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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
AE Wealth Management
Topeka,
Kansas
| $838M | +$299M | +55% | 1.93% | 72.5% | 391 | 33.5% | 0.3 |
|
| 1452 |
TOGEPT
1452
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $837M | -$86.5M | -9% | 9.36% | 184% | 1 | 0% | 0.5 |
|
| 1453 |
NHAS
1453
Novo Holdings A/S
Hellerup,
Denmark
| $836M | -$103M | -11% | 6.1% | 205% | 23 | 13.04% | 1.1 |
|
| 1454 |
BHWM
1454
Bar Harbor Wealth Management
Concord,
New Hampshire
| $833M | -$22.2M | -3% | 1.51% | 79.2% | 336 | 8.33% | 2.9 |
|
| 1455 |
BAM
1455
BTS Asset Management
Lincoln,
Massachusetts
| $833M | +$113M | +16% | 0.65% | 8.8% | 8 | 12.5% | 1.4 |
|
| 1456 |
P
1456
Pitcairn
Conshohocken,
Pennsylvania
| $833M | +$7.36M | +0.9% | 4.52% | 111% | 520 | 15.77% | 2.4 |
|
| 1457 |
GIA
1457
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $832M | +$2.55M | +0.3% | 3.56% | 99.5% | 219 | 10.05% | 2.7 |
|
| 1458 |
QAM
1458
QCI Asset Management
Pittsford,
New York
| $830M | +$37.6M | +5% | 2.38% | 53.4% | 747 | 28.65% | 2.3 |
|
| 1459 |
HSC
1459
Harbor Spring Capital
New York
| $829M | +$133M | +19% | 6.81% | – | 18 | 22.22% | 0.9 |
|
| 1460 |
CFA
1460
Carroll Financial Associates
Charlotte,
North Carolina
| $827M | +$42.3M | +5% | 2.38% | 79.9% | 1,313 | 8.07% | 2.3 |
|
| 1461 |
1461
Stock Yards Bank & Trust
Louisville,
Kentucky
| $826M | +$36.5M | +5% | 2.43% | 82.8% | 223 | 8.07% | 2.8 |
|
| 1462 |
CSC
1462
Cove Street Capital
El Segundo,
California
| $825M | -$122M | -13% | 1.24% | 84.2% | 94 | 12.77% | 2 |
|
| 1463 |
BC
1463
Broadfin Capital
New York
| $823M | -$2.43M | -0.3% | 12.1% | 298% | 68 | 39.71% | 1.7 |
|
| 1464 |
BPIM
1464
Brant Point Investment Management
New York
| $823M | -$153M | -16% | 4.82% | 169% | 163 | 36.81% | 1.4 |
|
| 1465 |
AIM
1465
Alambic Investment Management
Belvedere,
California
| $822M | +$9.65M | +1% | 0.8% | 47.6% | 771 | 47.47% | 0.7 |
|
| 1466 |
1466
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $822M | +$14.6M | +2% | 3.81% | 101% | 364 | 11.26% | 2.5 |
|
| 1467 |
C
1467
Consulta
London,
United Kingdom
| $822M | -$4.92M | -0.6% | 2.52% | 30.7% | 15 | 20% | 1.4 |
|
| 1468 |
PCM
1468
Parsons Capital Management
Providence,
Rhode Island
| $820M | +$29.6M | +4% | 3.86% | 84.9% | 361 | 8.03% | 2.8 |
|
| 1469 |
LGP
1469
Leonard Green & Partners
Los Angeles,
California
| $818M | -$47.3M | -5% | 15.5% | 53.9% | 4 | 25% | 2.1 |
|
| 1470 |
1470
First National Trust
Hermitage,
Pennsylvania
| $818M | +$46.7M | +6% | 1.75% | 82.9% | 334 | 9.58% | 2.6 |
|
| 1471 |
1471
EP Wealth Advisors
Torrance,
California
| $816M | +$90.9M | +13% | 3.14% | – | 198 | 28.79% | 1.7 |
|
| 1472 |
APCM
1472
Arbiter Partners Capital Management
New York
| $816M | +$40.6M | +5% | 0.53% | 378% | 94 | 22.34% | 2 |
|
| 1473 |
GIM
1473
Goelzer Investment Management
Carmel,
Indiana
| $816M | +$13.6M | +2% | 2.44% | 98.9% | 207 | 10.63% | 2.7 |
|
| 1474 |
1474
RWA Wealth Partners
Newton,
Massachusetts
| $815M | +$52.7M | +7% | 2.49% | 58.4% | 190 | 10.53% | 0.3 |
|
| 1475 |
LC
1475
LNZ Capital
New York
| $815M | +$53.1M | +7% | 0.85% | 58.8% | 41 | 80.49% | 0.2 |
|