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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 |
1401
Northeast Financial Consultants
Westport,
Connecticut
| $981M | +$6.51M | +0.7% | 0.3% | 63.8% | 335 | 9.85% | 1.3 |
|
| 1402 |
MAM
1402
Myriad Asset Management
North Point,
Hong Kong
| $975M | -$93.8M | -9% | 2.94% | 149% | 124 | 46.77% | 0.4 |
|
| 1403 |
LIM
1403
Leavell Investment Management
Mobile,
Alabama
| $975M | +$24.7M | +3% | 2.16% | 84.5% | 397 | 7.81% | 4.4 |
|
| 1404 |
1404
Prospera Financial Services
Dallas,
Texas
| $974M | +$82.9M | +9% | 1.9% | 97.4% | 577 | 16.81% | 1.5 |
|
| 1405 |
1405
Welch Group
Birmingham,
Alabama
| $974M | +$36.5M | +4% | 4.08% | 73.2% | 146 | 4.79% | 4.4 |
|
| 1406 |
SBCM
1406
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $970M | +$12.6M | +1% | 1.15% | 72.3% | 57 | 12.28% | 4.2 |
|
| 1407 |
SC
1407
Sepio Capital
Salt Lake City,
Utah
| $969M | +$229M | +31% | 1.68% | 75.2% | 273 | 29.67% | 0.5 |
|
| 1408 |
CS
1408
Comerica Securities
Detroit,
Michigan
| $969M | +$28.1M | +3% | 1.69% | 25.6% | 449 | 16.04% | 2.6 |
|
| 1409 |
CI
1409
Cigna Investments
Bloomfield,
Connecticut
| $969M | +$47.6M | +5% | 1.99% | 138% | 698 | 9.17% | 2.2 |
|
| 1410 |
GIA
1410
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $967M | +$4.86M | +0.5% | 1.89% | 99.5% | 220 | 14.09% | 4 |
|
| 1411 |
1411
Level Four Advisory Services
Dallas,
Texas
| $966M | -$24.2M | -2% | 1.25% | 92.2% | 554 | 14.8% | 2 |
|
| 1412 |
CC
1412
Casdin Capital
New York
| $966M | -$102M | -10% | 19.6% | 370% | 33 | 6.06% | 1.9 |
|
| 1413 |
LCM
1413
Lomas Capital Management
New York
| $966M | +$35.7M | +4% | 1.16% | 66.3% | 37 | 45.95% | 0.9 |
|
| 1414 |
BFO
1414
Boston Family Office
Boston,
Massachusetts
| $964M | +$901K | +0.1% | 1.2% | 53.4% | 261 | 4.98% | 4.8 |
|
| 1415 |
FCM
1415
FJ Capital Management
Mclean,
Virginia
| $964M | -$81.7M | -8% | 1.17% | 97.9% | 110 | 34.55% | 1.8 |
|
| 1416 |
DIA
1416
Davidson Investment Advisors
Great Falls,
Montana
| $963M | +$2.88M | +0.3% | 1.15% | 69.5% | 107 | 8.41% | 4.2 |
|
| 1417 |
VIP
1417
Vantage Investment Partners
Kansas City,
Missouri
| $962M | +$87.3M | +10% | 0.29% | 50.9% | 93 | 13.98% | 2.7 |
|
| 1418 |
S
1418
Seeyond
Paris,
France
| $962M | -$1.37M | -0.1% | 3.33% | 21.3% | 639 | 2.82% | 0.7 |
|
| 1419 |
DIGDR
1419
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $961M | -$25.5M | -3% | 2.28% | 34.1% | 11 | 18.18% | 1.7 |
|
| 1420 |
SIM
1420
Sonora Investment Management
Tucson,
Arizona
| $960M | +$64.7M | +7% | 1.06% | 32.8% | 2,027 | 27.53% | 1.6 |
|
| 1421 |
MP
1421
Manikay Partners
New York
| $959M | -$244M | -20% | 1.49% | 91.7% | 38 | 55.26% | 1.3 |
|
| 1422 |
PCM
1422
Penn Capital Management
Philadelphia,
Pennsylvania
| $959M | -$55.5M | -5% | 1.34% | 181% | 254 | 28.35% | 1.7 |
|
| 1423 |
1423
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $958M | +$44.3M | +5% | 1.23% | – | 729 | 10.29% | 3.6 |
|
| 1424 |
CDH
1424
Charles D. Hyman
| $956M | -$2.14M | -0.2% | 1.43% | 36.8% | 194 | 5.67% | 3.9 |
|
| 1425 |
1425
JMG Financial Group
Downers Grove,
Illinois
| $956M | +$22.8M | +2% | 0.19% | 58.7% | 73 | 1.37% | 4.4 |
|