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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Oberweis Asset Management
Lisle,
Illinois
| $352M | -$638K | -0.2% | 40.2% | 485% | 176 | 36.36% | 0.2 |
|
| 1927 |
AAC
1927
Asset Advisors Corp
Augusta,
Georgia
| $352M | +$12.1M | +4% | 3.06% | 41.4% | 175 | 16.57% | 0.2 |
|
| 1928 |
MHIC
1928
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $351M | +$16.6M | +5% | 4.31% | 66.7% | 137 | 6.57% | 0.2 |
|
| 1929 |
RCMC
1929
RK Capital Management (Colorado)
Denver,
Colorado
| $351M | +$21.8M | +7% | 12.5% | 89% | 97 | 100% | 0 |
|
| 1930 |
WAM
1930
Wood Asset Management
Sarasota,
Florida
| $351M | -$25.1M | -7% | 4.67% | – | 124 | 50.81% | 0.2 |
|
| 1931 |
MFIMFI
1931
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $351M | +$18.1M | +5% | 10.4% | 26.9% | 206 | 31.07% | 0.2 |
|
| 1932 |
KA
1932
KLCM Advisors
Milwaukee,
Wisconsin
| $351M | +$33.4M | +11% | 10.5% | 122% | 71 | 11.27% | 0.2 |
|
| 1933 |
FIM
1933
Freedom Investment Management
Hartford,
Connecticut
| $351M | +$56.6M | +19% | 4.87% | 68.5% | 421 | 31.59% | 0.2 |
|
| 1934 |
ACJ
1934
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $350M | -$139M | -28% | 6.16% | 33.4% | 25 | 32% | 0.2 |
|
| 1935 |
SC
1935
Seawolf Capital
New York
| $350M | +$106M | +43% | 8.81% | 25.7% | 51 | 66.67% | 0.1 |
|
| 1936 |
SMI
1936
Shelter Mutual Insurance
Columbia,
Missouri
| $350M | +$11.1M | +3% | 3.72% | 51.2% | 49 | 4.08% | 0.2 |
|
| 1937 |
KT
1937
Kanaly Trust
Houston,
Texas
| $349M | +$23M | +7% | 3.22% | 11.6% | 98 | 18.37% | 0.2 |
|
| 1938 |
VCM
1938
V3 Capital Management
Dallas,
Texas
| $349M | +$211M | +153% | 2.7% | 20.5% | 17 | 70.59% | 0.1 |
|
| 1939 |
LG
1939
LaFleur & Godfrey
Grand Rapids,
Michigan
| $348M | +$13.3M | +4% | 6.62% | 85.2% | 70 | 2.86% | 0.2 |
|
| 1940 |
CIA
1940
CSat Investment Advisory
Detroit,
Michigan
| $348M | +$67.7M | +24% | 5.3% | 87.4% | 28 | 21.43% | 0.2 |
|
| 1941 |
BOK
1941
Bank of Kentucky
Crestview Hills,,
Kentucky
| $348M | +$20.8M | +6% | 2.91% | – | 294 | 11.56% | 0.2 |
|
| 1942 |
1942
Algert Global
San Francisco,
California
| $348M | +$24.7M | +8% | 15.2% | 194% | 392 | 41.84% | 0.2 |
|
| 1943 |
PAM
1943
Premier Asset Management
Chicago,
Illinois
| $347M | – | – | 18.6% | 104% | 93 | – | 0 |
|
| 1944 |
TCSAM
1944
Tyrus Capital S.A.M.
Monaco
| $345M | -$141M | -29% | 16.4% | – | 22 | 86.36% | 0.1 |
|
| 1945 |
FDCC
1945
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $345M | +$8.41M | +2% | 3.32% | 34% | 92 | 18.48% | 0.2 |
|
| 1946 |
AL
1946
Agran Libbie
Santa Monica,
California
| $344M | -$1.11M | -0.3% | 3.93% | 27.5% | 118 | 15.25% | 0.2 |
|
| 1947 |
SC
1947
Selz Capital
New York
| $342M | -$8.92M | -3% | 3.2% | 10.2% | 55 | 27.27% | 0.2 |
|
| 1948 |
HCM
1948
Hawkeye Capital Management
Miami Beach,
Florida
| $341M | +$22.5M | +7% | 8.56% | – | 20 | 65% | 0.1 |
|
| 1949 |
ABC
1949
Anchor Bolt Capital
Chicago,
Illinois
| $341M | +$106M | +45% | 14.2% | 3.04% | 82 | 21.95% | 0.2 |
|
| 1950 |
CT
1950
Coastline Trust
Providence,
Rhode Island
| $340M | +$15.8M | +5% | 4.41% | 106% | 200 | 3.5% | 0.2 |
|