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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
SP
1351
Steelhead Partners
Seattle,
Washington
| $1.58B | +$42.1M | +3% | 0% | 0.4% | 46 | 0% | 0.8 |
|
| 1352 |
1352
Bogart Wealth LLC
Mclean,
Virginia
| $1.58B | +$79.7M | +5% | 2.8% | 60.5% | 1,156 | 13.41% | 2.4 |
|
| 1353 |
PSAMP
1353
P. Schoenfeld Asset Management (PSAM)
New York
| $1.58B | +$446M | +39% | 1.49% | 367% | 168 | 50.6% | 1 |
|
| 1354 |
ST
1354
Sabal Trust
St. Petersburg,
Florida
| $1.57B | +$139M | +10% | 1.96% | 18.4% | 212 | 31.13% | 3.8 |
|
| 1355 |
1355
Allstate Corporation
Northbrook,
Illinois
| $1.57B | +$224M | +17% | 1.57% | 59.7% | 220 | 13.18% | 3.8 |
|
| 1356 |
TC
1356
Trilogy Capital
Irvine,
California
| $1.57B | +$161M | +11% | 2.49% | 54.1% | 273 | 15.02% | 1.6 |
|
| 1357 |
1357
Tokio Marine Asset Management
Tokyo,
Japan
| $1.56B | +$129M | +9% | 10.4% | 129% | 583 | 6.35% | 3.2 |
|
| 1358 |
CPSAC
1358
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.56B | +$84.2M | +6% | 7.04% | 53.7% | 142 | 10.56% | 5.1 |
|
| 1359 |
CSPIA
1359
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.56B | +$164M | +12% | 5.74% | 84.1% | 1,811 | 10.77% | 0.8 |
|
| 1360 |
WFMPM
1360
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.55B | +$84.4M | +6% | 6.35% | 68.1% | 102 | 12.75% | 4.1 |
|
| 1361 |
DCP
1361
Darsana Capital Partners
New York
| $1.55B | +$64.5M | +4% | 9.98% | 144% | 14 | 50% | 2.2 |
|
| 1362 |
1SB
1362
1ST Source Bank
South Bend,
Indiana
| $1.55B | +$44.5M | +3% | 4.73% | 80.8% | 257 | 7.78% | 6.8 |
|
| 1363 |
RVPG
1363
Relative Value Partners Group
| $1.55B | +$82.4M | +6% | 3.22% | 8.9% | 252 | 7.54% | 2.6 |
|
| 1364 |
1364
Lingotto Investment Management
London,
United Kingdom
| $1.55B | +$151M | +11% | 16.2% | 388% | 33 | 39.39% | 1.4 |
|
| 1365 |
DACG
1365
Donor Advised Charitable Giving
San Francisco,
California
| $1.55B | +$455M | +42% | 50.7% | 365% | 50 | 50% | 2.7 |
|
| 1366 |
GC
1366
Gobi Capital
San Francisco,
California
| $1.54B | +$146M | +10% | 19.1% | 93.7% | 10 | 0% | 3.1 |
|
| 1367 |
LI
1367
LMCG Investments
Boston,
Massachusetts
| $1.54B | +$45.1M | +3% | 7.42% | 125% | 303 | 5.94% | 5.5 |
|
| 1368 |
SMM
1368
Stadion Money Management
Watkinsville,
Georgia
| $1.54B | +$276M | +22% | 5.15% | 55.3% | 20 | 30% | 3.1 |
|
| 1369 |
HCMT
1369
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.54B | +$188M | +14% | 8.36% | 142% | 338 | 23.96% | 4.8 |
|
| 1370 |
1370
Avior Wealth Management
Omaha,
Nebraska
| $1.54B | +$79.3M | +5% | 5.84% | 71.4% | 1,708 | 13.29% | 3 |
|
| 1371 |
PCM
1371
Prelude Capital Management
New York
| $1.54B | -$135M | -8% | 9.77% | 198% | 1,512 | 53.17% | 0.7 |
|
| 1372 |
TCOV
1372
Trust Company of Vermont
Brattleboro,
Vermont
| $1.53B | +$102M | +7% | 6.8% | – | 926 | 15.98% | 3.6 |
|
| 1373 |
WIC
1373
Willis Investment Counsel
Gainesville,
Georgia
| $1.53B | +$1.35M | +0.1% | 2.59% | 53.3% | 113 | 5.31% | 5.2 |
|
| 1374 |
EA
1374
Efficient Advisors
Mason,
Ohio
| $1.53B | +$95.7M | +7% | 2.18% | 30.6% | 72 | 4.17% | 5.5 |
|
| 1375 |
1375
Mizuho Markets Americas
New York
| $1.53B | -$956M | -38% | 6.83% | 121% | 90 | 63.33% | 1.2 |
|