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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
LBMC Investment Advisors
Brentwood,
Tennessee
| $579M | +$10M | +2% | 3.88% | 52.8% | 81 | 9.88% | 2.7 |
|
| 1877 |
1877
First Merchants Corp
Muncie,
Indiana
| $579M | +$217M | +60% | 4.41% | 55.6% | 222 | 36.94% | 2.2 |
|
| 1878 |
1878
Bardin Hill Management Partners
New York
| $577M | +$143M | +33% | 6.2% | 214% | 37 | 51.35% | 0.3 |
|
| 1879 |
1879
Pier Capital
Stamford,
Connecticut
| $577M | -$2.68M | -0.5% | 13.5% | 223% | 144 | 45.14% | 0.6 |
|
| 1880 |
1880
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $576M | +$112M | +24% | 1.05% | 57.2% | 67 | 10.45% | 2.7 |
|
| 1881 |
1881
Sonora Investment Management
Tucson,
Arizona
| $576M | +$46.3M | +9% | 2.2% | 32.8% | 1,352 | 34.76% | 1.1 |
|
| 1882 |
1882
RTW Investments
New York
| $574M | +$100M | +21% | 30.3% | 467% | 31 | 22.58% | 1.4 |
|
| 1883 |
1883
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $574M | +$13.7M | +2% | 3.49% | 68% | 114 | 5.26% | 3 |
|
| 1884 |
1884
ACG Wealth
Atlanta,
Georgia
| $574M | -$34.6M | -6% | 5.4% | 45.5% | 343 | 21.28% | 2 |
|
| 1885 |
1885
Coastline Trust
Providence,
Rhode Island
| $573M | +$21.8M | +4% | 3.31% | 106% | 303 | 7.26% | 3.1 |
|
| 1886 |
1886
Hilton Capital Management
Garden City,
New York
| $573M | +$36M | +7% | 2.93% | 58.2% | 138 | 17.39% | 1.4 |
|
| 1887 |
AIC
1887
AWM Investment Company
New York
| $573M | +$7.04M | +1% | 13% | 778% | 105 | 27.62% | 1.5 |
|
| 1888 |
1888
Thomas White International
Chicago,
Illinois
| $572M | -$8.59M | -1% | 5.76% | 34.9% | 276 | 21.01% | 1.8 |
|
| 1889 |
1889
Solus Alternative Asset Management
Summit,
New Jersey
| $572M | +$35.3M | +7% | 6.62% | 79.3% | 13 | 15.38% | 1.1 |
|
| 1890 |
CC
1890
Cornerstone Capital
Palo Alto,
California
| $572M | +$45.9M | +9% | 4.98% | 91.2% | 87 | 16.09% | 3.2 |
|
| 1891 |
1891
Doyle Wealth Management
St. Petersburg,
Florida
| $571M | +$31.3M | +6% | 4.7% | 32.3% | 156 | 11.54% | 0.4 |
|
| 1892 |
1892
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $570M | +$12.1M | +2% | 4.64% | 34% | 107 | 14.02% | 2.9 |
|
| 1893 |
1893
Parus Finance (UK)
London,
United Kingdom
| $570M | +$4.68M | +0.8% | 7.08% | 199% | 16 | 0% | 2 |
|
| 1894 |
1894
Berkshire Partners
Boston,
Massachusetts
| $569M | +$41M | +8% | 3.86% | 79% | 2 | 0% | 2.3 |
|
| 1895 |
PFMOSF
1895
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $569M | +$11.8M | +2% | 1.47% | 209% | 48 | 56.25% | 0.7 |
|
| 1896 |
1896
Front Barnett Associates
Chicago,
Illinois
| $569M | +$20.2M | +4% | 4.92% | 40.5% | 125 | 2.4% | 3.5 |
|
| 1897 |
1897
Novare Capital Management
Charlotte,
North Carolina
| $568M | +$124M | +28% | 3.15% | 76.5% | 161 | 29.19% | 2 |
|
| 1898 |
1898
Cormorant Asset Management
Boston,
Massachusetts
| $566M | -$36.9M | -6% | 38.6% | 3,977% | 76 | 39.47% | 1.5 |
|
| 1899 |
WDA
1899
Wendell David Associates
Portsmouth,
New Hampshire
| $566M | +$35.2M | +7% | 3.75% | 46% | 160 | 13.13% | 3.3 |
|
| 1900 |
1900
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $565M | +$2.61M | +0.5% | 4.72% | 115% | 475 | 5.26% | 3.4 |
|