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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
SCM
2301
Signia Capital Management
Spokane,
Washington
| $276M | +$7.26M | +3% | 4.57% | 27% | 84 | 13.1% | 0.7 |
|
| 2302 |
2302
Fund Evaluation Group
Cincinnati,
Ohio
| $276M | +$4.68M | +2% | 1.74% | 51.6% | 13 | 7.69% | 0.5 |
|
| 2303 |
LHC
2303
Levy Harkins & Co
New York
| $275M | +$851K | +0.3% | 2.33% | 62.9% | 20 | 0% | 0.7 |
|
| 2304 |
ZCG
2304
Zesiger Capital Group
New York
| $275M | +$11.2M | +4% | 3.54% | – | 23 | 13.04% | 0.6 |
|
| 2305 |
SCA
2305
Stillwater Capital Advisors
Devon,
Pennsylvania
| $275M | +$17.1M | +7% | 1.69% | 121% | 75 | 20% | 0.5 |
|
| 2306 |
WCM
2306
Windward Capital Management
Los Angeles,
California
| $275M | -$13.1M | -5% | 0.69% | 78.5% | 68 | 8.82% | 0.7 |
|
| 2307 |
MPAM
2307
Monarch Partners Asset Management
Boston,
Massachusetts
| $274M | +$3.92M | +1% | 4.09% | 136% | 155 | 44.52% | 0.4 |
|
| 2308 |
2308
HBK Sorce Advisory
Erie,
Pennsylvania
| $274M | -$4.01M | -1% | 1.13% | 58.2% | 194 | 9.79% | 0.6 |
|
| 2309 |
HMPV
2309
Highland Management Partners VII
Cambridge,
Massachusetts
| $274M | +$70.1M | +34% | 9.67% | 131% | 4 | 25% | 0.2 |
|
| 2310 |
KAH
2310
Kathryn A. Hall
| $273M | +$9.88M | +4% | 1.59% | 95.2% | 10 | 10% | 0.6 |
|
| 2311 |
2311
Mather Group
Chicago,
Illinois
| $273M | +$9.79M | +4% | 0.87% | 54.1% | 29 | 27.59% | 0.5 |
|
| 2312 |
BTNA
2312
Bremer Trust National Association
St. Cloud,
Minnesota
| $271M | +$6.37M | +2% | 1.71% | 31.2% | 215 | 13.02% | 0.6 |
|
| 2313 |
WIC
2313
Wilkins Investment Counsel
Boston,
Massachusetts
| $271M | +$30.3M | +13% | 2.63% | 56.2% | 83 | 25.3% | 0.5 |
|
| 2314 |
RC
2314
RBO & Co
Saint Helena,
California
| $270M | +$10.8M | +4% | 0.42% | 27.9% | 53 | 9.43% | 0.7 |
|
| 2315 |
CG
2315
Clinton Group
New York
| $270M | -$33.2M | -11% | 6.37% | 10.2% | 510 | 79.41% | 0.1 |
|
| 2316 |
OAMA
2316
Oslo Asset Management AS
Oslo,
Norway
| $270M | +$45.7M | +20% | 4.13% | 82.7% | 8 | 12.5% | 0.6 |
|
| 2317 |
GIPM
2317
G2 Investment Partners Management
New York
| $270M | -$5.53M | -2% | 9.75% | 1,145% | 107 | 50.47% | 0.2 |
|
| 2318 |
2318
Annex Advisory Services
Brookfield,
Wisconsin
| $269M | +$8.49M | +3% | 2.3% | 85.8% | 98 | 17.35% | 0.7 |
|
| 2319 |
BWM
2319
Baystate Wealth Management
Boston,
Massachusetts
| $269M | +$31.2M | +13% | 1.4% | 14.6% | 51 | 21.57% | 0.4 |
|
| 2320 |
SCM
2320
Stonehill Capital Management
New York
| $269M | -$19.3M | -7% | 2.5% | 117% | 11 | 27.27% | 0.4 |
|
| 2321 |
MC
2321
MIG Capital
Newport Beach,
California
| $269M | +$39.7M | +17% | 1.77% | 118% | 30 | 30% | 0.5 |
|
| 2322 |
JA
2322
JLB & Associates
Plymouth,
Michigan
| $268M | +$5.72M | +2% | 1.26% | 69.5% | 77 | 5.19% | 0.7 |
|
| 2323 |
CW
2323
Cabot-Wellington
Boston,
Massachusetts
| $268M | -$4.37M | -2% | 2% | 65% | 46 | 15.22% | 0.7 |
|
| 2324 |
FAT
2324
First American Trust
Santa Ana,
California
| $268M | -$28.4M | -10% | 1.43% | 84.6% | 131 | 32.82% | 0.7 |
|
| 2325 |
SCM
2325
Stonerise Capital Management
San Francisco,
California
| $268M | +$6.5M | +2% | 3.48% | 0.77% | 14 | 35.71% | 0.5 |
|