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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
First National Bank of Omaha
Omaha,
Nebraska
| $1.47B | -$119M | -8% | 8.58% | 70.9% | 354 | 23.16% | 5.8 |
|
| 1552 |
1552
Aureus Asset Management
Boston,
Massachusetts
| $1.46B | +$97.5M | +7% | 8.11% | 93.9% | 213 | 14.55% | 4.1 |
|
| 1553 |
1553
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.46B | +$160M | +12% | 11.8% | 86% | 649 | 10.17% | 4.2 |
|
| 1554 |
1554
Regal Investment Advisors
Kentwood,
Michigan
| $1.46B | +$141M | +11% | 8.09% | 64.7% | 611 | 16.04% | 2.1 |
|
| 1555 |
1555
Parsons Capital Management
Providence,
Rhode Island
| $1.46B | +$59.9M | +4% | 9.03% | 97.4% | 448 | 6.25% | 6.1 |
|
| 1556 |
1556
WMS Partners
Towson,
Maryland
| $1.46B | +$98.1M | +7% | 5.94% | 10.8% | 281 | 13.52% | 4.1 |
|
| 1557 |
1557
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.45B | +$28.2M | +2% | 13.5% | 115% | 503 | 0.99% | 7.7 |
|
| 1558 |
1558
Willis Investment Counsel
Gainesville,
Georgia
| $1.45B | +$33.4M | +2% | 7.07% | 65.3% | 117 | 11.97% | 5.4 |
|
| 1559 |
1559
Foster & Motley
Cincinnati,
Ohio
| $1.45B | +$107M | +8% | 8.08% | 68.8% | 404 | 8.42% | 4.3 |
|
| 1560 |
1560
Novo Holdings A/S
Hellerup,
Denmark
| $1.45B | -$170M | -10% | 3.13% | 205% | 41 | 26.83% | 2.3 |
|
| 1561 |
1561
CenterBook Partners
Greenwich,
Connecticut
| $1.45B | +$629M | +77% | 5.22% | 59.2% | 504 | 50.99% | 0.9 |
|
| 1562 |
1562
Parsifal Capital Management
Greenwich,
Connecticut
| $1.45B | -$8.29M | -0.6% | 13.2% | 154% | 25 | 48% | 0.9 |
|
| 1563 |
1563
Clarius Group LLC
Seattle,
Washington
| $1.45B | +$242M | +20% | 13.1% | 92.1% | 503 | 8.95% | 3.4 |
|
| 1564 |
1564
Paulson & Co
New York
| $1.45B | +$340M | +31% | 18% | 251% | 19 | 15.79% | 5.6 |
|
| 1565 |
1565
Mason Investment Advisory Services
Reston,
Virginia
| $1.45B | +$87.3M | +6% | 4.7% | 76.1% | 69 | 10.14% | 2.9 |
|
| 1566 |
1566
Advance Capital Management
Southfield,
Michigan
| $1.44B | +$178M | +14% | 8.5% | 54.4% | 155 | 18.71% | 1.3 |
|
| 1567 |
1567
First Interstate Bank
Billings,
Montana
| $1.44B | +$94.4M | +7% | 4.23% | 49.7% | 175 | 12% | 4.5 |
|
| 1568 |
1568
Oak Associates
Akron,
Ohio
| $1.44B | +$120M | +9% | 13% | 152% | 136 | 5.15% | 5.6 |
|
| 1569 |
1569
Equitable Trust
Nashville,
Tennessee
| $1.44B | +$112M | +8% | 9.42% | 109% | 435 | 11.72% | 3.1 |
|
| 1570 |
1570
Klingman & Associates
New York
| $1.44B | +$79.2M | +6% | 6.43% | 64.9% | 239 | 6.28% | 4 |
|
| 1571 |
1571
Oxford Financial Group
Carmel,
Indiana
| $1.44B | +$77.9M | +6% | 12.7% | 77.2% | 311 | 14.79% | 2.9 |
|
| 1572 |
1572
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.44B | +$125M | +10% | 5.84% | 48.7% | 359 | 88.02% | 0.1 |
|
| 1573 |
1573
Mangrove Partners
Greenwich,
Connecticut
| $1.44B | -$42.2M | -3% | 25% | 185% | 202 | 32.18% | 1.1 |
|
| 1574 |
1574
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.43B | +$119M | +9% | 5.25% | 55.4% | 172 | 10.47% | 3.1 |
|
| 1575 |
1575
TruWealth Advisors
Metairie,
Louisiana
| $1.43B | +$124M | +9% | 6.72% | 56.3% | 167 | 11.38% | 1.9 |
|