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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 851 |
CTB
851
Country Trust Bank
Bloomington,
Illinois
| $1.99B | – | – | 5.31% | 76.2% | 188 | – |
|
| 852 |
SI
852
Stephens Inc
Little Rock,
Arkansas
| $1.99B | +$151M | +8% | 5.47% | 76.1% | 887 | 14.54% |
|
| 853 |
PWLP
853
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $1.98B | +$14.1M | +0.7% | 4.03% | 60% | 261 | 6.9% |
|
| 854 |
FRGX
854
First Reserve GP XI
Stamford,
Connecticut
| $1.98B | +$164M | +9% | 2.97% | 26.4% | 4 | 25% |
|
| 855 |
AIA
855
Avalon Investment & Advisory
Houston,
Texas
| $1.98B | +$167M | +9% | 7.32% | 93.5% | 198 | 22.73% |
|
| 856 |
TCP
856
TAMRO Capital Partners
Alexandria,
Virginia
| $1.98B | -$319M | -14% | 2.25% | – | 118 | 14.41% |
|
| 857 |
HCM
857
Highline Capital Management
New York
| $1.97B | +$512M | +35% | 13.2% | 198% | 47 | 59.57% |
|
| 858 |
NAMA
858
Nikko Asset Management Americas
New York
| $1.97B | -$240M | -11% | 8.22% | 234% | 190 | 11.58% |
|
| 859 |
HPC
859
HM Payson & Co
Portland,
Maine
| $1.95B | +$57M | +3% | 4.36% | 94.4% | 298 | 8.39% |
|
| 860 |
BCM
860
Basswood Capital Management
New York
| $1.95B | +$24.1M | +1% | 0.14% | 111% | 185 | 16.22% |
|
| 861 |
EWM
861
Evercore Wealth Management
New York
| $1.94B | +$156M | +9% | 5.43% | 84.8% | 1,079 | 21.41% |
|
| 862 |
BPM
862
Bronson Point Management
Fairfield,
Connecticut
| $1.94B | +$432M | +29% | 6.83% | 7.56% | 90 | 55.56% |
|
| 863 |
CC
863
Coastland Capital
Palo Alto,
California
| $1.94B | -$544M | -22% | 6.22% | 133% | 166 | 49.4% |
|
| 864 |
SIM
864
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.93B | +$34.2M | +2% | 4.53% | 103% | 550 | 7.64% |
|
| 865 |
SRFM
865
Shannon River Fund Management
New York
| $1.93B | +$355M | +23% | 8.58% | 554% | 73 | 42.47% |
|
| 866 |
KG
866
Killen Group
Berwyn,
Pennsylvania
| $1.92B | +$90.3M | +5% | 1.55% | 34.3% | 122 | 5.74% |
|
| 867 |
CC
867
Chubb Corp
Warren,
New Jersey
| $1.92B | +$106M | +6% | 8.23% | – | 111 | 2.7% |
|
| 868 |
ARTA
868
A.R.T. Advisors
New York
| $1.92B | +$32.9M | +2% | 3.8% | 81.8% | 1,808 | 58.02% |
|
| 869 |
SVG
869
Sun Valley Gold
Sun Valley,
Idaho
| $1.92B | +$1.35B | +234% | 17.4% | 160% | 31 | 16.13% |
|
| 870 |
KIG
870
Kovitz Investment Group
Chicago,
Illinois
| $1.92B | -$27.2M | -1% | 3.17% | – | 123 | 23.58% |
|
| 871 |
PIA
871
Piedmont Investment Advisors
Durham,
North Carolina
| $1.91B | +$86.8M | +5% | 6.11% | 35.4% | 361 | 24.65% |
|
| 872 |
CANY
872
Caxton Associates (New York)
New York
| $1.91B | +$282M | +17% | 5.15% | 73.9% | 270 | 76.3% |
|
| 873 |
SCM
873
Saba Capital Management
New York
| $1.91B | +$135M | +8% | 2.81% | 35% | 245 | 35.1% |
|
| 874 |
DGHMC
874
Dalton, Greiner, Hartman, Maher & Co
New York
| $1.9B | +$177M | +10% | 4.92% | 63% | 200 | 15% |
|
| 875 |
LOAMU
875
Lombard Odier Asset Management (USA)
New York
| $1.9B | -$686M | -27% | 6.75% | 96.8% | 264 | 56.44% |
|