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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
S
1551
Siemens
Munich,
Germany
| $1.24B | +$259M | +26% | 27.3% | 35.2% | 2 | 0% |
|
| 1552 |
KA
1552
Klingman & Associates
New York
| $1.24B | +$78M | +7% | 5.08% | 47.1% | 219 | 10.5% |
|
| 1553 |
MLL
1553
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.24B | +$127M | +11% | 11.8% | 128% | 240 | 18.33% |
|
| 1554 |
PAI
1554
Palo Alto Investors
Palo Alto,
California
| $1.24B | +$30.7M | +3% | 3.08% | 127% | 32 | 12.5% |
|
| 1555 |
COLIM
1555
City of London Investment Management
London,
United Kingdom
| $1.24B | -$70.9M | -5% | 1.31% | 58.4% | 116 | 14.66% |
|
| 1556 |
PCM
1556
Philosophy Capital Management
Alamo,
California
| $1.24B | +$184M | +18% | 2.42% | 41.4% | 34 | 23.53% |
|
| 1557 |
NSIM
1557
North Star Investment Management
Chicago,
Illinois
| $1.23B | +$21.1M | +2% | 4.64% | 63.8% | 1,332 | 5.03% |
|
| 1558 |
SC
1558
Sepio Capital
Salt Lake City,
Utah
| $1.23B | +$147M | +14% | 6.53% | 64.2% | 364 | 12.64% |
|
| 1559 |
MRCP
1559
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $1.23B | +$95M | +8% | 7.46% | 323% | 34 | 44.12% |
|
| 1560 |
BFPW
1560
BOK Financial Private Wealth
Denver,
Colorado
| $1.23B | -$18.3M | -1% | 5.92% | 53.2% | 472 | 25.21% |
|
| 1561 |
CS
1561
Cannell & Spears
New York
| $1.23B | +$109M | +10% | 9.04% | 94.5% | 238 | 15.97% |
|
| 1562 |
BW
1562
BIP Wealth
Atlanta,
Georgia
| $1.22B | +$314M | +34% | 3.47% | 36.9% | 198 | 16.67% |
|
| 1563 |
OHA
1563
Oak Hill Advisors
New York
| $1.22B | -$157M | -11% | 2.06% | 55.9% | 16 | 0% |
|
| 1564 |
BWP
1564
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.22B | +$71.8M | +6% | 8.04% | 85.9% | 808 | 6.06% |
|
| 1565 |
BWM
1565
Baystate Wealth Management
Boston,
Massachusetts
| $1.22B | +$69.5M | +6% | 4.42% | 14.6% | 1,099 | 10.46% |
|
| 1566 |
NL
1566
NWAM LLC
Mercer Island,
Washington
| $1.22B | +$231M | +23% | 6.79% | 112% | 573 | 23.04% |
|
| 1567 |
SCM
1567
Sandler Capital Management
New York
| $1.21B | +$117M | +11% | 18.6% | 288% | 129 | 51.16% |
|
| 1568 |
ML
1568
McAdam LLC
Philadelphia,
Pennsylvania
| $1.21B | +$101M | +9% | 4.99% | 46.3% | 279 | 11.83% |
|
| 1569 |
FIB
1569
First Interstate Bank
Billings,
Montana
| $1.21B | -$98M | -7% | 1.14% | 48.2% | 185 | 13.51% |
|
| 1570 |
DWT
1570
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.21B | +$112M | +10% | 8.47% | 68.3% | 625 | 14.72% |
|
| 1571 |
FHA
1571
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.21B | +$149M | +14% | 6.12% | 68.3% | 671 | 15.95% |
|
| 1572 |
MB
1572
Marquard & Bahls
Hamburg,
Germany
| $1.21B | -$55.7M | -4% | 2.16% | – | 3 | 0% |
|
| 1573 |
PP
1573
Patten & Patten
Chattanooga,
Tennessee
| $1.21B | +$72.7M | +6% | 7.88% | 63.8% | 274 | 4.38% |
|
| 1574 |
LPT
1574
Legacy Private Trust
Neenah,
Wisconsin
| $1.21B | +$36.6M | +3% | 6.12% | 63.5% | 237 | 10.13% |
|
| 1575 |
FBB
1575
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.21B | +$44.6M | +4% | 6.09% | 57.2% | 180 | 11.11% |
|