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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Kanawha Capital Management
Richmond,
Virginia
| $718M | +$47.4M | +7% | 7.83% | 74.5% | 172 | 1.16% | 4.3 |
|
| 1752 |
1752
Webster Bank
Waterbury,
Connecticut
| $718M | +$25.4M | +4% | 6.47% | 77.5% | 541 | 12.01% | 2.5 |
|
| 1753 |
1753
Dean Investment Associates
Beavercreek,
Ohio
| $717M | +$39.2M | +6% | 2.29% | 63.5% | 225 | 17.33% | 2.2 |
|
| 1754 |
1754
Steel Grove Capital Advisors
Memphis,
Tennessee
| $716M | +$92.7M | +15% | 6.48% | 106% | 336 | 15.18% | 2 |
|
| 1755 |
1755
Quest Investment Management
Lake Oswego,
Oregon
| $715M | +$45.7M | +7% | 8.34% | 105% | 113 | 9.73% | 3.1 |
|
| 1756 |
1756
Lowe Brockenbrough & Co
Richmond,
Virginia
| $715M | +$34.7M | +5% | 8.44% | 78.8% | 206 | 3.88% | 4 |
|
| 1757 |
GCM
1757
Gruss Capital Management
New York
| $715M | -$240M | -25% | 1.7% | 62.1% | 31 | 74.19% | 0.9 |
|
| 1758 |
1758
Baldwin Wealth Partners
Marion,
Massachusetts
| $714M | +$70.7M | +11% | 8.89% | 94.5% | 559 | 13.24% | 2.4 |
|
| 1759 |
BPM
1759
Bowling Portfolio Management
Cincinnati,
Ohio
| $714M | -$1.66M | -0.2% | 5.17% | 45.7% | 399 | 38.35% | 1.6 |
|
| 1760 |
1760
Engaged Capital
Newport Beach,
California
| $713M | -$81.9M | -10% | 7.39% | 26.2% | 19 | 31.58% | 1.2 |
|
| 1761 |
1761
ARGA Investment Management
Stamford,
Connecticut
| $713M | -$98.6M | -12% | 1.64% | 78.1% | 62 | 11.29% | 1.9 |
|
| 1762 |
1762
TRUE Private Wealth Advisors
Salem,
Oregon
| $711M | +$73.1M | +11% | 4.98% | 89.2% | 1,105 | 75.75% | 0.4 |
|
| 1763 |
1763
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $709M | +$62.1M | +10% | 7.15% | 119% | 162 | 11.11% | 2.3 |
|
| 1764 |
1764
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $709M | +$22.3M | +3% | 4.13% | 77.5% | 172 | 7.56% | 4.1 |
|
| 1765 |
LCM
1765
Lomas Capital Management
New York
| $706M | +$129M | +22% | 1.6% | 66.3% | 34 | 41.18% | 0.8 |
|
| 1766 |
1766
Steinberg Global Asset Management
Boca Raton,
Florida
| $705M | +$23.5M | +3% | 7.28% | 32.8% | 246 | 10.98% | 3.1 |
|
| 1767 |
1767
Darrell & King
Charlottesville,
Virginia
| $704M | +$10.1M | +1% | 3.15% | – | 58 | 17.24% | 1.9 |
|
| 1768 |
1768
Provident Investment Management
Novi,
Michigan
| $703M | -$1.54M | -0.2% | 5.92% | 69.5% | 63 | 12.7% | 3.5 |
|
| 1769 |
1769
Quinn Opportunity Partners
Charlottesville,
Virginia
| $703M | -$48.2M | -6% | 5.96% | 77.6% | 219 | 26.94% | 1.2 |
|
| 1770 |
1770
CPWM LLC
Seattle,
Washington
| $703M | +$43.9M | +7% | 8.21% | 36.6% | 307 | 8.14% | 2.3 |
|
| 1771 |
SCM
1771
Suffolk Capital Management
New York
| $703M | +$1M | +0.1% | 6.24% | 48.6% | 154 | 38.31% | 1 |
|
| 1772 |
1772
Koshinski Asset Management
Decatur,
Illinois
| $703M | +$375M | +115% | 5.91% | 76.5% | 553 | 39.24% | 1.4 |
|
| 1773 |
MIM
1773
Marco Investment Management
Atlanta,
Georgia
| $702M | +$57.4M | +9% | 8.98% | 127% | 197 | 10.15% | 3.6 |
|
| 1774 |
1774
EnCap Energy Capital Fund IX
Houston,
Texas
| $700M | -$95M | -12% | 1.01% | 69.2% | 3 | 0% | 1.1 |
|
| 1775 |
1775
E-L Financial Corp
Toronto,
Ontario, Canada
| $700M | +$28.9M | +4% | 6.02% | 68.6% | 2 | 0% | 1.8 |
|