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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2426 |
EHPM
2426
Emery Howard Portfolio Management
Burlingame,
California
| $619M | +$37.6M | +6% | 5.96% | 66.5% | 44 | 15.91% |
|
| 2427 |
SMC
2427
Smith, Moore & Co
Clayton,
Missouri
| $618M | +$82.2M | +15% | 6.77% | 67% | 407 | 18.92% |
|
| 2428 |
VV
2428
Verity & Verity
Beaufort,
South Carolina
| $618M | +$88.8M | +17% | 9.7% | 76.4% | 103 | 10.68% |
|
| 2429 |
WA
2429
WBH Advisory
Baltimore,
Maryland
| $618M | +$36.7M | +6% | 5.59% | 57.6% | 262 | 4.2% |
|
| 2430 |
BL
2430
BFSG LLC
Irvine,
California
| $617M | +$14.1M | +2% | 4.26% | 81.9% | 220 | 15.91% |
|
| 2431 |
BGI
2431
BlueDrive Global Investors
London,
United Kingdom
| $617M | +$154M | +33% | 3.11% | 25.6% | 15 | 53.33% |
|
| 2432 |
LCM
2432
LVM Capital Management
Portage,
Michigan
| $616M | +$22.9M | +4% | 4.15% | 107% | 135 | 10.37% |
|
| 2433 |
QCG
2433
Quadrant Capital Group
Cincinnati,
Ohio
| $616M | +$77.7M | +14% | 6.78% | 105% | 2,527 | 9.02% |
|
| 2434 |
HBT
2434
Hills Bank & Trust
North Liberty,
Iowa
| $616M | +$43.8M | +8% | 6.64% | 52.8% | 263 | 14.07% |
|
| 2435 |
TMC
2435
Toyota Motor Corp
Japan
| $616M | +$39.7M | +7% | 6.9% | 78.9% | 2 | 0% |
|
| 2436 |
AH
2436
Allen Holding
New York
| $616M | +$30.6M | +5% | 4.81% | 135% | 11 | 9.09% |
|
| 2437 |
PTC
2437
Private Trust Company
Cleveland,
Ohio
| $616M | +$22M | +4% | 5.67% | 79.6% | 405 | 13.58% |
|
| 2438 |
SPC
2438
Stewart & Patten Company
Lafayette,
California
| $616M | +$21M | +4% | 7.59% | 27.5% | 94 | 8.51% |
|
| 2439 |
BC
2439
Burleson & Co
Petaluma,
California
| $615M | +$38.3M | +7% | 4.21% | 49.1% | 389 | 66.84% |
|
| 2440 |
CAM
2440
Cozad Asset Management
Champaign,
Illinois
| $615M | +$55.1M | +10% | 7.44% | 132% | 365 | 13.97% |
|
| 2441 |
STB
2441
S&T Bank
Indiana,
Pennsylvania
| $614M | +$58M | +10% | 15.6% | 193% | 139 | 10.07% |
|
| 2442 |
MGAM
2442
McGowan Group Asset Management
Dallas,
Texas
| $613M | +$27.6M | +5% | 5.32% | 69.8% | 113 | 17.7% |
|
| 2443 |
FM
2443
Freemont Management
Vaud,
Switzerland
| $612M | +$75.2M | +14% | 7.27% | 113% | 75 | 14.67% |
|
| 2444 |
GF
2444
Gates Foundation
Seattle,
Washington
| $611M | +$173M | +40% | 34.9% | 58.1% | 7 | 28.57% |
|
| 2445 |
SB
2445
Sunflower Bank
Dallas,
Texas
| $611M | +$28.5M | +5% | 4.08% | 42.7% | 216 | 15.74% |
|
| 2446 |
ZIG
2446
Zuckerman Investment Group
Chicago,
Illinois
| $609M | +$66.4M | +12% | 13% | 111% | 110 | 21.82% |
|
| 2447 |
HAM
2447
HoldCo Asset Management
Fort Lauderdale,
Florida
| $609M | +$156M | +34% | 25.6% | – | 25 | 20% |
|
| 2448 |
JA
2448
JLB & Associates
Plymouth,
Michigan
| $608M | +$5.22M | +0.9% | 2.6% | 69.5% | 71 | 1.41% |
|
| 2449 |
HPWM
2449
Highland Private Wealth Management
Bellevue,
Washington
| $608M | +$28.7M | +5% | 2.99% | 19% | 158 | 12.03% |
|
| 2450 |
LWIC
2450
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $607M | -$106M | -15% | 9.59% | 52.3% | 49 | 16.33% |
|