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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 |
CAM
2301
Centre Asset Management
New York
| $364M | -$153M | -30% | 10.8% | 45.3% | 75 | 44% | 1.6 |
|
| 2302 |
GII
2302
Gryphon International Investment
Toronto,
Ontario, Canada
| $364M | +$17.9M | +5% | 0% | 5.67% | 24 | 8.33% | 2.4 |
|
| 2303 |
2303
East Coast Asset Management
Essex,
Massachusetts
| $363M | +$30.2M | +9% | 8.79% | 147% | 100 | 9% | 3.1 |
|
| 2304 |
JWBC
2304
J.W. Burns & Co
Dewitt,
New York
| $363M | +$21.9M | +6% | 5.84% | 95.4% | 165 | 6.67% | 2.8 |
|
| 2305 |
2305
YCG LLC
Austin,
Texas
| $363M | +$28.5M | +9% | 7.86% | 27% | 38 | 5.26% | 3.1 |
|
| 2306 |
2306
BlueSpruce Investments
Chicago,
Illinois
| $363M | +$64.4M | +22% | 10.5% | 59.6% | 15 | 40% | 1 |
|
| 2307 |
2307
Cetera Investment Advisers
Schaumburg,
Illinois
| $362M | +$62.2M | +21% | 4.5% | 73.4% | 372 | 15.32% | 0.8 |
|
| 2308 |
2308
Hutchinson Capital Management
San Rafael,
California
| $362M | -$1.71M | -0.5% | 2.72% | 52.6% | 51 | 9.8% | 2.9 |
|
| 2309 |
2309
Symetra Life Insurance
Bellevue,
Washington
| $362M | -$54.3M | -13% | 4.51% | – | 3 | 0% | 1.3 |
|
| 2310 |
2310
Yorktown Energy Partners X
New York
| $361M | +$9.6M | +3% | 9.53% | 95.9% | 2 | 50% | 0.1 |
|
| 2311 |
2311
Lido Advisors
Los Angeles,
California
| $361M | -$44.2M | -11% | 6.21% | 75% | 291 | 41.92% | 0.5 |
|
| 2312 |
2312
Hengehold Capital Management
Cincinnati,
Ohio
| $361M | +$33.5M | +10% | 4.99% | 54.5% | 118 | 16.95% | 1.7 |
|
| 2313 |
CCM
2313
Contrarian Capital Management
Greenwich,
Connecticut
| $360M | -$31M | -8% | 7.29% | 29.4% | 34 | 32.35% | 0.9 |
|
| 2314 |
2314
INCA Investments
Miami,
Florida
| $360M | +$65.8M | +22% | 16.6% | 128% | 11 | 27.27% | 2.3 |
|
| 2315 |
2315
Klingman & Associates
New York
| $360M | +$30.9M | +9% | 3.66% | 64.9% | 99 | 6.06% | 1.9 |
|
| 2316 |
2316
Western Asset Management Company
Pasadena,
California
| $360M | -$82.6M | -19% | 0.13% | 2.29% | 31 | 35.48% | 1.1 |
|
| 2317 |
2317
Next Financial Group
Houston,
Texas
| $359M | -$210M | -37% | 5.79% | 85.4% | 2,579 | 31.72% | 1.9 |
|
| 2318 |
2318
Manitou Investment Management
Toronto,
Ontario, Canada
| $359M | +$20M | +6% | 4.84% | 69.3% | 43 | 11.63% | 1 |
|
| 2319 |
2319
SignalPoint Asset Management
Springfield,
Missouri
| $359M | -$29.2M | -8% | 4.27% | 36% | 251 | 48.61% | 2.6 |
|
| 2320 |
2320
Narwhal Capital Management
Marietta,
Georgia
| $359M | +$27.1M | +8% | 4.66% | 93.8% | 150 | 11.33% | 2.4 |
|
| 2321 |
2321
NBW Capital
Boston,
Massachusetts
| $359M | +$10.9M | +3% | 9.03% | 86% | 76 | 14.47% | 2.2 |
|
| 2322 |
2322
First Merchants Corp
Muncie,
Indiana
| $359M | +$21.4M | +6% | 4.09% | 55.6% | 156 | 7.69% | 2.8 |
|
| 2323 |
2323
TT International
London,
United Kingdom
| $359M | +$34.6M | +11% | 12.4% | – | 58 | 46.55% | 0.9 |
|
| 2324 |
2324
Hudson Valley Investment Advisors
Goshen,
New York
| $359M | +$19.1M | +6% | 6.19% | 94.6% | 159 | 6.92% | 2.7 |
|
| 2325 |
2325
First Heartland Consultants
Lake St. Louis,
Missouri
| $358M | +$28.8M | +9% | 4.33% | 59.2% | 359 | 18.11% | 1.9 |
|