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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
100
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
AAM
2451
Autus Asset Management
Scottsdale,
Arizona
| $522M | -$39.8M | -7% | 5.66% | 26.3% | 146 | 5.48% |
|
| 2452 |
RGI
2452
River Global Investors
London,
United Kingdom
| $522M | -$42.6M | -8% | 2.29% | 49.7% | 181 | 13.81% |
|
| 2453 |
FC
2453
FORA Capital
Miami,
Florida
| $521M | +$18.5M | +4% | 3.31% | 162% | 635 | 75.12% |
|
| 2454 |
VM
2454
Valor Management
Chicago,
Illinois
| $521M | -$46.2M | -8% | 7.25% | 14.5% | 3 | 0% |
|
| 2455 |
IR
2455
IAT Reinsurance
New York
| $520M | -$28.3M | -5% | 4.52% | 60.2% | 91 | 14.29% |
|
| 2456 |
RC
2456
Raine Capital
New York
| $520M | -$49.1M | -9% | 2.04% | 119% | 16 | 18.75% |
|
| 2457 |
KFP
2457
KMG Fiduciary Partners
Toledo,
Ohio
| $520M | -$16.7M | -3% | 5.08% | 98% | 208 | 10.58% |
|
| 2458 |
AAM
2458
Auxier Asset Management
Aurora,
Oregon
| $519M | -$40.9M | -7% | 5.61% | 71.7% | 162 | 4.94% |
|
| 2459 |
SPC
2459
Stewart & Patten Company
Lafayette,
California
| $519M | -$28.5M | -5% | 5.88% | 27.5% | 91 | 10.99% |
|
| 2460 |
KWM
2460
Keebeck Wealth Management
Chicago,
Illinois
| $519M | -$4.43M | -0.8% | 5.13% | 81.3% | 246 | 16.26% |
|
| 2461 |
CP
2461
CenterBook Partners
Greenwich,
Connecticut
| $518M | +$51.5M | +11% | 6.16% | 62.4% | 469 | 36.89% |
|
| 2462 |
GIP
2462
Greatmark Investment Partners
Columbus,
Georgia
| $518M | -$2.88M | -0.6% | 1.49% | 62% | 128 | 6.25% |
|
| 2463 |
STB
2463
S&T Bank
Indiana,
Pennsylvania
| $518M | -$51.1M | -9% | 3.44% | 193% | 128 | 14.06% |
|
| 2464 |
FAAM
2464
First Ascent Asset Management
Denver,
Colorado
| $518M | -$11.6M | -2% | 6.32% | 4.15% | 41 | 0% |
|
| 2465 |
VCAM
2465
Van Cleef Asset Management
Beachwood,
Ohio
| $517M | -$73.2M | -12% | 2.86% | 87.3% | 114 | 8.77% |
|
| 2466 |
WA
2466
Waddell & Associates
Memphis,
Tennessee
| $517M | +$25.7M | +5% | 6.39% | 194% | 152 | 14.47% |
|
| 2467 |
BCMO
2467
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $516M | -$18M | -3% | 5.42% | 26.3% | 114 | 5.26% |
|
| 2468 |
TIM
2468
Thompson Investment Management
Madison,
Wisconsin
| $516M | -$59.2M | -10% | 5.36% | 83.5% | 190 | 4.21% |
|
| 2469 |
WCWM
2469
Willow Creek Wealth Management
Sebastopol,
California
| $515M | -$23.8M | -4% | 4.6% | 36.5% | 134 | 20.15% |
|
| 2470 |
TCOT
2470
Trust Company of Toledo
Holland,
Ohio
| $515M | -$54.7M | -10% | 4.11% | 93.8% | 192 | 6.25% |
|
| 2471 |
TIS
2471
Tortoise Index Solutions
Overland Park,
Kansas
| $515M | -$15.4M | -3% | 2.76% | 52.2% | 112 | 31.25% |
|
| 2472 |
SIMS
2472
SPT Invest Management Sarl
Contern,
Luxembourg
| $515M | -$180M | -26% | 4.92% | – | 2 | 0% |
|
| 2473 |
IHAM
2473
Integral Health Asset Management
New York
| $515M | +$28.6M | +6% | 15.6% | 564% | 87 | 50.57% |
|
| 2474 |
WC
2474
Whitney & Co
Rochester,
New York
| $514M | -$35.5M | -6% | 5.44% | 93.2% | 128 | 7.03% |
|
| 2475 |
TIM
2475
Tortoise Investment Management
White Plains,
New York
| $514M | +$4.42M | +0.9% | 5.85% | 40.2% | 795 | 10.31% |
|