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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
| $691M | +$67.3M | +11% | 6.21% | 54.1% | 192 | 19.79% | 1 |
|
| 1527 |
IEFM
1527
IQ EQ Fund Management
Dublin 2,
Ireland
| $690M | – | – | 3.32% | 109% | 64 | – | 0 |
|
| 1528 |
SCI
1528
S&CO Inc
Boston,
Massachusetts
| $690M | +$36.3M | +6% | 4.41% | 68.8% | 150 | 12.67% | 1.2 |
|
| 1529 |
KCM
1529
Kingstown Capital Management
New York
| $689M | +$5.14M | +0.8% | 2.72% | 38.6% | 18 | 27.78% | 0.8 |
|
| 1530 |
OCG
1530
Opus Capital Group
Cincinnati,
Ohio
| $689M | -$37.9M | -5% | 9.89% | 49.7% | 256 | 23.05% | 0.9 |
|
| 1531 |
STB
1531
S&T Bank
Indiana,
Pennsylvania
| $689M | +$19.3M | +3% | 5.91% | 193% | 91 | 13.19% | 1.3 |
|
| 1532 |
BAM
1532
Broadmark Asset Management
San Francisco,
California
| $688M | +$443M | +180% | 4.32% | 39.6% | 2 | 50% | 1.5 |
|
| 1533 |
DJSG
1533
D.J. St. Germain
Springfield,
Massachusetts
| $687M | +$24.3M | +4% | 3.92% | 65.3% | 120 | 13.33% | 1.3 |
|
| 1534 |
EIM
1534
Essex Investment Management
Boston,
Massachusetts
| $687M | +$33.2M | +5% | 11.2% | 372% | 393 | 25.7% | 1 |
|
| 1535 |
TCOV
1535
Trust Company of Vermont
Brattleboro,
Vermont
| $686M | +$24.6M | +4% | 4.08% | – | 872 | 9.17% | 1.2 |
|
| 1536 |
BOTW
1536
Bank of the West
Monterey Park,
California
| $685M | +$96M | +16% | 3.46% | 35.4% | 293 | 15.7% | 1.1 |
|
| 1537 |
SAM
1537
Southpaw Asset Management
Stamford,
Connecticut
| $684M | +$435M | +175% | 0% | 0.05% | 12 | 16.67% | 0.4 |
|
| 1538 |
PCM
1538
Prelude Capital Management
New York
| $683M | -$27.6M | -4% | 9.83% | 198% | 2,480 | 50.93% | 0.5 |
|
| 1539 |
LPT
1539
Legacy Private Trust
Neenah,
Wisconsin
| $682M | +$26.6M | +4% | 5.68% | 71.1% | 276 | 16.3% | 1 |
|
| 1540 |
EIA
1540
Edgemoor Investment Advisors
Bethesda,
Maryland
| $681M | +$109K | +0% | 4.38% | 109% | 143 | 11.89% | 1.2 |
|
| 1541 |
PHS
1541
Pekin Hardy Strauss
Chicago,
Illinois
| $680M | +$91.4M | +16% | 2.14% | 102% | 253 | 45.85% | 0.7 |
|
| 1542 |
1542
FineMark National Bank & Trust
Fort Myers,
Florida
| $680M | +$54.5M | +9% | 4.46% | 69.8% | 1,497 | 13.56% | 1.2 |
|
| 1543 |
SAM
1543
Sheffield Asset Management
Chicago,
Illinois
| $679M | -$12.5M | -2% | 3.78% | 24.5% | 16 | 31.25% | 0.8 |
|
| 1544 |
SMA
1544
Simply Money Advisors
Cincinnati,
Ohio
| $675M | +$18.8M | +3% | 1.66% | 11.5% | 26 | 19.23% | 1 |
|
| 1545 |
1545
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $675M | +$19.7M | +3% | 4.86% | 27.5% | 419 | 16.71% | 1.2 |
|
| 1546 |
PC
1546
Pier Capital
Stamford,
Connecticut
| $674M | +$48.7M | +8% | 15.4% | 223% | 166 | 53.01% | 0.5 |
|
| 1547 |
RMPT
1547
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $674M | +$327M | +94% | 3.59% | 36.3% | 9 | 55.56% | 0.2 |
|
| 1548 |
ST
1548
Spinnaker Trust
Portland,
Maine
| $673M | +$54M | +9% | 5.08% | 68.2% | 210 | 18.57% | 1.1 |
|
| 1549 |
HT
1549
HighTower Trust
Houston,
Texas
| $673M | +$3.94M | +0.6% | 0.97% | 90.4% | 155 | 22.58% | 1.1 |
|
| 1550 |
CSC
1550
Cove Street Capital
El Segundo,
California
| $671M | +$29.4M | +5% | 2.43% | 84.2% | 117 | 27.35% | 0.8 |
|