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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
Trust Company of Vermont
Brattleboro,
Vermont
| $1.31B | -$169M | -11% | 12.9% | – | 928 | 66.81% | 2.4 |
|
| 1427 |
1427
Paradice Investment Management
Denver,
Colorado
| $1.31B | -$401M | -23% | 18.4% | 72.2% | 38 | 5.26% | 3.6 |
|
| 1428 |
1428
Osborne Partners Capital Management
San Francisco,
California
| $1.31B | -$48.3M | -4% | 12.5% | 60.8% | 224 | 17.41% | 4.2 |
|
| 1429 |
1429
Leavell Investment Management
Mobile,
Alabama
| $1.31B | -$149M | -10% | 12.4% | 84.5% | 448 | 11.61% | 5.4 |
|
| 1430 |
1430
Cobblestone Capital Advisors
Rochester,
New York
| $1.31B | -$168M | -11% | 14.2% | 83.3% | 267 | 10.86% | 5.4 |
|
| 1431 |
1431
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.3B | -$135M | -9% | 12.3% | 70.9% | 795 | 21.01% | 2.6 |
|
| 1432 |
1432
Aristotle Atlantic Partners
Sarasota,
Florida
| $1.3B | -$316M | -20% | 17.4% | 144% | 106 | 11.32% | 3.1 |
|
| 1433 |
1433
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.3B | +$49.7M | +4% | 18.3% | 155% | 387 | 50.39% | 0.3 |
|
| 1434 |
1434
Spinnaker Trust
Portland,
Maine
| $1.3B | -$187M | -13% | 12.8% | 68.2% | 287 | 11.15% | 4.9 |
|
| 1435 |
1435
Darlington Partners Capital Management
Greenbrae,
California
| $1.29B | -$37.2M | -3% | 9.75% | 18.1% | 35 | 54.29% | 0.2 |
|
| 1436 |
1436
Melqart Asset Management
London,
United Kingdom
| $1.29B | -$208M | -14% | 9.83% | 250% | 89 | 50.56% | 0.7 |
|
| 1437 |
1437
Meritage Portfolio Management
Overland Park,
Kansas
| $1.29B | -$327M | -20% | 13.6% | 97.4% | 362 | 22.1% | 2.3 |
|
| 1438 |
1438
Greenlight Capital
New York
| $1.29B | -$288M | -18% | 12.4% | 169% | 55 | 20% | 1.4 |
|
| 1439 |
1439
Ashfield Capital Partners
San Francisco,
California
| $1.29B | -$260M | -17% | 16% | 48.8% | 241 | 7.47% | 5.8 |
|
| 1440 |
1440
CoreCap Advisors
Southfield,
Michigan
| $1.28B | -$164M | -11% | 12.3% | 89.8% | 2,366 | 75.99% | 0.1 |
|
| 1441 |
1441
Clearstead Advisors
Cleveland,
Ohio
| $1.28B | -$191M | -13% | 15.3% | 71.4% | 1,516 | 18.4% | 2 |
|
| 1442 |
1442
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.28B | -$21.4M | -2% | 13.9% | 283% | 244 | 65.16% | 0.5 |
|
| 1443 |
1443
Oak Associates
Akron,
Ohio
| $1.28B | -$359M | -22% | 17.2% | 152% | 141 | 10.64% | 5.2 |
|
| 1444 |
1444
Neumeier Poma Investment Counsel
Carmel,
California
| $1.28B | -$211M | -14% | 10.9% | 229% | 43 | 6.98% | 3.5 |
|
| 1445 |
1445
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.28B | -$178M | -12% | 9.8% | 99.5% | 281 | 14.59% | 5 |
|
| 1446 |
1446
Port Capital
Chicago,
Illinois
| $1.28B | -$169M | -12% | 10.4% | 74.4% | 73 | 5.48% | 3.4 |
|
| 1447 |
CAM
1447
Contour Asset Management
New York
| $1.28B | -$1.19B | -48% | 29.8% | 118% | 34 | 44.12% | 1.6 |
|
| 1448 |
1448
Maryland Capital Management
Towson,
Maryland
| $1.27B | -$322M | -20% | 14.6% | 44.5% | 255 | 16.47% | 4.5 |
|
| 1449 |
1449
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.27B | -$283M | -18% | 12.8% | 29.1% | 17 | 29.41% | 2.7 |
|
| 1450 |
1450
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.27B | -$175M | -12% | 16.2% | 79.4% | 103 | 22.33% | 2.1 |
|