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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
Trinity Street Asset Management
London,
United Kingdom
| $1B | -$130M | -11% | 2.39% | 76.9% | 16 | 6.25% | 2.3 |
|
| 2102 |
2102
Anson Funds Management
Dallas,
Texas
| $1B | +$163M | +19% | 2.89% | 2,010% | 220 | 57.73% | 0.6 |
|
| 2103 |
M
2103
MOTCO
San Antonio,
Texas
| $1B | -$694M | -41% | 6.97% | 63.5% | 791 | 31.98% | 4.7 |
|
| 2104 |
2104
Jacobs & Co
San Francisco,
California
| $1B | +$45.9M | +5% | 4.96% | 105% | 127 | 6.3% | 7.4 |
|
| 2105 |
2105
Kopernik Global Investors
Tampa,
Florida
| $1000M | +$112M | +13% | 10.2% | 128% | 34 | 20.59% | 3.3 |
|
| 2106 |
2106
Intrust Bank
Wichita,
Kansas
| $1000M | +$59.4M | +6% | 6.62% | 102% | 387 | 4.13% | 6.1 |
|
| 2107 |
2107
Gemmer Asset Management
Walnut Creek,
California
| $999M | +$64.9M | +7% | 6.16% | 96.8% | 152 | 10.53% | 5 |
|
| 2108 |
2108
First Business Financial Services
Madison,
Wisconsin
| $999M | +$56M | +6% | 6.49% | 74% | 166 | 9.64% | 4.6 |
|
| 2109 |
2109
TD Capital Management
Memphis,
Tennessee
| $999M | +$42.6M | +4% | 4.83% | 40.5% | 465 | 7.1% | 2.6 |
|
| 2110 |
2110
Wealthcare Capital Management
Richmond,
Virginia
| $997M | +$54.7M | +6% | 5.23% | 46.2% | 94 | 23.4% | 4.6 |
|
| 2111 |
2111
SNS Financial Group
Minneapolis,
Minnesota
| $997M | +$65.7M | +7% | 5.73% | 54.2% | 200 | 9% | 4.9 |
|
| 2112 |
2112
Providence Equity Partners
Providence,
Rhode Island
| $995M | -$89.7M | -8% | 3.46% | 12.4% | 3 | 0% | 3.1 |
|
| 2113 |
2113
CGN Advisors
Manhattan,
Kansas
| $994M | +$135M | +16% | 5.54% | 48.9% | 284 | 8.8% | 2.3 |
|
| 2114 |
2114
KWMG LLC
Overland Park,
Kansas
| $994M | +$66.6M | +7% | 6.08% | 76.2% | 140 | 7.14% | 5.7 |
|
| 2115 |
2115
Connable Office Inc
Kalamazoo,
Michigan
| $994M | +$64.2M | +7% | 6.41% | 68.3% | 225 | 7.11% | 4.1 |
|
| 2116 |
2116
Nitorum Capital
New York
| $994M | +$76.3M | +8% | 8.8% | 87.1% | 30 | 16.67% | 3.6 |
|
| 2117 |
2117
JNBA Financial Advisors
Bloomington,
Minnesota
| $993M | +$45.1M | +5% | 7.43% | 61.8% | 688 | 12.21% | 5.4 |
|
| 2118 |
2118
Water Island Capital
New York
| $993M | +$6.07M | +0.6% | 9.26% | 438% | 105 | 52.38% | 0.4 |
|
| 2119 |
2119
Private Trust Company
Cleveland,
Ohio
| $992M | +$63.8M | +7% | 6.66% | 87.7% | 2,375 | 8.59% | 2.6 |
|
| 2120 |
2120
Insigneo Advisory Services
Miami,
Florida
| $992M | +$103M | +12% | 6.78% | 119% | 654 | 12.54% | 0.9 |
|
| 2121 |
2121
Avenir Corporation
Alexandria,
Virginia
| $992M | -$37.7M | -4% | 6.82% | 34.4% | 71 | 12.68% | 6.1 |
|
| 2122 |
2122
Traphagen Investment Advisors
Oradell,
New Jersey
| $991M | +$70M | +8% | 6.34% | 65.8% | 188 | 13.83% | 2.9 |
|
| 2123 |
TAM
2123
Telemark Asset Management
Boston,
Massachusetts
| $990M | -$159M | -14% | 5.4% | 329% | 72 | 41.67% | 1.7 |
|
| 2124 |
2124
Global Endowment Management
Charlotte,
North Carolina
| $990M | +$45.3M | +5% | 7.15% | 46.1% | 140 | 19.29% | 2.5 |
|
| 2125 |
2125
Zweig-DiMenna Associates
New York
| $990M | +$102M | +11% | 6.07% | 561% | 96 | 31.25% | 1.6 |
|