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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $402M | +$6.18M | +2% | 10.7% | 26.9% | 187 | 15.51% | 1 |
|
| 2052 |
MTIP
2052
Magee Thomson Investment Partners
San Diego,
California
| $402M | -$3.67M | -0.9% | 6.38% | 94.3% | 186 | 38.71% | 0.7 |
|
| 2053 |
2053
Novare Capital Management
Charlotte,
North Carolina
| $402M | -$6.58M | -2% | 1.51% | 76.5% | 127 | 13.39% | 1.3 |
|
| 2054 |
2054
SignatureFD
Atlanta,
Georgia
| $402M | +$95.4M | +31% | 0.19% | 81.3% | 1,010 | 34.55% | 0.9 |
|
| 2055 |
KFS
2055
Kurt F. Somerville
| $402M | +$154M | +62% | 5.24% | 92.9% | 133 | 25.56% | 1.1 |
|
| 2056 |
2056
Highstreet Asset Management
London,
Ontario, Canada
| $401M | -$62.9M | -14% | 1.22% | 22.5% | 141 | 26.24% | 1 |
|
| 2057 |
2057
Prospera Financial Services
Dallas,
Texas
| $401M | +$30.2M | +8% | 4.19% | 97.4% | 333 | 30.33% | 0.9 |
|
| 2058 |
2058
Tompkins Financial
Ithaca,
New York
| $401M | +$19.2M | +5% | 4.38% | 84.4% | 525 | 16% | 1.2 |
|
| 2059 |
SHIM
2059
Spruce House Investment Management
New York
| $401M | – | – | 14.3% | 863% | 9 | – | 0 |
|
| 2060 |
QGI
2060
Quadrangle GP Investors
New York
| $400M | +$15.5M | +4% | 9.45% | 17.1% | 4 | 0% | 1.3 |
|
| 2061 |
2061
Quantitative Advantage
Minnetonka,
Minnesota
| $400M | +$502K | +0.1% | 3.23% | 45.9% | 54 | 38.89% | 0.5 |
|
| 2062 |
2062
Northstar Investment Advisors
Denver,
Colorado
| $400M | +$14.5M | +4% | 3.42% | 85.8% | 112 | 8.04% | 1.3 |
|
| 2063 |
2063
Longfellow Investment Management
Boston,
Massachusetts
| $399M | -$8.34M | -2% | 17.2% | 45.9% | 75 | 65.33% | 0.5 |
|
| 2064 |
2064
Stadium Capital Management
New Canaan,
Connecticut
| $399M | +$83.5M | +26% | 15.2% | 10.9% | 14 | 28.57% | 1 |
|
| 2065 |
2065
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $399M | -$47.1M | -11% | 21.4% | 380% | 1 | 0% | 0.8 |
|
| 2066 |
2066
Dalton Investments
Las Vegas,
Nevada
| $398M | -$87.1M | -18% | 3.4% | 95.1% | 64 | 40.63% | 0.9 |
|
| 2067 |
2067
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $398M | +$38.9M | +11% | 2.55% | – | 476 | 14.08% | 1.2 |
|
| 2068 |
2068
Bangor Savings Bank
Bangor,
Maine
| $397M | +$23.1M | +6% | 3% | 54.6% | 158 | 10.13% | 1.1 |
|
| 2069 |
2069
Simmons First Trust
Pine Bluff,
Arkansas
| $396M | +$88.4M | +29% | 2.17% | – | 172 | 33.14% | 0.8 |
|
| 2070 |
2070
Nottingham Advisors
Amherst,
New York
| $396M | +$108M | +37% | 0.95% | 44.3% | 91 | 43.96% | 0.7 |
|
| 2071 |
2071
Tensile Capital Management
Larkspur,
California
| $396M | -$13.8M | -3% | 5.61% | 47.7% | 22 | 31.82% | 0.7 |
|
| 2072 |
2072
Insight Equity Management Company
Southlake,
Texas
| $395M | -$448M | -53% | 53.2% | – | 1 | 0% | 0.3 |
|
| 2073 |
2073
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $395M | +$36.6M | +10% | 4.45% | 58.7% | 26 | 11.54% | 1.3 |
|
| 2074 |
JRM
2074
John R. Muse
| $394M | – | – | 17.6% | – | 3 | – | 0 |
|
| 2075 |
2075
Spirit of America Management Corp
Syosset,
New York
| $394M | +$64.9M | +20% | 0.82% | 113% | 361 | 13.02% | 0.7 |
|