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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 |
PAI
1276
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $1.05B | +$51.6M | +5% | 4.63% | 63.4% | 375 | 11.2% | 2.7 |
|
| 1277 |
AFG
1277
American Financial Group
Cincinnati,
Ohio
| $1.05B | -$34M | -3% | 1.8% | 32.5% | 111 | 7.21% | 2.6 |
|
| 1278 |
BOS
1278
Bingham Osborn & Scarborough
San Francisco,
California
| $1.04B | +$29.9M | +3% | 3.28% | 51.7% | 124 | 8.87% | 2.9 |
|
| 1279 |
NCGI
1279
Next Century Growth Investors
Plymouth,
Minnesota
| $1.04B | -$137M | -12% | 9.92% | 447% | 168 | 21.43% | 1.6 |
|
| 1280 |
OCBV
1280
Ownership Capital B.V.
Amsterdam,
Netherlands
| $1.04B | +$160M | +18% | 10.6% | 62.8% | 15 | 0% | 1.4 |
|
| 1281 |
1281
Intermede Investment Partners
London,
United Kingdom
| $1.03B | +$77M | +8% | 5.71% | 76.7% | 26 | 11.54% | 1.1 |
|
| 1282 |
1282
WhitTier Trust Company
Reno,
Nevada
| $1.03B | +$33.5M | +3% | 2.9% | 96.9% | 973 | 9.15% | 3.2 |
|
| 1283 |
1283
Verition Fund Management
Greenwich,
Connecticut
| $1.03B | -$43.5M | -4% | 2.27% | 110% | 1,523 | 67.1% | 0.4 |
|
| 1284 |
MI
1284
Markston International
White Plains,
New York
| $1.03B | +$6.82M | +0.7% | 4.34% | 109% | 193 | 4.66% | 3 |
|
| 1285 |
VIA
1285
Virtus Investment Advisers
Hartford,
Connecticut
| $1.02B | -$107M | -9% | 4.7% | 172% | 518 | 11% | 0.6 |
|
| 1286 |
FMW
1286
Farr Miller & Washington
Washington,
District of Columbia
| $1.02B | +$57.4M | +6% | 2.92% | 62.3% | 161 | 13.66% | 2.6 |
|
| 1287 |
WC
1287
Walthausen & Co
Malta,
New York
| $1.02B | +$47.9M | +5% | 5.54% | 63.3% | 128 | 17.19% | 2 |
|
| 1288 |
SSB
1288
Sandy Spring Bank
Olney,
Maryland
| $1.02B | +$14.1M | +1% | 2.83% | 31.4% | 893 | 14.89% | 2.6 |
|
| 1289 |
TA
1289
Teton Advisors
Rye,
New York
| $1.02B | +$7.53M | +0.7% | 6.27% | 139% | 443 | 7.45% | 3 |
|
| 1290 |
1290
Iconiq Capital
San Francisco,
California
| $1.01B | +$116M | +13% | 14% | 0.21% | 58 | 8.62% | 2 |
|
| 1291 |
1291
Pacer Advisors
Malvern,
Pennsylvania
| $1.01B | +$196M | +24% | 3.12% | 58.4% | 1,251 | 16.47% | 1.2 |
|
| 1292 |
MPAM
1292
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.01B | +$13.4M | +1% | 4.42% | 136% | 220 | 45% | 0.6 |
|
| 1293 |
CP
1293
Centerbridge Partners
New York
| $1.01B | -$95.7M | -9% | 3.03% | 15.9% | 25 | 24% | 1.2 |
|
| 1294 |
KCM
1294
Kingstown Capital Management
New York
| $1B | +$40.9M | +4% | 0.9% | 38.6% | 25 | 44% | 1.3 |
|
| 1295 |
ACP
1295
ArcLight Capital Partners
Boston,
Massachusetts
| $1B | -$74.3M | -7% | 6.3% | 50% | 3 | 0% | 1.7 |
|
| 1296 |
1296
Reinhart Partners
Mequon,
Wisconsin
| $1B | -$113M | -10% | 0.24% | 110% | 115 | 18.26% | 1.6 |
|
| 1297 |
LCP
1297
LGT Capital Partners
Pfaeffikon,
Switzerland
| $996M | +$118M | +13% | 3.04% | 67.2% | 70 | 8.57% | 1.6 |
|
| 1298 |
1298
Truepoint Inc
Cincinnati,
Ohio
| $995M | +$65.7M | +7% | 2.91% | 43.4% | 112 | 26.79% | 1.5 |
|
| 1299 |
CHCM
1299
Columbus Hill Capital Management
Short Hills,
New Jersey
| $995M | -$1.01B | -50% | 3.61% | 151% | 70 | 44.29% | 0.7 |
|
| 1300 |
SPC
1300
Stone Point Capital
Greenwich,
Connecticut
| $994M | +$171M | +21% | 6.85% | 15.7% | 5 | 20% | 1.2 |
|