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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
KCP
1901
KDI Capital Partners
Raleigh,
North Carolina
| $421M | +$12.7M | +3% | 3.07% | 77.1% | 47 | 25.53% | 0.6 |
|
| 1902 |
1902
Bernzott Capital Advisors
Camarillo,
California
| $420M | -$21.8M | -5% | 1.28% | 46.6% | 50 | 18% | 0.6 |
|
| 1903 |
1903
Catawba Capital Management
Roanoke,
Virginia
| $419M | +$2.4M | +0.6% | 1.57% | 33.1% | 257 | 7.78% | 0.7 |
|
| 1904 |
BPM
1904
Bowling Portfolio Management
Cincinnati,
Ohio
| $419M | +$11.9M | +3% | 3.97% | 45.7% | 111 | 4.5% | 0.6 |
|
| 1905 |
1905
Reilly Financial Advisors
La Mesa,
California
| $419M | +$11.1M | +3% | 1.99% | 99% | 935 | 25.45% | 0.6 |
|
| 1906 |
1906
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $419M | +$84.5M | +25% | 3.02% | 46.4% | 305 | 31.8% | 0.2 |
|
| 1907 |
1907
Cobiz Wealth
Denver,
Colorado
| $419M | +$64K | +0% | 1.59% | 54% | 128 | 12.5% | 0.7 |
|
| 1908 |
1908
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $418M | +$43.2M | +12% | 6.56% | 26.9% | 204 | 23.53% | 0.6 |
|
| 1909 |
HGI
1909
Hansberger Global Investors
Ft Lauderdale,
Florida
| $418M | -$33.7M | -7% | 3.26% | – | 48 | 18.75% | 0.7 |
|
| 1910 |
1910
Sector Gamma AS
Oslo,
Norway
| $417M | +$46.4M | +13% | 7.26% | 35.3% | 39 | 35.9% | 0.5 |
|
| 1911 |
1911
Quantitative Advantage
Minnetonka,
Minnesota
| $417M | -$7.53M | -2% | 2.34% | 45.9% | 62 | 59.68% | 0.4 |
|
| 1912 |
BRCA
1912
Birch Run Capital Advisors
Dallas,
Texas
| $416M | -$38.2M | -8% | 0.03% | 8.22% | 27 | 22.22% | 0.6 |
|
| 1913 |
1913
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $416M | +$12.3M | +3% | 8.53% | 70.6% | 301 | 56.81% | 0.4 |
|
| 1914 |
1914
Travelers Companies
Saint Paul,
Minnesota
| $416M | +$14.1M | +4% | 3.53% | – | 47 | 23.4% | 0.6 |
|
| 1915 |
T
1915
Tahithromos
New York
| $416M | -$30.1M | -7% | 5.04% | 16.4% | 45 | 35.56% | 0.5 |
|
| 1916 |
1916
Parkwood LLC
Cleveland,
Ohio
| $416M | +$17.4M | +4% | 0.73% | 120% | 629 | 77.74% | 0.2 |
|
| 1917 |
1917
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $416M | +$115M | +38% | 38.4% | 219% | 16 | 43.75% | 0.3 |
|
| 1918 |
1918
Dean Investment Associates
Beavercreek,
Ohio
| $416M | -$2.43M | -0.6% | 1.77% | 63.5% | 251 | 24.7% | 0.6 |
|
| 1919 |
CCM
1919
Contrarian Capital Management
Greenwich,
Connecticut
| $415M | -$7.3M | -2% | 8.69% | 29.4% | 48 | 37.5% | 0.4 |
|
| 1920 |
1920
De Burlo Group
Boston,
Massachusetts
| $415M | -$4.33M | -1% | 5.69% | 147% | 110 | 21.82% | 0.6 |
|
| 1921 |
1921
Cypress Funds
Los Angeles,
California
| $414M | +$59.7M | +17% | 6.94% | 100% | 22 | 22.73% | 0.5 |
|
| 1922 |
MRCM
1922
M&R Capital Management
Summit,
New Jersey
| $414M | +$32.3M | +8% | 1.51% | 52.6% | 216 | 8.8% | 0.7 |
|
| 1923 |
1923
Efficient Advisors
Mason,
Ohio
| $414M | +$1.17M | +0.3% | 1.51% | 30.6% | 23 | 17.39% | 0.6 |
|
| 1924 |
1924
Connors Investor Services
Wyomissing,
Pennsylvania
| $413M | +$11.2M | +3% | 1.59% | 125% | 155 | 8.39% | 0.7 |
|
| 1925 |
1925
ProVise Management Group
Clearwater,
Florida
| $413M | +$25.5M | +7% | 1.82% | 66.8% | 326 | 19.02% | 0.6 |
|