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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 |
1301
Foundry Partners
Minneapolis,
Minnesota
| $1.59B | -$227M | -13% | 1.2% | 44.4% | 354 | 26.27% | 2.6 |
|
| 1302 |
1302
Foster Group
West Des Moines,
Iowa
| $1.58B | +$242M | +18% | 3.97% | 54.4% | 164 | 12.2% | 1.6 |
|
| 1303 |
1303
Argent Trust Co
Nashville,
Tennessee
| $1.58B | +$66.7M | +4% | 4.72% | 86.2% | 550 | 12.36% | 4.2 |
|
| 1304 |
1304
Venture Visionary Partners
Sylvania,
Ohio
| $1.58B | +$197M | +14% | 6.28% | 95.4% | 519 | 13.29% | 2 |
|
| 1305 |
1305
W.R. Berkley Corp
Greenwich,
Connecticut
| $1.58B | -$273M | -15% | 4.77% | 38.7% | 372 | 45.7% | 1.1 |
|
| 1306 |
1306
Advisory Alpha
Holland,
Michigan
| $1.57B | +$162M | +11% | 5.28% | 50.3% | 293 | 15.02% | 1.8 |
|
| 1307 |
1307
MGO One Seven
Beachwood,
Ohio
| $1.57B | +$575M | +58% | 5.69% | 98.8% | 906 | 23.29% | 2 |
|
| 1308 |
1308
GHP Investment Advisors
Denver,
Colorado
| $1.57B | +$95.4M | +6% | 6.12% | 81.4% | 964 | 8.4% | 2.8 |
|
| 1309 |
1309
SageView Advisory Group
Newport Beach,
California
| $1.57B | +$338M | +27% | 5.02% | 52.3% | 496 | 26.21% | 0.2 |
|
| 1310 |
1310
AMI Asset Management
Los Angeles,
California
| $1.57B | +$138M | +10% | 11.7% | 96.6% | 91 | 15.38% | 4.2 |
|
| 1311 |
1311
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $1.56B | +$246M | +19% | 15.8% | 74.9% | 193 | 18.13% | 3.1 |
|
| 1312 |
1312
Sofinnova Investments
Menlo Park,
California
| $1.56B | -$122M | -7% | 9.63% | 450% | 66 | 43.94% | 1.4 |
|
| 1313 |
1313
Northeast Financial Consultants
Westport,
Connecticut
| $1.56B | +$82.6M | +6% | 6.44% | 63.8% | 338 | 11.54% | 3.5 |
|
| 1314 |
1314
Weiss Asset Management
Boston,
Massachusetts
| $1.56B | -$892M | -36% | 3.25% | 138% | 684 | 72.95% | 0.5 |
|
| 1315 |
1315
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.56B | +$73.9M | +5% | 4.4% | 50% | 1,013 | 4.24% | 5.6 |
|
| 1316 |
1316
Nippon Life Global Investors Americas
New York
| $1.56B | +$45.3M | +3% | 10.1% | 190% | 142 | 16.9% | 2.8 |
|
| 1317 |
1317
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.56B | +$22.6M | +1% | 9.81% | 309% | 264 | 45.83% | 0.9 |
|
| 1318 |
1318
Hamilton Capital
Columbus,
Ohio
| $1.56B | +$13.5M | +0.9% | 2.5% | – | 156 | 26.28% | 1.6 |
|
| 1319 |
1319
Metis Global Partners
San Diego,
California
| $1.56B | +$437M | +39% | 10.5% | 117% | 701 | 14.69% | 0.9 |
|
| 1320 |
DAM
1320
Davis Asset Management
Sausalito,
California
| $1.56B | -$235M | -13% | 1.15% | 97.3% | 33 | 9.09% | 4.1 |
|
| 1321 |
1321
Edgar Lomax Company
Kingstowne,
Virginia
| $1.55B | -$92.8M | -6% | 0.46% | 66.2% | 69 | 33.33% | 4.5 |
|
| 1322 |
1322
Punch & Associates Investment Management
Edina,
Minnesota
| $1.55B | +$7.27M | +0.5% | 6.26% | 97.5% | 245 | 14.29% | 3.8 |
|
| 1323 |
1323
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $1.55B | +$256M | +20% | 5.16% | 63.9% | 397 | 25.19% | 0.8 |
|
| 1324 |
1324
Carlson Capital Management
Northfield,
Minnesota
| $1.55B | +$161M | +12% | 4.47% | 9.85% | 169 | 5.92% | 4.4 |
|
| 1325 |
1325
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.54B | +$127M | +9% | 7.16% | 85.6% | 725 | 19.86% | 1.8 |
|