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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 |
1251
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $1.06B | -$136M | -11% | 11.6% | 86% | 448 | 33.93% | 3 |
|
| 1252 |
NPIC
1252
Neumeier Poma Investment Counsel
Carmel,
California
| $1.05B | -$154M | -13% | 16% | 229% | 47 | 21.28% | 2.4 |
|
| 1253 |
CG
1253
Cutler Group
San Francisco,
California
| $1.05B | -$387M | -27% | 15.7% | 57.7% | 5,097 | 42.81% | 1.2 |
|
| 1254 |
FMW
1254
Farr Miller & Washington
Washington,
District of Columbia
| $1.05B | -$130M | -11% | 12.1% | 62.3% | 153 | 15.03% | 3.9 |
|
| 1255 |
1255
Voleon Capital Management
Berkeley,
California
| $1.05B | – | – | 13.4% | – | 58 | – | 0 |
|
| 1256 |
1256
Truepoint Inc
Cincinnati,
Ohio
| $1.05B | -$111M | -10% | 11.9% | 43.4% | 113 | 18.58% | 2.5 |
|
| 1257 |
ZCA
1257
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.05B | -$177M | -14% | 14.8% | 41% | 714 | 35.99% | 1.1 |
|
| 1258 |
PAIM
1258
Punch & Associates Investment Management
Edina,
Minnesota
| $1.04B | -$217M | -17% | 15.7% | 97.5% | 221 | 6.79% | 2.9 |
|
| 1259 |
SSB
1259
Sandy Spring Bank
Olney,
Maryland
| $1.04B | -$177M | -14% | 13% | 31.4% | 824 | 13.96% | 3.5 |
|
| 1260 |
NIM
1260
Northeast Investment Management
Boston,
Massachusetts
| $1.04B | -$213M | -17% | 12.4% | 93.4% | 176 | 13.64% | 4 |
|
| 1261 |
1261
Wealthspire Advisors (New York)
New York
| $1.04B | – | – | 9.93% | 59% | 948 | – | 0 |
|
| 1262 |
WPC
1262
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.04B | -$189M | -15% | 12.4% | 54.3% | 168 | 7.74% | 4.2 |
|
| 1263 |
CTA
1263
Chesley Taft & Associates
Chicago,
Illinois
| $1.04B | -$222M | -18% | 10.7% | 93.1% | 292 | 16.78% | 3.7 |
|
| 1264 |
1264
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.04B | -$211M | -17% | 7.59% | 307% | 186 | 50% | 0.6 |
|
| 1265 |
TCOV
1265
Trust Company of Vermont
Brattleboro,
Vermont
| $1.03B | -$150M | -13% | 10.2% | – | 1,129 | 14.35% | 3.3 |
|
| 1266 |
OHM
1266
Ordinal Holdings ManageCo
New York
| $1.03B | +$846M | +454% | 26% | 19.5% | 1 | 0% | 1 |
|
| 1267 |
1267
Chilton Capital Management
Houston,
Texas
| $1.03B | -$179M | -15% | 11.4% | 95.3% | 218 | 13.76% | 2.9 |
|
| 1268 |
1268
Coldstream Capital Management
Bellevue,
Washington
| $1.03B | -$73.7M | -7% | 11.6% | 71% | 410 | 35.37% | 2.2 |
|
| 1269 |
1269
Penserra Capital Management
Orinda,
California
| $1.03B | -$599M | -37% | 12.5% | 208% | 846 | 47.04% | 0.8 |
|
| 1270 |
1SB
1270
1ST Source Bank
South Bend,
Indiana
| $1.03B | -$232M | -18% | 15.1% | 80.8% | 236 | 13.98% | 4.3 |
|
| 1271 |
DLPIC
1271
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.03B | +$150M | +17% | 15.6% | 64.1% | 12 | 25% | 1.4 |
|
| 1272 |
MP
1272
Manikay Partners
New York
| $1.03B | -$403M | -28% | 7.38% | 91.7% | 48 | 72.92% | 0.9 |
|
| 1273 |
SP
1273
Steelhead Partners
Seattle,
Washington
| $1.03B | -$54.4M | -5% | 0.48% | 0.4% | 50 | 2% | 1.4 |
|
| 1274 |
1274
Grimes & Company
Westborough,
Massachusetts
| $1.02B | -$224M | -18% | 8.28% | 66.2% | 264 | 14.77% | 2.9 |
|
| 1275 |
SL
1275
Summitry LLC
Foster City,
California
| $1.02B | -$150M | -13% | 12.6% | 68.1% | 87 | 19.54% | 3.7 |
|