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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
SCA
2276
Signpost Capital Advisors
New York
| $241M | +$13.4M | +6% | 19.8% | 24.7% | 17 | 29.41% | 0.2 |
|
| 2277 |
11A
2277
10-15 Associates
Goshen,
New York
| $241M | +$23.8M | +11% | 4.28% | 33% | 87 | 5.75% | 0.2 |
|
| 2278 |
HHAM
2278
HITE Hedge Asset Management
Braintree,
Massachusetts
| $241M | +$26.5M | +12% | 0.36% | 54.4% | 77 | 51.95% | 0.2 |
|
| 2279 |
2279
BDT Capital Partners
Chicago,
Illinois
| $240M | +$18.6M | +8% | 8.41% | 25.5% | 1 | 0% | 0.3 |
|
| 2280 |
HAIM
2280
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $240M | -$29.9M | -11% | 4.72% | 76.1% | 186 | 18.82% | 0.2 |
|
| 2281 |
DCM
2281
Dinsmore Capital Management
Morristown,
New Jersey
| $239M | +$11.7M | +5% | 0.29% | – | 129 | 5.43% | 0.2 |
|
| 2282 |
EK
2282
Evensky & Katz
Coral Gables,
Florida
| $239M | +$15.1M | +7% | 4.04% | 57.1% | 36 | 2.78% | 0.3 |
|
| 2283 |
MCM
2283
Monarch Capital Management
Fort Wayne,
Indiana
| $238M | +$6.38M | +3% | 3.99% | 65% | 86 | 0% | 0.3 |
|
| 2284 |
LGP
2284
Leonard Green & Partners
Los Angeles,
California
| $238M | +$59.9M | +34% | 6.19% | 53.9% | 4 | 50% | 0.1 |
|
| 2285 |
OA
2285
Outfitter Advisors
Mclean,
Virginia
| $238M | +$21.8M | +10% | 7.14% | 35.6% | 140 | 10% | 0.2 |
|
| 2286 |
MUS
2286
Mitsubishi UFJ Securities
Tokyo,
Japan
| $238M | +$38.4M | +19% | 2.55% | 81.1% | 74 | 44.59% | 0.1 |
|
| 2287 |
JA
2287
JLB & Associates
Plymouth,
Michigan
| $237M | +$17.9M | +8% | 8.91% | 69.5% | 77 | 10.39% | 0.2 |
|
| 2288 |
TVM
2288
Tiger Veda Management
New York
| $237M | -$76.6M | -24% | 5.48% | – | 26 | 46.15% | 0.2 |
|
| 2289 |
AHS
2289
Aspiriant Holdings S3
Los Angeles,
California
| $237M | +$15.1M | +7% | 3.73% | – | 109 | 17.43% | 0.2 |
|
| 2290 |
AAM
2290
Autus Asset Management
Scottsdale,
Arizona
| $237M | +$14.3M | +6% | 4.23% | 26.3% | 120 | 11.67% | 0.2 |
|
| 2291 |
TRIM
2291
Thompson Rubinstein Investment Management
Portland,
Oregon
| $236M | +$13.9M | +6% | 5.94% | 42.8% | 70 | 7.14% | 0.2 |
|
| 2292 |
SIRP
2292
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $236M | +$5.54M | +2% | 3.17% | 60.5% | 47 | 0% | 0.3 |
|
| 2293 |
ATC
2293
Argent Trust Company
Ruston,
Louisiana
| $236M | +$10.6M | +5% | 3.62% | – | 145 | 17.24% | 0.2 |
|
| 2294 |
OIM
2294
Oceanic Investment Management
Douglas,
Isle Of Man
| $236M | -$43.3M | -15% | 12% | – | 31 | 38.71% | 0.2 |
|
| 2295 |
HJA
2295
Hugh Johnson Advisors
Albany,
New York
| $236M | +$17.1M | +8% | 4.78% | 41.5% | 84 | 15.48% | 0.2 |
|
| 2296 |
BTNA
2296
Bremer Trust National Association
St. Cloud,
Minnesota
| $236M | +$13.1M | +6% | 7.21% | 31.2% | 197 | 12.18% | 0.2 |
|
| 2297 |
DHFB
2297
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $236M | +$11.5M | +5% | 6.15% | 63.5% | 161 | 19.25% | 0.2 |
|
| 2298 |
GIM
2298
Greystone Investment Management
Cincinnati,
Ohio
| $235M | -$32K | -0% | 1.67% | 32.8% | 56 | 10.71% | 0.2 |
|
| 2299 |
ANBT
2299
American National Bank & Trust
Wichita Falls,
Texas
| $235M | +$10.6M | +5% | 6.51% | 102% | 90 | 5.56% | 0.2 |
|
| 2300 |
WCM
2300
Wisconsin Capital Management
Madison,
Wisconsin
| $235M | -$1.07M | -0.5% | 4.46% | 153% | 105 | 11.43% | 0.2 |
|