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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Locust Wood Capital Advisers
New York
| $842M | -$44.5M | -5% | 6.86% | 111% | 49 | 36.73% | 1.4 |
|
| 1427 |
1427
Neumeier Poma Investment Counsel
Carmel,
California
| $837M | +$111M | +15% | 5.76% | 229% | 41 | 19.51% | 2 |
|
| 1428 |
1428
Formuepleje A/S
Aarhus C,
Denmark
| $837M | +$75.6M | +10% | 7.29% | 92.1% | 72 | 13.89% | 1.3 |
|
| 1429 |
1429
Transamerica Financial Advisors
St. Petersburg,
Florida
| $835M | -$4.17M | -0.5% | 3.65% | 77.1% | 443 | 15.35% | 2.3 |
|
| 1430 |
1430
Sage Advisory Services
Austin,
Texas
| $833M | +$49.5M | +6% | 4.07% | 33.9% | 31 | 38.71% | 0.9 |
|
| 1431 |
1431
Rand Wealth
Baltimore,
Maryland
| $832M | +$40M | +5% | 4.1% | 40.4% | 218 | 7.8% | 3 |
|
| 1432 |
1432
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $830M | +$55.4M | +7% | 9.61% | 146% | 198 | 2.02% | 3.2 |
|
| 1433 |
1433
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $830M | +$74.8M | +10% | 3.53% | 58.6% | 275 | 14.91% | 2.6 |
|
| 1434 |
1434
St. James Investment Company
Southlake,
Texas
| $829M | +$546K | +0.1% | 6.28% | 43.8% | 39 | 38.46% | 1.5 |
|
| 1435 |
1435
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $829M | +$55.1M | +7% | 5.61% | 99.5% | 223 | 12.56% | 2.5 |
|
| 1436 |
1436
Consulta
London,
United Kingdom
| $827M | +$41.7M | +5% | 8.75% | 30.7% | 13 | 15.38% | 1.3 |
|
| 1437 |
1437
Broadfin Capital
New York
| $826M | -$75.1M | -8% | 11.3% | 298% | 72 | 36.11% | 1.8 |
|
| 1438 |
1438
Pitcairn
Conshohocken,
Pennsylvania
| $825M | +$16.5M | +2% | 5.62% | 111% | 533 | 15.2% | 2.2 |
|
| 1439 |
1439
First Citizens Bank & Trust
Raleigh,
North Carolina
| $825M | -$87.3M | -10% | 5.39% | 69% | 574 | 40.42% | 1.4 |
|
| 1440 |
1440
Busey Bank
Urbana,
Illinois
| $825M | +$34M | +4% | 5.61% | 94.2% | 203 | 11.82% | 2.9 |
|
| 1441 |
1441
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $825M | +$102M | +14% | 8.82% | 307% | 159 | 30.19% | 0.5 |
|
| 1442 |
1442
Stone Point Capital
Greenwich,
Connecticut
| $824M | -$24.1M | -3% | 8.03% | 15.7% | 5 | 20% | 1.3 |
|
| 1443 |
1443
Relative Value Partners Group
| $822M | +$47.9M | +6% | 3.01% | 8.9% | 151 | 18.54% | 1.2 |
|
| 1444 |
1444
Mariner Independent Advisor Network
Overland Park,
Kansas
| $822M | +$205M | +33% | 8.24% | 39.5% | 373 | 89.54% | 0.1 |
|
| 1445 |
1445
Capital International Inc
Los Angeles,
California
| $821M | +$17.3M | +2% | 13.1% | 132% | 169 | 7.1% | 1.9 |
|
| 1446 |
1446
First Midwest Bank Trust Division
Joliet,
Illinois
| $821M | -$9.6M | -1% | 5.21% | 107% | 472 | 13.77% | 2.3 |
|
| 1447 |
1447
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $819M | +$54.3M | +7% | 5.63% | 68.2% | 218 | 11.01% | 2.3 |
|
| 1448 |
1448
Maple-Brown Abbott
Barangaroo,
Australia
| $818M | +$106M | +15% | 6.77% | 7.92% | 19 | 10.53% | 1.7 |
|
| 1449 |
SBCM
1449
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $817M | +$8.93M | +1% | 4.36% | 72.3% | 68 | 16.18% | 2.8 |
|
| 1450 |
1450
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $817M | +$390M | +91% | 21.4% | 25.8% | 17 | 52.94% | 0.6 |
|