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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
LG
1276
Leuthold Group
Minneapolis,
Minnesota
| $952M | +$6.64M | +0.7% | 6.95% | 126% | 263 | 44.11% | 1.1 |
|
| 1277 |
1277
Allworth Financial
Folsom,
California
| $951M | +$58.5M | +7% | 2.23% | 53.3% | 785 | 18.47% | 1.2 |
|
| 1278 |
IH
1278
IFC Holdings
Tampa,
Florida
| $949M | +$62.3M | +7% | 2.55% | 25.1% | 428 | 13.08% | 2 |
|
| 1279 |
MFWM
1279
Motley Fool Wealth Management
Alexandria,
Virginia
| $948M | +$36.8M | +4% | 6.88% | 70.7% | 173 | 12.14% | 1.1 |
|
| 1280 |
1SB
1280
1ST Source Bank
South Bend,
Indiana
| $947M | +$61.8M | +7% | 4.85% | 80.8% | 238 | 8.82% | 2.5 |
|
| 1281 |
BOS
1281
Bingham Osborn & Scarborough
San Francisco,
California
| $945M | +$69.3M | +8% | 5.07% | 51.7% | 116 | 9.48% | 2.5 |
|
| 1282 |
CHCM
1282
Columbus Hill Capital Management
Short Hills,
New Jersey
| $942M | -$398M | -30% | 11.1% | 151% | 52 | 50% | 0.9 |
|
| 1283 |
6CM
1283
683 Capital Management
New York
| $942M | +$315M | +50% | 22.2% | 311% | 103 | 35.92% | 0.7 |
|
| 1284 |
SPM
1284
Symmetry Peak Management
Radnor,
Pennsylvania
| $938M | +$339M | +57% | 26.8% | 320% | 184 | 69.02% | 0.3 |
|
| 1285 |
1285
FineMark National Bank & Trust
Fort Myers,
Florida
| $936M | +$38.9M | +4% | 3.09% | 69.8% | 1,498 | 20.83% | 2.3 |
|
| 1286 |
SSB
1286
Sandy Spring Bank
Olney,
Maryland
| $934M | +$57.9M | +7% | 3.57% | 31.4% | 936 | 15.49% | 2.2 |
|
| 1287 |
PAIM
1287
Punch & Associates Investment Management
Edina,
Minnesota
| $934M | +$68.3M | +8% | 7.47% | 97.5% | 183 | 10.93% | 2.3 |
|
| 1288 |
1288
Verition Fund Management
Greenwich,
Connecticut
| $932M | +$148M | +19% | 5.28% | 110% | 1,433 | 63.36% | 0.2 |
|
| 1289 |
LFM
1289
Lumina Fund Management
New York
| $931M | -$357M | -28% | 3.62% | 28.1% | 57 | 26.32% | 1.2 |
|
| 1290 |
CSC
1290
Cove Street Capital
El Segundo,
California
| $928M | +$22.4M | +2% | 8.81% | 84.2% | 110 | 20% | 1.7 |
|
| 1291 |
B
1291
BancorpSouth
Tupelo,
Mississippi
| $926M | +$29.5M | +3% | 0.21% | 3.86% | 265 | 12.08% | 2.1 |
|
| 1292 |
MFBTD
1292
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $925M | +$23M | +3% | 1.57% | 23.5% | 309 | 4.53% | 2.6 |
|
| 1293 |
GJIC
1293
Gamble Jones Investment Counsel
Pasadena,
California
| $922M | +$4.23M | +0.5% | 3.3% | 32.9% | 212 | 4.25% | 2.7 |
|
| 1294 |
TFA
1294
Transamerica Financial Advisors
St. Petersburg,
Florida
| $922M | -$69.2M | -7% | 0.97% | 77.1% | 444 | 18.24% | 1.9 |
|
| 1295 |
WRBC
1295
W.R. Berkley Corp
Greenwich,
Connecticut
| $921M | +$189M | +26% | 15.7% | 38.7% | 126 | 65.87% | 0.3 |
|
| 1296 |
TM
1296
TSG6 Management
San Francisco,
California
| $920M | -$96.5M | -9% | 6.3% | – | 1 | 0% | 0.8 |
|
| 1297 |
BOTOTLSJU
1297
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $920M | +$192M | +26% | 12.5% | 142% | 20 | 15% | 1 |
|
| 1298 |
FMW
1298
Farr Miller & Washington
Washington,
District of Columbia
| $919M | +$32.8M | +4% | 3.01% | 62.3% | 138 | 3.62% | 2.5 |
|
| 1299 |
1299
Tokio Marine Asset Management
Tokyo,
Japan
| $919M | -$51.7M | -5% | 3.8% | 129% | 504 | 2.98% | 2.8 |
|
| 1300 |
NTC
1300
North Tide Capital
Boston,
Massachusetts
| $919M | +$21.2M | +2% | 19.7% | 14.8% | 21 | 33.33% | 1.5 |
|