.21% | 38% | 26 | 26.92% | 0.9 |
|
| 1864 |
1864
Waverly Advisors
Birmingham,
Alabama
| $619M | -$82.4M | -12% | 0.89% | 67.6% | 403 | 57.32% | 2.2 |
|
| 1865 |
1865
Baldwin Wealth Partners
Marion,
Massachusetts
| $618M | -$23.9M | -4% | 0.19% | 94.5% | 531 | 16.01% | 2.1 |
|
| 1866 |
1866
Dubuque Bank & Trust
Dubuque,
Iowa
| $618M | -$42.4M | -6% | 1.42% | 24% | 791 | 22.88% | 2 |
|
| 1867 |
LCM
1867
Lomas Capital Management
New York
| $617M | +$121M | +24% | 1.26% | 66.3% | 35 | 40% | 0.7 |
|
| 1868 |
1868
Grassi Investment Management
Santa Clara,
California
| $616M | -$594K | -0.1% | 0.17% | 170% | 134 | 12.69% | 3.8 |
|
| 1869 |
1869
Sompo Asset Management
Tokyo,
Japan
| $616M | -$67.6M | -10% | 2.6% | 84.7% | 95 | 9.47% | 1 |
|
| 1870 |
1870
Strategic Financial Services
Utica,
New York
| $615M | -$17.4M | -3% | 0.74% | 58.7% | 122 | 14.75% | 3.4 |
|
| 1871 |
1871
Acropolis Investment Management
St. Louis,
Missouri
| $615M | -$38M | -6% | 1.44% | 51% | 157 | 11.46% | 3.4 |
|
| 1872 |
1872
Foster & Motley
Cincinnati,
Ohio
| $614M | -$12M | -2% | 1.77% | 68.8% | 230 | 9.13% | 2.7 |
|
| 1873 |
1873
First Financial Bank - Trust Division
Hamilton,
Ohio
| $613M | +$6.51M | +1% | 1.35% | 68.6% | 181 | 9.39% | 3.7 |
|
| 1874 |
1874
Acuta Capital Partners
Redwood City,
California
| $612M | +$82.6M | +16% | 34.7% | 7,269% | 102 | 68.63% | 0.7 |
|
| 1875 |
1875
Endeavour Capital Advisors
Greenwich,
Connecticut
| $612M | +$366M | +148% | 1.57% | 105% | 48 | 39.58% | 1.2 |
|