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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
Condor Capital Management
Martinsville,
New Jersey
| $329M | +$12.4M | +4% | 2.34% | 58.2% | 171 | 11.11% | 0.7 |
|
| 2127 |
2127
JMG Financial Group
Downers Grove,
Illinois
| $328M | -$9.1M | -3% | 1.02% | 58.7% | 56 | 7.14% | 0.7 |
|
| 2128 |
RCIM
2128
Russell Clark Investment Management
London,
United Kingdom
| $328M | +$5.09M | +2% | 10.8% | 174% | 30 | 50% | 0.4 |
|
| 2129 |
SC
2129
Seawolf Capital
New York
| $327M | +$11.7M | +4% | 2.52% | 25.7% | 52 | 55.77% | 0.3 |
|
| 2130 |
2130
West Face Capital
Toronto,
Ontario, Canada
| $327M | +$46.3M | +16% | 4.18% | 10.9% | 4 | 50% | 0.4 |
|
| 2131 |
NM
2131
NWI Management
New York
| $327M | -$231M | -41% | 0.61% | 230% | 22 | 13.64% | 0.6 |
|
| 2132 |
2132
Halbert Hargrove Global Advisors
Long Beach,
California
| $325M | +$1.73M | +0.5% | 1.33% | 68.2% | 140 | 20% | 0.5 |
|
| 2133 |
2133
Fosun International
Hong Kong,
China
| $325M | +$20.8M | +7% | 7.6% | 41.3% | 13 | 38.46% | 0.2 |
|
| 2134 |
2134
Mark Asset Management
New York
| $325M | -$25.9M | -7% | 2.05% | 325% | 81 | 40.74% | 0.4 |
|
| 2135 |
2135
AT Bancorp
Dubuque,
Iowa
| $325M | -$1.86M | -0.6% | 2.93% | 21.8% | 192 | 17.71% | 0.6 |
|
| 2136 |
2136
Aegis Financial
Mc Lean,
Virginia
| $323M | -$24.9M | -7% | 1.58% | 266% | 71 | 12.68% | 0.7 |
|
| 2137 |
2137
First Nebraska Trust
Lincoln,
Nebraska
| $323M | +$3.47M | +1% | 1.45% | 67.9% | 93 | 6.45% | 0.7 |
|
| 2138 |
2138
Regis Management Company
Menlo Park,
California
| $323M | +$39.9M | +14% | 1.59% | 5.33% | 51 | 9.8% | 0.7 |
|
| 2139 |
2139
Jacobs & Co
San Francisco,
California
| $322M | +$9.9M | +3% | 1.7% | 105% | 122 | 3.28% | 0.7 |
|
| 2140 |
2140
Princeton Alpha Management
Princeton Junction,
New Jersey
| $322M | +$185M | +136% | 1.54% | 9.26% | 817 | 76.62% | 0.1 |
|
| 2141 |
CCMD
2141
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $320M | -$21.2M | -6% | 5.11% | 25.6% | 51 | 13.73% | 0.6 |
|
| 2142 |
2142
Colonial Trust Advisors
Spartanburg,
South Carolina
| $320M | +$1.4M | +0.4% | 1.34% | 80% | 134 | 14.93% | 0.6 |
|
| 2143 |
2143
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $320M | +$4.46M | +1% | 4.32% | 69.7% | 75 | 5.33% | 0.7 |
|
| 2144 |
2144
Goldentree Asset Management
New York
| $319M | -$332M | -51% | 1.73% | 27.7% | 38 | 71.05% | 0.2 |
|
| 2145 |
LIC
2145
Lodestar Investment Counsel
Chicago,
Illinois
| $319M | +$10.9M | +4% | 0.29% | 45.1% | 121 | 22.31% | 0.6 |
|
| 2146 |
2146
American Assets Investment Management
San Diego,
California
| $319M | +$52.4M | +20% | 4.33% | 507% | 146 | 17.12% | 0.7 |
|
| 2147 |
2147
Phillips Financial Management
Fort Wayne,
Indiana
| $318M | +$16.7M | +6% | 1.9% | 45.6% | 66 | 9.09% | 0.7 |
|
| 2148 |
2148
Simmons First Trust
Pine Bluff,
Arkansas
| $318M | +$18.3M | +6% | 0.87% | – | 126 | 10.32% | 0.6 |
|
| 2149 |
2149
Boltwood Capital Management
Walnut Creek,
California
| $318M | +$12.3M | +4% | 3.59% | 63% | 89 | 5.62% | 0.7 |
|
| 2150 |
2150
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $318M | +$5.84M | +2% | 2.58% | 87.2% | 189 | 9.52% | 0.6 |
|