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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1301 |
MPM
1301
Meritage Portfolio Management
Overland Park,
Kansas
| $890M | +$5.37M | +0.6% | 2.61% | 97.4% | 210 | 26.67% |
|
| 1302 |
IH
1302
IFC Holdings
Tampa,
Florida
| $887M | +$92.6M | +12% | 2.47% | 25.1% | 418 | 12.92% |
|
| 1303 |
FMW
1303
Farr Miller & Washington
Washington,
District of Columbia
| $886M | +$20.1M | +2% | 2.2% | 62.3% | 144 | 11.81% |
|
| 1304 |
1SB
1304
1ST Source Bank
South Bend,
Indiana
| $885M | -$10.4M | -1% | 2.77% | 80.8% | 231 | 6.06% |
|
| 1305 |
SPC
1305
Silver Point Capital
Greenwich,
Connecticut
| $885M | +$4.24M | +0.5% | 6.1% | 108% | 21 | 33.33% |
|
| 1306 |
KCM
1306
Kingstown Capital Management
New York
| $882M | -$44.9M | -5% | 1.55% | 38.6% | 26 | 30.77% |
|
| 1307 |
PR
1307
Payden & Rygel
Los Angeles,
California
| $878M | +$56.7M | +7% | 3.8% | 103% | 151 | 29.8% |
|
| 1308 |
SSB
1308
Sandy Spring Bank
Olney,
Maryland
| $876M | +$1.06M | +0.1% | 3.48% | 31.4% | 979 | 12.05% |
|
| 1309 |
WCM
1309
Wealthcare Capital Management
Richmond,
Virginia
| $876M | +$19.8M | +2% | 2.1% | 41.4% | 226 | 8.41% |
|
| 1310 |
BOS
1310
Bingham Osborn & Scarborough
San Francisco,
California
| $876M | +$18.8M | +2% | 0.97% | 51.7% | 117 | 6.84% |
|
| 1311 |
CCA
1311
Checchi Capital Advisers
Beverly Hills,
California
| $876M | +$426M | +95% | 2.47% | 68% | 1,715 | 7.76% |
|
| 1312 |
WTC
1312
WhitTier Trust Company
Reno,
Nevada
| $876M | +$20.6M | +2% | 2.98% | 96.9% | 944 | 5.08% |
|
| 1313 |
DFO
1313
Duquesne Family Office
New York
| $871M | -$468M | -35% | 9.94% | 345% | 53 | 79.25% |
|
| 1314 |
MPIA
1314
Mountain Pacific Investment Advisers
Boise,
Idaho
| $870M | +$20.2M | +2% | 3.12% | 79.5% | 101 | 1.98% |
|
| 1315 |
MGAI
1315
MP Global Advisers III
New York
| $869M | +$105M | +14% | 13.7% | 16.5% | 1 | 0% |
|
| 1316 |
GHA
1316
GW Henssler & Associates
Kennesaw,
Georgia
| $869M | +$17.2M | +2% | 2.2% | 62.4% | 155 | 14.84% |
|
| 1317 |
HP
1317
Hikari Power
Tokyo,
Japan
| $867M | -$2.17M | -0.2% | 1.05% | 53.5% | 94 | 24.47% |
|
| 1318 |
ST
1318
Sabal Trust
St. Petersburg,
Florida
| $867M | +$24.1M | +3% | 5.56% | 18.4% | 131 | 16.79% |
|
| 1319 |
DT
1319
Diversified Trust
Memphis,
Tennessee
| $867M | -$41.7M | -5% | 3% | 81.5% | 420 | 17.86% |
|
| 1320 |
SC
1320
Stralem & Co
New York
| $866M | -$48.6M | -5% | 4.08% | 25.5% | 54 | 1.85% |
|
| 1321 |
PAIM
1321
Punch & Associates Investment Management
Edina,
Minnesota
| $865M | +$40.7M | +5% | 3.17% | 97.5% | 178 | 10.67% |
|
| 1322 |
WEC
1322
White Elm Capital
Greenwich,
Connecticut
| $865M | -$43.8M | -5% | 2.33% | 103% | 28 | 10.71% |
|
| 1323 |
JFG
1323
Jefferies Financial Group
New York
| $863M | +$154M | +22% | 0.62% | 135% | 81 | 93.83% |
|
| 1324 |
IIP
1324
Intermede Investment Partners
London,
United Kingdom
| $862M | +$32.3M | +4% | 0.2% | 76.7% | 30 | 13.33% |
|
| 1325 |
BHWM
1325
Bar Harbor Wealth Management
Concord,
New Hampshire
| $860M | +$40.1M | +5% | 3.65% | 79.2% | 331 | 9.97% |
|