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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
MFBTD
1476
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $955M | +$68.2M | +8% | 4.03% | 23.5% | 486 | 21.19% | 2.9 |
|
| 1477 |
1477
JMG Financial Group
Downers Grove,
Illinois
| $955M | +$46.1M | +5% | 4.66% | 58.7% | 72 | 8.33% | 3.7 |
|
| 1478 |
1478
Glazer Capital LLC
New York
| $950M | -$60.7M | -6% | 5.17% | 323% | 190 | 42.63% | 0.5 |
|
| 1479 |
1479
Iconiq Capital
San Francisco,
California
| $950M | +$137M | +17% | 9.36% | 0.21% | 53 | 11.32% | 2.3 |
|
| 1480 |
BFO
1480
Boston Family Office
Boston,
Massachusetts
| $949M | +$65.4M | +7% | 8.34% | 53.4% | 269 | 4.09% | 4 |
|
| 1481 |
PCM
1481
Parsons Capital Management
Providence,
Rhode Island
| $949M | +$65.7M | +7% | 8.58% | 84.9% | 362 | 3.31% | 3.7 |
|
| 1482 |
VIM
1482
Veritas Investment Management
London,
United Kingdom
| $948M | +$143M | +18% | 10.8% | 69% | 68 | 13.24% | 3 |
|
| 1483 |
CSC
1483
Cove Street Capital
El Segundo,
California
| $948M | +$29.4M | +3% | 5.44% | 84.2% | 104 | 5.77% | 2.4 |
|
| 1484 |
1484
Rubric Capital Management (New York)
New York
| $946M | -$71M | -7% | 2.74% | 251% | 64 | 51.56% | 0.6 |
|
| 1485 |
CFA
1485
Carroll Financial Associates
Charlotte,
North Carolina
| $945M | +$7.99M | +0.9% | 7.86% | 79.9% | 1,410 | 7.66% | 2.9 |
|
| 1486 |
1486
GW & Wade
Wellesley,
Massachusetts
| $943M | +$55.6M | +6% | 6.33% | 32.2% | 248 | 6.05% | 2.9 |
|
| 1487 |
MLL
1487
Moody Lynn & Lieberson
Boston,
Massachusetts
| $942M | +$95M | +11% | 9.45% | 142% | 222 | 16.22% | 2.5 |
|
| 1488 |
SAM
1488
Sectoral Asset Management
Montreal,
Quebec, Canada
| $942M | +$47.5M | +5% | 3.48% | 168% | 174 | 64.94% | 0.6 |
|
| 1489 |
SBCM
1489
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $942M | +$29M | +3% | 5.79% | 72.3% | 63 | 6.35% | 3.5 |
|
| 1490 |
VDBMI
1490
Van Den Berg Management I
Austin,
Texas
| $939M | -$4.78M | -0.5% | 4.82% | 187% | 83 | 7.23% | 2.7 |
|
| 1491 |
GIA
1491
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $939M | +$66.2M | +8% | 8.13% | 99.5% | 223 | 8.97% | 3.3 |
|
| 1492 |
SPC
1492
Silver Point Capital
Greenwich,
Connecticut
| $938M | -$44M | -4% | 2.75% | 108% | 16 | 50% | 1 |
|
| 1493 |
IHL
1493
Investment House LLC
Redondo Beach,
California
| $937M | +$73.8M | +9% | 9.42% | 125% | 205 | 13.66% | 3.7 |
|
| 1494 |
MI
1494
Markston International
White Plains,
New York
| $932M | +$2.23M | +0.2% | 8.73% | 109% | 179 | 3.91% | 3.9 |
|
| 1495 |
TCP
1495
Tourbillon Capital Partners
New York
| $929M | -$1.66B | -64% | 2.09% | 18.4% | 81 | 67.9% | 0.7 |
|
| 1496 |
LIM
1496
Leavell Investment Management
Mobile,
Alabama
| $929M | +$48.9M | +6% | 6.12% | 84.5% | 386 | 8.55% | 3.8 |
|
| 1497 |
1497
Partners Capital Investment Group
Boston,
Massachusetts
| $928M | +$151M | +19% | 4.92% | 47.5% | 91 | 15.38% | 1.4 |
|
| 1498 |
AB
1498
AT Bancorp
Dubuque,
Iowa
| $927M | +$21M | +2% | 3.26% | 21.8% | 236 | 10.17% | 3.1 |
|
| 1499 |
LIC
1499
Lodestar Investment Counsel
Chicago,
Illinois
| $927M | +$59.6M | +7% | 8.97% | 45.1% | 185 | 7.57% | 3.6 |
|
| 1500 |
1500
Level Four Advisory Services
Dallas,
Texas
| $925M | -$448M | -33% | 5.47% | 92.2% | 648 | 15.74% | 1.2 |
|