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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
| $744M | -$198M | -21% | 9.15% | 142% | 223 | 24.22% | 2.8 |
|
| 1552 |
MFIMFI
1552
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $744M | -$358M | -33% | 15% | 26.9% | 124 | 33.87% | 0.9 |
|
| 1553 |
TC
1553
Trilogy Capital
Irvine,
California
| $743M | -$64.7M | -8% | 9.42% | 54.1% | 662 | 80.97% | 0.8 |
|
| 1554 |
1554
Summit Partners Public Asset Management
Boston,
Massachusetts
| $739M | -$740M | -50% | 13.7% | 1,167% | 107 | 60.75% | 0.8 |
|
| 1555 |
KP
1555
Keel Point
Huntsville,
Alabama
| $739M | -$66.3M | -8% | 9.32% | 76.4% | 240 | 29.17% | 1.8 |
|
| 1556 |
CPSAC
1556
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $738M | -$82.6M | -10% | 8.94% | 53.7% | 108 | 10.19% | 3.6 |
|
| 1557 |
BFPW
1557
BOK Financial Private Wealth
Denver,
Colorado
| $737M | +$106M | +17% | 12% | 61.8% | 139 | 31.65% | 2.5 |
|
| 1558 |
AAM
1558
AO Asset Management
New York
| $737M | -$81.5M | -10% | 11% | 127% | 37 | 40.54% | 1.2 |
|
| 1559 |
SAM
1559
Sectoral Asset Management
Montreal,
Quebec, Canada
| $736M | -$206M | -22% | 18.6% | 168% | 172 | 41.86% | 1 |
|
| 1560 |
BONST
1560
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $735M | -$182M | -20% | 12.8% | 61.4% | 134 | 20.9% | 3.6 |
|
| 1561 |
GC
1561
Gillson Capital
Chicago,
Illinois
| $734M | -$39.9M | -5% | 15.6% | 84.9% | 76 | 53.95% | 0.5 |
|
| 1562 |
MFP
1562
Michael F. Price
| $734M | -$67.5M | -8% | 13.7% | 42.6% | 118 | 17.8% | 2.5 |
|
| 1563 |
PM
1563
Pembroke Management
Montreal,
Quebec, Canada
| $733M | -$240M | -25% | 17.8% | 94.5% | 68 | 29.41% | 2 |
|
| 1564 |
TS
1564
Third Security
Radford,
Virginia
| $733M | -$805M | -52% | 45.8% | 28.2% | 17 | 11.76% | 4.1 |
|
| 1565 |
PHAM
1565
Pacific Heights Asset Management
San Francisco,
California
| $733M | -$177M | -19% | 17% | 181% | 76 | 5.26% | 4.5 |
|
| 1566 |
FAIM
1566
Financial Advocates Investment Management
Olympia,
Washington
| $733M | -$163M | -18% | 11.5% | 89.9% | 526 | 24.9% | 0.9 |
|
| 1567 |
1567
Capital International Inc
Los Angeles,
California
| $732M | -$34.3M | -4% | 8.08% | 132% | 187 | 8.56% | 2.2 |
|
| 1568 |
MPMG
1568
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $729M | -$108M | -13% | 15.5% | 140% | 28 | 3.57% | 2.8 |
|
| 1569 |
MGAI
1569
MP Global Advisers III
New York
| $729M | -$140M | -16% | 16.1% | 16.5% | 1 | 0% | 5.5 |
|
| 1570 |
BBA
1570
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $728M | -$75.2M | -9% | 10.7% | 71.6% | 303 | 11.55% | 4.1 |
|
| 1571 |
AIL
1571
AGF Investments LLC
Toronto,
Ontario, Canada
| $724M | -$63.7M | -8% | 10.4% | 28.5% | 911 | 33.26% | 1.1 |
|
| 1572 |
1572
Glazer Capital LLC
New York
| $724M | -$226M | -24% | 3.26% | 323% | 196 | 40.82% | 0.5 |
|
| 1573 |
AF
1573
Advisornet Financial
Minnetonka,
Minnesota
| $724M | -$71.8M | -9% | 10.3% | 71.2% | 1,659 | 17.42% | 0.8 |
|
| 1574 |
S
1574
Seeyond
Paris,
France
| $723M | – | – | 8.57% | 21.3% | 606 | – | 0 |
|
| 1575 |
CI
1575
Cooper Investors
Melbourne, Victoria,
Australia
| $723M | -$118M | -14% | 9.28% | 57.5% | 36 | 19.44% | 2.2 |
|