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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 |
M
2176
MOTCO
San Antonio,
Texas
| $947M | -$28.1M | -3% | 0.6% | 63.5% | 618 | 24.43% | 4.9 |
|
| 2177 |
2177
Levin Capital Strategies
New York
| $947M | -$110M | -10% | 0.67% | 91.9% | 246 | 39.43% | 4.6 |
|
| 2178 |
2178
Oxbow Advisors
Austin,
Texas
| $947M | +$97M | +11% | 5.99% | 66.3% | 227 | 15.86% | 4.6 |
|
| 2179 |
CIG
2179
CCM Investment Group
Northfield,
Minnesota
| $946M | +$28.8M | +3% | 2.59% | – | 238 | 25.63% | 0.2 |
|
| 2180 |
KCM
2180
Kingdon Capital Management
New York
| $945M | +$243M | +35% | 3.83% | 217% | 100 | 63% | 0.9 |
|
| 2181 |
2181
Smith Anglin Financial
Dallas,
Texas
| $945M | -$121M | -11% | 2.85% | 52.8% | 233 | 16.31% | 2.4 |
|
| 2182 |
2182
Kovack Advisors
Ft. Lauderdale,
Florida
| $945M | -$74.3M | -7% | 3.68% | 118% | 644 | 15.68% | 3.3 |
|
| 2183 |
GA
2183
GuoLine Advisory
Singapore
| $945M | -$24.6M | -3% | 4.51% | 112% | 23 | 8.7% | 1.3 |
|
| 2184 |
SIA
2184
Strategic Investment Advisors
Farmington Hills,
Michigan
| $944M | +$2.24M | +0.2% | 1.2% | 66.1% | 258 | 16.67% | 2.6 |
|
| 2185 |
2185
Dorsey Asset Management
Chicago,
Illinois
| $944M | -$26.4M | -3% | 5.52% | 122% | 14 | 42.86% | 3.3 |
|
| 2186 |
2186
Crédit Industriel et Commercial
Paris France,
France
| $943M | +$184M | +24% | 0.42% | – | 455 | 59.78% | 0.1 |
|
| 2187 |
2187
Means Investment Company
Bangor,
Maine
| $942M | -$19M | -2% | 3.19% | 106% | 209 | 10.53% | 4.3 |
|
| 2188 |
QCM
2188
Qsemble Capital Management
New York
| $941M | +$190M | +25% | 3.26% | 39.9% | 604 | 69.37% | 0.2 |
|
| 2189 |
2189
Benchstone Capital Management
New York
| $941M | -$26.1M | -3% | 4.67% | – | 44 | 38.64% | 0.2 |
|
| 2190 |
2190
Fidelis Capital Partners
Tampa,
Florida
| $941M | -$59.3M | -6% | 1.98% | 115% | 463 | 12.31% | 1.4 |
|
| 2191 |
2191
Whitney & Co
Rochester,
New York
| $941M | -$11.5M | -1% | 2.55% | 110% | 140 | 12.14% | 5.4 |
|
| 2192 |
2192
Integral Health Asset Management
New York
| $940M | -$233M | -20% | 2.42% | 564% | 113 | 54.87% | 0.5 |
|
| 2193 |
2193
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $940M | +$32.4M | +4% | 1.19% | – | 1,039 | 23.1% | 0.2 |
|
| 2194 |
2194
Connable Office Inc
Kalamazoo,
Michigan
| $939M | -$27.1M | -3% | 0.32% | 68.3% | 233 | 9.44% | 4.4 |
|
| 2195 |
2195
Salomon & Ludwin
Richmond,
Virginia
| $938M | -$5.7M | -0.6% | 2.29% | 58.7% | 741 | 6.07% | 1.9 |
|
| 2196 |
2196
Root Financial Partners
Encinitas,
California
| $938M | +$132M | +16% | 0.75% | 62.5% | 232 | 17.24% | 0.9 |
|
| 2197 |
2197
Jacobs & Co
San Francisco,
California
| $938M | -$44.9M | -5% | 2.56% | 105% | 128 | 6.25% | 8.1 |
|
| 2198 |
2198
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $937M | -$10M | -1% | 0.7% | 61.4% | 136 | 8.82% | 6.2 |
|
| 2199 |
2199
Nishkama Capital LLC
Dorado,
Puerto Rico
| $936M | -$545M | -37% | 7.32% | 723% | 91 | 81.32% | 0.3 |
|
| 2200 |
2200
City of London Investment Management
London,
United Kingdom
| $935M | -$72.7M | -7% | 0.26% | 104% | 96 | 20.83% | 3.3 |
|