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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
FJ Investments
Salt Lake City,
Utah
| $1.05B | +$40.3M | +4% | 3.59% | – | 4 | 0% | 1 |
|
| 2077 |
2077
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.05B | +$1.1M | +0.1% | 2.35% | 50.7% | 78 | 5.13% | 7 |
|
| 2078 |
2078
Verus Capital Partners
Scottsdale,
Arizona
| $1.05B | +$23.5M | +2% | 3.13% | 139% | 393 | 15.01% | 2.7 |
|
| 2079 |
2079
Provident Investment Management
Novi,
Michigan
| $1.05B | -$74M | -7% | 3.39% | 90.8% | 79 | 8.86% | 4.4 |
|
| 2080 |
2080
Central Securities
New York
| $1.05B | +$16.5M | +2% | 2.75% | 90.2% | 29 | 10.34% | 7.5 |
|
| 2081 |
2081
First Light Asset Management
Edina,
Minnesota
| $1.05B | -$157M | -13% | 10.5% | 364% | 47 | 42.55% | 2.4 |
|
| 2082 |
2082
Zuckerman Investment Group
Chicago,
Illinois
| $1.04B | +$68.5M | +7% | 3.26% | 111% | 161 | 14.91% | 3.2 |
|
| 2083 |
2083
Washington Trust Bank
Spokane,
Washington
| $1.04B | -$3.44M | -0.3% | 1.79% | 80.5% | 226 | 10.62% | 5.9 |
|
| 2084 |
2084
GTCR LLC
Chicago,
Illinois
| $1.04B | -$243M | -19% | 12.2% | 6.7% | 4 | 25% | 4 |
|
| 2085 |
2085
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.04B | -$15.3M | -1% | 0.7% | 75.7% | 1,017 | 12% | 3.7 |
|
| 2086 |
2086
J.M. Forbes & Co
Boston,
Massachusetts
| $1.04B | +$15M | +1% | 2.67% | 112% | 144 | 6.25% | 6 |
|
| 2087 |
2087
Zazove Associates
Incline Village,
Nevada
| $1.04B | +$103M | +11% | 3.42% | 11% | 139 | 8.63% | 1.5 |
|
| 2088 |
2088
LRI Investments
Palm Beach Gardens,
Florida
| $1.04B | +$7.39M | +0.7% | 5.88% | – | 1,178 | 5.09% | 0.6 |
|
| 2089 |
2089
Woodstock Corp
Boston,
Massachusetts
| $1.04B | -$1.22M | -0.1% | 1.75% | 115% | 167 | 7.78% | 8 |
|
| 2090 |
2090
Magnus Financial Group
New York
| $1.04B | +$52.7M | +5% | 3.03% | 78.2% | 385 | 15.58% | 2.8 |
|
| 2091 |
2091
First Nebraska Trust
Lincoln,
Nebraska
| $1.04B | +$7.47M | +0.7% | 0.72% | 76.9% | 200 | 5.5% | 6.3 |
|
| 2092 |
2092
SG Capital Management
Chicago,
Illinois
| $1.03B | +$236M | +30% | 3.48% | 250% | 93 | 74.19% | 0.2 |
|
| 2093 |
2093
AE Industrial Partners
Boca Raton,
Florida
| $1.03B | – | – | 149% | – | 5 | – | 0 |
|
| 2094 |
2094
Petrus Trust Company
Dallas,
Texas
| $1.03B | +$7.36M | +0.7% | 2.43% | 36.9% | 772 | 56.48% | 0.6 |
|
| 2095 |
2095
Neumeier Poma Investment Counsel
Carmel,
California
| $1.03B | -$18.1M | -2% | 7.72% | 229% | 48 | 20.83% | 3.5 |
|
| 2096 |
2096
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $1.03B | +$107M | +12% | 6.11% | – | 430 | 16.51% | 2.3 |
|
| 2097 |
2097
CGN Advisors
Manhattan,
Kansas
| $1.03B | +$34.6M | +3% | 1.61% | 48.9% | 297 | 11.45% | 2.4 |
|
| 2098 |
2098
Taurus Asset Management
New York
| $1.03B | +$534K | +0.1% | 2.09% | 26.9% | 91 | 4.4% | 7.4 |
|
| 2099 |
2099
Redwood Investment Management
Scottsdale,
Arizona
| $1.03B | -$101M | -9% | 0.96% | 62.5% | 389 | 38.56% | 1.3 |
|
| 2100 |
2100
Paradigm Operations
San Francisco,
California
| $1.02B | +$220M | +27% | 39.4% | 230% | 1 | 0% | 3 |
|