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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
VIP
2151
Vantage Investment Partners
Kansas City,
Missouri
| $342M | +$28.6M | +9% | 7.58% | 50.9% | 43 | 2.33% | 1 |
|
| 2152 |
2152
Coldstream Capital Management
Bellevue,
Washington
| $341M | +$32M | +10% | 4.62% | 71% | 221 | 19.91% | 0.8 |
|
| 2153 |
FBC
2153
Fairfield, Bush & Co
Darien,
Connecticut
| $341M | +$128M | +60% | 4.84% | 112% | 169 | 27.22% | 0.7 |
|
| 2154 |
TCOT
2154
Trust Company of Toledo
Holland,
Ohio
| $340M | +$9.91M | +3% | 3.21% | 93.8% | 189 | 7.94% | 0.9 |
|
| 2155 |
ZAM
2155
Zevin Asset Management
Boston,
Massachusetts
| $340M | +$22.8M | +7% | 2.02% | 71.7% | 150 | 22% | 0.8 |
|
| 2156 |
PFP
2156
Patriot Financial Partners
Radnor,
Pennsylvania
| $339M | +$63.2M | +23% | 0.37% | 16.6% | 18 | 16.67% | 0.7 |
|
| 2157 |
2157
GW & Wade
Wellesley,
Massachusetts
| $339M | +$30.1M | +10% | 4.71% | 32.2% | 78 | 10.26% | 0.9 |
|
| 2158 |
GIA
2158
GHP Investment Advisors
Denver,
Colorado
| $339M | +$25.4M | +8% | 4.43% | 81.4% | 277 | 5.42% | 0.9 |
|
| 2159 |
BCM
2159
Boltwood Capital Management
Walnut Creek,
California
| $339M | +$21M | +7% | 4.31% | 63% | 91 | 6.59% | 0.9 |
|
| 2160 |
PL
2160
Parthenon LLC
Louisville,
Kentucky
| $338M | +$5.99M | +2% | 2.96% | 80.8% | 97 | 11.34% | 0.9 |
|
| 2161 |
RPAM
2161
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $337M | +$3.84M | +1% | 8.21% | 131% | 109 | 28.44% | 0.4 |
|
| 2162 |
PIM
2162
Paradice Investment Management
Denver,
Colorado
| $336M | +$23.4M | +7% | 1.37% | 77.6% | 31 | 9.68% | 0.5 |
|
| 2163 |
TCM
2163
Twele Capital Management
Minnetonka,
Minnesota
| $336M | +$5.53M | +2% | 3.06% | 37.1% | 63 | 4.76% | 0.9 |
|
| 2164 |
PFM
2164
Phillips Financial Management
Fort Wayne,
Indiana
| $335M | +$16.8M | +5% | 3.4% | 41.8% | 67 | 5.97% | 0.9 |
|
| 2165 |
2165
Catterton Management Company
Greenwich,
Connecticut
| $334M | -$179M | -35% | 12% | 13.2% | 2 | 0% | 1 |
|
| 2166 |
FI
2166
Fosun International
Hong Kong,
China
| $334M | +$8.81M | +3% | 3.19% | 41.3% | 14 | 14.29% | 0.4 |
|
| 2167 |
FTI
2167
Fiduciary Trust International
Lincoln,
Massachusetts
| $334M | -$21M | -6% | 5.52% | 36.8% | 149 | 22.15% | 0.9 |
|
| 2168 |
EFS
2168
Essex Financial Services
Essex,
Connecticut
| $334M | +$27.8M | +9% | 4.42% | 87.7% | 317 | 14.2% | 0.8 |
|
| 2169 |
AB
2169
AT Bancorp
Dubuque,
Iowa
| $334M | +$9.2M | +3% | 4.12% | 21.8% | 205 | 18.05% | 0.8 |
|
| 2170 |
SCC
2170
Second Curve Capital
Radnor,
Pennsylvania
| $333M | -$96.8M | -22% | 7.55% | 160% | 30 | 30% | 0.8 |
|
| 2171 |
CCMD
2171
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $333M | +$12.9M | +4% | 2.76% | 25.6% | 52 | 11.54% | 0.8 |
|
| 2172 |
LIC
2172
Lodestar Investment Counsel
Chicago,
Illinois
| $333M | +$13.8M | +4% | 4.53% | 45.1% | 120 | 5% | 0.8 |
|
| 2173 |
AAM
2173
ACK Asset Management
Greenwich,
Connecticut
| $333M | +$29.1M | +10% | 1.93% | 132% | 41 | 48.78% | 0.4 |
|
| 2174 |
KPCM
2174
Kings Point Capital Management
Great Neck,
New York
| $333M | +$25.5M | +8% | 6.71% | 80.1% | 341 | 25.22% | 0.7 |
|
| 2175 |
OCM
2175
Oakwood Capital Management
Los Angeles,
California
| $332M | +$27.8M | +9% | 2.66% | 72.7% | 77 | 10.39% | 0.8 |
|