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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
Country Club Trust
Kansas City,
Missouri
| $870M | +$22.1M | +3% | 2.45% | 74.1% | 257 | 8.95% | 3.1 |
|
| 1552 |
BIC
1552
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $870M | -$17.2M | -2% | 3.49% | 36% | 150 | 6% | 4.2 |
|
| 1553 |
1553
SouthState Corp
Winter Haven,
Florida
| $869M | -$103M | -11% | 4.37% | 78.9% | 276 | 11.96% | 3.8 |
|
| 1554 |
1554
Cambridge Associates
Boston,
Massachusetts
| $868M | -$30.8M | -3% | 3.38% | 50.1% | 34 | 5.88% | 2.4 |
|
| 1555 |
1555
North Star Investment Management
Chicago,
Illinois
| $866M | +$9.18M | +1% | 7.8% | 80.6% | 1,086 | 64.55% | 4.4 |
|
| 1556 |
1556
Banco de Sabadell
Miami,
Florida
| $865M | +$101M | +13% | 3.11% | 75.1% | 407 | 30.22% | 1 |
|
| 1557 |
1557
Glazer Capital LLC
New York
| $864M | +$186M | +27% | 14% | 323% | 196 | 37.76% | 0.6 |
|
| 1558 |
1558
Alpha Cubed Investments
Irvine,
California
| $864M | +$38.3M | +5% | 4.34% | 126% | 276 | 18.48% | 2.4 |
|
| 1559 |
1559
Financial Advocates Investment Management
Olympia,
Washington
| $863M | +$58.6M | +7% | 3.15% | 89.9% | 493 | 12.58% | 1.2 |
|
| 1560 |
1560
Cooper Investors
Melbourne, Victoria,
Australia
| $863M | +$44.4M | +5% | 7.56% | 57.5% | 35 | 8.57% | 2.4 |
|
| 1561 |
1561
Summit Securities Group
New York
| $862M | +$314M | +57% | 7.18% | 136% | 404 | 75.74% | 0.3 |
|
| 1562 |
1562
Towle & Co
Denver,
Colorado
| $861M | -$19.1M | -2% | 3.69% | 172% | 36 | 22.22% | 2.5 |
|
| 1563 |
1563
Wexford Capital
West Palm Beach,
Florida
| $860M | -$350M | -29% | 8.74% | 128% | 153 | 67.32% | 0.5 |
|
| 1564 |
1564
Bar Harbor Wealth Management
Concord,
New Hampshire
| $860M | +$25.7M | +3% | 2.27% | 85% | 312 | 8.33% | 4.1 |
|
| 1565 |
1565
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $859M | -$16.9M | -2% | 4.99% | – | 438 | 36.99% | 0.4 |
|
| 1566 |
MI
1566
Markston International
White Plains,
New York
| $859M | +$5.5M | +0.6% | 4.46% | 109% | 159 | 3.14% | 4.5 |
|
| 1567 |
1567
Balasa Dinverno & Foltz
| $858M | +$23.8M | +3% | 3.44% | 23.2% | 271 | 19.56% | 3.3 |
|
| 1568 |
1568
Brighton Jones LLC
Seattle,
Washington
| $858M | +$32.1M | +4% | 3.93% | 97.9% | 331 | 14.5% | 2 |
|
| 1569 |
1569
Choreo LLC
Rockford,
Illinois
| $857M | +$39.9M | +5% | 2.79% | 74.7% | 205 | 7.8% | 3.6 |
|
| 1570 |
1570
Donoghue Forlines
Boston,
Massachusetts
| $855M | -$151M | -15% | 4.05% | 199% | 224 | 74.11% | 0.2 |
|
| 1571 |
RIG
1571
Roosevelt Investment Group
New York
| $854M | +$51.4M | +6% | 5.96% | 57.6% | 161 | 13.04% | 2.5 |
|
| 1572 |
HSC
1572
Harbor Spring Capital
New York
| $853M | -$27.8M | -3% | 8.17% | – | 26 | 19.23% | 1.6 |
|
| 1573 |
1573
Merit Financial Group
Alpharetta,
Georgia
| $853M | +$32.9M | +4% | 2.28% | 67.3% | 127 | 20.47% | 1.1 |
|
| 1574 |
1574
Cannell & Spears
New York
| $851M | +$67.5M | +9% | 8.13% | 113% | 188 | 13.83% | 3.4 |
|
| 1575 |
FVP
1575
Firefly Value Partners
Newtown,
Pennsylvania
| $851M | -$96.1M | -10% | 7.28% | 25.7% | 23 | 26.09% | 2.7 |
|