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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
SCM
1326
SKBA Capital Management
San Francisco,
California
| $895M | -$128M | -13% | 4.51% | 53.9% | 85 | 16.47% | 2.1 |
|
| 1327 |
MPIA
1327
Mountain Pacific Investment Advisers
Boise,
Idaho
| $895M | +$25.1M | +3% | 3.43% | 79.5% | 103 | 3.88% | 2.8 |
|
| 1328 |
SRC
1328
Shufro Rose & Co
New York
| $895M | -$9.52M | -1% | 5.54% | 68.1% | 279 | 9.32% | 2.2 |
|
| 1329 |
TC
1329
Telemus Capital
Southfield,
Michigan
| $892M | +$85.4M | +11% | 7.04% | 27.9% | 365 | 13.15% | 0.9 |
|
| 1330 |
KPF
1330
K2 Principal Fund
Toronto,
Ontario, Canada
| $892M | +$133M | +18% | 11.9% | 76.5% | 388 | 64.43% | 0.3 |
|
| 1331 |
FI
1331
Fosun International
Hong Kong,
China
| $892M | -$143M | -14% | 21.9% | 41.3% | 32 | 31.25% | 1.2 |
|
| 1332 |
1332
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $891M | -$11.7M | -1% | 3.61% | 72.7% | 132 | 65.91% | 1 |
|
| 1333 |
HT
1333
HighTower Trust
Houston,
Texas
| $891M | -$43.8M | -5% | 2.45% | 90.4% | 146 | 6.85% | 2.1 |
|
| 1334 |
WCM
1334
Wealthcare Capital Management
Richmond,
Virginia
| $891M | +$14.7M | +2% | 1.74% | 41.4% | 216 | 3.24% | 2.2 |
|
| 1335 |
RC
1335
RGM Capital
Naples,
Florida
| $888M | +$56.9M | +7% | 19.2% | 48.6% | 23 | 17.39% | 2.1 |
|
| 1336 |
1336
North Star Asset Management
Neenah,
Wisconsin
| $887M | +$29.3M | +3% | 4.69% | 62% | 256 | 6.25% | 2.8 |
|
| 1337 |
CCA
1337
Checchi Capital Advisers
Beverly Hills,
California
| $886M | +$10.2M | +1% | 3.98% | 68% | 1,644 | 76.34% | 1.9 |
|
| 1338 |
1338
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $886M | +$282M | +47% | 8.89% | 105% | 458 | 91.05% | 0 |
|
| 1339 |
CCMIC
1339
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $885M | -$24.4M | -3% | 2.94% | 77.8% | 64 | 31.25% | 1.4 |
|
| 1340 |
BHWM
1340
Bar Harbor Wealth Management
Concord,
New Hampshire
| $883M | +$23.2M | +3% | 2.37% | 79.2% | 352 | 10.51% | 2.3 |
|
| 1341 |
RP
1341
RBS Partners
Bay Harbor Islands,
Florida
| $882M | -$136M | -13% | 6.13% | 210% | 11 | 9.09% | 1.9 |
|
| 1342 |
PIM
1342
Paradice Investment Management
Denver,
Colorado
| $881M | +$45M | +5% | 9.03% | 77.6% | 29 | 3.45% | 2.4 |
|
| 1343 |
1343
WhitTier Trust Company
Reno,
Nevada
| $881M | +$4.94M | +0.6% | 3.29% | 96.9% | 943 | 4.88% | 2.8 |
|
| 1344 |
BIC
1344
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $880M | +$31.4M | +4% | 1.13% | 36% | 170 | 11.76% | 2.3 |
|
| 1345 |
SHIM
1345
Spruce House Investment Management
New York
| $879M | +$161M | +22% | 20.1% | 863% | 7 | 0% | 1.6 |
|
| 1346 |
TP
1346
Thunderbird Partners
London,
United Kingdom
| $878M | +$118M | +16% | 6.3% | 38% | 13 | 46.15% | 0.5 |
|
| 1347 |
1347
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $878M | +$34.7M | +4% | 2.92% | 95.6% | 196 | 17.86% | 1.9 |
|
| 1348 |
MCA
1348
Mendon Capital Advisors
Key Largo,
Florida
| $878M | -$92M | -9% | 9.81% | – | 124 | 28.23% | 1.2 |
|
| 1349 |
1349
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $875M | +$60M | +7% | 6.82% | 42.1% | 102 | 6.86% | 2.6 |
|
| 1350 |
GHA
1350
GW Henssler & Associates
Kennesaw,
Georgia
| $874M | +$5.77M | +0.7% | 1.89% | 62.4% | 147 | 7.48% | 2.2 |
|