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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Penserra Capital Management
Orinda,
California
| $822M | +$113M | +16% | 18.7% | 208% | 1,046 | 14.44% | 0.6 |
|
| 1377 |
1377
Truepoint Inc
Cincinnati,
Ohio
| $822M | +$43.8M | +6% | 3.8% | 43.4% | 81 | 12.35% | 1.4 |
|
| 1378 |
JDR
1378
Jay D. Rosenbaum
| $822M | +$124M | +18% | 17.8% | 12.9% | 56 | 12.5% | 1.2 |
|
| 1379 |
TBA
1379
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $821M | +$18.6M | +2% | 3.14% | 78.9% | 214 | 5.61% | 2.6 |
|
| 1380 |
LDB
1380
Lee, Danner & Bass
Nashville,
Tennessee
| $821M | -$5.37M | -0.6% | 0.24% | – | 167 | 2.4% | 2.7 |
|
| 1381 |
1381
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $820M | +$128M | +18% | 2.84% | 45.9% | 134 | 27.61% | 1.6 |
|
| 1382 |
MAMNY
1382
Marathon Asset Management (New York)
New York
| $819M | -$1.07B | -57% | 20.2% | 490% | 16 | 56.25% | 0.6 |
|
| 1383 |
LHC
1383
Lodge Hill Capital
New York
| $819M | -$212M | -21% | 8.65% | 17.9% | 48 | 66.67% | 0.2 |
|
| 1384 |
RIL
1384
Rothschild Investment LLC
Chicago,
Illinois
| $817M | +$33M | +4% | 5.32% | 99.4% | 522 | 14.37% | 2.2 |
|
| 1385 |
SCM
1385
Sandler Capital Management
New York
| $814M | +$56.3M | +7% | 11% | 325% | 158 | 63.92% | 0.3 |
|
| 1386 |
TNBTD
1386
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $814M | +$39.1M | +5% | 1.67% | 58.6% | 313 | 20.77% | 2.3 |
|
| 1387 |
ESBC
1387
E.S. Barr & Co
Lexington,
Kentucky
| $813M | -$13.2M | -2% | 1.77% | 73.5% | 88 | 11.36% | 2.6 |
|
| 1388 |
CCM
1388
Century Capital Management
Boston,
Massachusetts
| $813M | -$92.3M | -10% | 7.48% | 79.8% | 225 | 21.33% | 1.2 |
|
| 1389 |
WF
1389
WealthTrust Fairport
Cleveland,
Ohio
| $813M | +$38.4M | +5% | 3.42% | 31.4% | 159 | 16.35% | 2 |
|
| 1390 |
WBG
1390
Wharton Business Group
Malvern,
Pennsylvania
| $811M | -$33.7M | -4% | 6.09% | 72.5% | 128 | 13.28% | 2.4 |
|
| 1391 |
GF
1391
Gerstein Fisher
New York
| $811M | +$47.9M | +6% | 3.9% | 28.7% | 458 | 18.12% | 1.8 |
|
| 1392 |
VDBMI
1392
Van Den Berg Management I
Austin,
Texas
| $811M | +$32.7M | +4% | 6.94% | 187% | 83 | 2.41% | 1.8 |
|
| 1393 |
HC
1393
Henshaw Capital
Woburn,
Massachusetts
| $810M | +$42.1M | +5% | 2.87% | 128% | 288 | 15.28% | 0.4 |
|
| 1394 |
TCA
1394
Taconic Capital Advisors
New York
| $809M | -$522M | -39% | 2.48% | 273% | 54 | 50% | 0.9 |
|
| 1395 |
TEC
1395
Tiger Eye Capital
Nashville,
Tennessee
| $808M | +$96.6M | +14% | 12.6% | 116% | 48 | 58.33% | 0.3 |
|
| 1396 |
OCBV
1396
Ownership Capital B.V.
Amsterdam,
Netherlands
| $804M | +$180M | +29% | 10.4% | 62.8% | 14 | 0% | 0.9 |
|
| 1397 |
SLF
1397
Sun Life Financial
Toronto,
Ontario, Canada
| $804M | -$42.4M | -5% | 2.92% | 65.7% | 124 | 20.97% | 2.4 |
|
| 1398 |
FMBTD
1398
First Midwest Bank Trust Division
Joliet,
Illinois
| $804M | -$6.43M | -0.8% | 2.8% | 107% | 493 | 21.5% | 2 |
|
| 1399 |
P
1399
Pitcairn
Conshohocken,
Pennsylvania
| $804M | +$24M | +3% | 2.56% | 111% | 530 | 21.7% | 1.9 |
|
| 1400 |
BCMNY
1400
Buckingham Capital Management (New York)
New York
| $801M | -$22.5M | -3% | 6.06% | 62.5% | 101 | 29.7% | 1.4 |
|