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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Clarius Group LLC
Seattle,
Washington
| $1.11B | +$110M | +11% | 8.77% | 92.1% | 543 | 14.18% | 2.4 |
|
| 1577 |
1577
Evensky & Katz
Coral Gables,
Florida
| $1.11B | +$264M | +31% | 8.76% | 57.1% | 88 | 7.95% | 4.3 |
|
| 1578 |
1578
P. Schoenfeld Asset Management (PSAM)
New York
| $1.11B | -$692M | -38% | 19.2% | 367% | 326 | 46.01% | 0.9 |
|
| 1579 |
1579
Atwood & Palmer
Kansas City,
Missouri
| $1.11B | +$97.6M | +10% | 10.6% | 90% | 402 | 8.21% | 4.7 |
|
| 1580 |
1580
Legacy Private Trust
Neenah,
Wisconsin
| $1.11B | +$52.5M | +5% | 7.44% | 71.1% | 236 | 11.86% | 5.2 |
|
| 1581 |
1581
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.1B | +$379M | +52% | 8.2% | 94.5% | 845 | 27.93% | 3.5 |
|
| 1582 |
1582
Elite Wealth Management
Kirkland,
Washington
| $1.1B | -$61.8M | -5% | 1.28% | 142% | 55 | 16.36% | 3.4 |
|
| 1583 |
1583
H&F Corporate Investors X
San Francisco,
California
| $1.1B | +$139M | +14% | 14.5% | – | 1 | 0% | 0.8 |
|
| 1584 |
1584
Patten & Patten
Chattanooga,
Tennessee
| $1.1B | +$47.1M | +4% | 10.3% | 85.7% | 271 | 6.27% | 6.3 |
|
| 1585 |
1585
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.1B | +$28.2M | +3% | 2.86% | 7.58% | 26 | 15.38% | 2.2 |
|
| 1586 |
1586
Community Trust & Investment
Versailles,
Kentucky
| $1.1B | +$52.2M | +5% | 9.17% | 123% | 128 | 17.97% | 3 |
|
| 1587 |
1587
Sonora Investment Management Group
Tucson,
Arizona
| $1.1B | +$320M | +41% | 7.94% | 78.3% | 280 | 29.64% | 0.7 |
|
| 1588 |
1588
Apella Capital
West Hartford,
Connecticut
| $1.1B | +$238M | +28% | 7.17% | 48.6% | 243 | 16.05% | 1.7 |
|
| 1589 |
1589
Telemus Capital
Southfield,
Michigan
| $1.1B | +$123M | +13% | 8.63% | 27.9% | 350 | 15.71% | 4.2 |
|
| 1590 |
1590
Greenhouse Funds
Baltimore,
Maryland
| $1.1B | +$220M | +25% | 12.6% | 90.7% | 46 | 34.78% | 1.1 |
|
| 1591 |
1591
Schechter Investment Advisors
Birmingham,
Michigan
| $1.1B | +$80.5M | +8% | 7.62% | 36.1% | 1,077 | 31.85% | 0.7 |
|
| 1592 |
1592
Darlington Partners Capital Management
Greenbrae,
California
| $1.1B | -$112M | -9% | 5.85% | 18.1% | 34 | 47.06% | 0.9 |
|
| 1593 |
1593
Scopia Capital Management
New York
| $1.09B | +$1.03M | +0.1% | 14.6% | 58.7% | 27 | 22.22% | 1.3 |
|
| 1594 |
1594
Baystate Wealth Management
Boston,
Massachusetts
| $1.09B | +$121M | +12% | 8.38% | 14.6% | 1,008 | 11.51% | 3.3 |
|
| 1595 |
1595
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.09B | +$56.4M | +5% | 10.8% | 142% | 244 | 23.36% | 4.3 |
|
| 1596 |
1596
Alerus Financial
Grand Forks,
North Dakota
| $1.09B | +$86.6M | +9% | 10.8% | 97.1% | 175 | 20.57% | 3.1 |
|
| 1597 |
1597
First Merchants Corp
Muncie,
Indiana
| $1.09B | +$93M | +9% | 9.23% | 55.6% | 231 | 7.79% | 5.6 |
|
| 1598 |
1598
Rothschild Investment LLC
Chicago,
Illinois
| $1.09B | +$77.9M | +8% | 9.29% | 99.4% | 521 | 12.28% | 4.8 |
|
| 1599 |
1599
SpiderRock Advisors
Wilimington,
Delaware
| $1.09B | -$65.5M | -6% | – | – | 175 | 0% | 2 |
|
| 1600 |
1600
Deer Management Company
Larchmont,
New York
| $1.09B | -$341M | -24% | 8.42% | 154% | 17 | 0% | 0.9 |
|