We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $791M | +$49.9M | +7% | 2.38% | 90.4% | 982 | 32.28% | 1.3 |
|
| 1377 |
SJIC
1377
St. James Investment Company
Southlake,
Texas
| $790M | +$16.5M | +2% | 10.6% | 43.8% | 62 | 9.68% | 1.8 |
|
| 1378 |
C
1378
Consulta
London,
United Kingdom
| $789M | -$29.4M | -4% | 2.99% | 30.7% | 14 | 28.57% | 1.2 |
|
| 1379 |
1379
Cannell & Spears
New York
| $789M | -$30.8M | -4% | 0.87% | 113% | 138 | 20.29% | 2.1 |
|
| 1380 |
SBIA
1380
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $788M | -$26.3M | -3% | 2.81% | 61.9% | 668 | 17.07% | 0.4 |
|
| 1381 |
QI
1381
QV Investors
Calgary,
Alberta, Canada
| $787M | +$36.9M | +5% | 3.57% | 66.3% | 31 | 3.23% | 2.1 |
|
| 1382 |
CTI
1382
Community Trust & Investment
Versailles,
Kentucky
| $787M | +$6.67M | +0.9% | 1% | 104% | 120 | 19.17% | 1.9 |
|
| 1383 |
SFM
1383
Stack Financial Management
Whitefish,
Montana
| $786M | -$37.5M | -5% | 4.38% | 58.4% | 52 | 9.62% | 2.4 |
|
| 1384 |
DLPIC
1384
Davide Leone & Partners Investment Company
London,
United Kingdom
| $786M | +$79.1M | +11% | 5.31% | 64.1% | 17 | 70.59% | 0.5 |
|
| 1385 |
SR
1385
Swiss Re
Zurich,
Switzerland
| $784M | -$20.4M | -3% | 1.89% | – | 6 | 0% | 1.5 |
|
| 1386 |
1386
Verition Fund Management
Greenwich,
Connecticut
| $784M | +$165M | +27% | 2.83% | 110% | 1,173 | 68.12% | 0.2 |
|
| 1387 |
RIL
1387
Rothschild Investment LLC
Chicago,
Illinois
| $783M | +$5.74M | +0.7% | 0.83% | 99.4% | 518 | 11.58% | 2 |
|
| 1388 |
BCM
1388
Brenham Capital Management
Dallas,
Texas
| $781M | +$55.5M | +8% | 27.9% | 234% | 14 | 42.86% | 0.7 |
|
| 1389 |
P
1389
Pitcairn
Conshohocken,
Pennsylvania
| $780M | -$12.3M | -2% | 2% | 111% | 509 | 21.02% | 1.9 |
|
| 1390 |
SC
1390
Shellback Capital
Boston,
Massachusetts
| $780M | -$152M | -16% | 2.4% | 198% | 119 | 68.07% | 0.3 |
|
| 1391 |
WP
1391
WealthPLAN Partners
Omaha,
Nebraska
| $779M | – | – | 0.91% | 61.3% | 2,667 | – | 0.4 |
|
| 1392 |
1392
Busey Bank
Urbana,
Illinois
| $779M | +$21.2M | +3% | 2.61% | 94.2% | 204 | 5.88% | 2.4 |
|
| 1393 |
1393
Truepoint Inc
Cincinnati,
Ohio
| $779M | +$21.6M | +3% | 1.47% | 43.4% | 85 | 17.65% | 1.1 |
|
| 1394 |
VDBMI
1394
Van Den Berg Management I
Austin,
Texas
| $778M | +$18.6M | +2% | 12% | 187% | 88 | 15.91% | 1.6 |
|
| 1395 |
SCM
1395
Suffolk Capital Management
New York
| $776M | +$22.1M | +3% | 4.39% | 48.6% | 170 | 37.65% | 1 |
|
| 1396 |
1396
Glazer Capital LLC
New York
| $775M | +$128M | +20% | 40% | 323% | 138 | 66.67% | 0.3 |
|
| 1397 |
TNBTD
1397
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $775M | +$40.1M | +5% | 3.29% | 58.6% | 354 | 23.16% | 2 |
|
| 1398 |
WF
1398
WealthTrust Fairport
Cleveland,
Ohio
| $775M | +$31.6M | +4% | 1.82% | 31.4% | 138 | 2.9% | 2.1 |
|
| 1399 |
APCM
1399
Arbiter Partners Capital Management
New York
| $775M | +$240M | +45% | 3.88% | 378% | 109 | 24.77% | 1.7 |
|
| 1400 |
AIM
1400
Atlantic Investment Management
New York
| $772M | -$144M | -16% | 4.66% | 28.8% | 24 | 70.83% | 0.6 |
|