We are live on
!
Find out more
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
CIS
1876
Connors Investor Services
Wyomissing,
Pennsylvania
| $483M | +$18.9M | +4% | 1.96% | 125% | 172 | 15.7% |
|
| 1877 |
JFGIW
1877
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $482M | +$16.5M | +4% | 3.84% | 58.1% | 945 | 15.34% |
|
| 1878 |
AI
1878
Alphabet Inc
Mountain View,
California
| $482M | -$119M | -20% | 7.52% | 327% | 6 | 33.33% |
|
| 1879 |
6CM
1879
683 Capital Management
New York
| $482M | +$219M | +84% | 4.36% | 311% | 103 | 51.46% |
|
| 1880 |
BBA
1880
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $481M | +$1.29M | +0.3% | 1.05% | 71.6% | 293 | 9.22% |
|
| 1881 |
JAFL
1881
Jay A. Fishman Ltd
Troy,
Michigan
| $481M | +$3.72M | +0.8% | 2.76% | 105% | 104 | 11.54% |
|
| 1882 |
AAM
1882
Auxier Asset Management
Aurora,
Oregon
| $480M | -$14.8M | -3% | 0.13% | 71.7% | 148 | 6.76% |
|
| 1883 |
PS
1883
Presima Securities
Montreal,
Quebec, Canada
| $480M | -$54.1M | -10% | 11% | 10.3% | 31 | 12.9% |
|
| 1884 |
EA
1884
Efficient Advisors
Mason,
Ohio
| $479M | +$9.27M | +2% | 0.61% | 30.6% | 42 | 23.81% |
|
| 1885 |
SI
1885
Sensato Investors
San Francisco,
California
| $478M | +$14.2M | +3% | 6.47% | 75.8% | 88 | 56.82% |
|
| 1886 |
SH
1886
Scepter Holdings
Fort Worth,
Texas
| $478M | -$69.4M | -13% | 3.1% | – | 70 | 55.71% |
|
| 1887 |
CT
1887
Coastline Trust
Providence,
Rhode Island
| $478M | -$9.18M | -2% | 1.24% | 92.7% | 267 | 2.25% |
|
| 1888 |
DBG
1888
De Burlo Group
Boston,
Massachusetts
| $478M | -$27.4M | -5% | 4.05% | 147% | 113 | 18.58% |
|
| 1889 |
IAM
1889
Integre Asset Management
New York
| $477M | -$28M | -6% | 1.98% | 74.1% | 156 | 14.1% |
|
| 1890 |
CC
1890
Callan Capital
La Jolla,
California
| $477M | +$6.42M | +1% | 4.78% | 20.1% | 73 | 10.96% |
|
| 1891 |
AAM
1891
Aureus Asset Management
Boston,
Massachusetts
| $476M | +$40.8M | +9% | 1.75% | 93.9% | 177 | 20.34% |
|
| 1892 |
SPC
1892
Stewart & Patten Company
Lafayette,
California
| $475M | -$10.2M | -2% | 1.27% | 27.5% | 98 | 6.12% |
|
| 1893 |
DS
1893
Dalal Street
West Lake Hills,
Texas
| $475M | -$61.3M | -11% | 10.9% | 92.7% | 8 | 12.5% |
|
| 1894 |
CA
1894
Cortland Associates
St Louis,
Missouri
| $475M | -$10.8M | -2% | 1.28% | 57.1% | 41 | 2.44% |
|
| 1895 |
PA
1895
Planning Alternatives
Birmingham,
Michigan
| $474M | +$33.5M | +8% | 0.72% | 69.6% | 47 | 10.64% |
|
| 1896 |
FCM
1896
Force Capital Management
New York
| $474M | -$174M | -27% | 4.93% | 72.7% | 39 | 41.03% |
|
| 1897 |
PSI
1897
Pinnacle Summer Investments
Fairfax,
Virginia
| $474M | -$249M | -34% | 2.71% | – | 1,067 | 33.65% |
|
| 1898 |
CCM
1898
Compass Capital Management
Minneapolis,
Minnesota
| $474M | -$6.46M | -1% | 1.75% | 50.8% | 47 | 6.38% |
|
| 1899 |
ECA
1899
Encompass Capital Advisors
New York
| $473M | +$35M | +8% | 1.99% | 364% | 46 | 78.26% |
|
| 1900 |
OCMI
1900
Oaktop Capital Management II
Chatham,
New Jersey
| $473M | +$17.8M | +4% | 2.75% | 451% | 20 | 0% |
|