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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
PMG
1676
ProVise Management Group
Clearwater,
Florida
| $659M | +$36.2M | +6% | 2.71% | 66.8% | 357 | 19.33% | 2.5 |
|
| 1677 |
HCM
1677
Herndon Capital Management
Atlanta,
Georgia
| $659M | -$27.2M | -4% | 2.08% | 20.3% | 216 | 20.83% | 1.8 |
|
| 1678 |
CI
1678
Cooper Investors
Melbourne, Victoria,
Australia
| $659M | +$31.8M | +5% | 7.9% | 57.5% | 36 | 8.33% | 1.8 |
|
| 1679 |
DIA
1679
Dean Investment Associates
Beavercreek,
Ohio
| $658M | +$58.9M | +10% | 0.81% | 63.5% | 229 | 27.07% | 1.8 |
|
| 1680 |
SGAM
1680
Steinberg Global Asset Management
Boca Raton,
Florida
| $657M | +$24.1M | +4% | 1.29% | 32.8% | 251 | 13.15% | 2.5 |
|
| 1681 |
MC
1681
MIG Capital
Newport Beach,
California
| $657M | -$2.63M | -0.4% | 1.11% | 118% | 31 | 29.03% | 1.5 |
|
| 1682 |
KBG
1682
Kahn Brothers Group
New York
| $656M | +$74.4M | +13% | 27.4% | 53.4% | 35 | 2.86% | 3.4 |
|
| 1683 |
AT
1683
Arden Trust
Wilmington,
Delaware
| $655M | +$14.5M | +2% | 2.54% | 22.5% | 369 | 12.2% | 2.4 |
|
| 1684 |
FWM
1684
Frontier Wealth Management
Kansas City,
Missouri
| $653M | -$334K | -0.1% | 2.49% | 42.8% | 427 | 17.8% | 1.6 |
|
| 1685 |
MM
1685
Main Management
San Francisco,
California
| $653M | +$30.9M | +5% | 3.48% | 64.1% | 49 | 16.33% | 2.2 |
|
| 1686 |
BGCP
1686
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $653M | +$6.99M | +1% | 2.79% | 79.2% | 25 | 24% | 1.3 |
|
| 1687 |
IAS
1687
INR Advisory Services
Media,
Pennsylvania
| $653M | +$24.4M | +4% | 2.57% | 21.9% | 124 | 25% | 1.4 |
|
| 1688 |
RFA
1688
Reilly Financial Advisors
La Mesa,
California
| $653M | +$31.1M | +5% | 3.77% | 99% | 1,017 | 13.67% | 1.8 |
|
| 1689 |
CCP
1689
Corient Capital Partners
Newport Beach,
California
| $652M | +$11M | +2% | 2.45% | 39.2% | 318 | 10.06% | 0.7 |
|
| 1690 |
FNFDCM
1690
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $652M | -$17.8M | -3% | 1.69% | 77.5% | 171 | 4.09% | 3.4 |
|
| 1691 |
VFM
1691
Viking Fund Management
Minot,
North Dakota
| $652M | -$95.4M | -13% | 5.67% | 105% | 144 | 21.53% | 0.9 |
|
| 1692 |
SIC
1692
Sigma Investment Counselors
Northville,
Michigan
| $652M | +$23M | +4% | 2.33% | 54.9% | 137 | 8.03% | 2.9 |
|
| 1693 |
TSAM
1693
Trinity Street Asset Management
London,
United Kingdom
| $651M | +$44.1M | +7% | 11.5% | 76.9% | 15 | 13.33% | 1.9 |
|
| 1694 |
1694
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $651M | +$15.2M | +2% | 3.38% | 27.5% | 346 | 22.54% | 2.2 |
|
| 1695 |
1695
Level Four Advisory Services
Dallas,
Texas
| $650M | -$332M | -34% | 1.88% | 92.2% | 501 | 5.99% | 0.5 |
|
| 1696 |
HC
1696
Highstar Capital
New York
| $649M | -$320M | -33% | 0.33% | 8.47% | 2 | 0% | 2.3 |
|
| 1697 |
PDN
1697
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $648M | -$28.1M | -4% | 2.32% | 36.9% | 231 | 28.57% | 1.8 |
|
| 1698 |
DAM
1698
Delta Asset Management
Memphis,
Tennessee
| $647M | +$11.1M | +2% | 2.01% | 53.8% | 638 | 8.31% | 2.9 |
|
| 1699 |
FLII
1699
First Long Island Investors
Jericho,
New York
| $644M | +$42.4M | +7% | 4.94% | 85.5% | 80 | 35% | 1.8 |
|
| 1700 |
1700
BVF Inc
San Francisco,
California
| $644M | +$56M | +10% | 13% | 592% | 35 | 17.14% | 1.5 |
|