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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 |
TIM
1901
Thompson Investment Management
Madison,
Wisconsin
| $532M | +$6.98M | +1% | 3.43% | 100% | 179 | 3.35% | 3.1 |
|
| 1902 |
CPM
1902
Crescent Park Management
East Palo Alto,
California
| $532M | +$38.9M | +8% | 6.66% | 87% | 29 | 37.93% | 1 |
|
| 1903 |
MLM
1903
Mount Lucas Management
Newtown,
Pennsylvania
| $531M | +$29.2M | +6% | 4.93% | 109% | 167 | 30.54% | 0.7 |
|
| 1904 |
RCM
1904
Raging Capital Management
Rocky Hill,
New Jersey
| $531M | -$442M | -45% | 8.8% | 6.41% | 51 | 47.06% | 1 |
|
| 1905 |
WDA
1905
Wendell David Associates
Portsmouth,
New Hampshire
| $531M | +$7.7M | +1% | 3.09% | 46% | 145 | 3.45% | 3.4 |
|
| 1906 |
1IA
1906
1834 Investment Advisors
Milwaukee,
Wisconsin
| $531M | +$9.56M | +2% | 2.17% | 68.7% | 194 | 15.98% | 2.5 |
|
| 1907 |
1907
Parallel Advisors
San Francisco,
California
| $530M | +$27.2M | +5% | 2.88% | 109% | 2,332 | 17.5% | 0.4 |
|
| 1908 |
AIM
1908
Astor Investment Management
Chicago,
Illinois
| $530M | -$3.32M | -0.6% | 2.22% | 23.3% | 42 | 23.81% | 1.5 |
|
| 1909 |
NSEDCP
1909
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $530M | +$3.46M | +0.7% | 2.37% | 127% | 419 | 10.02% | 3.2 |
|
| 1910 |
DTL
1910
Dynamic Technology Lab
Singapore
| $530M | +$104M | +24% | 2.4% | 30.8% | 1,549 | 77.6% | 0.1 |
|
| 1911 |
SIM
1911
Sonora Investment Management
Tucson,
Arizona
| $530M | +$14.8M | +3% | 0.92% | 32.8% | 1,074 | 11.82% | 1.2 |
|
| 1912 |
AHB
1912
Abner Herrman & Brock
Jersey City,
New Jersey
| $529M | +$26.5M | +5% | 4.53% | 139% | 143 | 15.38% | 2.2 |
|
| 1913 |
JIC
1913
Joel Isaacson & Co
New York
| $529M | +$19.2M | +4% | 2.35% | 72.5% | 185 | 11.35% | 3.1 |
|
| 1914 |
BP
1914
Berkshire Partners
Boston,
Massachusetts
| $528M | +$130M | +33% | 19.7% | 79% | 2 | 50% | 2 |
|
| 1915 |
BFG
1915
Beacon Financial Group
Dallas,
Texas
| $527M | +$3.58M | +0.7% | 1.38% | 60.3% | 192 | 15.1% | 2.2 |
|
| 1916 |
RC
1916
Randolph Company
Cincinnati,
Ohio
| $527M | +$3.73M | +0.7% | 1.36% | 120% | 45 | 35.56% | 1.2 |
|
| 1917 |
1917
Mission Wealth Management
Santa Barbara,
California
| $527M | +$12.4M | +2% | 2.39% | 92.1% | 205 | 11.22% | 1.3 |
|
| 1918 |
ERIM
1918
Eagle Ridge Investment Management
Stamford,
Connecticut
| $526M | +$15.8M | +3% | 4% | 28.2% | 148 | 14.86% | 1.7 |
|
| 1919 |
WEC
1919
White Elm Capital
Greenwich,
Connecticut
| $526M | -$11.1M | -2% | 6.9% | 103% | 28 | 14.29% | 1.9 |
|
| 1920 |
SCM
1920
Schneider Capital Management
Berwyn,
Pennsylvania
| $526M | -$73.4M | -12% | 7.03% | 52.5% | 69 | 26.09% | 1.9 |
|
| 1921 |
CC
1921
Cornerstone Capital
Palo Alto,
California
| $526M | +$14.4M | +3% | 3.23% | 91.2% | 82 | 1.22% | 3 |
|
| 1922 |
TSS
1922
Two Sigma Securities
New York
| $525M | +$15.2M | +3% | 2.81% | 109% | 1,368 | 74.78% | 0.2 |
|
| 1923 |
OC
1923
Oakmont Corp
Los Angeles,
California
| $525M | -$74.4M | -12% | 9.92% | 70.2% | 21 | 38.1% | 1.5 |
|
| 1924 |
JVBC
1924
J.V. Bruni & Co
Colorado Springs,
Colorado
| $525M | -$48.5M | -8% | 1.49% | 97.9% | 27 | 11.11% | 2.6 |
|
| 1925 |
HHAA
1925
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $524M | -$4.07M | -0.8% | 2.47% | 70% | 55 | 10.91% | 2.8 |
|