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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1GA
1576
1st Global Advisors
Dallas,
Texas
| $636M | -$32.2M | -5% | 1.92% | 23.5% | 486 | 18.11% |
|
| 1577 |
DCM
1577
Donaldson Capital Management
Evansville,
Indiana
| $632M | +$8.61M | +1% | 0.38% | 77.7% | 161 | 14.91% |
|
| 1578 |
SAG
1578
Sterne Agee Group
Birmingham,
Alabama
| $629M | +$31.1M | +5% | 1.3% | – | 303 | 15.51% |
|
| 1579 |
LIM
1579
Leavell Investment Management
Mobile,
Alabama
| $629M | -$3.08M | -0.5% | 0.54% | 84.5% | 410 | 5.37% |
|
| 1580 |
PP
1580
Patten & Patten
Chattanooga,
Tennessee
| $629M | +$13.4M | +2% | 0.01% | 74.1% | 217 | 11.52% |
|
| 1581 |
MRCP
1581
Manor Road Capital Partners
New York
| $627M | -$48.5M | -7% | 1.29% | 78.3% | 10 | 10% |
|
| 1582 |
CEI
1582
Clark Estates Inc
New York
| $627M | -$73.9M | -11% | 1.85% | 34.5% | 143 | 27.97% |
|
| 1583 |
GCIA
1583
Gabelli & Co Investment Advisers
Rye,
New York
| $627M | +$163M | +35% | 8.15% | 248% | 209 | 51.2% |
|
| 1584 |
LBC
1584
Lowe Brockenbrough & Co
Richmond,
Virginia
| $626M | -$433K | -0.1% | 0.5% | 78.8% | 196 | 6.63% |
|
| 1585 |
PC
1585
Pier Capital
Stamford,
Connecticut
| $625M | -$79.7M | -11% | 2.05% | 223% | 182 | 47.8% |
|
| 1586 |
FNBT
1586
FineMark National Bank & Trust
Fort Myers,
Florida
| $625M | +$32M | +5% | 0.1% | 69.8% | 1,475 | 10.71% |
|
| 1587 |
PAM
1587
Private Asset Management
San Diego,
California
| $625M | +$3.41M | +0.5% | 0.76% | 38.2% | 148 | 5.41% |
|
| 1588 |
MWAC
1588
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $624M | -$9.71M | -2% | 0.33% | 54.1% | 171 | 18.13% |
|
| 1589 |
FIM
1589
Frontier Investment Management
Dallas,
Texas
| $624M | -$9.36M | -1% | 2.84% | 16.4% | 180 | 16.67% |
|
| 1590 |
NB
1590
NBT Bank
Norwich,
New York
| $623M | -$35.8M | -5% | 0.15% | 68.2% | 204 | 3.92% |
|
| 1591 |
ACM
1591
Argentus Capital Management
Dallas,
Texas
| $623M | +$242M | +63% | 1.12% | 30.8% | 347 | 42.65% |
|
| 1592 |
CC
1592
Clearline Capital
New York
| $620M | -$4.99M | -0.8% | 3.28% | 57.4% | 85 | 54.12% |
|
| 1593 |
ST
1593
Spinnaker Trust
Portland,
Maine
| $619M | +$9.09M | +1% | 0.55% | 68.2% | 189 | 15.34% |
|
| 1594 |
FMBTD
1594
First Midwest Bank Trust Division
Joliet,
Illinois
| $619M | -$22M | -3% | 0.23% | 107% | 454 | 14.54% |
|
| 1595 |
CHA
1595
Cedar Hill Associates
Chicago,
Illinois
| $618M | -$13.7M | -2% | 1.46% | 21% | 83 | 10.84% |
|
| 1596 |
EWA
1596
EP Wealth Advisors
Torrance,
California
| $618M | +$187M | +43% | 0.03% | – | 122 | 13.93% |
|
| 1597 |
JCM
1597
JS Capital Management
New York
| $616M | +$52.9M | +9% | 3.19% | 52.4% | 82 | 20.73% |
|
| 1598 |
KBG
1598
Kahn Brothers Group
New York
| $615M | -$72.5M | -11% | 4.38% | 53.4% | 44 | 2.27% |
|
| 1599 |
GLRA
1599
Gerald L. Ray & Associates
Dallas,
Texas
| $615M | +$27.8M | +5% | 4.69% | 38.2% | 315 | 6.03% |
|
| 1600 |
PS
1600
Portfolio Solutions
Royal Oak,
Michigan
| $613M | -$19.8M | -3% | 2.97% | 11.6% | 6 | 0% |
|