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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%
10
50
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1451 |
WC
1451
Weatherbie Capital
Boston,
Massachusetts
| $705M | -$52.8M | -7% | 4.03% | 63.4% | 74 | 18.92% |
|
| 1452 |
ACM
1452
Aurelius Capital Management
New York
| $703M | +$25.3M | +4% | 42.5% | – | 6 | 50% |
|
| 1453 |
BOTW
1453
Bank of the West
Monterey Park,
California
| $703M | -$21.8M | -3% | 1.07% | 35.4% | 313 | 16.61% |
|
| 1454 |
LIC
1454
Lodestar Investment Counsel
Chicago,
Illinois
| $703M | +$6.85M | +1% | 1.84% | 45.1% | 160 | 3.75% |
|
| 1455 |
ST
1455
Sentinel Trust
Houston,
Texas
| $701M | +$20.9M | +3% | 10.1% | 79.2% | 152 | 17.76% |
|
| 1456 |
CCA
1456
Cobblestone Capital Advisors
Rochester,
New York
| $701M | +$16.1M | +2% | 1.96% | 83.3% | 189 | 7.94% |
|
| 1457 |
MCM
1457
Manchester Capital Management
Manchester,
Vermont
| $701M | -$19.8M | -3% | 2.75% | 57.7% | 608 | 12.66% |
|
| 1458 |
OA
1458
Oxbow Advisors
Austin,
Texas
| $698M | -$7.94M | -1% | 7.8% | 72.8% | 281 | 17.79% |
|
| 1459 |
MYAM
1459
Meiji Yasuda Asset Management
Tokyo,
Japan
| $698M | +$256M | +58% | 3.37% | 72.7% | 470 | 33.83% |
|
| 1460 |
JDR
1460
Jay D. Rosenbaum
| $698M | +$245M | +54% | 54.6% | 12.9% | 53 | 20.75% |
|
| 1461 |
GAM
1461
Goldentree Asset Management
New York
| $698M | +$287M | +70% | 5.99% | 41.1% | 20 | 10% |
|
| 1462 |
SBCM
1462
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $697M | -$14.7M | -2% | 1.13% | 74.8% | 70 | 7.14% |
|
| 1463 |
PCM
1463
Portolan Capital Management
Boston,
Massachusetts
| $694M | -$52.5M | -7% | 6.03% | 582% | 132 | 33.33% |
|
| 1464 |
AC
1464
Axon Capital
New York
| $693M | -$218M | -24% | 2.35% | – | 15 | 33.33% |
|
| 1465 |
CCWA
1465
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $692M | +$54.4M | +9% | 1.78% | 42.3% | 108 | 9.26% |
|
| 1466 |
GWM
1466
Geneos Wealth Management
Englewood,
Colorado
| $689M | +$35.1M | +5% | 4.36% | 53.8% | 1,870 | 8.5% |
|
| 1467 |
RVPG
1467
Relative Value Partners Group
| $689M | -$124M | -15% | 2.61% | 8.9% | 140 | 14.29% |
|
| 1468 |
RMCM
1468
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $689M | +$13.2M | +2% | 0.49% | 85.2% | 233 | 12.45% |
|
| 1469 |
IG
1469
Ithaka Group
Arlington,
Virginia
| $689M | -$3.58M | -0.5% | 2.24% | 99.2% | 44 | 13.64% |
|
| 1470 |
CCT
1470
Country Club Trust
Kansas City,
Missouri
| $688M | +$23.7M | +4% | 2.62% | 74.1% | 215 | 15.35% |
|
| 1471 |
LPT
1471
Legacy Private Trust
Neenah,
Wisconsin
| $688M | +$24.8M | +4% | 2.68% | 63.5% | 252 | 16.27% |
|
| 1472 |
TCM
1472
Tributary Capital Management
Omaha,
Nebraska
| $686M | +$51.9M | +8% | 5.19% | 82.3% | 200 | 11.5% |
|
| 1473 |
S
1473
SignatureFD
Atlanta,
Georgia
| $685M | +$97.9M | +17% | 1.26% | 73.6% | 1,598 | 21.09% |
|
| 1474 |
PCMF
1474
Private Capital Management (Florida)
Naples,
Florida
| $684M | -$112M | -14% | 3.11% | 68.6% | 64 | 7.81% |
|
| 1475 |
MP
1475
Makaira Partners
La Jolla,
California
| $684M | +$36.3M | +6% | 0.43% | 22% | 13 | 23.08% |
|