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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
Eagle Boston Investment Management
Boston,
Massachusetts
| $1B | +$28.5M | +3% | 2.39% | 71.5% | 150 | 14.67% | 3 |
|
| 1377 |
1377
Leuthold Group
Minneapolis,
Minnesota
| $1B | +$11.1M | +1% | 5.8% | 126% | 225 | 28.44% | 1.5 |
|
| 1378 |
1378
Monarch Alternative Capital
New York
| $1B | -$472M | -32% | 14.8% | 497% | 8 | 37.5% | 0.5 |
|
| 1379 |
1379
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1000M | +$91M | +10% | 5.81% | 68.2% | 251 | 15.54% | 2.5 |
|
| 1380 |
1380
Patten & Patten
Chattanooga,
Tennessee
| $1000M | +$50.5M | +5% | 7.67% | 74.1% | 255 | 7.06% | 3 |
|
| 1381 |
1381
Neumeier Poma Investment Counsel
Carmel,
California
| $999M | +$41.9M | +4% | 7.58% | 229% | 40 | 7.5% | 2.3 |
|
| 1382 |
1382
Sage Advisory Services
Austin,
Texas
| $997M | +$68M | +7% | 2.81% | 33.9% | 52 | 28.85% | 0.6 |
|
| 1383 |
1383
Stack Financial Management
Whitefish,
Montana
| $994M | +$70.6M | +8% | 6.92% | 58.4% | 57 | 10.53% | 2.7 |
|
| 1384 |
M
1384
MOTCO
San Antonio,
Texas
| $991M | +$14.9M | +2% | 3.18% | 63.5% | 633 | 21.64% | 2.8 |
|
| 1385 |
CI
1385
CPMG Inc
Dallas,
Texas
| $989M | – | – | 1.84% | 878% | 17 | – | 0 |
|
| 1386 |
1386
Evergreen Capital Management
Bellevue,
Washington
| $989M | +$133M | +16% | 1.88% | 77.2% | 257 | 37.35% | 1.1 |
|
| 1387 |
1387
WealthTrust Fairport
Cleveland,
Ohio
| $988M | +$40.3M | +4% | 5.19% | 31.4% | 169 | 10.65% | 2.8 |
|
| 1388 |
FHAM
1388
Folger Hill Asset Management
New York
| $987M | -$166M | -14% | 9.51% | 83.9% | 250 | 62.4% | 0.3 |
|
| 1389 |
1389
E.S. Barr & Co
Lexington,
Kentucky
| $985M | +$45.4M | +5% | 5.73% | 73.5% | 94 | 9.57% | 3.3 |
|
| 1390 |
1390
Symphony Asset Management
San Francisco,
California
| $984M | +$85M | +9% | 4.8% | 21.6% | 402 | 27.36% | 1.4 |
|
| 1391 |
1391
Lee, Danner & Bass
Nashville,
Tennessee
| $984M | +$54.8M | +6% | 8.94% | – | 177 | 6.21% | 3.5 |
|
| 1392 |
BPIM
1392
Brant Point Investment Management
New York
| $983M | +$22.2M | +2% | 8.82% | 169% | 169 | 37.87% | 1.5 |
|
| 1393 |
1393
Sabal Trust
St. Petersburg,
Florida
| $981M | -$18.9M | -2% | 4.36% | 18.4% | 141 | 11.35% | 2.8 |
|
| 1394 |
1394
Seven Eight Capital
New York
| $979M | +$161M | +20% | 8.69% | 13.6% | 661 | 69.89% | 0.3 |
|
| 1395 |
1395
Signature Estate & Investment Advisors
Los Angeles,
California
| $979M | +$82.5M | +9% | 5.59% | 84.4% | 168 | 18.45% | 1.8 |
|
| 1396 |
1396
Old Mutual Customised Solutions
Pinelands,
South Africa
| $978M | +$241M | +33% | 7.01% | 49.7% | 792 | 6.44% | 3.6 |
|
| 1397 |
1397
QCI Asset Management
Pittsford,
New York
| $977M | +$79.4M | +9% | 7.13% | 53.4% | 657 | 12.94% | 2.8 |
|
| 1398 |
1398
Sun Life Financial
Toronto,
Ontario, Canada
| $977M | -$34.9M | -3% | 4.94% | 65.7% | 517 | 5.22% | 1.2 |
|
| 1399 |
1399
Formuepleje A/S
Aarhus C,
Denmark
| $976M | +$66.3M | +7% | 10.1% | 92.1% | 67 | 10.45% | 1.8 |
|
| 1400 |
1400
Crestline Management
Fort Worth,
Texas
| $976M | +$257M | +36% | 6.42% | 80.2% | 234 | 81.62% | 0.1 |
|