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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 |
WTB
1526
Washington Trust Bank
Spokane,
Washington
| $762M | +$88.3M | +13% | 12.1% | 80.5% | 703 | 16.07% | 3.3 |
|
| 1527 |
1527
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $761M | -$116M | -13% | 10.2% | 51.3% | 649 | 20.8% | 2.1 |
|
| 1528 |
CCT
1528
Country Club Trust
Kansas City,
Missouri
| $761M | -$99.1M | -12% | 11.2% | 74.1% | 273 | 16.12% | 2.8 |
|
| 1529 |
BC
1529
Broadfin Capital
New York
| $761M | +$81M | +12% | 15.5% | 298% | 63 | 41.27% | 1.6 |
|
| 1530 |
PPCM
1530
Pillar Pacific Capital Management
Pacifica,
California
| $760M | -$163M | -18% | 15% | 85% | 309 | 10.68% | 4.1 |
|
| 1531 |
1531
RWA Wealth Partners
Newton,
Massachusetts
| $760M | -$133M | -15% | 9.88% | 58.4% | 250 | 22% | 1.3 |
|
| 1532 |
BP
1532
BBR Partners
New York
| $760M | +$67.9M | +10% | 14.3% | 63.4% | 144 | 28.47% | 1.4 |
|
| 1533 |
1533
Giverny Capital
Montreal,
Quebec, Canada
| $759M | -$124M | -14% | 13% | 69.2% | 36 | 2.78% | 2.4 |
|
| 1534 |
LNB
1534
Ledyard National Bank
| $758M | -$120M | -14% | 11.4% | 69.8% | 781 | 14.98% | 3.3 |
|
| 1535 |
ET
1535
Equitable Trust
Nashville,
Tennessee
| $756M | -$103M | -12% | 10.7% | 109% | 307 | 22.15% | 0.4 |
|
| 1536 |
CS
1536
Comerica Securities
Detroit,
Michigan
| $756M | -$96.6M | -11% | 11.4% | 25.6% | 465 | 24.52% | 2.4 |
|
| 1537 |
AB
1537
AT Bancorp
Dubuque,
Iowa
| $755M | -$172M | -19% | 11.6% | 21.8% | 239 | 15.06% | 3.3 |
|
| 1538 |
RMCM
1538
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $754M | -$97.5M | -11% | 10.9% | 108% | 222 | 16.67% | 3.5 |
|
| 1539 |
LCM
1539
Lomas Capital Management
New York
| $752M | +$46.6M | +7% | 12.4% | 66.3% | 44 | 59.09% | 0.9 |
|
| 1540 |
BHWM
1540
Bar Harbor Wealth Management
Concord,
New Hampshire
| $752M | -$129M | -15% | 11.2% | 79.2% | 317 | 15.46% | 4.1 |
|
| 1541 |
1541
Sageworth Trust
Lancaster,
Pennsylvania
| $752M | +$13.5M | +2% | 13% | 64.5% | 231 | 46.32% | 0.9 |
|
| 1542 |
UR
1542
USCA RIA
Houston,
Texas
| $752M | -$230M | -23% | 11.2% | 60.6% | 497 | 21.33% | 2.8 |
|
| 1543 |
HSC
1543
Harbor Spring Capital
New York
| $751M | -$165M | -18% | 21.5% | – | 30 | 33.33% | 1.2 |
|
| 1544 |
DCM
1544
Daruma Capital Management
New York
| $751M | -$310M | -29% | 23.2% | 55.4% | 57 | 24.56% | 1.7 |
|
| 1545 |
MP
1545
Mangrove Partners
Greenwich,
Connecticut
| $751M | -$836M | -53% | 22% | 185% | 59 | 32.2% | 0.7 |
|
| 1546 |
1546
Mizuho Securities USA
New York
| $750M | -$566M | -43% | 6.85% | 99% | 200 | 69% | 0.3 |
|
| 1547 |
OA
1547
Oxbow Advisors
Austin,
Texas
| $748M | -$81M | -10% | 8.93% | 66.3% | 325 | 19.08% | 2.2 |
|
| 1548 |
RIL
1548
Rothschild Investment LLC
Chicago,
Illinois
| $747M | -$101M | -12% | 11.6% | 99.4% | 402 | 12.94% | 3.4 |
|
| 1549 |
1549
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $747M | -$111M | -13% | 12.3% | 67.9% | 66 | 4.55% | 4 |
|
| 1550 |
UM
1550
Ulysses Management
New York
| $747M | -$528M | -41% | 17% | 51.8% | 64 | 48.44% | 1.3 |
|