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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 |
1526
Trust Company of Vermont
Brattleboro,
Vermont
| $642M | -$45.5M | -7% | 6.28% | – | 867 | 9.34% | 1.8 |
|
| 1527 |
1527
Bailard
Foster City,
California
| $640M | -$7.12M | -1% | 3.67% | 105% | 293 | 34.13% | 1.2 |
|
| 1528 |
1528
Montag & Associates
Atlanta,
Georgia
| $640M | -$47.1M | -7% | 4.63% | 82.9% | 263 | 16.73% | 1.8 |
|
| 1529 |
PCM
1529
Panning Capital Management
New York
| $639M | +$294M | +85% | 7.58% | 349% | 22 | 81.82% | 0.1 |
|
| 1530 |
1530
Delphi Management
Brookline,
Massachusetts
| $637M | -$106M | -14% | 10.4% | 111% | 113 | 20.35% | 1.3 |
|
| 1531 |
1531
Andor Capital Management
Rye Brook,
New York
| $636M | -$441M | -41% | 1.42% | 290% | 34 | 70.59% | 0.6 |
|
| 1532 |
VFAM
1532
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| $635M | -$112M | -15% | 7.09% | – | 115 | 24.35% | 1.5 |
|
| 1533 |
FWM
1533
Frontier Wealth Management
Kansas City,
Missouri
| $633M | -$16.7M | -3% | 9.46% | 42.8% | 376 | 17.02% | 0.5 |
|
| 1534 |
1534
Menta Capital
San Francisco,
California
| $633M | +$21M | +3% | 8.79% | 61.2% | 932 | 55.36% | 0.5 |
|
| 1535 |
1535
Legacy Private Trust
Neenah,
Wisconsin
| $633M | -$30.6M | -5% | 4.49% | 71.1% | 260 | 14.62% | 1.6 |
|
| 1536 |
1536
Leavell Investment Management
Mobile,
Alabama
| $633M | -$11.6M | -2% | 5.54% | 84.5% | 396 | 8.33% | 1.9 |
|
| 1537 |
1537
EAM Investors
Solana Beach,
California
| $632M | -$223M | -26% | 1.43% | 6,012% | 416 | 55.77% | 0.4 |
|
| 1538 |
1538
Sigma Planning Corp
Ann Arbor,
Michigan
| $631M | -$93.2M | -13% | 6.12% | 87.3% | 790 | 25.7% | 0.6 |
|
| 1539 |
1539
Goelzer Investment Management
Carmel,
Indiana
| $630M | -$31.2M | -5% | 7.23% | 97.2% | 209 | 12.44% | 1.7 |
|
| 1540 |
1540
AHL Partners
London,
United Kingdom
| $630M | -$1.88B | -75% | 5.7% | 67.8% | 900 | 33.89% | 0.7 |
|
| 1541 |
1GA
1541
1st Global Advisors
Dallas,
Texas
| $628M | -$50.8M | -7% | 6.5% | 23.5% | 500 | 18.8% | 1.4 |
|
| 1542 |
1542
Bank of the West
Monterey Park,
California
| $627M | -$72.8M | -10% | 8.08% | 35.4% | 305 | 16.39% | 1.7 |
|
| 1543 |
1543
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $627M | -$205M | -25% | 13.5% | 131% | 102 | 16.67% | 1.2 |
|
| 1544 |
LM
1544
Lasry Marc
| $627M | -$291M | -32% | 14.7% | 14.8% | 22 | 13.64% | 1.8 |
|
| 1545 |
1545
Cobblestone Capital Advisors
Rochester,
New York
| $626M | -$38.3M | -6% | 7.8% | 83.3% | 180 | 12.22% | 1.9 |
|
| 1546 |
1546
ArcLight Capital Partners
Boston,
Massachusetts
| $626M | -$185M | -23% | 22.1% | 50% | 2 | 0% | 0.8 |
|
| 1547 |
1547
Cormorant Asset Management
Boston,
Massachusetts
| $626M | -$126M | -17% | 18.6% | 3,977% | 89 | 12.36% | 0.9 |
|
| 1548 |
1548
Sand Hill Global Advisors
Palo Alto,
California
| $625M | +$10.1M | +2% | 7.99% | 58.6% | 84 | 13.1% | 1.9 |
|
| 1549 |
QCMC
1549
Quantum Capital Management (California)
San Francisco,
California
| $625M | -$73.9M | -11% | 8.03% | 53.7% | 181 | 21.55% | 1.4 |
|
| 1550 |
1550
Oak Hill Advisors
New York
| $625M | +$65.1M | +12% | 5.78% | 42.4% | 30 | 3.33% | 1.4 |
|