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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
LMAM
2551
Legg Mason Asset Management
Tokyo,
Japan
| $185M | -$2.4M | -1% | 8.23% | – | 139 | 30.94% | 0.2 |
|
| 2552 |
SEP
2552
Sound Energy Partners
Greenwich,
Connecticut
| $184M | +$107M | +139% | 30.4% | – | 48 | 43.75% | 0.2 |
|
| 2553 |
SBWM
2553
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $184M | -$312K | -0.2% | 2.49% | 33.7% | 97 | 10.31% | 0.2 |
|
| 2554 |
SACTSONJ
2554
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $184M | +$6.7M | +4% | 5.37% | 147% | 202 | 3.47% | 0.2 |
|
| 2555 |
ACQC
2555
Asian Century Quest Capital
New York
| $184M | -$216M | -54% | 37% | – | 21 | 66.67% | 0.2 |
|
| 2556 |
MIM
2556
Montgomery Investment Management
Rockville,
Maryland
| $184M | +$1.07M | +0.6% | 3.03% | 98.4% | 79 | 3.8% | 0.3 |
|
| 2557 |
OCM
2557
Orleans Capital Management
Mandeville,
Louisiana
| $184M | +$6.53M | +4% | 4.24% | 94.6% | 100 | 14% | 0.2 |
|
| 2558 |
SWM
2558
Segment Wealth Management
Houston,
Texas
| $184M | +$16.5M | +10% | 4.16% | 102% | 164 | 16.46% | 0.2 |
|
| 2559 |
2559
Savant Capital
Rockford,
Illinois
| $184M | +$11.3M | +7% | 7.09% | 61.2% | 159 | 10.06% | 0.2 |
|
| 2560 |
HMC
2560
Harbert Management Corporation
Birmingham,
Alabama
| $183M | +$15.8M | +9% | 5.14% | – | 36 | 47.22% | 0.2 |
|
| 2561 |
NI
2561
NFC Investments
Memphis,
Tennessee
| $183M | +$16.7M | +10% | 7.7% | – | 39 | 0% | 0.3 |
|
| 2562 |
MCM
2562
Mazama Capital Management
Portland,
Oregon
| $183M | +$22.4M | +14% | 14.2% | – | 307 | 39.41% | 0.2 |
|
| 2563 |
VFP
2563
Verus Financial Partners
Richmond,
Virginia
| $183M | +$7.56M | +4% | 3.96% | 41.6% | 45 | 13.33% | 0.2 |
|
| 2564 |
BBI
2564
Baxter Bros Inc
Riverside,
Connecticut
| $183M | +$18M | +11% | 2.65% | 73.8% | 91 | 14.29% | 0.2 |
|
| 2565 |
2565
Catalyst Capital Advisors
Huntington,
New York
| $183M | +$53.8M | +42% | 9.27% | 62.7% | 355 | 49.01% | 0.2 |
|
| 2566 |
RB
2566
Rodgers Brothers
Harmony,
Pennsylvania
| $182M | +$14.6M | +9% | 4.28% | 108% | 165 | 17.58% | 0.2 |
|
| 2567 |
ACM
2567
Argyle Capital Management
Center Valley,
Pennsylvania
| $182M | +$7.71M | +4% | 4.09% | 95.8% | 110 | 2.73% | 0.2 |
|
| 2568 |
OP
2568
Osmium Partners
Greenbrae,
California
| $182M | +$30.4M | +20% | 15.1% | 28.4% | 29 | 20.69% | 0.2 |
|
| 2569 |
DAM
2569
Doheny Asset Management
Los Angeles,
California
| $182M | +$6.66M | +4% | 7.45% | 135% | 109 | 18.35% | 0.2 |
|
| 2570 |
RCM
2570
Raptor Capital Management
Boston,
Massachusetts
| $182M | -$6.89M | -4% | 7.94% | – | 61 | 67.21% | 0.1 |
|
| 2571 |
RC
2571
Riversville Capital
Greenwich,
Connecticut
| $182M | +$9.58M | +6% | 6.54% | – | 120 | 3.33% | 0.2 |
|
| 2572 |
HFS
2572
Haverford Financial Services
Radnor,
Pennsylvania
| $182M | +$3.96M | +2% | 4.45% | 57.9% | 55 | 47.27% | 0.2 |
|
| 2573 |
CFG
2573
Cambridge Financial Group
Columbus,
Ohio
| $181M | -$17M | -9% | 10.3% | – | 37 | 37.84% | 0.2 |
|
| 2574 |
2574
MCF Advisors
Covington,
Kentucky
| $181M | +$15.2M | +9% | 5.03% | 50.2% | 429 | 31.24% | 0.2 |
|
| 2575 |
CVM
2575
Cheviot Value Management
Beverly Hills,
California
| $181M | -$1.92M | -1% | 1.59% | 77.8% | 31 | 0% | 0.3 |
|