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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
Steelhead Partners
Seattle,
Washington
| $1.73B | -$253M | -13% | 0% | 0.4% | 32 | 3.13% | 1.3 |
|
| 1452 |
1452
Glendon Capital Management
Santa Monica,
California
| $1.73B | +$76.3M | +5% | 2.63% | 142% | 25 | 4% | 3.1 |
|
| 1453 |
1453
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.73B | -$83.2M | -5% | 2.34% | 86% | 702 | 9.4% | 4.7 |
|
| 1454 |
1454
Goelzer Investment Management
Carmel,
Indiana
| $1.73B | +$3.58M | +0.2% | 0.32% | 97.2% | 244 | 6.56% | 6.3 |
|
| 1455 |
1455
Platinum Investment Management
Sydney Australia 2000,
Australia
| $1.73B | +$23.4M | +1% | 4.65% | 190% | 130 | 23.08% | 2.5 |
|
| 1456 |
1456
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.72B | -$22.5M | -1% | 0.49% | 135% | 179 | 10.61% | 5 |
|
| 1457 |
1457
Blackhill Capital
Morristown,
New Jersey
| $1.72B | -$209M | -11% | 9.56% | 212% | 50 | 2% | 10 |
|
| 1458 |
1458
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.72B | -$19.4M | -1% | 1.13% | 64.4% | 170 | 10.59% | 5.3 |
|
| 1459 |
1459
HighPoint Advisor Group
Downers Grove,
Illinois
| $1.72B | -$123M | -7% | 1.95% | – | 726 | 12.81% | 4.1 |
|
| 1460 |
1460
Standard Investments
New York
| $1.71B | -$138M | -7% | 2.98% | 29.6% | 19 | 36.84% | 2.4 |
|
| 1461 |
1461
Soma Equity Partners
San Francisco,
California
| $1.71B | -$98.5M | -5% | 8.56% | 151% | 20 | 25% | 2 |
|
| 1462 |
1462
W.R. Berkley Corp
Greenwich,
Connecticut
| $1.71B | -$808M | -32% | 3.32% | 38.7% | 217 | 56.22% | 0.6 |
|
| 1463 |
1463
AMI Asset Management
Los Angeles,
California
| $1.71B | -$168M | -9% | 4.95% | 96.6% | 97 | 12.37% | 4 |
|
| 1464 |
1464
Strategic Financial Services
Utica,
New York
| $1.71B | +$30.5M | +2% | 1.28% | 58.7% | 139 | 6.47% | 6.1 |
|
| 1465 |
1465
Unigestion Holding
Geneva,
Switzerland
| $1.7B | -$33.7M | -2% | 3.6% | 25% | 181 | 26.52% | 2.1 |
|
| 1466 |
1466
HSG Holding
Na,
Hong Kong
| $1.7B | -$683M | -29% | 19% | 0.28% | 18 | 5.56% | 4.1 |
|
| 1467 |
1467
Rice Hall James & Associates
San Diego,
California
| $1.7B | -$119M | -7% | 3.17% | 140% | 258 | 7.36% | 4.7 |
|
| 1468 |
1468
Knighthead Capital Management
New York
| $1.7B | -$404M | -19% | 3.99% | 74.1% | 8 | 12.5% | 1.1 |
|
| 1469 |
1469
Midland Wealth Advisors
Effingham,
Illinois
| $1.7B | +$36.6M | +2% | 0.55% | 47.8% | 193 | 9.33% | 1.1 |
|
| 1470 |
1470
Quintet Private Bank (Europe)
Luxembourg
| $1.7B | -$120M | -7% | 5.03% | 111% | 223 | 12.11% | 2 |
|
| 1471 |
1471
1ST Source Bank
South Bend,
Indiana
| $1.7B | -$51.3M | -3% | 1.23% | 80.8% | 266 | 5.26% | 7.7 |
|
| 1472 |
1472
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.69B | +$76.5M | +5% | 0.08% | 31.4% | 1,630 | 14.6% | 2.9 |
|
| 1473 |
1473
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.69B | -$247M | -13% | 1.77% | 70.7% | 137 | 11.68% | 4.4 |
|
| 1474 |
1474
EcoR1 Capital
San Francisco,
California
| $1.69B | -$959M | -36% | 18.5% | 310% | 63 | 33.33% | 1.9 |
|
| 1475 |
1475
Acropolis Investment Management
St. Louis,
Missouri
| $1.69B | -$8.15M | -0.5% | 1.01% | 51% | 306 | 4.9% | 5.6 |
|