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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 |
2301
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $320M | +$53M | +20% | 0.97% | 0.74% | 17 | 0% | 1.4 |
|
| 2302 |
2302
Advisory Services Network
Atlanta,
Georgia
| $320M | +$46.4M | +17% | 4.18% | 105% | 1,270 | 80.24% | 0.2 |
|
| 2303 |
2303
First Merchants Corp
Muncie,
Indiana
| $320M | +$6.54M | +2% | 6.07% | 55.6% | 138 | 7.25% | 1.4 |
|
| 2304 |
2304
DT Investment Partners
Chadds Ford,
Pennsylvania
| $319M | +$11.4M | +4% | 1.91% | 58% | 88 | 38.64% | 1.2 |
|
| 2305 |
2305
L & S Advisors
Los Angeles,
California
| $319M | +$115M | +56% | 9.52% | 231% | 91 | 63.74% | 0.5 |
|
| 2306 |
SC
2306
Selz Capital
New York
| $319M | +$11.3M | +4% | 4.91% | 10.2% | 55 | 32.73% | 1 |
|
| 2307 |
2307
Beese Fulmer Investment Management
Canton,
Ohio
| $319M | +$11M | +4% | 4.64% | 124% | 162 | 8.64% | 1.3 |
|
| 2308 |
2308
YCG LLC
Austin,
Texas
| $319M | +$32.6M | +11% | 6.43% | 27% | 77 | 22.08% | 1 |
|
| 2309 |
2309
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $318M | -$16.3M | -5% | 2.79% | 69.7% | 73 | 4.11% | 1.4 |
|
| 2310 |
2310
Penobscot Investment Management
Boston,
Massachusetts
| $318M | +$16.7M | +6% | 5.41% | 103% | 190 | 7.37% | 1.3 |
|
| 2311 |
AAM
2311
Autus Asset Management
Scottsdale,
Arizona
| $318M | +$19.8M | +7% | 5.59% | 26.3% | 122 | 6.56% | 1.3 |
|
| 2312 |
2312
American Assets Investment Management
San Diego,
California
| $318M | +$35.8M | +13% | 4.16% | 507% | 110 | 19.09% | 1.2 |
|
| 2313 |
2313
Altai Capital Management
West Hollywood,
California
| $318M | -$8.78M | -3% | 16.4% | 24.9% | 9 | 33.33% | 0.6 |
|
| 2314 |
2314
Beddow Capital Management
Jackson,
Wyoming
| $318M | -$22.2M | -7% | 1.13% | 50.7% | 47 | 6.38% | 1.4 |
|
| 2315 |
2315
INCA Investments
Miami,
Florida
| $317M | +$28.9M | +10% | 7.04% | 128% | 18 | 44.44% | 0.7 |
|
| 2316 |
2316
Vista Capital Partners
Portland,
Oregon
| $317M | +$15.2M | +5% | 5.36% | 61.2% | 44 | 6.82% | 1.3 |
|
| 2317 |
VAM
2317
Visionary Asset Management
Houston,
Texas
| $316M | -$46.5M | -13% | 2.62% | 31.9% | 218 | 57.34% | 0.5 |
|
| 2318 |
NC
2318
Nokomis Capital
Dallas,
Texas
| $316M | -$63.3M | -17% | 0.95% | 145% | 50 | 36% | 0.8 |
|
| 2319 |
2319
G2 Investment Partners Management
New York
| $316M | +$18.9M | +6% | 25.6% | 1,145% | 104 | 48.08% | 0.4 |
|
| 2320 |
SC
2320
Saiers Capital
New York
| $316M | +$91.1M | +40% | 3.82% | – | 356 | 61.24% | 0.4 |
|
| 2321 |
2321
Welch Capital Partners
Harrison,
New York
| $316M | +$11.8M | +4% | 6.6% | 79.2% | 41 | 29.27% | 1 |
|
| 2322 |
2322
Martin & Co
Knoxville,
Tennessee
| $316M | +$14.1M | +5% | 4.53% | 67.8% | 110 | 6.36% | 1.4 |
|
| 2323 |
CCM
2323
Contrarian Capital Management
Greenwich,
Connecticut
| $316M | +$51.2M | +19% | 15.5% | 29.4% | 44 | 38.64% | 0.7 |
|
| 2324 |
2324
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $316M | +$15.3M | +5% | 3.24% | 55.7% | 120 | 15.83% | 1.3 |
|
| 2325 |
2325
Private Trust Company
Cleveland,
Ohio
| $315M | +$20.8M | +7% | 4.61% | 87.7% | 2,027 | 86.19% | 1.3 |
|