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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
AIM
1701
Astor Investment Management
Chicago,
Illinois
| $555M | -$29.6M | -5% | 2.12% | 23.3% | 37 | 29.73% | 1.6 |
|
| 1702 |
1702
Bragg Financial Advisors
Charlotte,
North Carolina
| $555M | +$34.8M | +7% | 2.47% | 101% | 258 | 6.98% | 2.4 |
|
| 1703 |
LNB
1703
Ledyard National Bank
| $555M | -$8.21M | -1% | 3.04% | 69.8% | 718 | 20.33% | 2.3 |
|
| 1704 |
MAM
1704
Mizuho Asset Management
Tokyo,
Japan
| $555M | +$175M | +46% | 4.38% | 41.7% | 752 | 23.14% | 2.4 |
|
| 1705 |
TS
1705
Twin Securities
New York
| $554M | -$247M | -31% | 13.2% | 506% | 41 | 58.54% | 0.7 |
|
| 1706 |
AP
1706
Atwood & Palmer
Kansas City,
Missouri
| $553M | -$9.21M | -2% | 0.1% | 90% | 331 | 7.85% | 1.8 |
|
| 1707 |
OCA
1707
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $553M | +$6.32M | +1% | 3.44% | 173% | 93 | 47.31% | 0.5 |
|
| 1708 |
1708
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $553M | +$59.4M | +12% | 2.6% | 85.5% | 130 | 25.38% | 1 |
|
| 1709 |
1709
Summit Partners Public Asset Management
Boston,
Massachusetts
| $551M | +$79.1M | +17% | 8.98% | 1,167% | 125 | 69.6% | 0.3 |
|
| 1710 |
AP
1710
Altarock Partners
West Palm Beach,
Florida
| $550M | +$7.97M | +1% | 3.64% | 58.1% | 9 | 11.11% | 1.2 |
|
| 1711 |
BCM
1711
Buckhead Capital Management
Atlanta,
Georgia
| $550M | +$13.1M | +2% | 1.98% | 67.6% | 188 | 7.98% | 2.2 |
|
| 1712 |
GGI
1712
Godsey & Gibb Inc
Richmond,
Virginia
| $550M | +$32M | +6% | 4.54% | 87.5% | 59 | 5.08% | 2.4 |
|
| 1713 |
CNAM
1713
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $549M | +$69.7M | +15% | 4.21% | 108% | 100 | 21% | 2 |
|
| 1714 |
PIP
1714
Permian Investment Partners
Dallas,
Texas
| $549M | -$119M | -18% | 1.33% | 78.6% | 26 | 61.54% | 0.6 |
|
| 1715 |
FGP
1715
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $549M | +$11.4M | +2% | 2.63% | 57.2% | 74 | 10.81% | 2.3 |
|
| 1716 |
PC
1716
Pier Capital
Stamford,
Connecticut
| $549M | +$29.7M | +6% | 11.1% | 223% | 146 | 45.89% | 0.6 |
|
| 1717 |
WFI
1717
West Family Investments
Carlsbad,
California
| $549M | -$61.3M | -10% | 6.61% | 116% | 127 | 11.81% | 2 |
|
| 1718 |
LSCM
1718
Light Street Capital Management
Palo Alto,
California
| $548M | -$39.6M | -7% | 3.85% | 377% | 31 | 51.61% | 0.9 |
|
| 1719 |
KB
1719
Kimelman & Baird
New York
| $547M | +$11.8M | +2% | 4.69% | – | 115 | 14.78% | 2.3 |
|
| 1720 |
CCFCSB
1720
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $546M | +$19M | +4% | 2.9% | – | 190 | 6.32% | 2.6 |
|
| 1721 |
RFA
1721
Reilly Financial Advisors
La Mesa,
California
| $545M | -$39.8M | -7% | 1.31% | 99% | 1,485 | 58.52% | 1.3 |
|
| 1722 |
TC
1722
TFS Capital
West Chester,
Pennsylvania
| $544M | -$150M | -22% | 5.11% | 53.8% | 1,403 | 63.15% | 0.4 |
|
| 1723 |
CK
1723
Cohen Klingenstein
New York
| $544M | +$13.1M | +2% | 3.23% | 99.1% | 161 | 1.24% | 2.7 |
|
| 1724 |
PMG
1724
ProVise Management Group
Clearwater,
Florida
| $544M | +$56.8M | +12% | 3.72% | 66.8% | 324 | 18.83% | 2.1 |
|
| 1725 |
NSIM
1725
North Star Investment Management
Chicago,
Illinois
| $544M | +$21.5M | +4% | 3.67% | 80.6% | 852 | 14.79% | 1.8 |
|