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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 |
ICP
1451
Indus Capital Partners
New York
| $771M | -$286M | -27% | 9.56% | 117% | 51 | 45.1% | 0.9 |
|
| 1452 |
CC
1452
CCMP Capital
New York
| $771M | +$110M | +17% | 16.7% | 12.3% | 2 | 0% | 1.8 |
|
| 1453 |
GIM
1453
Goelzer Investment Management
Carmel,
Indiana
| $770M | +$28.5M | +4% | 5.19% | 97.2% | 202 | 5.45% | 2.4 |
|
| 1454 |
BFO
1454
Boston Family Office
Boston,
Massachusetts
| $770M | -$1.67M | -0.2% | 2.08% | 53.4% | 246 | 3.25% | 2.9 |
|
| 1455 |
CCM
1455
Century Capital Management
Boston,
Massachusetts
| $769M | -$44M | -5% | 7.39% | 79.8% | 217 | 19.82% | 1.3 |
|
| 1456 |
RA
1456
RR Advisors
Dallas,
Texas
| $769M | +$56.3M | +8% | 6.68% | 115% | 61 | 37.7% | 1.2 |
|
| 1457 |
SAM
1457
Sompo Asset Management
Tokyo,
Japan
| $768M | – | – | 3.96% | 84.7% | 96 | – | 0 |
|
| 1458 |
1458
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $765M | +$46.5M | +6% | 2.61% | 68.2% | 213 | 18.78% | 2.2 |
|
| 1459 |
1459
Stock Yards Bank & Trust
Louisville,
Kentucky
| $762M | +$26.4M | +4% | 4.75% | 82.8% | 218 | 14.22% | 2.7 |
|
| 1460 |
PCP
1460
P2 Capital Partners
New York
| $762M | +$127M | +20% | 7.49% | 7.96% | 16 | 18.75% | 1.9 |
|
| 1461 |
FAS
1461
Formuepleje A/S
Aarhus C,
Denmark
| $761M | +$21M | +3% | 3.72% | 92.1% | 74 | 17.57% | 1.2 |
|
| 1462 |
AAA
1462
Adams Asset Advisors
Dallas,
Texas
| $759M | +$39.6M | +6% | 1.27% | 66.8% | 99 | 10.1% | 2 |
|
| 1463 |
MC
1463
Muzinich & Co
New York
| $758M | +$369M | +95% | 3.2% | 9.67% | 56 | 12.5% | 1.3 |
|
| 1464 |
1464
Geneos Wealth Management
Englewood,
Colorado
| $758M | +$15.3M | +2% | 2.62% | 66.7% | 2,104 | 9.17% | 0.6 |
|
| 1465 |
HCM
1465
Herndon Capital Management
Atlanta,
Georgia
| $757M | -$1.25B | -62% | 6.34% | 20.3% | 632 | 68.2% | 1.6 |
|
| 1466 |
1466
Fund Evaluation Group
Cincinnati,
Ohio
| $757M | +$116M | +18% | 0.56% | 51.6% | 26 | 30.77% | 1.4 |
|
| 1467 |
1467
Peconic Partners
New York
| $757M | -$33.3M | -4% | 8.5% | 300% | 54 | 42.59% | 1.3 |
|
| 1468 |
BCMNY
1468
Buckingham Capital Management (New York)
New York
| $756M | -$45.3M | -6% | 6.75% | 62.5% | 104 | 29.81% | 1.4 |
|
| 1469 |
TNBTD
1469
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $755M | -$58.8M | -7% | 1.36% | 58.6% | 279 | 15.41% | 2.5 |
|
| 1470 |
WP
1470
WMS Partners
Towson,
Maryland
| $754M | +$7M | +0.9% | 2.8% | 10.8% | 196 | 8.16% | 2.6 |
|
| 1471 |
PCM
1471
Parsons Capital Management
Providence,
Rhode Island
| $753M | +$11.5M | +2% | 2.97% | 84.9% | 350 | 9.14% | 2.5 |
|
| 1472 |
AB
1472
AT Bancorp
Dubuque,
Iowa
| $753M | +$24.8M | +3% | 2.96% | 21.8% | 276 | 16.67% | 1.9 |
|
| 1473 |
VIP
1473
Vantage Investment Partners
Kansas City,
Missouri
| $753M | -$20M | -3% | 15.9% | 50.9% | 70 | 21.43% | 2.2 |
|
| 1474 |
EI
1474
EAM Investors
Solana Beach,
California
| $752M | +$7.61M | +1% | 20.6% | 6,012% | 427 | 59.02% | 0.4 |
|
| 1475 |
1475
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $751M | +$58M | +8% | 2.64% | 101% | 341 | 9.97% | 2.3 |
|