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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $728M | +$13.8M | +2% | 4.29% | 58.6% | 361 | 14.4% | 1.7 |
|
| 1452 |
1452
WealthTrust Fairport
Cleveland,
Ohio
| $728M | +$51.7M | +8% | 4.38% | 31.4% | 148 | 14.86% | 1.6 |
|
| 1453 |
1453
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $726M | +$28.5M | +4% | 5.64% | 123% | 167 | 11.38% | 1.8 |
|
| 1454 |
MG
1454
Mitchell Group
Houston,
Texas
| $725M | -$62.9M | -8% | 4.45% | 0.96% | 25 | 0% | 2 |
|
| 1455 |
1455
Majedie Asset Management
London,
United Kingdom
| $724M | +$74.8M | +12% | 5.76% | 126% | 71 | 12.68% | 1.1 |
|
| 1456 |
1456
Patten & Patten
Chattanooga,
Tennessee
| $723M | +$68.1M | +10% | 4.68% | 74.1% | 230 | 16.96% | 1.9 |
|
| 1457 |
1457
Truepoint Inc
Cincinnati,
Ohio
| $722M | +$51.1M | +8% | 4.47% | 43.4% | 79 | 34.18% | 0.8 |
|
| 1458 |
SBCM
1458
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $720M | +$23.6M | +3% | 4.87% | 72.3% | 73 | 8.22% | 1.9 |
|
| 1459 |
1459
Bank of the West
Monterey Park,
California
| $719M | +$91.9M | +15% | 5.49% | 35.4% | 295 | 10.51% | 1.8 |
|
| 1460 |
1460
Stock Yards Bank & Trust
Louisville,
Kentucky
| $718M | +$63.3M | +10% | 6.53% | 82.8% | 227 | 8.81% | 2 |
|
| 1461 |
1461
Chemical Bank
Detroit,
Michigan
| $718M | +$23M | +3% | 8.04% | 36.5% | 340 | 9.12% | 2 |
|
| 1462 |
1462
Gerstein Fisher
New York
| $717M | +$48.4M | +7% | 2.96% | 28.7% | 442 | 16.29% | 1.6 |
|
| 1463 |
1463
Ally Financial
Detroit,
Michigan
| $717M | -$269M | -27% | 2.83% | 9.35% | 148 | 24.32% | 1.1 |
|
| 1464 |
1464
Indus Capital Partners
New York
| $715M | -$33.6M | -4% | 13.2% | 117% | 48 | 43.75% | 0.7 |
|
| 1465 |
1465
Sigma Planning Corp
Ann Arbor,
Michigan
| $714M | +$83.2M | +13% | 4.38% | 87.3% | 772 | 22.67% | 0.8 |
|
| 1466 |
CCM
1466
Cupps Capital Management
Chicago,
Illinois
| $713M | -$38.8M | -5% | 12.8% | 213% | 218 | 32.57% | 1 |
|
| 1467 |
1467
Governors Lane
New York
| $712M | – | – | 6.44% | 133% | 26 | – | 0 |
|
| 1468 |
1468
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $711M | +$24.4M | +4% | 6.45% | 99.5% | 216 | 13.43% | 1.9 |
|
| 1469 |
1469
Thomas White International
Chicago,
Illinois
| $711M | +$43.3M | +6% | 6.1% | 34.9% | 351 | 15.67% | 1.5 |
|
| 1470 |
1470
State of Alaska Department of Revenue
Juneau,
Alaska
| $711M | +$253M | +55% | 6.68% | 131% | 367 | 41.96% | 1.2 |
|
| 1471 |
1471
Parsons Capital Management
Providence,
Rhode Island
| $711M | +$25.3M | +4% | 5.62% | 84.9% | 346 | 8.09% | 1.9 |
|
| 1472 |
1472
Eagle Boston Investment Management
Boston,
Massachusetts
| $710M | -$35.6M | -5% | 3.78% | 71.5% | 129 | 6.98% | 2.1 |
|
| 1473 |
GA
1473
GRS Advisors
Chicago,
Illinois
| $709M | -$137M | -16% | 5.2% | 54.3% | 33 | 33.33% | 1 |
|
| 1474 |
1474
Rand Wealth
Baltimore,
Maryland
| $708M | +$25.3M | +4% | 4.52% | 40.4% | 219 | 6.39% | 2 |
|
| 1475 |
BA
1475
Broadview Advisors
Milwaukee,
Wisconsin
| $708M | -$12.6M | -2% | 3.73% | 65.3% | 110 | 28.18% | 1.3 |
|