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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Efficient Market Advisors
San Diego,
California
| $466M | +$45.2M | +11% | 1.23% | 5.97% | 214 | 34.58% | 1.7 |
|
| 1877 |
1877
Kopernik Global Investors
Tampa,
Florida
| $465M | -$12.5M | -3% | 0.79% | 128% | 33 | 12.12% | 1.1 |
|
| 1878 |
1878
Courier Capital
Buffalo,
New York
| $465M | +$11.3M | +2% | 5.19% | 70.8% | 282 | 11.35% | 2 |
|
| 1879 |
CL
1879
Croft-Leominster
Baltimore,
Maryland
| $464M | +$31.8M | +7% | 6.97% | 38% | 194 | 20.1% | 1.6 |
|
| 1880 |
1880
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $464M | +$6.98M | +2% | 3.98% | 19.7% | 1,322 | 20.73% | 1.6 |
|
| 1881 |
1881
LBMC Investment Advisors
Brentwood,
Tennessee
| $463M | +$21.2M | +5% | 3.99% | 52.8% | 64 | 9.38% | 1.9 |
|
| 1882 |
1882
ArcLight Capital Partners
Boston,
Massachusetts
| $463M | -$163M | -26% | 26.9% | 50% | 3 | 33.33% | 0.7 |
|
| 1883 |
1883
Falcon Point Capital
San Francisco,
California
| $463M | +$184M | +66% | 6.2% | 119% | 134 | 20.9% | 1.3 |
|
| 1884 |
1884
USCA RIA
Houston,
Texas
| $463M | +$64.5M | +16% | 4.55% | 60.6% | 404 | 18.56% | 1.4 |
|
| 1885 |
1885
SG Capital Management
Chicago,
Illinois
| $462M | +$10M | +2% | 7.78% | 250% | 84 | 75% | 0.2 |
|
| 1886 |
1886
Cooper Investors
Melbourne, Victoria,
Australia
| $462M | +$32.1M | +7% | 8.75% | 57.5% | 32 | 25% | 1.4 |
|
| 1887 |
1887
Foundation Resource Management
Little Rock,
Arkansas
| $461M | -$3.88M | -0.8% | 2.51% | 84.5% | 61 | 4.92% | 2.3 |
|
| 1888 |
PCM
1888
Perritt Capital Management
Chicago,
Illinois
| $461M | -$15.6M | -3% | 6.76% | 80.9% | 255 | 8.63% | 1.8 |
|
| 1889 |
1889
Coldstream Capital Management
Bellevue,
Washington
| $461M | +$86.4M | +23% | 6.58% | 71% | 225 | 36% | 1.1 |
|
| 1890 |
1890
Encompass Capital Advisors
New York
| $460M | -$77.9M | -14% | 8.87% | 364% | 45 | 73.33% | 0.3 |
|
| 1891 |
AAM
1891
AO Asset Management
New York
| $460M | +$55.6M | +14% | 19.1% | 127% | 29 | 65.52% | 0.3 |
|
| 1892 |
1892
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $459M | +$18.7M | +4% | 6.64% | 116% | 87 | 9.2% | 2 |
|
| 1893 |
1893
Washington Trust Bank
Spokane,
Washington
| $459M | +$83M | +22% | 2.37% | 80.5% | 835 | 17.25% | 1.4 |
|
| 1894 |
NAM
1894
Nichols Asset Management
Sudbury,
Massachusetts
| $459M | +$11.5M | +3% | 7.47% | 43.8% | 125 | 15.2% | 1.8 |
|
| 1895 |
1895
Efficient Advisors
Mason,
Ohio
| $458M | +$11.2M | +2% | 1.52% | 30.6% | 43 | 0% | 1.6 |
|
| 1896 |
1896
Prospera Financial Services
Dallas,
Texas
| $456M | +$60.6M | +15% | 3.95% | 97.4% | 336 | 24.7% | 1.4 |
|
| 1897 |
1897
Coastline Trust
Providence,
Rhode Island
| $455M | +$16.2M | +4% | 5.37% | 106% | 268 | 10.07% | 2 |
|
| 1898 |
JPCCM
1898
J&P (China) Capital Management
Hong Kong,
China
| $455M | -$25.7M | -5% | 3.14% | 84.4% | 23 | 47.83% | 0.7 |
|
| 1899 |
1899
Woodstock Corp
Boston,
Massachusetts
| $455M | +$15.6M | +4% | 7.18% | 115% | 159 | 6.92% | 2.2 |
|
| 1900 |
1900
Towle & Co
Denver,
Colorado
| $453M | +$15.1M | +3% | 10% | 172% | 34 | 8.82% | 1.8 |
|