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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
TA
1301
Teton Advisors
Rye,
New York
| $1.12B | +$66.4M | +6% | 8.6% | 139% | 479 | 7.93% | 3.3 |
|
| 1302 |
1302
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.12B | +$22M | +2% | 0.96% | 80.9% | 124 | 17.74% | 2.6 |
|
| 1303 |
1303
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.12B | +$16.4M | +1% | 6.17% | 307% | 175 | 43.43% | 0.7 |
|
| 1304 |
CCP
1304
Clough Capital Partners
Boston,
Massachusetts
| $1.12B | +$74.7M | +7% | 7.78% | 175% | 168 | 38.1% | 1.2 |
|
| 1305 |
1305
Avantax Planning Partners
Dubuque,
Iowa
| $1.12B | -$45.1M | -4% | 2.2% | 51% | 1,911 | 87.55% | 1.3 |
|
| 1306 |
EA
1306
Edge Advisors
Atlanta,
Georgia
| $1.12B | +$57.2M | +5% | 2.76% | – | 969 | 11.66% | 1.3 |
|
| 1307 |
PTC
1307
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.12B | -$83.2M | -7% | 2.6% | 162% | 207 | 11.59% | 2.9 |
|
| 1308 |
NPA
1308
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.12B | +$18.6M | +2% | 3.06% | 71.2% | 112 | 5.36% | 4 |
|
| 1309 |
TCAM
1309
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $1.12B | +$61.4M | +6% | 1.41% | 2.37% | 28 | 7.14% | 1.6 |
|
| 1310 |
GPCM
1310
Granite Point Capital Management
Boston,
Massachusetts
| $1.12B | +$82.1M | +8% | 33.8% | 125% | 154 | 53.9% | 0.7 |
|
| 1311 |
TCOV
1311
Trust Company of Vermont
Brattleboro,
Vermont
| $1.12B | +$56.9M | +5% | 2.62% | – | 1,134 | 17.46% | 2.9 |
|
| 1312 |
CC
1312
CCMP Capital
New York
| $1.12B | +$250M | +29% | 28.8% | 12.3% | 1 | 0% | 0.8 |
|
| 1313 |
CCM
1313
Contrarian Capital Management
Greenwich,
Connecticut
| $1.11B | +$54.3M | +5% | 17.5% | 29.4% | 36 | 36.11% | 0.8 |
|
| 1314 |
1314
Truepoint Inc
Cincinnati,
Ohio
| $1.11B | +$1.1B | +8,548% | 2.39% | 43.4% | 115 | 18.26% | 2 |
|
| 1315 |
LPC
1315
Lion Point Capital
New York
| $1.11B | +$22.4M | +2% | 9.86% | 319% | 32 | 25% | 0.9 |
|
| 1316 |
RC
1316
RGM Capital
Naples,
Florida
| $1.11B | -$29.9M | -3% | 8.93% | 48.6% | 21 | 9.52% | 1.9 |
|
| 1317 |
1317
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.11B | -$122M | -10% | 5.97% | 223% | 26 | 42.31% | 1.5 |
|
| 1318 |
FMW
1318
Farr Miller & Washington
Washington,
District of Columbia
| $1.1B | +$29.3M | +3% | 1.82% | 62.3% | 161 | 9.94% | 3.3 |
|
| 1319 |
1319
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1.1B | +$42.2M | +4% | 2.97% | 28.9% | 2,729 | 9.82% | 1.7 |
|
| 1320 |
CB
1320
Cadence Bank
Tupelo,
Mississippi
| $1.1B | +$58.7M | +6% | 4.39% | 70.9% | 252 | 8.33% | 0.5 |
|
| 1321 |
MPAM
1321
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.1B | +$24M | +2% | 5.59% | 136% | 226 | 30.09% | 0.7 |
|
| 1322 |
HC
1322
Henshaw Capital
Woburn,
Massachusetts
| $1.1B | +$29M | +3% | 3.84% | 128% | 315 | 11.11% | 1.4 |
|
| 1323 |
1323
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.1B | +$67.4M | +7% | 3.22% | 165% | 714 | 4.76% | 3.6 |
|
| 1324 |
SB
1324
Simmons Bank
Pine Bluff,
Arkansas
| $1.1B | -$13.5M | -1% | 3.49% | 92.9% | 377 | 10.61% | 1.5 |
|
| 1325 |
GAI
1325
General American Investors
New York
| $1.1B | +$44.8M | +4% | 3.85% | 129% | 74 | 14.86% | 3 |
|