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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
Ionic Capital Management
New York
| $629M | -$334M | -35% | 0.59% | 163% | 160 | 50% | 0.5 |
|
| 1877 |
1877
SKBA Capital Management
San Francisco,
California
| $629M | +$3.05M | +0.5% | 1.62% | 53.9% | 78 | 14.1% | 3.2 |
|
| 1878 |
1878
Makaira Partners
La Jolla,
California
| $629M | -$62.1M | -9% | 2.01% | 22% | 10 | 0% | 2.9 |
|
| 1879 |
1879
BTC Capital Management
Des Moines,
Iowa
| $626M | +$8.5M | +1% | 2.6% | – | 202 | 11.88% | 2.3 |
|
| 1880 |
HAM
1880
Hillcrest Asset Management
Plano,
Texas
| $626M | -$15.9M | -2% | 0.89% | 97.2% | 62 | 12.9% | 1.7 |
|
| 1881 |
1881
Asset Advisors Investment Management
Augusta,
Georgia
| $625M | +$31.1M | +5% | 2.1% | 67.5% | 99 | 7.07% | 0.9 |
|
| 1882 |
1882
Astor Investment Management
Chicago,
Illinois
| $624M | +$8.84M | +1% | 0.79% | 23.3% | 65 | 33.85% | 1.6 |
|
| 1883 |
1883
American Assets Investment Management
San Diego,
California
| $624M | -$2.46M | -0.4% | 1.33% | 507% | 184 | 5.43% | 3.5 |
|
| 1884 |
1884
Mason Investment Advisory Services
Reston,
Virginia
| $624M | +$22.8M | +4% | 0.49% | 76.1% | 87 | 6.9% | 0.5 |
|
| 1885 |
1885
BRR OpCo
Columbus,
Ohio
| $624M | +$3.68M | +0.6% | 0.53% | 23.6% | 199 | 10.55% | 2.5 |
|
| 1886 |
1886
CWA Asset Management Group
Naples,
Florida
| $623M | +$39.8M | +7% | 1.29% | – | 254 | 18.9% | 1.9 |
|
| 1887 |
1887
McDaniel Terry & Co
Austin,
Texas
| $623M | +$19.8M | +3% | 2.02% | 57.9% | 82 | 21.95% | 3.4 |
|
| 1888 |
1888
McGowan Group Asset Management
Dallas,
Texas
| $622M | -$15.4M | -2% | 1.17% | 69.8% | 102 | 13.73% | 2.7 |
|
| 1889 |
1889
Next Century Growth Investors
Plymouth,
Minnesota
| $621M | -$181M | -23% | 0.8% | 447% | 143 | 20.98% | 1.8 |
|
| 1890 |
1890
Dividend Assets Capital
Ridgeland,
South Carolina
| $621M | -$10.4M | -2% | 0.92% | 67.4% | 192 | 7.29% | 3.3 |
|
| 1891 |
1891
Crestline Management
Fort Worth,
Texas
| $621M | -$122M | -16% | 13.5% | 80.2% | 126 | 72.22% | 0.1 |
|
| 1892 |
1892
Raging Capital Management
Rocky Hill,
New Jersey
| $620M | +$28.5M | +5% | 0.05% | 6.41% | 54 | 37.04% | 0.9 |
|
| 1893 |
1893
CX Institutional
Auburn,
Indiana
| $619M | -$11.3M | -2% | 1.6% | 62.9% | 1,000 | 27.1% | 0.7 |
|
| 1894 |
1894
Belpointe Asset Management
Reno,
Nevada
| $618M | +$110M | +22% | 1.03% | 80.1% | 724 | 23.34% | 0.8 |
|
| 1895 |
1895
Spirit of America Management Corp
Syosset,
New York
| $618M | -$47.5M | -7% | 0.67% | 113% | 244 | 1.23% | 3.9 |
|
| 1896 |
1896
Cadinha & Co
Honolulu,
Hawaii
| $618M | +$64.9M | +12% | 3.32% | 132% | 122 | 9.84% | 3.6 |
|
| 1897 |
1897
Everett Capital Advisors (UK)
London,
United Kingdom
| $618M | -$216M | -26% | 0.16% | 30.7% | 41 | 46.34% | 0.5 |
|
| 1898 |
1898
Everence Capital Management
Goshen,
Indiana
| $617M | +$12.2M | +2% | 2.49% | 108% | 677 | 9.16% | 2.4 |
|
| 1899 |
1899
Dubuque Bank & Trust
Dubuque,
Iowa
| $617M | -$2.7M | -0.4% | 2.13% | 24% | 182 | 10.99% | 3.9 |
|
| 1900 |
1900
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $617M | +$32.4M | +6% | 1.77% | 74.8% | 591 | 15.57% | 0.4 |
|