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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
LG
1376
Leuthold Group
Minneapolis,
Minnesota
| $1B | +$11.1M | +1% | 5.8% | 126% | 225 | 28.44% |
|
| 1377 |
MAC
1377
Monarch Alternative Capital
New York
| $1B | -$472M | -32% | 14.8% | 497% | 8 | 37.5% |
|
| 1378 |
FMWA
1378
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1,000M | +$91M | +10% | 5.8% | 61.6% | 251 | 15.54% |
|
| 1379 |
PP
1379
Patten & Patten
Chattanooga,
Tennessee
| $1,000M | +$50.5M | +5% | 7.67% | 74.1% | 255 | 7.06% |
|
| 1380 |
NPIC
1380
Neumeier Poma Investment Counsel
Carmel,
California
| $999M | +$41.9M | +4% | 7.58% | 229% | 40 | 7.5% |
|
| 1381 |
SAS
1381
Sage Advisory Services
Austin,
Texas
| $997M | +$68M | +7% | 2.81% | 33.9% | 52 | 28.85% |
|
| 1382 |
SFM
1382
Stack Financial Management
Whitefish,
Montana
| $994M | +$70.6M | +8% | 6.92% | 58.4% | 57 | 10.53% |
|
| 1383 |
SB
1383
Simmons Bank
Pine Bluff,
Arkansas
| $993M | +$27M | +3% | 6.93% | 92.9% | 318 | 7.55% |
|
| 1384 |
M
1384
MOTCO
San Antonio,
Texas
| $991M | +$14.9M | +2% | 3.18% | 63.5% | 633 | 21.64% |
|
| 1385 |
CI
1385
CPMG Inc
Dallas,
Texas
| $989M | – | – | 1.84% | 878% | 17 | – |
|
| 1386 |
ECM
1386
Evergreen Capital Management
Bellevue,
Washington
| $989M | +$133M | +16% | 1.88% | 77.2% | 257 | 37.35% |
|
| 1387 |
WF
1387
WealthTrust Fairport
Cleveland,
Ohio
| $988M | +$40.3M | +4% | 5.19% | 31.4% | 169 | 10.65% |
|
| 1388 |
FHAM
1388
Folger Hill Asset Management
New York
| $987M | -$166M | -14% | 9.51% | 83.9% | 250 | 62.4% |
|
| 1389 |
ESBC
1389
E.S. Barr & Co
Lexington,
Kentucky
| $985M | +$45.4M | +5% | 5.73% | 73.5% | 94 | 9.57% |
|
| 1390 |
SAM
1390
Symphony Asset Management
San Francisco,
California
| $984M | +$85M | +9% | 4.8% | 21.6% | 402 | 27.36% |
|
| 1391 |
LDB
1391
Lee, Danner & Bass
Nashville,
Tennessee
| $984M | +$54.8M | +6% | 8.95% | – | 177 | 6.21% |
|
| 1392 |
BPIM
1392
Brant Point Investment Management
New York
| $983M | +$22.2M | +2% | 8.82% | 169% | 169 | 37.87% |
|
| 1393 |
ST
1393
Sabal Trust
St. Petersburg,
Florida
| $981M | -$18.9M | -2% | 4.36% | 18.4% | 141 | 11.35% |
|
| 1394 |
SEC
1394
Seven Eight Capital
New York
| $979M | +$161M | +20% | 8.69% | 13.6% | 661 | 69.89% |
|
| 1395 |
SEIA
1395
Signature Estate & Investment Advisors
Los Angeles,
California
| $979M | +$82.5M | +9% | 5.59% | 73.1% | 168 | 18.45% |
|
| 1396 |
OMCS
1396
Old Mutual Customised Solutions
Pinelands,
South Africa
| $978M | +$241M | +33% | 7.01% | 49.7% | 792 | 6.44% |
|
| 1397 |
QAM
1397
QCI Asset Management
Pittsford,
New York
| $977M | +$79.4M | +9% | 7.13% | 53.4% | 657 | 12.94% |
|
| 1398 |
SLF
1398
Sun Life Financial
Toronto,
Ontario, Canada
| $977M | -$34.9M | -3% | 4.94% | 65.7% | 517 | 5.22% |
|
| 1399 |
FAS
1399
Formuepleje A/S
Aarhus C,
Denmark
| $976M | +$66.3M | +7% | 10.1% | 75.1% | 67 | 10.45% |
|
| 1400 |
CM
1400
Crestline Management
Fort Worth,
Texas
| $976M | +$257M | +36% | 6.42% | 80.2% | 234 | 81.62% |
|