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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Hengehold Capital Management
Cincinnati,
Ohio
| $307M | -$3.98M | -1% | 2.02% | 54.5% | 102 | 15.69% | 1.5 |
|
| 2327 |
2327
Evanston Advisors
Schaumburg,
Illinois
| $307M | +$2.81M | +0.9% | 0.21% | 16% | 60 | 8.33% | 1.7 |
|
| 2328 |
2328
Fiduciary Trust International
Lincoln,
Massachusetts
| $306M | +$700K | +0.2% | 3.09% | 36.8% | 87 | 12.64% | 2.4 |
|
| 2329 |
2329
Cedar Capital
Barrington,
Illinois
| $305M | -$34M | -10% | 5.34% | 98% | 87 | 27.59% | 0.4 |
|
| 2330 |
2330
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $305M | -$41.3M | -12% | 0.45% | 22.7% | 35 | 2.86% | 2.2 |
|
| 2331 |
2331
Isthmus Partners
Madison,
Wisconsin
| $304M | +$4.41M | +1% | 4.64% | 73.7% | 253 | 2.77% | 1.4 |
|
| 2332 |
2332
Loeb Partners Corp
New York
| $304M | +$23.9M | +9% | 5.73% | 34.4% | 178 | 24.16% | 1.6 |
|
| 2333 |
2333
Canal Insurance Company
Greenville,
South Carolina
| $304M | +$18.3M | +6% | 9.01% | 114% | 104 | 13.46% | 2.2 |
|
| 2334 |
2334
Southeast Asset Advisors
Thomasville,
Georgia
| $304M | -$3.45M | -1% | 1.31% | 91.5% | 107 | 7.48% | 1.9 |
|
| 2335 |
2335
First Merchants Corp
Muncie,
Indiana
| $303M | +$21M | +7% | 4.14% | 55.6% | 145 | 9.66% | 2.3 |
|
| 2336 |
2336
Weatherly Asset Management
Del Mar,
California
| $303M | +$13.8M | +5% | 2.89% | 116% | 175 | 7.43% | 2.1 |
|
| 2337 |
2337
Dialectic Capital Management
Norwalk,
Connecticut
| $303M | +$89.2M | +42% | 4.45% | 91.5% | 147 | 70.75% | 0.3 |
|
| 2338 |
2338
Barings Real Estate Advisers
Hartford,
Connecticut
| $303M | +$97.4M | +47% | 7.05% | 44.2% | 37 | 18.92% | 1.6 |
|
| 2339 |
2339
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
| $302M | +$59.7M | +25% | 1.69% | – | 472 | 29.45% | 0.7 |
|
| 2340 |
GC
2340
Gratia Capital
Los Angeles,
California
| $301M | +$25.2M | +9% | 4.86% | 42.4% | 43 | 60.47% | 0.5 |
|
| 2341 |
2341
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $301M | +$10.2M | +4% | 3.68% | 69.7% | 77 | 10.39% | 2.3 |
|
| 2342 |
2342
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $301M | +$2.09M | +0.7% | 3.25% | 40.2% | 77 | 3.9% | 2.3 |
|
| 2343 |
CII
2343
Chapter IV Investors
Charlotte,
North Carolina
| $301M | +$39.9M | +15% | 17.8% | 4.15% | 10 | 10% | 2.4 |
|
| 2344 |
2344
Foundation Asset Management
White Plains,
New York
| $300M | -$48.2M | -14% | 18.2% | 126% | 26 | 42.31% | 0.9 |
|
| 2345 |
2345
SOL Capital Management
Rockville,
Maryland
| $300M | +$5.5M | +2% | 2.65% | 56.6% | 208 | 5.77% | 2.4 |
|
| 2346 |
HC
2346
Hawkins Capital
Houston,
Texas
| $300M | +$37.1M | +14% | 1.11% | 8.54% | 37 | 24.32% | 1 |
|
| 2347 |
ECM
2347
Endurant Capital Management
San Mateo,
California
| $299M | -$9.5M | -3% | 5.47% | 18.4% | 104 | 32.69% | 0.8 |
|
| 2348 |
2348
Private Vista
Chicago,
Illinois
| $299M | +$17.9M | +6% | 2.32% | 10.1% | 53 | 16.98% | 0.4 |
|
| 2349 |
2349
TRUE Private Wealth Advisors
Salem,
Oregon
| $299M | +$41.8M | +16% | 2.41% | 89.2% | 147 | 16.33% | 0.3 |
|
| 2350 |
2350
Chicago Capital Management
Chicago,
Illinois
| $299M | +$28.7M | +11% | 28.1% | 270% | 51 | 84.31% | 0.1 |
|