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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
AP
2151
Archon Partners
Princeton Junction,
New Jersey
| $431M | +$3.84M | +0.9% | 2.98% | 86% | 62 | 11.29% |
|
| 2152 |
CWM
2152
Cabot Wealth Management
Salem,
Massachusetts
| $430M | +$23.7M | +6% | 4.79% | 69.3% | 147 | 14.29% |
|
| 2153 |
CCT
2153
Chemung Canal Trust
Elmira,
New York
| $430M | +$319K | +0.1% | 3.06% | 80.9% | 125 | 12.8% |
|
| 2154 |
PTC
2154
Petrus Trust Company
Dallas,
Texas
| $430M | -$13.6M | -3% | 0.3% | 36.9% | 246 | 57.72% |
|
| 2155 |
KPCM
2155
Kings Point Capital Management
Great Neck,
New York
| $430M | +$3.12M | +0.7% | 3.79% | 80.1% | 370 | 15.95% |
|
| 2156 |
GFWEX
2156
G.F.W. Energy X
Dallas,
Texas
| $428M | -$42.3M | -9% | 5.46% | 71.3% | 3 | 33.33% |
|
| 2157 |
II
2157
INCA Investments
Miami,
Florida
| $428M | +$67.3M | +19% | 4.27% | 128% | 11 | 18.18% |
|
| 2158 |
ASP
2158
Adams Street Partners
Chicago,
Illinois
| $426M | +$19.6M | +5% | 6.71% | 399% | 18 | 55.56% |
|
| 2159 |
AP
2159
Advisor Partners
Walnut Creek,
California
| $426M | +$50.5M | +13% | 3.84% | 63.8% | 489 | 15.13% |
|
| 2160 |
BSW
2160
Buckingham Strategic Wealth
Clayton,
Missouri
| $426M | +$82M | +24% | 2.72% | 16.3% | 313 | 21.09% |
|
| 2161 |
TI
2161
TT International
London,
United Kingdom
| $425M | +$66.5M | +19% | 13.6% | – | 53 | 32.08% |
|
| 2162 |
CF
2162
CNA Financial
Chicago,
Illinois
| $425M | -$27.1M | -6% | 1.35% | 48.6% | 180 | 10% |
|
| 2163 |
SC
2163
Savant Capital
Rockford,
Illinois
| $423M | +$18.9M | +5% | 3.75% | 61.2% | 273 | 6.59% |
|
| 2164 |
PE
2164
Point72 Europe
London,
United Kingdom
| $423M | -$28.2M | -6% | 1.39% | 95.4% | 97 | 63.92% |
|
| 2165 |
CL
2165
Croft-Leominster
Baltimore,
Maryland
| $422M | -$86K | -0% | 3.97% | 38% | 145 | 14.48% |
|
| 2166 |
IVM
2166
InterWest Venture Management
San Francisco,
California
| $422M | -$48M | -10% | 9.48% | 57.6% | 12 | 0% |
|
| 2167 |
BP
2167
Banbury Partners
Charlotte,
North Carolina
| $422M | +$67.2M | +19% | 3.75% | 138% | 18 | 27.78% |
|
| 2168 |
BCP
2168
BDT Capital Partners
Chicago,
Illinois
| $421M | +$1.26M | +0.3% | 0.28% | 25.5% | 1 | 0% |
|
| 2169 |
WAMC
2169
Western Asset Management Company
Pasadena,
California
| $421M | +$61M | +17% | 0.07% | 2.29% | 35 | 37.14% |
|
| 2170 |
BC
2170
Boxer Capital
San Diego,
California
| $421M | -$37.1M | -8% | 19.2% | 262% | 34 | 29.41% |
|
| 2171 |
PL
2171
Parthenon LLC
Louisville,
Kentucky
| $420M | -$980K | -0.2% | 2.13% | 80.8% | 112 | 5.36% |
|
| 2172 |
BHB
2172
Bank Hapoalim BM
Tel Aviv,
Israel
| $420M | -$5.2M | -1% | 3.15% | 76.6% | 225 | 14.67% |
|
| 2173 |
DG
2173
Davidson & Garrard
Lynchburg,
Virginia
| $420M | -$653K | -0.2% | 1.94% | 25.2% | 186 | 4.84% |
|
| 2174 |
BFIM
2174
Beese Fulmer Investment Management
Canton,
Ohio
| $419M | +$8.63M | +2% | 2.09% | 113% | 182 | 4.95% |
|
| 2175 |
LLC
2175
Latimer Light Capital
New York
| $419M | -$606K | -0.1% | 6.05% | 134% | 25 | 60% |
|