We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
SIP
1526
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $674M | +$6.38M | +1% | 1.93% | 44.2% | 302 | 45.03% |
|
| 1527 |
AB
1527
Amalgamated Bank
New York
| $672M | +$9.24M | +1% | 1.23% | 132% | 888 | 6.98% |
|
| 1528 |
MLL
1528
Moody Lynn & Lieberson
Boston,
Massachusetts
| $672M | -$56.4M | -8% | 2.98% | 128% | 227 | 29.96% |
|
| 1529 |
KCM
1529
Knighthead Capital Management
New York
| $671M | -$92.8M | -12% | 4.08% | 74.1% | 19 | 10.53% |
|
| 1530 |
VBCP
1530
Vollero Beach Capital Partners
New York
| $671M | -$865M | -56% | 4.56% | 75.8% | 88 | 73.86% |
|
| 1531 |
WF
1531
WealthTrust Fairport
Cleveland,
Ohio
| $670M | -$6.2M | -0.9% | 1.94% | 31.4% | 427 | 23.65% |
|
| 1532 |
MSE
1532
MUFG Securities EMEA
London,
United Kingdom
| $670M | -$497M | -43% | 0.73% | 114% | 135 | 42.96% |
|
| 1533 |
AACR
1533
ACR Alpine Capital Research
St. Louis,
Missouri
| $670M | +$16.4M | +3% | 3.4% | 58.1% | 27 | 18.52% |
|
| 1534 |
STB
1534
S&T Bank
Indiana,
Pennsylvania
| $669M | +$5.05M | +0.8% | 1.76% | 193% | 93 | 12.9% |
|
| 1535 |
HT
1535
HighTower Trust
Houston,
Texas
| $669M | -$68.1M | -9% | 4.3% | 90.4% | 144 | 15.28% |
|
| 1536 |
WIC
1536
Wood Investment Counsel
Denver,
Colorado
| $669M | -$3.52M | -0.5% | 1.01% | – | 85 | 9.41% |
|
| 1537 |
IG
1537
Ithaka Group
Arlington,
Virginia
| $667M | -$22.5M | -3% | 4.62% | 143% | 43 | 9.3% |
|
| 1538 |
SIM
1538
Spark Investment Management
New York
| $666M | -$7.63M | -1% | 1.56% | 459% | 815 | 42.09% |
|
| 1539 |
BCMIO
1539
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $665M | +$112M | +20% | 1.09% | 43.2% | 232 | 5.6% |
|
| 1540 |
DDPIC
1540
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $663M | -$21.3M | -3% | 1.15% | 123% | 176 | 11.93% |
|
| 1541 |
DJSG
1541
D.J. St. Germain
Springfield,
Massachusetts
| $663M | -$17.3M | -3% | 2.2% | 65.3% | 115 | 6.96% |
|
| 1542 |
3CP
1542
3G Capital Partners
New York
| $661M | -$311M | -32% | 3.09% | 351% | 83 | 69.88% |
|
| 1543 |
TCOV
1543
Trust Company of Vermont
Brattleboro,
Vermont
| $661M | +$13.1M | +2% | 0.76% | – | 851 | 12.69% |
|
| 1544 |
DMIC
1544
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $661M | -$36.9M | -5% | 3.26% | 67.9% | 67 | 7.46% |
|
| 1545 |
BP
1545
BBR Partners
New York
| $661M | +$8.82M | +1% | 1.38% | 63.4% | 69 | 31.88% |
|
| 1546 |
SYBT
1546
Stock Yards Bank & Trust
Louisville,
Kentucky
| $660M | -$46M | -7% | 0.43% | 82.8% | 231 | 10.39% |
|
| 1547 |
BDF
1547
Balasa Dinverno & Foltz
| $659M | -$212M | -24% | 0.97% | 23.2% | 194 | 14.43% |
|
| 1548 |
BIM
1548
BRC Investment Management
Greenwood Village,
Colorado
| $658M | -$37.4M | -5% | 3.03% | 114% | 190 | 66.84% |
|
| 1549 |
SMA
1549
Simply Money Advisors
Cincinnati,
Ohio
| $657M | -$843K | -0.1% | 1.18% | 11.5% | 26 | 30.77% |
|
| 1550 |
AIP
1550
ARS Investment Partners
New York
| $656M | +$10.5M | +2% | 1.18% | 260% | 89 | 16.85% |
|