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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
CA
2176
Callahan Advisors
Houston,
Texas
| $262M | +$17.7M | +7% | 4.02% | 87.7% | 108 | 3.7% | 0.2 |
|
| 2177 |
SHA
2177
Smith Hayes Advisers
Lincoln,
Nebraska
| $262M | +$21.3M | +9% | 4.74% | 35.2% | 261 | 15.71% | 0.2 |
|
| 2178 |
JWBC
2178
J.W. Burns & Co
Dewitt,
New York
| $261M | +$17.6M | +7% | 4.97% | 78.5% | 151 | 4.64% | 0.2 |
|
| 2179 |
ACMI
2179
Amida Capital Management II
New York
| $261M | -$146M | -36% | 0.49% | – | 238 | 62.61% | 0.2 |
|
| 2180 |
FIMG
2180
Financial & Investment Management Group
Traverse City,
Michigan
| $261M | +$81M | +45% | 0.22% | 18.9% | 94 | 32.98% | 0.2 |
|
| 2181 |
DLCIG
2181
D.L. Carlson Investment Group
Concord,
New Hampshire
| $261M | +$11.6M | +5% | 8.65% | 113% | 133 | 24.06% | 0.2 |
|
| 2182 |
2182
ARGA Investment Management
Stamford,
Connecticut
| $261M | -$13.1M | -5% | 8.3% | 78.1% | 41 | 17.07% | 0.2 |
|
| 2183 |
NCM
2183
Northroad Capital Management
New York
| $261M | +$2.89M | +1% | 5.14% | 0.16% | 58 | 10.34% | 0.2 |
|
| 2184 |
RCP
2184
RIT Capital Partners
London,
United Kingdom
| $261M | -$4.04M | -2% | 10.3% | 71.4% | 26 | 61.54% | 0.2 |
|
| 2185 |
VCP
2185
Vista Capital Partners
Portland,
Oregon
| $260M | +$3.85M | +1% | 4.76% | 61.2% | 39 | 2.56% | 0.2 |
|
| 2186 |
CAMI
2186
Concord Asset Management (Illinois)
Chicago,
Illinois
| $260M | +$19.1M | +8% | 5.7% | – | 51 | 1.96% | 0.2 |
|
| 2187 |
AAM
2187
ACK Asset Management
Greenwich,
Connecticut
| $260M | +$13.3M | +5% | 12.5% | 132% | 50 | 60% | 0.2 |
|
| 2188 |
KPCM
2188
Kings Point Capital Management
Great Neck,
New York
| $260M | +$13.9M | +6% | 5.05% | 80.1% | 280 | 12.14% | 0.2 |
|
| 2189 |
CBCM
2189
Charter Bridge Capital Management
New York
| $260M | +$13.5M | +5% | 18.9% | – | 35 | 45.71% | 0.2 |
|
| 2190 |
SIM
2190
SCGF III Management
Menlo Park,
California
| $260M | -$69.1M | -21% | 17.1% | – | 3 | 0% | 0.3 |
|
| 2191 |
FCM
2191
Ferox Capital Management
London,
United Kingdom
| $260M | -$8.33M | -3% | 0.16% | 2.07% | 38 | 2.63% | 0.1 |
|
| 2192 |
SAS
2192
Spectrum Advisory Services
Atlanta,
Georgia
| $260M | +$11.5M | +5% | 5.78% | 35.6% | 180 | 11.11% | 0.2 |
|
| 2193 |
CM
2193
Capital Management
Glen Allen,
Virginia
| $259M | +$18.2M | +8% | 7.16% | 52.5% | 81 | 22.22% | 0.2 |
|
| 2194 |
SAG
2194
Sterne Agee Group
Birmingham,
Alabama
| $258M | -$23.3M | -8% | 5.89% | – | 288 | 22.57% | 0.2 |
|
| 2195 |
JPMIA
2195
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $258M | +$17.7M | +7% | 9.32% | 183% | 84 | 8.33% | 0.2 |
|
| 2196 |
SFT
2196
Simmons First Trust
Pine Bluff,
Arkansas
| $258M | +$46.8M | +22% | 6.52% | – | 112 | 20.54% | 0.2 |
|
| 2197 |
CFM
2197
Country Fund Management
Bloomington,
Illinois
| $258M | -$39.7M | -13% | 4.4% | – | 76 | 13.16% | 0.2 |
|
| 2198 |
CI
2198
Cooper Investors
Melbourne, Victoria,
Australia
| $257M | +$61M | +31% | 5.35% | 57.5% | 24 | 16.67% | 0.2 |
|
| 2199 |
CIC
2199
Cutler Investment Counsel
Jacksonville,
Oregon
| $257M | +$12.1M | +5% | 3.86% | 56.2% | 62 | 6.45% | 0.2 |
|
| 2200 |
GMA
2200
Goldstein Munger & Associates
San Ramon,
California
| $257M | -$10.6M | -4% | 4.34% | 11.9% | 31 | 3.23% | 0.2 |
|