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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 |
BTP
1376
Bloom Tree Partners
New York
| $904M | -$126M | -12% | 11.9% | 20.4% | 38 | 50% | 0.8 |
|
| 1377 |
ESBC
1377
E.S. Barr & Co
Lexington,
Kentucky
| $898M | +$21.4M | +2% | 3.14% | 73.5% | 89 | 7.87% | 3.1 |
|
| 1378 |
MPIA
1378
Mountain Pacific Investment Advisers
Boise,
Idaho
| $898M | +$36.7M | +4% | 4.65% | 79.5% | 105 | 4.76% | 3.4 |
|
| 1379 |
ACB
1379
Aristotle Capital Boston
Boston,
Massachusetts
| $896M | +$146M | +20% | 5.81% | 72.2% | 130 | 8.46% | 1.8 |
|
| 1380 |
1380
Grimes & Company
Westborough,
Massachusetts
| $896M | -$16.5M | -2% | 2.5% | 66.2% | 224 | 12.05% | 2.3 |
|
| 1381 |
1381
Close Asset Management
London,
United Kingdom
| $896M | -$51.8M | -5% | 4.97% | 114% | 218 | 7.34% | 0.4 |
|
| 1382 |
1382
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $896M | +$2.16M | +0.2% | 2.01% | 45.9% | 137 | 8.03% | 2.1 |
|
| 1383 |
CTI
1383
Community Trust & Investment
Versailles,
Kentucky
| $895M | +$31.8M | +4% | 1.79% | 104% | 111 | 8.11% | 2.6 |
|
| 1384 |
TAM
1384
TPH Asset Management
Houston,
Texas
| $893M | -$81.7M | -8% | 11.5% | 8.46% | 95 | 22.11% | 1.7 |
|
| 1385 |
SB
1385
Simmons Bank
Pine Bluff,
Arkansas
| $892M | -$14.3M | -2% | 1.76% | 92.9% | 307 | 11.4% | 1 |
|
| 1386 |
1386
Montag & Associates
Atlanta,
Georgia
| $892M | -$2.14M | -0.2% | 3.05% | 82.9% | 253 | 9.09% | 3 |
|
| 1387 |
LDB
1387
Lee, Danner & Bass
Nashville,
Tennessee
| $891M | +$4.35M | +0.5% | 0.85% | – | 168 | 3.57% | 3.3 |
|
| 1388 |
1388
Steward Partners Investment Advisory
New York
| $890M | +$229M | +35% | 3.28% | 88.5% | 1,797 | 15.86% | 0.3 |
|
| 1389 |
AAM
1389
Amerigo Asset Management
George Town,
Cayman Islands
| $890M | +$136M | +18% | 6.12% | 368% | 9 | 33.33% | 0.6 |
|
| 1390 |
1390
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $887M | +$62.1M | +8% | 7.12% | 307% | 177 | 38.42% | 0.6 |
|
| 1391 |
SAM
1391
Symphony Asset Management
San Francisco,
California
| $886M | -$170M | -16% | 1.7% | 21.6% | 417 | 25.42% | 1.3 |
|
| 1392 |
LCM
1392
Landscape Capital Management
Englewood,
New Jersey
| $884M | -$140M | -14% | 3.78% | 92.5% | 585 | 61.88% | 0.8 |
|
| 1393 |
1393
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $882M | +$63.1M | +8% | 2.97% | 68.2% | 228 | 10.53% | 2.3 |
|
| 1394 |
1394
Donaldson Capital Management
Evansville,
Indiana
| $882M | +$21.1M | +2% | 3.33% | 77.7% | 170 | 10.59% | 2.5 |
|
| 1395 |
DF
1395
Donoghue Forlines
Boston,
Massachusetts
| $881M | – | – | 0.56% | 199% | 87 | – | 0 |
|
| 1396 |
RIL
1396
Rothschild Investment LLC
Chicago,
Illinois
| $881M | +$21.7M | +3% | 2.25% | 99.4% | 525 | 16.38% | 2.6 |
|
| 1397 |
1397
Tower Research Capital (TRC)
New York
| $881M | -$121M | -12% | 2.16% | 144% | 4,106 | 57.14% | 0.8 |
|
| 1398 |
TI
1398
TRG Investments
Richmond,
Virginia
| $880M | +$193M | +28% | 28% | 70.5% | 2 | 0% | 1.5 |
|
| 1399 |
BAM
1399
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $879M | +$36.5M | +4% | 1.83% | 70.4% | 199 | 8.04% | 2.5 |
|
| 1400 |
PWAG
1400
Polaris Wealth Advisory Group
San Rafael,
California
| $879M | -$37.7M | -4% | 4.31% | 64% | 140 | 38.57% | 0.9 |
|