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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $1.24B | +$52.2M | +4% | 4.62% | 95.6% | 279 | 21.51% | 2.5 |
|
| 1227 |
1227
Lombard Odier Asset Management (USA)
New York
| $1.24B | +$24.8M | +2% | 7.38% | 96.8% | 340 | 63.53% | 0.5 |
|
| 1228 |
1228
Vident Investment Advisory
Alpharetta,
Georgia
| $1.24B | -$612M | -33% | 4.29% | 82.6% | 716 | 42.18% | 1.8 |
|
| 1229 |
1229
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.24B | -$115M | -8% | 11.1% | 64.1% | 21 | 57.14% | 1.1 |
|
| 1230 |
1230
Baker Avenue Asset Management
San Francisco,
California
| $1.24B | +$25M | +2% | 3.75% | 95.6% | 257 | 14.01% | 2.6 |
|
| 1231 |
1231
Truepoint Inc
Cincinnati,
Ohio
| $1.24B | +$68.6M | +6% | 3.14% | 43.4% | 124 | 12.9% | 2.5 |
|
| 1232 |
1232
Mather Group
Chicago,
Illinois
| $1.24B | +$36.7M | +3% | 2.31% | 54.1% | 77 | 22.08% | 1.7 |
|
| 1233 |
1233
Empire Life Investments
Toronto,
Ontario, Canada
| $1.24B | +$43.8M | +4% | 1.87% | 90.8% | 105 | 17.14% | 1.6 |
|
| 1234 |
1234
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.23B | +$43.6M | +4% | 3.67% | 54.3% | 166 | 6.63% | 4.3 |
|
| 1235 |
1235
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.23B | +$28.7M | +2% | 3.1% | 68.2% | 269 | 10.04% | 3.2 |
|
| 1236 |
1236
Valiant Capital Management
San Francisco,
California
| $1.23B | +$119M | +11% | 15.1% | 348% | 17 | 23.53% | 2.2 |
|
| 1237 |
MCI
1237
McDonald Capital Investors
Orinda,
California
| $1.23B | +$24.7M | +2% | 2.69% | 60.2% | 22 | 22.73% | 3.7 |
|
| 1238 |
1238
American Financial Group
Cincinnati,
Ohio
| $1.22B | +$92.5M | +8% | 4.01% | 32.5% | 143 | 6.99% | 2.8 |
|
| 1239 |
1239
Ibex Investors
Denver,
Colorado
| $1.22B | +$102M | +9% | 14.5% | 16.6% | 111 | 61.26% | 0.4 |
|
| 1240 |
1240
1ST Source Bank
South Bend,
Indiana
| $1.22B | +$50.6M | +4% | 3.51% | 80.8% | 234 | 5.56% | 4.4 |
|
| 1241 |
1241
Linscomb Wealth
Houston,
Texas
| $1.22B | +$30.7M | +3% | 2.2% | 75.2% | 276 | 7.61% | 4 |
|
| 1242 |
1242
Summitry LLC
Foster City,
California
| $1.22B | +$63.8M | +6% | 5.49% | 68.1% | 87 | 8.05% | 3.7 |
|
| 1243 |
1243
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.21B | +$25.7M | +2% | 3.1% | 71.2% | 108 | 5.56% | 4.6 |
|
| 1244 |
1244
Holowesko Partners
Nassau,
Bahamas
| $1.21B | -$76.7M | -6% | 2.75% | 51.1% | 27 | 22.22% | 2.3 |
|
| 1245 |
1245
Farr Miller & Washington
Washington,
District of Columbia
| $1.21B | +$36.7M | +3% | 3.75% | 62.3% | 143 | 4.9% | 4.1 |
|
| 1246 |
1246
Neumeier Poma Investment Counsel
Carmel,
California
| $1.21B | +$18.1M | +2% | 4.5% | 229% | 44 | 9.09% | 2.7 |
|
| 1247 |
1247
Berkshire Partners
Boston,
Massachusetts
| $1.21B | +$108M | +10% | 10.4% | 79% | 2 | 0% | 4 |
|
| 1248 |
1248
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.21B | +$29.2M | +2% | 4.49% | 70.4% | 234 | 16.67% | 3.7 |
|
| 1249 |
1249
Dowling & Yahnke
San Diego,
California
| $1.21B | +$166M | +16% | 3.88% | 34.8% | 300 | 16.33% | 4 |
|
| 1250 |
1250
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.21B | +$40.7M | +3% | 4.97% | 49.2% | 88 | 6.82% | 3.2 |
|