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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
SC
1551
SouthState Corp
Winter Haven,
Florida
| $656M | +$49.6M | +8% | 0.28% | 78.9% | 276 | 10.87% |
|
| 1552 |
MYLI
1552
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $656M | +$22.6M | +4% | 1.1% | 27.5% | 401 | 13.22% |
|
| 1553 |
LPT
1553
Legacy Private Trust
Neenah,
Wisconsin
| $655M | +$7.99M | +1% | 0.51% | 63.5% | 276 | 15.94% |
|
| 1554 |
SCI
1554
S&CO Inc
Boston,
Massachusetts
| $654M | -$66.8M | -9% | 0.3% | 68.8% | 145 | 7.59% |
|
| 1555 |
EIM
1555
Essex Investment Management
Boston,
Massachusetts
| $654M | -$25.4M | -4% | 1.72% | 372% | 419 | 31.03% |
|
| 1556 |
CAM
1556
Centre Asset Management
New York
| $653M | -$11.4M | -2% | 1.2% | 45.3% | 130 | 42.31% |
|
| 1557 |
GEM
1557
Global Endowment Management
Charlotte,
North Carolina
| $653M | -$7.41M | -1% | 2.84% | 46.1% | 270 | 20.74% |
|
| 1558 |
BCM
1558
Basso Capital Management
Stamford,
Connecticut
| $652M | +$51.6M | +9% | 0.06% | 85.5% | 136 | 30.15% |
|
| 1559 |
B
1559
Bailard
Foster City,
California
| $652M | +$1.62M | +0.2% | 0.89% | 92.5% | 283 | 35.34% |
|
| 1560 |
RSCM
1560
Rock Springs Capital Management
Baltimore,
Maryland
| $646M | +$88.7M | +16% | 8.03% | 342% | 93 | 26.88% |
|
| 1561 |
DIA
1561
Davidson Investment Advisors
Great Falls,
Montana
| $645M | -$41.6M | -6% | 1.44% | 69.5% | 182 | 7.14% |
|
| 1562 |
SFP
1562
Santa Fe Partners
Santa Fe,
New Mexico
| $644M | -$25.9M | -4% | 1.92% | – | 676 | 57.1% |
|
| 1563 |
IRM
1563
Income Research & Management
Boston,
Massachusetts
| $643M | -$64.7M | -9% | 0.07% | 0.7% | 33 | 0% |
|
| 1564 |
NAM
1564
North American Management
Boston,
Massachusetts
| $642M | -$17.8M | -3% | 0.29% | 61.7% | 145 | 8.28% |
|
| 1565 |
GIG
1565
Goodnow Investment Group
Darien,
Connecticut
| $642M | -$23.2M | -3% | 0.91% | 131% | 34 | 14.71% |
|
| 1566 |
WS
1566
Wedbush Securities
Los Angeles,
California
| $642M | +$15.2M | +2% | 1.1% | 99.9% | 750 | 19.87% |
|
| 1567 |
MCM
1567
Murphy Capital Management
Bedminster,
New Jersey
| $642M | +$10.3M | +2% | 0.94% | 41.6% | 371 | 18.87% |
|
| 1568 |
CSC
1568
Cove Street Capital
El Segundo,
California
| $642M | +$23.8M | +4% | 6.28% | 84.2% | 96 | 30.21% |
|
| 1569 |
FHA
1569
First Horizon Advisors
Memphis,
Tennessee
| $640M | -$51.1M | -7% | 0.03% | 55.2% | 1,727 | 17.37% |
|
| 1570 |
NBC
1570
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $640M | +$252M | +65% | 3.5% | 15.7% | 347 | 53.6% |
|
| 1571 |
WP
1571
WMS Partners
Towson,
Maryland
| $639M | -$9.36M | -1% | 0.1% | 10.8% | 247 | 7.69% |
|
| 1572 |
CAG
1572
Crestwood Advisors Group
Boston,
Massachusetts
| $639M | +$12.2M | +2% | 1.47% | 82.7% | 129 | 9.3% |
|
| 1573 |
QAM
1573
QCI Asset Management
Pittsford,
New York
| $638M | -$3.59M | -0.6% | 0.17% | 53.4% | 604 | 11.26% |
|
| 1574 |
OMC
1574
Overbrook Management Corp
New York
| $637M | +$75.8M | +14% | 3.72% | 146% | 89 | 21.35% |
|
| 1575 |
GD
1575
Grandfield & Dodd
New York
| $636M | -$26.4M | -4% | 0.58% | 70.8% | 187 | 14.97% |
|