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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 |
SMA
1551
Simply Money Advisors
Cincinnati,
Ohio
| $691M | +$15.3M | +2% | 2.36% | 11.5% | 27 | 25.93% | 1.2 |
|
| 1552 |
1552
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $691M | +$79.3M | +13% | 2.41% | 68.2% | 191 | 22.51% | 1.2 |
|
| 1553 |
1553
Arden Trust
Wilmington,
Delaware
| $688M | -$35.6M | -5% | 1.5% | 22.5% | 495 | 48.08% | 0.9 |
|
| 1554 |
1554
Trust Company of Vermont
Brattleboro,
Vermont
| $687M | +$1.48M | +0.2% | 0.66% | – | 860 | 10.93% | 1.5 |
|
| 1555 |
1555
Park West Asset Management
San Francisco,
California
| $686M | +$55.4M | +9% | 13.9% | 181% | 61 | 42.62% | 0.6 |
|
| 1556 |
1556
Basso Capital Management
Stamford,
Connecticut
| $685M | +$58.9M | +9% | 0.11% | 85.5% | 159 | 32.08% | 0.5 |
|
| 1557 |
1557
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $682M | +$8.07M | +1% | 1.07% | 36.3% | 10 | 50% | 0.4 |
|
| 1558 |
1558
Legacy Private Trust
Neenah,
Wisconsin
| $682M | -$164K | -0% | 2.32% | 71.1% | 270 | 15.93% | 1.2 |
|
| 1559 |
1559
Sterne Agee Group
Birmingham,
Alabama
| $681M | +$36.1M | +6% | 1.02% | – | 344 | 18.02% | 1 |
|
| 1560 |
1560
SC XI Management
Menlo Park,
California
| $680M | +$80.9M | +14% | 15.2% | 117% | 3 | 0% | 1.8 |
|
| 1561 |
1561
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $679M | -$29.9M | -4% | 3.22% | 140% | 29 | 27.59% | 1.1 |
|
| 1562 |
1GA
1562
1st Global Advisors
Dallas,
Texas
| $679M | -$20M | -3% | 2.84% | 23.5% | 529 | 26.65% | 1.1 |
|
| 1563 |
1563
Baldwin Wealth Partners
Marion,
Massachusetts
| $679M | -$12.8M | -2% | 2.13% | 94.5% | 268 | 13.81% | 1.2 |
|
| 1564 |
1564
Investment Centers of America
Bismarck,
North Dakota
| $678M | +$215M | +46% | 1.19% | 23.2% | 499 | 25.45% | 1 |
|
| 1565 |
1565
Murphy Capital Management
Bedminster,
New Jersey
| $678M | +$21.7M | +3% | 2.25% | 41.6% | 364 | 18.68% | 1.3 |
|
| 1566 |
1566
Oakmont Corp
Los Angeles,
California
| $677M | +$53.2M | +9% | 4.21% | 70.2% | 20 | 20% | 0.8 |
|
| 1567 |
1567
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $677M | -$22.6M | -3% | 1.16% | 57.2% | 76 | 6.58% | 1.6 |
|
| 1568 |
CAM
1568
Centre Asset Management
New York
| $674M | +$28.4M | +4% | 2.2% | 45.3% | 125 | 30.4% | 0.9 |
|
| 1569 |
1569
Oxbow Advisors
Austin,
Texas
| $672M | -$43M | -6% | 1% | 66.3% | 227 | 14.54% | 1.4 |
|
| 1570 |
1570
Summit Creek Advisors
Minneapolis,
Minnesota
| $669M | +$19.7M | +3% | 7.7% | 68.8% | 53 | 15.09% | 1.3 |
|
| 1571 |
1571
Gradient Investments
Arden Hills,
Minnesota
| $669M | +$61.9M | +10% | 0.52% | 67.6% | 741 | 31.44% | 1 |
|
| 1572 |
1572
Clearline Capital
New York
| $668M | +$23.4M | +4% | 2.91% | 57.4% | 85 | 56.47% | 0.5 |
|
| 1573 |
1573
Vision Capital Management
Portland,
Oregon
| $668M | -$200M | -23% | 2.73% | 78.4% | 72 | 29.17% | 1.2 |
|
| 1574 |
1574
Davidson Investment Advisors
Great Falls,
Montana
| $668M | +$1.52M | +0.2% | 2.09% | 79% | 185 | 10.27% | 1.4 |
|
| 1575 |
1575
S&T Bank
Indiana,
Pennsylvania
| $668M | -$20.8M | -3% | 1.78% | 193% | 90 | 14.44% | 1.5 |
|