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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 |
BWFA
1351
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $2.4B | +$72.4M | +3% | 1.34% | 80.6% | 197 | 15.23% | 3.9 |
|
| 1352 |
LIM
1352
Leavell Investment Management
Mobile,
Alabama
| $2.4B | +$31.5M | +1% | 2.38% | 84.5% | 612 | 8.33% | 5.8 |
|
| 1353 |
DIA
1353
Davidson Investment Advisors
Great Falls,
Montana
| $2.4B | +$46.7M | +2% | 3.13% | 69.5% | 125 | 7.2% | 5.5 |
|
| 1354 |
TW
1354
Trajan Wealth
Scottsdale,
Arizona
| $2.4B | +$83.8M | +4% | 2.75% | – | 165 | 10.3% | 1.4 |
|
| 1355 |
SL
1355
Summitry LLC
Foster City,
California
| $2.4B | +$32.9M | +1% | 3.52% | 68.1% | 276 | 28.62% | 2.3 |
|
| 1356 |
TCOV
1356
Trust Company of Vermont
Brattleboro,
Vermont
| $2.4B | +$98M | +4% | 3.21% | – | 1,196 | 13.96% | 4.1 |
|
| 1357 |
1357
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.39B | +$25.2M | +1% | 3.26% | 80.1% | 206 | 7.28% | 7 |
|
| 1358 |
BBA
1358
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $2.39B | +$75.6M | +3% | 2.04% | 71.6% | 288 | 8.33% | 7 |
|
| 1359 |
AWMS
1359
Advocacy Wealth Management Services
Atlanta,
Georgia
| $2.39B | +$86.1M | +4% | 2.49% | 48.3% | 148 | 8.11% | 1.1 |
|
| 1360 |
LW
1360
Linscomb Wealth
Houston,
Texas
| $2.38B | +$60.8M | +3% | 2.81% | 75.2% | 318 | 7.55% | 7.2 |
|
| 1361 |
WCMNY
1361
Westchester Capital Management (New York)
Valhalla,
New York
| $2.38B | +$194M | +9% | 9.62% | 100% | 342 | 40.64% | 0.5 |
|
| 1362 |
LCM
1362
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.38B | +$5.87M | +0.2% | 2.67% | 134% | 487 | 44.56% | 8.1 |
|
| 1363 |
1363
Paradigm Capital Management Inc
Albany,
New York
| $2.38B | +$69.1M | +3% | 7.59% | 237% | 129 | 12.4% | 7.6 |
|
| 1364 |
QOP
1364
Quinn Opportunity Partners
Charlottesville,
Virginia
| $2.37B | +$959M | +68% | 5.31% | 77.6% | 421 | 33.73% | 1.1 |
|
| 1365 |
1365
Seizert Capital Partners
Birmingham,
Michigan
| $2.37B | +$59.3M | +3% | 4.76% | 73.4% | 189 | 15.87% | 3.2 |
|
| 1366 |
B
1366
Bpifrance
Maisons Alfort, Cedex,
France
| $2.37B | +$398M | +20% | 17.6% | 53.2% | 2 | 0% | 5.9 |
|
| 1367 |
OCM
1367
Osterweis Capital Management
San Francisco,
California
| $2.36B | +$147M | +7% | 3.87% | 93.7% | 321 | 21.81% | 2 |
|
| 1368 |
1368
Advance Capital Management
Southfield,
Michigan
| $2.36B | +$54.4M | +2% | 2.07% | 54.4% | 186 | 11.83% | 2.3 |
|
| 1369 |
LOAMS
1369
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $2.35B | +$136M | +6% | 4.87% | 135% | 325 | 35.69% | 2 |
|
| 1370 |
VA
1370
VestGen Advisors
Inverness,
Illinois
| $2.35B | -$652M | -22% | 3.05% | – | 853 | 30.95% | 0.5 |
|
| 1371 |
BB
1371
Bell Bank
Fargo,
North Dakota
| $2.34B | +$31.1M | +1% | 2.33% | 64.3% | 208 | 11.54% | 4.9 |
|
| 1372 |
CIP
1372
CAS Investment Partners
Westport,
Connecticut
| $2.34B | +$94.8M | +4% | 11.3% | 527% | 5 | 0% | 4.4 |
|
| 1373 |
MC
1373
Moors & Cabot
Boston,
Massachusetts
| $2.34B | +$44.2M | +2% | 2.54% | 124% | 975 | 12.62% | 5 |
|
| 1374 |
1374
Granahan Investment Management
Waltham,
Massachusetts
| $2.34B | -$107M | -4% | 0.46% | 265% | 173 | 24.86% | 2.2 |
|
| 1375 |
NFA
1375
Nationwide Fund Advisors
Columbus,
Ohio
| $2.34B | +$522M | +29% | 1% | 28.3% | 10 | 0% | 3.1 |
|