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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Talbot Financial
Bellevue,
Washington
| $1.21B | +$33.2M | +3% | 4.9% | 118% | 70 | 7.14% | 2.2 |
|
| 2127 |
2127
Caligan Partners
New York
| $1.21B | +$451M | +59% | 43% | 2,628% | 30 | 60% | 0.6 |
|
| 2128 |
2128
AltraVue Capital
Bellevue,
Washington
| $1.21B | +$7.82M | +0.6% | 1.5% | 221% | 27 | 7.41% | 4.1 |
|
| 2129 |
2129
Neumeier Poma Investment Counsel
Carmel,
California
| $1.21B | -$11.9M | -1% | 4.08% | 229% | 45 | 13.33% | 3.6 |
|
| 2130 |
QCM
2130
Qsemble Capital Management
New York
| $1.21B | +$188M | +18% | 0.93% | 39.9% | 648 | 61.27% | 0.3 |
|
| 2131 |
2131
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.21B | +$25.8M | +2% | 2.09% | 64.3% | 562 | 8.19% | 3.2 |
|
| 2132 |
2132
Intrust Bank
Wichita,
Kansas
| $1.21B | +$5.21M | +0.4% | 4.1% | 102% | 418 | 10.29% | 6.4 |
|
| 2133 |
2133
American Express
New York
| $1.21B | -$68.2M | -5% | 5.32% | – | 2 | 50% | 2 |
|
| 2134 |
2134
Polaris Capital Management
Boston,
Massachusetts
| $1.21B | -$316M | -21% | 3.98% | 94.4% | 93 | 7.53% | 4.7 |
|
| 2135 |
2135
Park West Asset Management
San Francisco,
California
| $1.2B | +$17.3M | +1% | 6.95% | 181% | 57 | 35.09% | 1.1 |
|
| 2136 |
2136
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $1.2B | +$67.9M | +6% | 1.42% | 38.2% | 185 | 12.43% | 3.5 |
|
| 2137 |
C
2137
Chescapmanager
Baltimore,
Maryland
| $1.2B | +$155M | +15% | 2.47% | 202% | 26 | 11.54% | 3.3 |
|
| 2138 |
2138
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.2B | +$25.9M | +2% | 1.12% | 44.7% | 173 | 8.67% | 5.3 |
|
| 2139 |
2139
Clean Energy Transition
London,
United Kingdom
| $1.2B | -$163M | -12% | 5.86% | 129% | 16 | 31.25% | 1.5 |
|
| 2140 |
2140
Headlands Technologies
Chicago,
Illinois
| $1.2B | -$53.9M | -4% | 2.25% | 158% | 900 | 61.33% | 0.4 |
|
| 2141 |
2141
Heritage Financial Services
Westwood,
Massachusetts
| $1.2B | +$85.4M | +8% | 1.49% | 38.3% | 140 | 14.29% | 2.5 |
|
| 2142 |
2142
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.2B | -$7.43M | -0.6% | 1.98% | 77.1% | 1,938 | 23.43% | 1.2 |
|
| 2143 |
2143
Meteora Capital
Boca Raton,
Florida
| $1.2B | +$250M | +27% | 2.94% | 56.9% | 501 | 51.3% | 0.3 |
|
| 2144 |
2144
SlateStone Wealth
Jupiter,
Florida
| $1.2B | +$39.8M | +3% | 2.89% | 79.1% | 309 | 9.39% | 3.2 |
|
| 2145 |
2145
Estate Counselors
Thiensville,
Wisconsin
| $1.19B | +$29.8M | +3% | 3.01% | 60% | 108 | 34.26% | 1.7 |
|
| 2146 |
2146
Longaeva Partners
Chicago,
Illinois
| $1.19B | +$499M | +72% | 7.51% | – | 162 | 79.01% | 0.1 |
|
| 2147 |
2147
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1.19B | +$35.1M | +3% | 2.5% | 58% | 183 | 8.2% | 2.8 |
|
| 2148 |
2148
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.19B | +$40.1M | +3% | 2.56% | 62.2% | 242 | 6.61% | 5 |
|
| 2149 |
2149
Fiduciary Group
Savannah,
Georgia
| $1.19B | +$52M | +5% | 3.36% | 67.1% | 303 | 6.93% | 6.1 |
|
| 2150 |
2150
American Trust
Lexington,
Kentucky
| $1.19B | +$5.66M | +0.5% | 2.24% | 59% | 371 | 23.45% | 1.2 |
|