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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
TMFS Holdings
Overland Park,
Kansas
| $665M | +$235M | +55% | 3.1% | – | 6 | 16.67% | 0.2 |
|
| 1527 |
SMA
1527
Simply Money Advisors
Cincinnati,
Ohio
| $665M | +$17.2M | +3% | 2.67% | 11.5% | 27 | 22.22% | 1.5 |
|
| 1528 |
1528
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $665M | +$97M | +17% | 5.25% | 68.2% | 204 | 18.14% | 1.6 |
|
| 1529 |
1529
D.J. St. Germain
Springfield,
Massachusetts
| $665M | +$67.9M | +11% | 6.09% | 65.3% | 145 | 26.21% | 1.6 |
|
| 1530 |
1530
Oak Hill Advisors
New York
| $664M | +$39.6M | +6% | 11.6% | 42.4% | 30 | 23.33% | 1.7 |
|
| 1531 |
1531
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $663M | +$63.3M | +11% | 12.3% | 307% | 172 | 44.19% | 0.5 |
|
| 1532 |
1532
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $661M | +$34.1M | +5% | 9.04% | 131% | 101 | 14.85% | 1.3 |
|
| 1533 |
1GA
1533
1st Global Advisors
Dallas,
Texas
| $660M | +$32.7M | +5% | 4.48% | 23.5% | 495 | 20.2% | 1.5 |
|
| 1534 |
1534
SCGE Management
Menlo Park,
California
| $660M | +$42.2M | +7% | 13.2% | 154% | 27 | 29.63% | 1.2 |
|
| 1535 |
1535
Sentinel Trust
Houston,
Texas
| $659M | -$3.1M | -0.5% | 3.06% | 79.2% | 147 | 14.97% | 1.7 |
|
| 1536 |
1536
Country Club Trust
Kansas City,
Missouri
| $658M | +$8.39M | +1% | 5.96% | 74.1% | 234 | 18.8% | 1.9 |
|
| 1537 |
1537
Legacy Private Trust
Neenah,
Wisconsin
| $658M | +$24.9M | +4% | 4.93% | 71.1% | 265 | 21.13% | 1.7 |
|
| 1538 |
1538
Grandfield & Dodd
New York
| $658M | +$61.6M | +10% | 8.2% | 70.8% | 179 | 7.82% | 2 |
|
| 1539 |
1539
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $657M | +$122M | +23% | 6.8% | 70.9% | 195 | 34.36% | 1 |
|
| 1540 |
1540
Bellevue Asset Management (Switzerland)
Kuesnacht,
Switzerland
| $656M | +$43.2M | +7% | 10.9% | – | 140 | 14.29% | 0.7 |
|
| 1541 |
1541
Murphy Capital Management
Bedminster,
New Jersey
| $656M | +$49.6M | +8% | 7.15% | 41.6% | 334 | 19.46% | 1.7 |
|
| 1542 |
1542
Raging Capital Management
Rocky Hill,
New Jersey
| $656M | -$106M | -14% | 4.93% | 6.41% | 59 | 55.93% | 0.5 |
|
| 1543 |
1543
White Mountains Insurance Group
Hanover,
New Hampshire
| $653M | +$2.67M | +0.4% | 0.41% | 105% | 1 | 0% | 2.5 |
|
| 1544 |
1544
Quadrature Capital
London,
United Kingdom
| $653M | +$353M | +118% | 2.26% | 212% | 592 | 85.47% | 0.1 |
|
| 1545 |
1545
BBR Partners
New York
| $650M | -$38.2M | -6% | 3.72% | 63.4% | 82 | 40.24% | 1.2 |
|
| 1546 |
1546
QCI Asset Management
Pittsford,
New York
| $646M | +$34.9M | +6% | 6.63% | 53.4% | 632 | 16.46% | 1.9 |
|
| 1547 |
1547
AFAM Capital
Austin,
Texas
| $646M | -$10.5M | -2% | 2.89% | 52.1% | 170 | 22.35% | 1.7 |
|
| 1548 |
1548
Global Atlantic Investment Advisors
Indianapolis,
Indiana
| $645M | +$52.9M | +9% | 3.56% | – | 8 | 0% | 1 |
|
| 1549 |
1549
Prelude Capital Management
New York
| $645M | -$34.5M | -5% | 10.4% | 198% | 1,964 | 53.36% | 0.7 |
|
| 1550 |
1550
S&T Bank
Indiana,
Pennsylvania
| $645M | -$4.6M | -0.7% | 5.97% | 193% | 82 | 3.66% | 2.1 |
|