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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
AAM
2451
Autus Asset Management
Scottsdale,
Arizona
| $522M | -$39.8M | -7% | 5.66% | 26.3% | 146 | 5.48% | 6.3 |
|
| 2452 |
2452
River Global Investors
London,
United Kingdom
| $522M | -$42.6M | -8% | 2.29% | 49.7% | 181 | 13.81% | 2.7 |
|
| 2453 |
2453
FORA Capital
Miami,
Florida
| $521M | +$18.5M | +4% | 3.32% | 162% | 635 | 75.12% | 0.2 |
|
| 2454 |
2454
Valor Management
Chicago,
Illinois
| $521M | -$46.2M | -8% | 7.25% | 14.5% | 3 | 0% | 0.7 |
|
| 2455 |
IR
2455
IAT Reinsurance
New York
| $520M | -$28.3M | -5% | 4.52% | 60.2% | 91 | 14.29% | 4.4 |
|
| 2456 |
2456
Raine Capital
New York
| $520M | -$49.1M | -9% | 2.04% | 119% | 16 | 18.75% | 2.8 |
|
| 2457 |
2457
KMG Fiduciary Partners
Toledo,
Ohio
| $520M | -$16.7M | -3% | 5.08% | 114% | 208 | 10.58% | 2.4 |
|
| 2458 |
2458
Auxier Asset Management
Aurora,
Oregon
| $519M | -$40.9M | -7% | 5.61% | 71.7% | 162 | 4.94% | 6.9 |
|
| 2459 |
2459
Stewart & Patten Company
Lafayette,
California
| $519M | -$28.5M | -5% | 5.88% | 27.5% | 91 | 10.99% | 6.2 |
|
| 2460 |
2460
Keebeck Wealth Management
Chicago,
Illinois
| $519M | -$4.43M | -0.8% | 5.13% | 81.3% | 246 | 16.26% | 1.8 |
|
| 2461 |
2461
CenterBook Partners
Greenwich,
Connecticut
| $518M | +$51.5M | +11% | 6.16% | 62.4% | 469 | 36.89% | 0.4 |
|
| 2462 |
2462
Greatmark Investment Partners
Columbus,
Georgia
| $518M | -$2.88M | -0.6% | 1.49% | 62% | 128 | 6.25% | 5.4 |
|
| 2463 |
2463
S&T Bank
Indiana,
Pennsylvania
| $518M | -$51.1M | -9% | 3.44% | 193% | 128 | 14.06% | 4.5 |
|
| 2464 |
2464
First Ascent Asset Management
Denver,
Colorado
| $518M | -$11.6M | -2% | 6.32% | 4.15% | 41 | 0% | 1.7 |
|
| 2465 |
2465
Van Cleef Asset Management
Beachwood,
Ohio
| $517M | -$73.2M | -12% | 2.86% | 104% | 114 | 8.77% | 6.5 |
|
| 2466 |
2466
Waddell & Associates
Memphis,
Tennessee
| $517M | +$25.7M | +5% | 6.39% | 194% | 152 | 14.47% | 1.1 |
|
| 2467 |
2467
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $516M | -$18M | -3% | 5.42% | 26.3% | 114 | 5.26% | 5.4 |
|
| 2468 |
2468
Thompson Investment Management
Madison,
Wisconsin
| $516M | -$59.2M | -10% | 5.36% | 100% | 190 | 4.21% | 5.5 |
|
| 2469 |
2469
Willow Creek Wealth Management
Sebastopol,
California
| $515M | -$23.8M | -4% | 4.6% | 36.5% | 134 | 20.15% | 2.9 |
|
| 2470 |
TCOT
2470
Trust Company of Toledo
Holland,
Ohio
| $515M | -$54.7M | -10% | 4.11% | 109% | 192 | 6.25% | 6.8 |
|
| 2471 |
2471
Tortoise Index Solutions
Overland Park,
Kansas
| $515M | -$15.4M | -3% | 2.76% | 52.2% | 112 | 31.25% | 4.6 |
|
| 2472 |
SIMS
2472
SPT Invest Management Sarl
Contern,
Luxembourg
| $515M | -$180M | -26% | 4.92% | – | 2 | 0% | 1.6 |
|
| 2473 |
2473
Integral Health Asset Management
New York
| $515M | +$28.6M | +6% | 15.6% | 564% | 87 | 50.57% | 0.8 |
|
| 2474 |
2474
Whitney & Co
Rochester,
New York
| $514M | -$35.5M | -6% | 5.44% | 93.2% | 128 | 7.03% | 4.5 |
|
| 2475 |
2475
Tortoise Investment Management
White Plains,
New York
| $514M | +$4.42M | +0.9% | 5.85% | 40.2% | 795 | 10.31% | 4.1 |
|