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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%
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50
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1476 |
AB
1476
AT Bancorp
Dubuque,
Iowa
| $927M | +$21M | +2% | 3.26% | 21.8% | 236 | 10.17% |
|
| 1477 |
LIC
1477
Lodestar Investment Counsel
Chicago,
Illinois
| $927M | +$59.6M | +7% | 8.97% | 45.1% | 185 | 7.57% |
|
| 1478 |
LFAS
1478
Level Four Advisory Services
Dallas,
Texas
| $925M | -$448M | -33% | 5.47% | 68.7% | 648 | 15.74% |
|
| 1479 |
MCM
1479
Marcato Capital Management
San Francisco,
California
| $924M | +$254M | +38% | 18.1% | 142% | 27 | 33.33% |
|
| 1480 |
ST
1480
Smithfield Trust
Pittsburgh,
Pennsylvania
| $924M | +$57.3M | +7% | 4% | 39.8% | 1,031 | 4.56% |
|
| 1481 |
PPCM
1481
Pillar Pacific Capital Management
Pacifica,
California
| $923M | +$56.9M | +7% | 6.97% | 85% | 311 | 5.47% |
|
| 1482 |
AAA
1482
Adams Asset Advisors
Dallas,
Texas
| $923M | -$4.5M | -0.5% | 0.3% | 63.2% | 106 | 12.26% |
|
| 1483 |
SCA
1483
Secor Capital Advisors
New York
| $923M | -$245M | -21% | 4.24% | 43.5% | 660 | 65% |
|
| 1484 |
RC
1484
RBF Capital
San Francisco,
California
| $922M | +$71.3M | +8% | 3.04% | 141% | 436 | 14.68% |
|
| 1485 |
3AM
1485
3EDGE Asset Management
Naples,
Florida
| $922M | -$350M | -27% | 2.37% | 40.3% | 20 | 55% |
|
| 1486 |
SFM
1486
Stack Financial Management
Whitefish,
Montana
| $920M | +$56.8M | +7% | 7.23% | 68.6% | 53 | 11.32% |
|
| 1487 |
LG
1487
Leuthold Group
Minneapolis,
Minnesota
| $918M | +$9M | +1% | 4.74% | 106% | 233 | 37.77% |
|
| 1488 |
A
1488
AdvicePeriod
Los Angeles,
California
| $918M | +$288M | +46% | 2.26% | 31.5% | 82 | 20.73% |
|
| 1489 |
BONST
1489
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $917M | +$20.1M | +2% | 4.51% | 51.9% | 128 | 6.25% |
|
| 1490 |
HSC
1490
Harbor Spring Capital
New York
| $916M | -$245M | -21% | 2.62% | – | 27 | 11.11% |
|
| 1491 |
BAWC
1491
Black-and-white Capital
Los Angeles,
California
| $916M | +$78.5M | +9% | 10.7% | 265% | 61 | 60.66% |
|
| 1492 |
BDS
1492
Banco de Sabadell
Miami,
Florida
| $913M | +$129M | +16% | 7.42% | 66% | 468 | 28.63% |
|
| 1493 |
MMI
1493
Matson Money Inc
Mason,
Ohio
| $911M | +$29.4M | +3% | 0.28% | 34.2% | 3 | 0% |
|
| 1494 |
AC
1494
Avenir Corporation
Alexandria,
Virginia
| $910M | +$34.9M | +4% | 6.57% | 42.6% | 67 | 2.99% |
|
| 1495 |
PHAM
1495
Pacific Heights Asset Management
San Francisco,
California
| $910M | -$65.5M | -7% | 4.14% | 176% | 76 | 2.63% |
|
| 1496 |
CCP
1496
Cyrus Capital Partners
New York
| $908M | -$169M | -16% | 12.3% | 174% | 25 | 36% |
|
| 1497 |
LSAG
1497
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $902M | -$97.9M | -10% | 3.44% | 16% | 337 | 37.39% |
|
| 1498 |
RVPG
1498
Relative Value Partners Group
| $902M | -$2.83M | -0.3% | 2.05% | 8.9% | 148 | 8.78% |
|
| 1499 |
RE
1499
RBC Europe
London,
United Kingdom
| $901M | +$49.6M | +6% | 9.63% | 59.8% | 1,197 | 9.69% |
|
| 1500 |
BC
1500
Boxer Capital
San Diego,
California
| $901M | +$18M | +2% | 31.1% | 262% | 29 | 27.59% |
|