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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Serengeti Asset Management
New York
| $511M | -$72.6M | -12% | 10.9% | 14.9% | 37 | 40.54% | 1.3 |
|
| 2102 |
2102
BTR Capital Management
Oakland,
California
| $511M | +$20.6M | +4% | 5.83% | 35% | 155 | 7.1% | 3.4 |
|
| 2103 |
2103
First Mercantile Trust
Cordova,
Tennessee
| $511M | -$42.1M | -8% | 5.73% | 51.2% | 849 | 12.37% | 2.4 |
|
| 2104 |
TAM
2104
Telemark Asset Management
Boston,
Massachusetts
| $510M | +$23.7M | +5% | 12.7% | 329% | 56 | 50% | 0.9 |
|
| 2105 |
2105
Aisling Capital
New York
| $506M | -$103M | -17% | 13.5% | 386% | 14 | 14.29% | 2.5 |
|
| 2106 |
2106
HoyleCohen
San Diego,
California
| $506M | – | – | 6.83% | 46.1% | 154 | – | 0 |
|
| 2107 |
ICM
2107
Indaba Capital Management
San Francisco,
California
| $506M | -$88.1M | -15% | 2.61% | 66.7% | 25 | 48% | 0.4 |
|
| 2108 |
2108
L. Roy Papp & Associates
Phoenix,
Arizona
| $506M | +$43.2M | +9% | 8.69% | 80.1% | 154 | 20.13% | 2.9 |
|
| 2109 |
BCM
2109
BBT Capital Management
Fort Worth,
Texas
| $504M | -$204M | -29% | 5.46% | 31.4% | 101 | 47.52% | 1.7 |
|
| 2110 |
2110
Callahan Advisors
Houston,
Texas
| $504M | +$28.1M | +6% | 7.44% | 87.7% | 130 | 5.38% | 3.2 |
|
| 2111 |
2111
Horan Capital Management
Hunt Valley,
Maryland
| $503M | +$22.2M | +5% | 3.98% | 69.2% | 72 | 11.11% | 1.8 |
|
| 2112 |
2112
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $503M | +$23M | +5% | 7% | 34.2% | 40 | 5% | 3.5 |
|
| 2113 |
2113
Oracle Investment Management
Greenwich,
Connecticut
| $503M | -$106M | -17% | 4.81% | 865% | 25 | 16% | 2.6 |
|
| 2114 |
2114
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $503M | -$128M | -20% | 5.52% | 58.6% | 106 | 25.47% | 0.7 |
|
| 2115 |
2115
Glovista Investments
Jersey City,
New Jersey
| $502M | -$21.6M | -4% | 4.59% | 2.48% | 127 | 46.46% | 1.7 |
|
| 2116 |
2116
John G. Ullman & Associates
Corning,
New York
| $501M | -$11.6M | -2% | 3.54% | 156% | 117 | 8.55% | 2.8 |
|
| 2117 |
2117
KLS Professional Advisors Group
New York
| $501M | +$34.1M | +7% | 6.1% | 38% | 23 | 69.57% | 0.6 |
|
| 2118 |
2118
Land & Buildings Investment Management
Stamford,
Connecticut
| $500M | +$93.5M | +23% | 7.45% | 53.9% | 17 | 47.06% | 0.9 |
|
| 2119 |
NAP
2119
New Amsterdam Partners
New York
| $500M | +$21.6M | +5% | 7.64% | 73.9% | 130 | 23.08% | 1.2 |
|
| 2120 |
2120
SG Capital Management
Chicago,
Illinois
| $500M | -$425M | -46% | 11.2% | 250% | 97 | 74.23% | 0.1 |
|
| 2121 |
2121
Estate Counselors
Thiensville,
Wisconsin
| $500M | -$2.41M | -0.5% | 3.55% | 60% | 67 | 23.88% | 2.2 |
|
| 2122 |
2122
One Capital Management
Westlake Village,
California
| $499M | +$18.3M | +4% | 3.85% | 50.5% | 154 | 5.19% | 2.5 |
|
| 2123 |
2123
Kirr Marbach & Co
Columbus,
Indiana
| $498M | +$40.6M | +9% | 7.99% | 121% | 89 | 17.98% | 2 |
|
| 2124 |
GWI
2124
Grace & White Inc
Ny,
New York
| $498M | +$16.6M | +3% | 5.83% | 59.6% | 141 | 4.96% | 3.7 |
|
| 2125 |
OCMI
2125
Oaktop Capital Management II
Chatham,
New Jersey
| $497M | -$100M | -17% | 5.93% | 451% | 21 | 14.29% | 2.9 |
|