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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
LVZ Inc
Holland,
Michigan
| $447M | +$37.1M | +9% | 16.2% | 52.9% | 79 | 17.72% | 1.9 |
|
| 2377 |
2377
ShawSpring Partners
Boston,
Massachusetts
| $446M | +$164M | +58% | 103% | 3.53% | 6 | 16.67% | 1.1 |
|
| 2378 |
2378
Liberty One Investment Management
Libertyville,
Illinois
| $446M | +$58.2M | +15% | 11.2% | 40.3% | 154 | 35.71% | 0.4 |
|
| 2379 |
2379
Carlson Capital Management
Northfield,
Minnesota
| $446M | +$54.5M | +14% | 18.8% | 9.85% | 124 | 14.52% | 3.5 |
|
| 2380 |
FBP
2380
Flippin Bruce & Porter
Lynchburg,
Virginia
| $446M | +$38M | +9% | 15.1% | 44.4% | 80 | 6.25% | 5.1 |
|
| 2381 |
HPM
2381
H. Partners Management
New York
| $445M | +$186M | +72% | 53.5% | 13.5% | 3 | 33.33% | 4.7 |
|
| 2382 |
2382
PFG Advisors
Phoenix,
Arizona
| $444M | +$72.3M | +19% | 20% | 82.7% | 323 | 15.79% | 1.5 |
|
| 2383 |
2383
Nexpoint Asset Management
Dallas,
Texas
| $444M | -$85.8M | -16% | 33.4% | 253% | 257 | 43.19% | 0.5 |
|
| 2384 |
2384
American Assets Investment Management
San Diego,
California
| $443M | -$24.8M | -5% | 14% | 507% | 176 | 36.36% | 4.2 |
|
| 2385 |
2385
Caledonia Investments plc (UK)
London England,
United Kingdom
| $443M | +$70.5M | +19% | 19.4% | 61.9% | 12 | 0% | 3.5 |
|
| 2386 |
2386
White Mountains Advisors
Guilford,
Connecticut
| $442M | +$38.7M | +10% | 19.7% | 33.4% | 3 | 0% | 5.3 |
|
| 2387 |
2387
Traphagen Investment Advisors
Oradell,
New Jersey
| $442M | +$69M | +18% | 16.4% | 65.8% | 134 | 17.91% | 0.9 |
|
| 2388 |
2388
AIA Investment Management
Singapore
| $441M | -$42.4M | -9% | 33.6% | 63.3% | 472 | 26.91% | 0.6 |
|
| 2389 |
2389
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $440M | +$146M | +50% | 37.7% | 145% | 81 | 11.11% | 3 |
|
| 2390 |
2390
Windham Capital Management
Boston,
Massachusetts
| $440M | +$20.7M | +5% | 6.41% | 8.3% | 64 | 18.75% | 2 |
|
| 2391 |
2391
Gabelli & Co Investment Advisers
Rye,
New York
| $439M | -$225M | -34% | 18% | 248% | 219 | 28.31% | 1.3 |
|
| 2392 |
2392
Graypoint LLC
Albany,
New York
| $439M | +$80.3M | +22% | 18.6% | 72.8% | 166 | 15.06% | 0.2 |
|
| 2393 |
2393
S&T Bank
Indiana,
Pennsylvania
| $439M | +$75.8M | +21% | 20.1% | 193% | 128 | 28.91% | 2.9 |
|
| 2394 |
2394
Academy Capital Management
Waco,
Texas
| $439M | +$77.6M | +21% | 19.6% | 71.2% | 39 | 20.51% | 3.8 |
|
| 2395 |
2395
Abbrea Capital
Greenbrae,
California
| $438M | +$62.2M | +17% | 17.9% | 38% | 194 | 16.49% | 2.5 |
|
| 2396 |
2396
Greenwood Capital Associates
Greenwood,
South Carolina
| $438M | +$97.7M | +29% | 20.9% | 87.7% | 209 | 39.71% | 1.5 |
|
| 2397 |
2397
Sentinel Trust
Houston,
Texas
| $437M | +$119M | +37% | 20% | 79.2% | 65 | 40% | 2.8 |
|
| 2398 |
IA
2398
Independence Advisors
Wayne,
Pennsylvania
| $437M | +$74.2M | +20% | 17.8% | 24.4% | 171 | 14.62% | 1.8 |
|
| 2399 |
2399
Vision Capital Management
Portland,
Oregon
| $436M | +$59.3M | +16% | 22.9% | 78.4% | 102 | 12.75% | 3.2 |
|
| 2400 |
2400
Mirova
Paris,
France
| $436M | +$171M | +65% | 34.7% | 64.6% | 176 | 2.27% | 1 |
|