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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
CM
1251
CS McKee
Pittsburgh,
Pennsylvania
| $1.25B | +$71.1M | +6% | 8.49% | 47.5% | 107 | 3.74% | 4 |
|
| 1252 |
1252
Grimes & Company
Westborough,
Massachusetts
| $1.25B | +$118M | +10% | 4.66% | 66.2% | 256 | 8.2% | 2.7 |
|
| 1253 |
1253
Avantax Planning Partners
Dubuque,
Iowa
| $1.25B | +$130M | +12% | 5.26% | 51% | 1,481 | 84% | 0.3 |
|
| 1254 |
NIP
1254
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.25B | -$175M | -12% | 8.14% | 397% | 262 | 33.21% | 0.9 |
|
| 1255 |
CI
1255
Cigna Investments
Bloomfield,
Connecticut
| $1.25B | -$137M | -10% | 5.57% | 138% | 814 | 19.53% | 1.4 |
|
| 1256 |
1256
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.25B | +$126M | +11% | 12.4% | 307% | 168 | 42.26% | 0.7 |
|
| 1257 |
1257
North Star Asset Management
Neenah,
Wisconsin
| $1.25B | +$80M | +7% | 8.44% | 62% | 313 | 9.9% | 3.6 |
|
| 1258 |
1258
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.25B | -$94M | -7% | 1.8% | 75.9% | 167 | 14.37% | 2.7 |
|
| 1259 |
1259
Close Asset Management
London,
United Kingdom
| $1.24B | +$62.5M | +5% | 7.58% | 114% | 236 | 19.07% | 1.3 |
|
| 1260 |
HEC
1260
Hudson Executive Capital
New York
| $1.24B | +$789M | +176% | 14% | 127% | 9 | 44.44% | 1 |
|
| 1261 |
TYCC
1261
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.24B | +$73.5M | +6% | 3.26% | 175% | 450 | 6.67% | 3.5 |
|
| 1262 |
1262
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $1.23B | +$254M | +26% | 4.95% | 55.6% | 130 | 34.62% | 0.9 |
|
| 1263 |
1263
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.23B | +$72.3M | +6% | 6.19% | 128% | 167 | 12.57% | 3.3 |
|
| 1264 |
MYAM
1264
Meiji Yasuda Asset Management
Tokyo,
Japan
| $1.23B | +$104M | +9% | 8.13% | 93.9% | 506 | 8.1% | 3.1 |
|
| 1265 |
1265
Jefferies Financial Group
New York
| $1.23B | -$74.1M | -6% | 1.19% | 135% | 105 | 55.24% | 0.5 |
|
| 1266 |
1266
Dragoneer Investment Group
San Francisco,
California
| $1.23B | +$84.6M | +7% | 12.7% | 77.3% | 25 | 28% | 1.3 |
|
| 1267 |
WPC
1267
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.22B | +$61.6M | +5% | 7.09% | 54.3% | 172 | 6.98% | 3.8 |
|
| 1268 |
PIC
1268
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $1.22B | -$301M | -20% | 2.34% | 164% | 71 | 19.72% | 2.2 |
|
| 1269 |
ZCA
1269
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.22B | +$149M | +14% | 5.31% | 41% | 805 | 41.24% | 0.9 |
|
| 1270 |
SSB
1270
Sandy Spring Bank
Olney,
Maryland
| $1.22B | +$68.5M | +6% | 6.64% | 31.4% | 835 | 15.57% | 3.4 |
|
| 1271 |
1271
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.22B | -$95.1M | -7% | 6.81% | 101% | 411 | 24.82% | 3.1 |
|
| 1272 |
PTC
1272
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.22B | +$101M | +9% | 6.59% | 162% | 213 | 18.78% | 2.9 |
|
| 1273 |
LW
1273
Linscomb Wealth
Houston,
Texas
| $1.22B | +$41.6M | +4% | 4.3% | 75.2% | 294 | 10.54% | 3.5 |
|
| 1274 |
1274
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1.21B | +$110M | +10% | 5.41% | 28.9% | 2,641 | 7.72% | 1.9 |
|
| 1275 |
1275
Baker Avenue Asset Management
San Francisco,
California
| $1.21B | +$59.4M | +5% | 4.55% | 95.6% | 264 | 14.39% | 2.2 |
|