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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 |
AIM
1501
Astor Investment Management
Chicago,
Illinois
| $656M | -$47.2M | -7% | 7.04% | 23.3% | 31 | 9.68% |
|
| 1502 |
IH
1502
IFC Holdings
Tampa,
Florida
| $656M | -$34.3M | -5% | 5.44% | 25.1% | 418 | 19.14% |
|
| 1503 |
PP
1503
Patten & Patten
Chattanooga,
Tennessee
| $655M | -$33.6M | -5% | 7.87% | 74.1% | 228 | 17.98% |
|
| 1504 |
SYBT
1504
Stock Yards Bank & Trust
Louisville,
Kentucky
| $655M | -$48.6M | -7% | 5.32% | 82.8% | 233 | 15.88% |
|
| 1505 |
WP
1505
WMS Partners
Towson,
Maryland
| $655M | -$205M | -24% | 6.83% | 10.8% | 290 | 33.45% |
|
| 1506 |
FVP
1506
Firefly Value Partners
Newtown,
Pennsylvania
| $654M | -$163M | -20% | 17.4% | 25.7% | 45 | 40% |
|
| 1507 |
SC
1507
SouthState Corp
Winter Haven,
Florida
| $654M | -$64.2M | -9% | 5.55% | 78.9% | 231 | 10.82% |
|
| 1508 |
ST
1508
Spinnaker Trust
Portland,
Maine
| $653M | -$16.8M | -3% | 7.19% | 68.2% | 209 | 11.96% |
|
| 1509 |
IG
1509
Ithaka Group
Arlington,
Virginia
| $651M | +$56.3M | +9% | 2.83% | 143% | 43 | 9.3% |
|
| 1510 |
WMIG
1510
White Mountains Insurance Group
Hanover,
New Hampshire
| $651M | +$154M | +31% | 30.9% | 105% | 1 | 0% |
|
| 1511 |
MAM
1511
MPM Asset Management
Boston,
Massachusetts
| $650M | +$52.4M | +9% | 2.71% | 5.89% | 16 | 6.25% |
|
| 1512 |
CCT
1512
Country Club Trust
Kansas City,
Missouri
| $650M | -$52.3M | -7% | 7.16% | 74.1% | 244 | 20.49% |
|
| 1513 |
STB
1513
S&T Bank
Indiana,
Pennsylvania
| $649M | -$34.5M | -5% | 6.85% | 193% | 87 | 8.05% |
|
| 1514 |
BIM
1514
BRC Investment Management
Greenwood Village,
Colorado
| $649M | -$76.1M | -10% | 5.63% | 114% | 162 | 62.96% |
|
| 1515 |
MAM
1515
Majedie Asset Management
London,
United Kingdom
| $649M | +$71.1M | +12% | 10.8% | 126% | 72 | 15.28% |
|
| 1516 |
OMC
1516
Overbrook Management Corp
New York
| $649M | -$7.85M | -1% | 8.34% | 146% | 98 | 18.37% |
|
| 1517 |
TA
1517
Tiptree Advisors
New York
| $649M | -$117M | -15% | 10.9% | – | 56 | 35.71% |
|
| 1518 |
FHA
1518
First Horizon Advisors
Memphis,
Tennessee
| $648M | -$40.9M | -6% | 6.93% | 55.2% | 1,567 | 11.93% |
|
| 1519 |
SMA
1519
Simply Money Advisors
Cincinnati,
Ohio
| $648M | -$31.6M | -5% | 4.7% | 11.5% | 24 | 16.67% |
|
| 1520 |
SAS
1520
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $648M | -$52.3M | -7% | 4.81% | 29.3% | 16 | 12.5% |
|
| 1521 |
NM
1521
NWI Management
New York
| $647M | -$53.1M | -8% | 11.3% | 230% | 42 | 28.57% |
|
| 1522 |
OC
1522
Oakmont Corp
Los Angeles,
California
| $647M | -$44.1M | -6% | 1.18% | 70.2% | 20 | 5% |
|
| 1523 |
REMS
1523
Real Estate Management Services
| $646M | +$456M | +240% | 3.49% | 67.2% | 47 | 8.51% |
|
| 1524 |
SAM
1524
Sandell Asset Management
New York
| $645M | -$298M | -32% | 10.3% | 322% | 58 | 60.34% |
|
| 1525 |
SAM
1525
Steinberg Asset Management
New York
| $644M | -$185M | -22% | 12.1% | 130% | 51 | 15.69% |
|