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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
SAM
2201
Shamrock Asset Management
Dallas,
Texas
| $322M | +$20M | +7% | 4.52% | 31% | 314 | 22.29% | 0.4 |
|
| 2202 |
DAM
2202
Davis Asset Management
Sausalito,
California
| $322M | +$35.9M | +13% | 0.58% | 97.3% | 23 | 8.7% | 0.9 |
|
| 2203 |
GECH
2203
Garnet Equity Capital Holdings
New York
| $322M | -$27.5M | -8% | 2.92% | 302% | 31 | 25.81% | 0.7 |
|
| 2204 |
CCM
2204
Contrarian Capital Management
Greenwich,
Connecticut
| $322M | -$93.8M | -23% | 1.58% | 29.4% | 41 | 21.95% | 0.6 |
|
| 2205 |
BWFA
2205
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $322M | +$28.5M | +10% | 4.55% | 80.6% | 288 | 25% | 0.6 |
|
| 2206 |
NL
2206
NWAM LLC
Mercer Island,
Washington
| $321M | +$30.8M | +11% | 4.53% | 112% | 311 | 17.04% | 0.6 |
|
| 2207 |
CIM
2207
CenturyLink Investment Management
Denver,
Colorado
| $321M | +$13M | +4% | 5.04% | – | 304 | 24.01% | 0.7 |
|
| 2208 |
2208
First Merchants Corp
Muncie,
Indiana
| $321M | +$10.8M | +3% | 4.06% | 55.6% | 135 | 8.15% | 0.9 |
|
| 2209 |
SAMNY
2209
Samsung Asset Management (New York)
New York
| $321M | +$36.9M | +13% | 4.4% | 37.6% | 77 | 15.58% | 0.7 |
|
| 2210 |
SCG
2210
Strategic Capital Group
Gig Harbor,
Washington
| $321M | +$11.4M | +4% | 3.74% | – | 333 | 30.33% | 0.7 |
|
| 2211 |
GAM
2211
Griffin Asset Management
New York
| $320M | +$11.5M | +4% | 4% | 80.7% | 108 | 8.33% | 0.9 |
|
| 2212 |
JIC
2212
Joel Isaacson & Co
New York
| $319M | +$21.5M | +7% | 4.17% | 72.5% | 626 | 9.27% | 0.8 |
|
| 2213 |
TC
2213
Tetrad Corporation
Omaha,
Nebraska
| $318M | +$12M | +4% | 4.21% | 45.6% | 10 | 0% | 1 |
|
| 2214 |
TCM
2214
Tradition Capital Management
Summit,
New Jersey
| $318M | +$9.4M | +3% | 6.12% | 43.5% | 139 | 9.35% | 0.9 |
|
| 2215 |
2215
MCF Advisors
Covington,
Kentucky
| $317M | +$19.7M | +7% | 4.79% | 50.2% | 454 | 14.1% | 0.8 |
|
| 2216 |
BIA
2216
Biondo Investment Advisors
Milford,
Pennsylvania
| $317M | +$15.4M | +5% | 7.51% | 83.4% | 97 | 13.4% | 0.8 |
|
| 2217 |
BCMO
2217
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $317M | +$18.7M | +6% | 3.57% | 26.3% | 176 | 4.55% | 0.9 |
|
| 2218 |
DCM
2218
Dialectic Capital Management
Norwalk,
Connecticut
| $317M | +$14.2M | +5% | 6.75% | 91.5% | 249 | 76.31% | 0.2 |
|
| 2219 |
11A
2219
10-15 Associates
Goshen,
New York
| $315M | +$8.66M | +3% | 5.07% | 33% | 105 | 5.71% | 0.8 |
|
| 2220 |
LCM
2220
Lucas Capital Management
Red Bank,
New Jersey
| $315M | +$1.97M | +0.6% | 12.7% | 44.5% | 161 | 18.01% | 0.8 |
|
| 2221 |
CA
2221
Callahan Advisors
Houston,
Texas
| $315M | +$21M | +7% | 5.17% | 87.7% | 126 | 15.87% | 0.9 |
|
| 2222 |
LPP
2222
LS Power Partners
New York
| $315M | +$38.3M | +14% | 13.9% | – | 1 | 0% | 1 |
|
| 2223 |
MRM
2223
Michael R. Murphy
| $314M | -$23M | -7% | 4.62% | 93.9% | 24 | 25% | 0.6 |
|
| 2224 |
HHAM
2224
HITE Hedge Asset Management
Braintree,
Massachusetts
| $314M | -$893K | -0.3% | 20% | 54.4% | 77 | 28.57% | 0.6 |
|
| 2225 |
HIP
2225
Hengistbury Investment Partners
London,
United Kingdom
| $313M | +$105M | +51% | 4.07% | 108% | 7 | 57.14% | 0.3 |
|