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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
MWAC
1526
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $540M | +$35M | +7% | 5.91% | 54.1% | 132 | 12.88% | 0.2 |
|
| 1527 |
1527
SouthState Corp
Winter Haven,
Florida
| $539M | +$67.7M | +14% | 3.75% | 78.9% | 260 | 20% | 0.2 |
|
| 1528 |
CAM
1528
Cypress Asset Management
Houston,
Texas
| $539M | +$1.42M | +0.3% | 3.64% | 141% | 202 | 9.9% | 0.2 |
|
| 1529 |
DDPIC
1529
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $538M | +$13.5M | +3% | 7.22% | 123% | 165 | 9.09% | 0.2 |
|
| 1530 |
ZAM
1530
Zenit Asset Management
Stockholm,
Sweden
| $538M | +$178M | +50% | 16.1% | – | 57 | 56.14% | 0.1 |
|
| 1531 |
AL
1531
Airain Ltd
St. Peter Port,
Guernsey
| $538M | -$134M | -20% | 4.22% | 0.81% | 822 | 78.59% | 0.1 |
|
| 1532 |
PCP
1532
Perimeter Capital Partners
Atlanta,
Georgia
| $537M | +$19M | +4% | 16.9% | – | 294 | 38.78% | 0.2 |
|
| 1533 |
ICM
1533
Intrepid Capital Management
Jacksonville Beach,
Florida
| $536M | -$35.3M | -6% | 8.62% | 70.2% | 42 | 19.05% | 0.2 |
|
| 1534 |
1534
Montag & Associates
Atlanta,
Georgia
| $536M | +$46.2M | +9% | 5.7% | 82.9% | 232 | 14.66% | 0.2 |
|
| 1535 |
JWCA
1535
J.W. Childs Associates
Waltham,
Massachusetts
| $536M | – | – | 0% | 0% | 1 | – | 0 |
|
| 1536 |
CPO
1536
Cerity Partners OCIO
New York
| $535M | +$48.5M | +10% | 4.22% | – | 154 | 18.83% | 0.2 |
|
| 1537 |
LTI
1537
Laffer Tengler Investments
Nashville,
Tennessee
| $532M | +$21.2M | +4% | 4.34% | 96.5% | 309 | 57.28% | 0 |
|
| 1538 |
MCM
1538
Murphy Capital Management
Bedminster,
New Jersey
| $530M | +$38.7M | +8% | 6.49% | 41.6% | 329 | 16.11% | 0.2 |
|
| 1539 |
SAM
1539
Sheffield Asset Management
Chicago,
Illinois
| $529M | +$50.3M | +10% | 9.42% | 24.5% | 24 | 41.67% | 0.2 |
|
| 1540 |
EMG
1540
Ellington Management Group
Old Greenwich,
Connecticut
| $528M | +$2.74M | +0.5% | 9.73% | 16.1% | 1,179 | 72.94% | 0.1 |
|
| 1541 |
1541
Catterton Management Company
Greenwich,
Connecticut
| $528M | -$315M | -37% | 6.09% | 13.2% | 3 | 33.33% | 0.3 |
|
| 1542 |
1542
Dorsal Capital Management
Redwood City,
California
| $528M | -$115M | -18% | 24.9% | 99.6% | 36 | 38.89% | 0.2 |
|
| 1543 |
NAM
1543
North American Management
Boston,
Massachusetts
| $528M | +$22.1M | +4% | 4.44% | 61.7% | 133 | 9.02% | 0.2 |
|
| 1544 |
1544
Bailard
Foster City,
California
| $527M | -$23M | -4% | 5.97% | 105% | 241 | 34.44% | 0.2 |
|
| 1545 |
WAM
1545
Winslow Asset Management
Beachwood,
Ohio
| $526M | +$22.2M | +4% | 7.29% | 89.9% | 83 | 4.82% | 0.2 |
|
| 1546 |
DBT
1546
Dubuque Bank & Trust
Dubuque,
Iowa
| $526M | +$20.1M | +4% | 2.27% | 24% | 456 | 22.59% | 0.2 |
|
| 1547 |
GOFM
1547
GGC Opportunity Fund Management
San Francisco,
California
| $526M | +$67.4M | +15% | 0.2% | – | 18 | 33.33% | 0.2 |
|
| 1548 |
MAM
1548
Meeder Asset Management
Dublin,
Ohio
| $526M | +$22.3M | +4% | 10.1% | 156% | 416 | 21.39% | 0.2 |
|
| 1549 |
WMC
1549
Westwood Management Corporation
Chicago,
Illinois
| $526M | +$60.1M | +13% | 17.3% | 44.3% | 103 | 15.53% | 0.2 |
|
| 1550 |
MGAI
1550
MP Global Advisers III
New York
| $525M | +$28.5M | +6% | 5.73% | 16.5% | 1 | 0% | 0.3 |
|