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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Jefferies Financial Group
New York
| $670M | +$111M | +20% | 8.09% | 135% | 2 | 0% | 1.1 |
|
| 1552 |
1552
Donaldson Capital Management
Evansville,
Indiana
| $669M | +$36.9M | +6% | 6.9% | 77.7% | 169 | 18.93% | 1 |
|
| 1553 |
GIG
1553
Goodnow Investment Group
Darien,
Connecticut
| $669M | +$26.8M | +4% | 7.88% | 131% | 31 | 16.13% | 1.2 |
|
| 1554 |
SLCM
1554
Seven Locks Capital Management
New York
| $668M | -$39.9M | -6% | 9.49% | 49.8% | 38 | 34.21% | 0.6 |
|
| 1555 |
BTP
1555
Bloom Tree Partners
New York
| $668M | -$94.6M | -12% | 2.16% | 20.4% | 41 | 46.34% | 0.5 |
|
| 1556 |
CEI
1556
Clark Estates Inc
New York
| $668M | +$40.9M | +7% | 1.9% | 34.5% | 129 | 17.05% | 1 |
|
| 1557 |
DIA
1557
Davidson Investment Advisors
Great Falls,
Montana
| $667M | +$21.9M | +3% | 5.38% | 69.5% | 182 | 8.24% | 1.3 |
|
| 1558 |
1558
Montag & Associates
Atlanta,
Georgia
| $665M | +$58.8M | +10% | 6.58% | 82.9% | 262 | 16.41% | 1.2 |
|
| 1559 |
1559
Crestwood Advisors Group
Boston,
Massachusetts
| $664M | +$25.7M | +4% | 6.13% | 82.7% | 147 | 16.33% | 1.1 |
|
| 1560 |
RI
1560
Redwood Investments
Boston,
Massachusetts
| $663M | -$87.1M | -12% | 11.1% | 74.1% | 208 | 29.33% | 0.9 |
|
| 1561 |
GIM
1561
Goelzer Investment Management
Carmel,
Indiana
| $662M | +$59.7M | +10% | 5.39% | 97.2% | 206 | 10.68% | 1.2 |
|
| 1562 |
PP
1562
Patten & Patten
Chattanooga,
Tennessee
| $662M | +$33M | +5% | 4.77% | 74.1% | 217 | 10.6% | 1.3 |
|
| 1563 |
IP
1563
Interval Partners
New York
| $661M | +$184M | +38% | 11.2% | 106% | 203 | 69.95% | 0.2 |
|
| 1564 |
CCP
1564
Clarkston Capital Partners
Rochester,
Michigan
| $661M | +$78.9M | +14% | 8.08% | 8.43% | 188 | 35.11% | 0.8 |
|
| 1565 |
AC
1565
Aisling Capital
New York
| $660M | +$144M | +28% | 34.6% | 386% | 21 | 23.81% | 0.4 |
|
| 1566 |
1566
Alphabet Inc
Mountain View,
California
| $660M | +$355M | +117% | 4.22% | 327% | 7 | 57.14% | 0.4 |
|
| 1567 |
TCM
1567
Tamarack Capital Management
Carlsbad,
California
| $659M | +$208M | +46% | 22.4% | – | 42 | 35.71% | 0.5 |
|
| 1568 |
RC
1568
RGM Capital
Naples,
Florida
| $657M | +$83.5M | +15% | 13.1% | 48.6% | 22 | 22.73% | 1.1 |
|
| 1569 |
MCM
1569
Murphy Capital Management
Bedminster,
New Jersey
| $656M | +$14.1M | +2% | 3.83% | 41.6% | 380 | 24.21% | 1.2 |
|
| 1570 |
CWM
1570
Concert Wealth Management
San Jose,
California
| $655M | -$86.7M | -12% | 4.37% | 28.5% | 699 | 31.62% | 1 |
|
| 1571 |
1571
First Horizon Advisors
Memphis,
Tennessee
| $651M | +$11M | +2% | 4.8% | 55.2% | 1,688 | 16.17% | 1 |
|
| 1572 |
1572
Wedbush Securities
Los Angeles,
California
| $651M | +$9.04M | +1% | 6.57% | 99.9% | 796 | 23.62% | 1 |
|
| 1573 |
WP
1573
WMS Partners
Towson,
Maryland
| $650M | +$11M | +2% | 4.04% | 10.8% | 266 | 31.58% | 1.1 |
|
| 1574 |
BT
1574
Beacon Trust
Morristown,
New Jersey
| $650M | +$45.9M | +8% | 4.58% | 33% | 239 | 24.69% | 1.1 |
|
| 1575 |
GLRA
1575
Gerald L. Ray & Associates
Dallas,
Texas
| $650M | +$35.8M | +6% | 6.82% | 38.2% | 322 | 11.49% | 1.3 |
|