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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
JAM
2101
Jacobs Asset Management
New York
| $510M | -$29.1M | -5% | 0.24% | 79.5% | 58 | 31.03% |
|
| 2102 |
FHA
2102
Flagship Harbor Advisors
Boston,
Massachusetts
| $510M | +$28.4M | +6% | 0.97% | 68.3% | 2,058 | 10.2% |
|
| 2103 |
LIM
2103
Lingotto Investment Management
London,
United Kingdom
| $510M | +$13.5M | +3% | 3.7% | 402% | 7 | 14.29% |
|
| 2104 |
GIA
2104
Granite Investment Advisors
Concord,
New Hampshire
| $510M | -$22M | -4% | 1.59% | 55.6% | 173 | 12.14% |
|
| 2105 |
WIC
2105
Whitegate Investment Counselors
Concord,
New Hampshire
| $510M | +$12.1M | +2% | 1.22% | 40.3% | 206 | 7.77% |
|
| 2106 |
SP
2106
Summit Partners
Boston,
Massachusetts
| $509M | -$51.4M | -9% | 2.85% | 2.13% | 8 | 0% |
|
| 2107 |
AG
2107
Aravt Global
New York
| $508M | -$131M | -21% | 0.24% | 83.7% | 16 | 12.5% |
|
| 2108 |
PTC
2108
Private Trust Company
Cleveland,
Ohio
| $507M | +$11.4M | +2% | 2.77% | 79.6% | 388 | 9.02% |
|
| 2109 |
TCM
2109
Twele Capital Management
Minnetonka,
Minnesota
| $507M | +$7.94M | +2% | 0.64% | 34.9% | 46 | 0% |
|
| 2110 |
SAM
2110
Skyline Asset Management
Chicago,
Illinois
| $506M | -$43.1M | -8% | 0.44% | 26.1% | 61 | 6.56% |
|
| 2111 |
BWM
2111
BerganKDV Wealth Management
Bloomington,
Minnesota
| $506M | +$431K | +0.1% | 0.84% | 27.9% | 765 | 15.42% |
|
| 2112 |
WMA
2112
White Mountains Advisors
Guilford,
Connecticut
| $506M | +$6.42M | +1% | 1.29% | 33.4% | 3 | 0% |
|
| 2113 |
SCM
2113
Silvant Capital Management
Atlanta,
Georgia
| $506M | -$52.3M | -9% | 1.55% | 148% | 350 | 8.86% |
|
| 2114 |
KFS
2114
Kurt F. Somerville
| $506M | +$1.72M | +0.3% | 1.22% | 62.7% | 105 | 6.67% |
|
| 2115 |
DA
2115
DSC Advisors
Chicago,
Illinois
| $506M | -$63.3M | -11% | 0.21% | 3.18% | 106 | 34.91% |
|
| 2116 |
JCM
2116
Jacobi Capital Management
Pittston,
Pennsylvania
| $505M | +$13.2M | +3% | 1.42% | 62.7% | 1,113 | 4.4% |
|
| 2117 |
JA
2117
JLB & Associates
Plymouth,
Michigan
| $505M | +$10.3M | +2% | 2.85% | 57.7% | 74 | 4.05% |
|
| 2118 |
VCP
2118
Vista Capital Partners
Portland,
Oregon
| $504M | +$1.35M | +0.3% | 1.42% | 61.2% | 64 | 14.06% |
|
| 2119 |
PP
2119
PagnatoKarp Partners
Reston,
Virginia
| $504M | +$34.9M | +7% | 0.72% | 2.06% | 206 | 16.5% |
|
| 2120 |
CANY
2120
Caxton Associates (New York)
New York
| $503M | -$328M | -39% | 1.8% | 73.9% | 592 | 71.45% |
|
| 2121 |
FGP
2121
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $503M | -$33.4M | -6% | 1.35% | 56.9% | 61 | 4.92% |
|
| 2122 |
RA
2122
RFG Advisory
Birmingham,
Alabama
| $503M | +$64.4M | +15% | 1.22% | 52.3% | 362 | 18.23% |
|
| 2123 |
PIM
2123
Penobscot Investment Management
Boston,
Massachusetts
| $503M | +$13.5M | +3% | 3.25% | 103% | 197 | 6.09% |
|
| 2124 |
KA
2124
Kintegral Advisory
New York
| $502M | +$8.88M | +2% | 2.55% | 94.4% | 269 | 0.37% |
|
| 2125 |
CLC
2125
Charles-Lim Capital
Central,
Hong Kong
| $501M | -$70M | -12% | 8.63% | 21.5% | 3 | 0% |
|