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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
PIM
1576
Paradice Investment Management
Denver,
Colorado
| $1.17B | -$177M | -13% | 4.95% | 58.6% | 44 | 13.64% |
|
| 1577 |
CC
1577
Clearline Capital
New York
| $1.16B | -$561M | -32% | 6.92% | 18% | 149 | 39.6% |
|
| 1578 |
TA
1578
TruWealth Advisors
Metairie,
Louisiana
| $1.16B | -$1.63M | -0.1% | 1.63% | 56.3% | 156 | 11.54% |
|
| 1579 |
MCM
1579
Mason Capital Management
New York
| $1.16B | +$136M | +13% | 1.18% | 18% | 11 | 36.36% |
|
| 1580 |
BWP
1580
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.16B | -$57M | -5% | 2.07% | 85.9% | 782 | 5.5% |
|
| 1581 |
LPT
1581
Legacy Private Trust
Neenah,
Wisconsin
| $1.16B | -$47.8M | -4% | 3.32% | 63.5% | 240 | 9.58% |
|
| 1582 |
FIB
1582
First Interstate Bank
Billings,
Montana
| $1.16B | -$50.2M | -4% | 2.46% | 48.2% | 174 | 7.47% |
|
| 1583 |
SC
1583
Sepio Capital
Salt Lake City,
Utah
| $1.16B | -$73.7M | -6% | 3.46% | 75.2% | 353 | 19.83% |
|
| 1584 |
OFG
1584
Oxford Financial Group
Carmel,
Indiana
| $1.16B | +$105M | +10% | 0.72% | 80.4% | 306 | 17.97% |
|
| 1585 |
FSC
1585
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.15B | -$19.6M | -2% | 3.88% | 55.4% | 155 | 8.39% |
|
| 1586 |
FBB
1586
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.15B | -$58.3M | -5% | 3.44% | 57.2% | 173 | 4.05% |
|
| 1587 |
CF
1587
Centaurus Financial
Anaheim,
California
| $1.15B | +$8.14M | +0.7% | 3.34% | 60.5% | 814 | 16.71% |
|
| 1588 |
CA
1588
CSM Advisors
Warrendale,
Pennsylvania
| $1.15B | -$176M | -13% | 2.01% | 78.7% | 149 | 10.07% |
|
| 1589 |
DWT
1589
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.15B | -$63.1M | -5% | 3.81% | 68.3% | 622 | 12.06% |
|
| 1590 |
DCM
1590
Dupont Capital Management
Wilmington,
Delaware
| $1.15B | -$885M | -44% | 2.64% | 89.7% | 635 | 65.04% |
|
| 1591 |
KI
1591
Koch Industries
Wichita,
Kansas
| $1.15B | +$30M | +3% | 13.8% | 56.9% | 11 | 18.18% |
|
| 1592 |
NPF
1592
Norris Perne & French
Grand Rapids,
Michigan
| $1.14B | -$43M | -4% | 3.29% | 78.3% | 134 | 7.46% |
|
| 1593 |
RIM
1593
Redwood Investment Management
Scottsdale,
Arizona
| $1.14B | +$175M | +18% | 1.91% | 46% | 362 | 49.17% |
|
| 1594 |
LWMT
1594
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.14B | -$37.2M | -3% | 3.74% | 46.9% | 20 | 10% |
|
| 1595 |
BFPW
1595
BOK Financial Private Wealth
Denver,
Colorado
| $1.14B | -$83.8M | -7% | 3.56% | 53.2% | 399 | 15.29% |
|
| 1596 |
COLIM
1596
City of London Investment Management
London,
United Kingdom
| $1.14B | -$94.1M | -8% | 4.58% | 58.4% | 117 | 21.37% |
|
| 1597 |
AP
1597
Atwood & Palmer
Kansas City,
Missouri
| $1.14B | +$22.7M | +2% | 1.62% | 82.3% | 437 | 11.67% |
|
| 1598 |
ZB
1598
Zions Bancorporation
Salt Lake City,
Utah
| $1.14B | -$43M | -4% | 3.95% | 22.9% | 923 | 4.77% |
|
| 1599 |
FC
1599
FORA Capital
Miami,
Florida
| $1.14B | +$435M | +62% | 7.63% | 120% | 620 | 77.42% |
|
| 1600 |
GC
1600
Greenvale Capital
London,
United Kingdom
| $1.14B | -$320M | -22% | 11.3% | 59.6% | 22 | 27.27% |
|