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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 |
MLL
1551
Moody Lynn & Lieberson
Boston,
Massachusetts
| $696M | +$95M | +16% | 7.75% | 142% | 192 | 29.69% | 1.8 |
|
| 1552 |
1552
SouthState Corp
Winter Haven,
Florida
| $696M | +$40.3M | +6% | 4.95% | 78.9% | 242 | 8.68% | 2.5 |
|
| 1553 |
DCM
1553
Decatur Capital Management
Decatur,
Georgia
| $696M | -$102M | -13% | 2.27% | 135% | 124 | 42.74% | 0.8 |
|
| 1554 |
GCAC
1554
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $695M | +$138M | +25% | 3.92% | 26.1% | 177 | 14.12% | 2.6 |
|
| 1555 |
SMA
1555
Simply Money Advisors
Cincinnati,
Ohio
| $695M | +$44.8M | +7% | 0.34% | 11.5% | 29 | 13.79% | 1.8 |
|
| 1556 |
1556
Nuveen Fund Advisors
Chicago,
Illinois
| $693M | -$24.7M | -3% | 3.22% | 52.3% | 502 | 17.13% | 0.4 |
|
| 1557 |
SR
1557
Swiss Re
Zurich,
Switzerland
| $692M | -$329M | -32% | 2.3% | – | 8 | 37.5% | 1.5 |
|
| 1558 |
SCI
1558
S&CO Inc
Boston,
Massachusetts
| $691M | +$25.1M | +4% | 1.7% | 68.8% | 189 | 22.75% | 2.1 |
|
| 1559 |
GLRA
1559
Gerald L. Ray & Associates
Dallas,
Texas
| $690M | +$23M | +3% | 4.3% | 38.2% | 326 | 7.67% | 2.6 |
|
| 1560 |
PDN
1560
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $690M | -$55.8M | -7% | 0.56% | 36.9% | 202 | 3.47% | 1.6 |
|
| 1561 |
CBU
1561
CIBC Bank USA
Chicago,
Illinois
| $688M | +$26.4M | +4% | 2.68% | 32.3% | 276 | 14.49% | 2.4 |
|
| 1562 |
MP
1562
Makaira Partners
La Jolla,
California
| $688M | +$26.1M | +4% | 9.24% | 22% | 13 | 7.69% | 1.7 |
|
| 1563 |
ST
1563
Sentinel Trust
Houston,
Texas
| $686M | -$5.45M | -0.8% | 4.03% | 79.2% | 128 | 10.94% | 2.2 |
|
| 1564 |
GPC
1564
Glen Point Capital
London,
United Kingdom
| $686M | – | – | – | 118% | 2 | – | 0 |
|
| 1565 |
BCAM
1565
Boston Common Asset Management
Boston,
Massachusetts
| $685M | -$1.15B | -63% | 0.96% | 61.2% | 296 | 44.26% | 2.2 |
|
| 1566 |
1566
EP Wealth Advisors
Torrance,
California
| $684M | +$44.3M | +7% | 2.45% | – | 159 | 23.9% | 1.8 |
|
| 1567 |
WB
1567
Webster Bank
Waterbury,
Connecticut
| $684M | -$3.16M | -0.5% | 2.44% | 77.5% | 597 | 65.33% | 0.9 |
|
| 1568 |
OPCM
1568
Osborne Partners Capital Management
San Francisco,
California
| $683M | +$15.4M | +2% | 3.63% | 60.8% | 180 | 6.11% | 2.9 |
|
| 1569 |
1569
Millburn Ridgefield Corp
New York
| $683M | – | – | 2.21% | 53.2% | 64 | – | 0 |
|
| 1570 |
AP
1570
Altarock Partners
West Palm Beach,
Florida
| $682M | +$54.5M | +9% | 4.72% | 58.1% | 9 | 22.22% | 1.5 |
|
| 1571 |
1571
Wedbush Securities
Los Angeles,
California
| $679M | +$7.64M | +1% | 2.87% | 99.9% | 929 | 21.85% | 1.8 |
|
| 1572 |
TEC
1572
Tiger Eye Capital
Nashville,
Tennessee
| $679M | -$130M | -16% | 18% | 116% | 60 | 75% | 0.3 |
|
| 1573 |
GLI
1573
Guardian Life Insurance
New York
| $677M | -$411M | -38% | 0.26% | – | 551 | 3.63% | 3 |
|
| 1574 |
OCG
1574
Opus Capital Group
Cincinnati,
Ohio
| $676M | +$192M | +40% | 11.5% | 49.7% | 256 | 29.3% | 1.4 |
|
| 1575 |
TFP
1575
Triple Frond Partners
San Francisco,
California
| $674M | -$27.6M | -4% | 2.33% | 92.9% | 10 | 20% | 1.4 |
|