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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
ST
2426
Semper Trust
King Of Prussia,
Pennsylvania
| $243M | +$21.5M | +10% | 11.2% | – | 159 | 6.29% | 0.5 |
|
| 2427 |
2427
Old Second National Bank of Aurora
Aurora,
Illinois
| $243M | +$22.3M | +10% | 9.48% | 93.7% | 296 | 19.93% | 0.4 |
|
| 2428 |
EVM
2428
Evelyn V. Moreno
| $242M | – | – | 8.63% | 39.4% | 76 | – | 0 |
|
| 2429 |
2429
Menta Capital
San Francisco,
California
| $242M | +$45.9M | +23% | 10.2% | 61.2% | 517 | 62.48% | 0.2 |
|
| 2430 |
DCCA
2430
D.C. Capital Advisors
New York
| $242M | -$7.34M | -3% | 11.2% | 59.9% | 27 | 44.44% | 0.4 |
|
| 2431 |
2431
Harvey Capital Management
Palm Beach,
Florida
| $242M | +$45.2M | +23% | 9.19% | 147% | 81 | 33.33% | 0.3 |
|
| 2432 |
2432
Stieven Capital Advisors
St. Louis,
Missouri
| $242M | +$20.7M | +9% | 10.3% | 117% | 64 | 21.88% | 0.4 |
|
| 2433 |
2433
Security National Trust
Wheeling,
West Virginia
| $242M | +$19.4M | +9% | 9.38% | 58.3% | 570 | 12.98% | 0.4 |
|
| 2434 |
2434
New England Securities
New York
| $241M | +$42.6M | +22% | 6.15% | – | 1,828 | 18.44% | 0.4 |
|
| 2435 |
2435
Wilkins Investment Counsel
Boston,
Massachusetts
| $241M | +$21.6M | +10% | 9.02% | 56.2% | 64 | 6.25% | 0.5 |
|
| 2436 |
2436
Groesbeck Investment Management
Paramus,
New Jersey
| $241M | +$9.8M | +4% | 8.49% | 147% | 85 | 20% | 0.4 |
|
| 2437 |
2437
Chatham Capital Group
Savannah,
Georgia
| $240M | +$20.5M | +9% | 7.9% | 97% | 113 | 7.08% | 0.5 |
|
| 2438 |
2438
Bard Associates
Chicago,
Illinois
| $240M | +$14.4M | +6% | 5.6% | 241% | 190 | 6.84% | 0.5 |
|
| 2439 |
2439
First Business Financial Services
Madison,
Wisconsin
| $240M | +$52.7M | +28% | 7.9% | 74% | 56 | 53.57% | 0.2 |
|
| 2440 |
VC
2440
V2 Capital
Glenview,
Illinois
| $240M | – | – | 9.05% | – | 36 | – | 0 |
|
| 2441 |
JA
2441
JVL Advisors
Houston,
Texas
| $240M | – | – | 9.17% | 89.4% | 17 | – | 0 |
|
| 2442 |
2442
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $240M | +$16.3M | +7% | 8.52% | – | 47 | 0% | 0.5 |
|
| 2443 |
2443
Ipswich Investment Management
Beverly,
Massachusetts
| $239M | +$17.2M | +8% | 8.65% | 104% | 151 | 12.58% | 0.4 |
|
| 2444 |
GCM
2444
Grandmaster Capital Management
San Francisco,
California
| $239M | +$34.9M | +17% | 10.2% | – | 20 | 5% | 0.4 |
|
| 2445 |
2445
Marquette Asset Management
Minneapolis,
Minnesota
| $239M | +$19.7M | +9% | 7.93% | 69.6% | 88 | 14.77% | 0.4 |
|
| 2446 |
2446
Pictet Bank & Trust
Nassau,
Bahamas
| $239M | – | – | 3.6% | 82.7% | 89 | – | 0 |
|
| 2447 |
2447
South Street Advisors
New York
| $239M | +$30.4M | +15% | 13.2% | 169% | 59 | 6.78% | 0.5 |
|
| 2448 |
2448
Mangrove Partners
Greenwich,
Connecticut
| $239M | +$38.6M | +19% | 1.67% | 185% | 45 | 55.56% | 0.3 |
|
| 2449 |
2449
Goldstein Munger & Associates
San Ramon,
California
| $239M | -$17.7M | -7% | 5.9% | 11.9% | 31 | 3.23% | 0.5 |
|
| 2450 |
2450
Carlson Capital Management
Northfield,
Minnesota
| $238M | +$17.7M | +8% | 7.3% | 9.85% | 61 | 6.56% | 0.5 |
|