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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
LAM
1401
Lebenthal Asset Management
New York
| $772M | +$525M | +213% | 3.18% | – | 333 | 73.57% | 0.1 |
|
| 1402 |
BFO
1402
Boston Family Office
Boston,
Massachusetts
| $772M | +$12.8M | +2% | 2.6% | 53.4% | 257 | 11.28% | 2.4 |
|
| 1403 |
TAM
1403
THB Asset Management
Norwalk,
Connecticut
| $770M | -$103M | -12% | 4.77% | 104% | 191 | 18.32% | 1.1 |
|
| 1404 |
GCIA
1404
Gabelli & Co Investment Advisers
Rye,
New York
| $768M | -$28.7M | -4% | 14% | 248% | 217 | 46.54% | 0.9 |
|
| 1405 |
HC
1405
Henshaw Capital
Woburn,
Massachusetts
| $768M | +$15M | +2% | 2.61% | 128% | 273 | 8.42% | 0.2 |
|
| 1406 |
1406
Sigma Planning Corp
Ann Arbor,
Michigan
| $767M | +$35.5M | +5% | 4.45% | 87.3% | 803 | 26.15% | 1.1 |
|
| 1407 |
1407
Brookstone Capital Management
Wheaton,
Illinois
| $765M | +$102M | +15% | 2.79% | 64.2% | 264 | 23.86% | 1 |
|
| 1408 |
GF
1408
Gerstein Fisher
New York
| $763M | +$29.4M | +4% | 2.94% | 28.7% | 459 | 24.4% | 1.8 |
|
| 1409 |
BONST
1409
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $763M | +$27.2M | +4% | 3.14% | 61.4% | 115 | 11.3% | 2.3 |
|
| 1410 |
APFBOT
1410
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $763M | -$5.1M | -0.7% | 2.85% | 30.8% | 443 | 10.84% | 2.1 |
|
| 1411 |
1411
Trexquant Investment
Stamford,
Connecticut
| $761M | -$92.6M | -11% | 1.98% | 112% | 1,314 | 70.85% | 0.2 |
|
| 1412 |
TP
1412
Thunderbird Partners
London,
United Kingdom
| $760M | -$25.6M | -3% | 6.2% | 38% | 11 | 9.09% | 0.4 |
|
| 1413 |
KPF
1413
K2 Principal Fund
Toronto,
Ontario, Canada
| $758M | +$25.6M | +3% | 9.23% | 76.5% | 355 | 67.32% | 0.3 |
|
| 1414 |
SCM
1414
Sandler Capital Management
New York
| $758M | -$67.6M | -8% | 8.34% | 325% | 168 | 67.26% | 0.3 |
|
| 1415 |
1415
Montag & Associates
Atlanta,
Georgia
| $757M | +$46.2M | +6% | 3.06% | 82.9% | 251 | 11.16% | 2.2 |
|
| 1416 |
LCM
1416
Landscape Capital Management
Englewood,
New Jersey
| $757M | -$71.1M | -9% | 0.3% | 92.5% | 745 | 55.97% | 0.6 |
|
| 1417 |
SAS
1417
Sage Advisory Services
Austin,
Texas
| $756M | -$12.4M | -2% | 1.52% | 33.9% | 20 | 35% | 1.1 |
|
| 1418 |
TCOV
1418
Trust Company of Vermont
Brattleboro,
Vermont
| $753M | +$38.4M | +5% | 4.11% | – | 889 | 17.1% | 2.1 |
|
| 1419 |
MFP
1419
Michael F. Price
| $753M | +$40.9M | +6% | 7.43% | 42.6% | 121 | 8.26% | 1.6 |
|
| 1420 |
1420
Stock Yards Bank & Trust
Louisville,
Kentucky
| $752M | +$51.3M | +7% | 3.41% | 82.8% | 239 | 19.25% | 2.2 |
|
| 1421 |
CCM
1421
Cobalt Capital Management
Short Hills,
New Jersey
| $752M | -$42.6M | -5% | 2.84% | 235% | 67 | 58.21% | 0.6 |
|
| 1422 |
DDPIC
1422
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $752M | +$19.3M | +3% | 2.62% | 123% | 172 | 13.95% | 2.1 |
|
| 1423 |
VF
1423
Virtu Financial
New York
| $750M | +$30.9M | +4% | 8.1% | 160% | 579 | 66.15% | 0.3 |
|
| 1424 |
1424
Grimes & Company
Westborough,
Massachusetts
| $748M | -$29M | -4% | 0.98% | 66.2% | 239 | 22.59% | 1.6 |
|
| 1425 |
PDN
1425
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $747M | +$4.8M | +0.6% | 2.84% | 36.9% | 218 | 20.64% | 1.3 |
|