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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
MWP
1401
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $1.03B | +$63.6M | +7% | 6.43% | 69.3% | 299 | 11.37% |
|
| 1402 |
BIAS
1402
Beacon Investment Advisory Services
Morristown,
New Jersey
| $1.03B | +$40.5M | +4% | 5.38% | 83.3% | 263 | 12.93% |
|
| 1403 |
1403
Lido Advisors
Los Angeles,
California
| $1.03B | +$158M | +18% | 7.46% | 75% | 484 | 20.87% |
|
| 1404 |
GAM
1404
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.03B | -$79.8M | -7% | 16.5% | 223% | 23 | 39.13% |
|
| 1405 |
FIG
1405
Fortress Investment Group
New York
| $1.02B | -$1.37B | -57% | 1.83% | 97.5% | 35 | 62.86% |
|
| 1406 |
HAM
1406
Honeycomb Asset Management
New York
| $1.02B | +$157M | +18% | 7.06% | 49% | 52 | 75% |
|
| 1407 |
ACM
1407
Aviance Capital Management
Sarasota,
Florida
| $1.02B | -$178M | -15% | 2.81% | 22% | 239 | 28.03% |
|
| 1408 |
ESBC
1408
E.S. Barr & Co
Lexington,
Kentucky
| $1.02B | +$48.3M | +5% | 4.6% | 73.5% | 93 | 9.68% |
|
| 1409 |
BIC
1409
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.02B | +$58.1M | +6% | 7.78% | 36% | 161 | 10.56% |
|
| 1410 |
SB
1410
Simmons Bank
Pine Bluff,
Arkansas
| $1.02B | -$85.6M | -8% | 6.45% | 92.9% | 387 | 10.08% |
|
| 1411 |
AFG
1411
American Financial Group
Cincinnati,
Ohio
| $1.01B | -$29.7M | -3% | 5% | 32.5% | 111 | 7.21% |
|
| 1412 |
PCM
1412
Portolan Capital Management
Boston,
Massachusetts
| $1.01B | +$34.1M | +3% | 10.8% | 738% | 114 | 28.95% |
|
| 1413 |
NRS
1413
Neville Rodie & Shaw
New York
| $1.01B | +$64.9M | +7% | 8.16% | 115% | 271 | 9.23% |
|
| 1414 |
ST
1414
Spinnaker Trust
Portland,
Maine
| $1.01B | +$73.5M | +8% | 5.46% | 68.2% | 232 | 11.21% |
|
| 1415 |
BFM
1415
Boothbay Fund Management
New York
| $1.01B | -$137M | -12% | 4.33% | 328% | 1,058 | 58.88% |
|
| 1416 |
PP
1416
Patten & Patten
Chattanooga,
Tennessee
| $1.01B | +$36.4M | +4% | 7.25% | 74.1% | 241 | 4.15% |
|
| 1417 |
LOAMS
1417
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.01B | +$59.6M | +6% | 5.96% | 135% | 372 | 24.73% |
|
| 1418 |
LDB
1418
Lee, Danner & Bass
Nashville,
Tennessee
| $1.01B | +$68.6M | +7% | 9% | – | 182 | 7.69% |
|
| 1419 |
WBG
1419
Wharton Business Group
Malvern,
Pennsylvania
| $1.01B | +$46.4M | +5% | 4.26% | 72.5% | 104 | 4.81% |
|
| 1420 |
RP
1420
RR Partners
New York
| $1.01B | -$313M | -24% | 5.53% | 73.3% | 21 | 14.29% |
|
| 1421 |
DIA
1421
Davidson Investment Advisors
Great Falls,
Montana
| $1.01B | +$54M | +6% | 7.51% | 69.5% | 102 | 2.94% |
|
| 1422 |
SFA
1422
Sequoia Financial Advisors
Akron,
Ohio
| $1.01B | +$67.6M | +7% | 3.63% | 78.3% | 339 | 13.27% |
|
| 1423 |
M
1423
MOTCO
San Antonio,
Texas
| $1.01B | +$34M | +3% | 3.69% | 63.5% | 588 | 14.97% |
|
| 1424 |
SC
1424
SRB Corp
Boston,
Massachusetts
| $1B | +$92.4M | +10% | 8.53% | 87.3% | 183 | 17.49% |
|
| 1425 |
BFA
1425
Beaumont Financial Advisors
Needham,
Massachusetts
| $1B | +$58.6M | +6% | 5.62% | 80.6% | 247 | 23.48% |
|