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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1501 |
SAM
1501
Southpaw Asset Management
Stamford,
Connecticut
| $684M | +$435M | +175% | 0% | 0.05% | 12 | 16.67% |
|
| 1502 |
PCM
1502
Prelude Capital Management
New York
| $683M | -$27.6M | -4% | 9.83% | 164% | 2,480 | 50.93% |
|
| 1503 |
LPT
1503
Legacy Private Trust
Neenah,
Wisconsin
| $682M | +$26.6M | +4% | 5.68% | 63.5% | 276 | 16.3% |
|
| 1504 |
EIA
1504
Edgemoor Investment Advisors
Bethesda,
Maryland
| $681M | +$109K | +0% | 4.38% | 88.5% | 143 | 11.89% |
|
| 1505 |
PHS
1505
Pekin Hardy Strauss
Chicago,
Illinois
| $680M | +$91.4M | +16% | 2.14% | 97.9% | 253 | 45.85% |
|
| 1506 |
FNBT
1506
FineMark National Bank & Trust
Fort Myers,
Florida
| $680M | +$54.5M | +9% | 4.46% | 69.8% | 1,497 | 13.56% |
|
| 1507 |
SAM
1507
Sheffield Asset Management
Chicago,
Illinois
| $679M | -$12.5M | -2% | 3.78% | 24.5% | 16 | 31.25% |
|
| 1508 |
SMA
1508
Simply Money Advisors
Cincinnati,
Ohio
| $675M | +$18.8M | +3% | 1.66% | 11.5% | 26 | 19.23% |
|
| 1509 |
MYLI
1509
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $675M | +$19.7M | +3% | 4.86% | 20.9% | 419 | 16.71% |
|
| 1510 |
PC
1510
Pier Capital
Stamford,
Connecticut
| $674M | +$48.7M | +8% | 15.4% | 153% | 166 | 53.01% |
|
| 1511 |
RMPT
1511
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $674M | +$327M | +94% | 3.59% | 36.3% | 9 | 55.56% |
|
| 1512 |
ST
1512
Spinnaker Trust
Portland,
Maine
| $673M | +$54M | +9% | 5.08% | 52.9% | 210 | 18.57% |
|
| 1513 |
HT
1513
HighTower Trust
Houston,
Texas
| $673M | +$3.94M | +0.6% | 0.97% | 90.4% | 155 | 22.58% |
|
| 1514 |
CSC
1514
Cove Street Capital
El Segundo,
California
| $671M | +$29.4M | +5% | 2.43% | 84.2% | 117 | 27.35% |
|
| 1515 |
JFG
1515
Jefferies Financial Group
New York
| $670M | +$111M | +20% | 8.09% | 104% | 2 | 0% |
|
| 1516 |
DCM
1516
Donaldson Capital Management
Evansville,
Indiana
| $669M | +$36.9M | +6% | 6.9% | 63.5% | 169 | 18.93% |
|
| 1517 |
GIG
1517
Goodnow Investment Group
Darien,
Connecticut
| $669M | +$26.8M | +4% | 7.88% | 138% | 31 | 16.13% |
|
| 1518 |
SLCM
1518
Seven Locks Capital Management
New York
| $668M | -$39.9M | -6% | 9.49% | 49.8% | 38 | 34.21% |
|
| 1519 |
BTP
1519
Bloom Tree Partners
New York
| $668M | -$94.6M | -12% | 2.16% | 20.4% | 41 | 46.34% |
|
| 1520 |
CEI
1520
Clark Estates Inc
New York
| $668M | +$40.9M | +7% | 1.9% | 31.4% | 129 | 17.05% |
|
| 1521 |
MA
1521
Montag & Associates
Atlanta,
Georgia
| $665M | +$58.8M | +10% | 6.58% | 68% | 262 | 16.41% |
|
| 1522 |
CAG
1522
Crestwood Advisors Group
Boston,
Massachusetts
| $664M | +$25.7M | +4% | 6.13% | 65.9% | 147 | 16.33% |
|
| 1523 |
RI
1523
Redwood Investments
Boston,
Massachusetts
| $663M | -$87.1M | -12% | 11.1% | 74.1% | 208 | 29.33% |
|
| 1524 |
GIM
1524
Goelzer Investment Management
Carmel,
Indiana
| $662M | +$59.7M | +10% | 5.39% | 98.9% | 206 | 10.68% |
|
| 1525 |
PP
1525
Patten & Patten
Chattanooga,
Tennessee
| $662M | +$33M | +5% | 4.77% | 63.8% | 217 | 10.6% |
|