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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 |
1901
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $440M | +$83.7M | +23% | 10.4% | 271% | 640 | 33.13% | 0.7 |
|
| 1902 |
MAC
1902
Monarch Alternative Capital
New York
| $440M | -$15M | -3% | 2.85% | 497% | 8 | 12.5% | 0.7 |
|
| 1903 |
NC
1903
NBW Capital
Boston,
Massachusetts
| $440M | +$51.1M | +13% | 9.84% | 86% | 93 | 20.43% | 0.8 |
|
| 1904 |
1904
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $440M | +$60.4M | +16% | 4.43% | 101% | 235 | 12.77% | 0.8 |
|
| 1905 |
MC
1905
Middleton & Co
Boston,
Massachusetts
| $440M | +$10.8M | +3% | 3.63% | 69.7% | 156 | 7.69% | 0.8 |
|
| 1906 |
RMCM
1906
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $439M | +$17M | +4% | 3.8% | 108% | 166 | 5.42% | 0.9 |
|
| 1907 |
RCM
1907
Regiment Capital Management
Boston,
Massachusetts
| $439M | -$23.2M | -5% | 3.73% | – | 25 | 40% | 0.6 |
|
| 1908 |
CMBA
1908
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $439M | +$22.7M | +5% | 6.49% | 70.6% | 332 | 66.57% | 0.3 |
|
| 1909 |
EA
1909
Efficient Advisors
Mason,
Ohio
| $439M | +$24.3M | +6% | 1.86% | 30.6% | 29 | 24.14% | 0.7 |
|
| 1910 |
ICOA
1910
Investment Centers of America
Bismarck,
North Dakota
| $439M | -$41.4M | -9% | 4.75% | 23.2% | 456 | 37.5% | 0.6 |
|
| 1911 |
FOAM
1911
Five Oceans Asset Management
Sydney,
Australia
| $438M | +$91.4M | +26% | 4.61% | – | 49 | 4.08% | 0.9 |
|
| 1912 |
ICRM
1912
Insight Capital Research & Management
Walnut Creek,
California
| $438M | +$3.72M | +0.9% | 14.1% | 287% | 171 | 58.48% | 0.4 |
|
| 1913 |
BCA
1913
Bernzott Capital Advisors
Camarillo,
California
| $437M | +$17.4M | +4% | 5.03% | 46.6% | 51 | 15.69% | 0.8 |
|
| 1914 |
AAM
1914
Aston Asset Management
Chicago,
Illinois
| $437M | +$11.5M | +3% | 5.05% | 26.1% | 154 | 20.13% | 0.8 |
|
| 1915 |
1915
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $437M | -$47.1M | -10% | 3.98% | 72.7% | 199 | 29.65% | 0.8 |
|
| 1916 |
CA
1916
CapWealth Advisors
Franklin,
Tennessee
| $437M | +$64.9M | +17% | 3.51% | 152% | 431 | 23.43% | 0.8 |
|
| 1917 |
BIC
1917
Bridges Investment Counsel
Omaha,
Nebraska
| $435M | +$5.94M | +1% | 4.99% | 33.7% | 163 | 4.29% | 1 |
|
| 1918 |
OCMI
1918
Oaktop Capital Management II
Chatham,
New Jersey
| $435M | +$44.5M | +11% | 13.5% | 451% | 21 | 0% | 1 |
|
| 1919 |
MAM
1919
Mastrapasqua Asset Management
Nashville,
Tennessee
| $435M | +$9.07M | +2% | 4.8% | 54.9% | 160 | 13.13% | 0.8 |
|
| 1920 |
MAM
1920
Majedie Asset Management
London,
United Kingdom
| $435M | +$43.6M | +11% | 3.53% | 126% | 51 | 80.39% | 0.1 |
|
| 1921 |
MG
1921
MDE Group
Morristown,
New Jersey
| $435M | -$59.1M | -12% | 5.18% | – | 77 | 14.29% | 0.9 |
|
| 1922 |
RIM
1922
Ranger International Management
Lake Forest,
Illinois
| $434M | +$120M | +38% | 3.67% | 23.4% | 66 | 51.52% | 0.4 |
|
| 1923 |
IP
1923
Interval Partners
New York
| $434M | +$57.2M | +15% | 1.16% | 106% | 162 | 83.33% | 0.1 |
|
| 1924 |
CC
1924
ClearArc Capital
Cincinnati,
Ohio
| $434M | +$29.2M | +7% | 5.52% | 63.4% | 407 | 10.32% | 0.9 |
|
| 1925 |
BC
1925
Bruce & Co
Chicago,
Illinois
| $434M | +$61.6M | +17% | 7.95% | 94.5% | 55 | 3.64% | 0.9 |
|