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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Personal Capital Advisors
Redwood City,
California
| $315M | – | – | 6.64% | 17.6% | 82 | – | 0 |
|
| 2127 |
2127
Strategic Financial Services
Utica,
New York
| $315M | +$18.3M | +6% | 7.77% | 58.7% | 101 | 6.93% | 0.5 |
|
| 2128 |
2128
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $315M | +$14.7M | +5% | 9.84% | 69.7% | 78 | 8.97% | 0.5 |
|
| 2129 |
2129
Tiger Veda Management
New York
| $315M | +$77.9M | +33% | 22.9% | – | 25 | 44% | 0.3 |
|
| 2130 |
2130
Dialectic Capital Management
Norwalk,
Connecticut
| $315M | -$123M | -28% | 2.28% | 91.5% | 235 | 68.94% | 0.2 |
|
| 2131 |
2131
Clearline Capital
New York
| $315M | – | – | 9.42% | 57.4% | 50 | – | 0 |
|
| 2132 |
FBP
2132
Flippin Bruce & Porter
Lynchburg,
Virginia
| $314M | +$24.1M | +8% | 10.8% | 44.4% | 94 | 8.51% | 0.5 |
|
| 2133 |
2133
Loeb Partners Corp
New York
| $313M | +$17.3M | +6% | 7.6% | 34.4% | 209 | 22.97% | 0.4 |
|
| 2134 |
2134
Forty4 Asset Management
Chicago,
Illinois
| $313M | +$46.2M | +17% | 0.77% | – | 374 | 72.46% | 0.2 |
|
| 2135 |
2135
B. Riley Wealth Advisors
Boca Raton,
Florida
| $313M | +$20.6M | +7% | 6.82% | 118% | 763 | 23.98% | 0.4 |
|
| 2136 |
2136
Jacobs & Co
San Francisco,
California
| $312M | +$24.9M | +9% | 8.92% | 105% | 119 | 3.36% | 0.5 |
|
| 2137 |
2137
Regal Partners
Sydney, NSW,
Australia
| $312M | +$11.4M | +4% | 17.5% | 146% | 14 | 28.57% | 0.5 |
|
| 2138 |
2138
QCM Cayman
Houston,
Texas
| $312M | +$147M | +89% | 20.9% | 74% | 209 | 77.99% | 0.2 |
|
| 2139 |
2139
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $312M | +$43.5M | +16% | 10.1% | 87.2% | 190 | 20.53% | 0.4 |
|
| 2140 |
LCP
2140
Longhorn Capital Partners
Dallas,
Texas
| $311M | +$15.3M | +5% | 9.59% | 30.2% | 12 | 16.67% | 0.5 |
|
| 2141 |
CII
2141
Chapter IV Investors
Charlotte,
North Carolina
| $311M | +$21.9M | +8% | 7.67% | 4.15% | 12 | 8.33% | 0.5 |
|
| 2142 |
2142
Catalyst Capital Advisors
Huntington,
New York
| $310M | +$128M | +70% | 7.08% | 62.7% | 379 | 57.52% | 0.3 |
|
| 2143 |
2143
Coldstream Capital Management
Bellevue,
Washington
| $310M | +$6.67M | +2% | 8.81% | 71% | 193 | 10.88% | 0.4 |
|
| 2144 |
2144
Paradice Investment Management
Denver,
Colorado
| $310M | – | – | 13.9% | 72.2% | 29 | – | 0 |
|
| 2145 |
2145
MPM Asset Management
Boston,
Massachusetts
| $310M | -$45M | -13% | 4.7% | 5.89% | 13 | 23.08% | 0.4 |
|
| 2146 |
2146
Griffin Asset Management
New York
| $309M | +$3.31M | +1% | 10% | 88.9% | 112 | 12.5% | 0.5 |
|
| 2147 |
TCOT
2147
Trust Company of Toledo
Holland,
Ohio
| $309M | +$31.1M | +11% | 5.92% | 109% | 196 | 9.69% | 0.4 |
|
| 2148 |
2148
Samsung Asset Management (New York)
New York
| $309M | +$224M | +263% | 12.6% | 38% | 80 | 30% | 0.4 |
|
| 2149 |
2149
GW & Wade
Wellesley,
Massachusetts
| $309M | +$19.2M | +7% | 8.64% | 32.2% | 85 | 16.47% | 0.5 |
|
| 2150 |
LIC
2150
Lodestar Investment Counsel
Chicago,
Illinois
| $308M | +$32.6M | +12% | 10% | 45.1% | 99 | 6.06% | 0.5 |
|