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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 726 |
BI
726
BlueSpruce Investments
Chicago,
Illinois
| $2.85B | +$253M | +10% | 7.58% | 47.7% | 15 | 20% |
|
| 727 |
AF
727
Allworth Financial
Folsom,
California
| $2.85B | +$226M | +9% | 5.56% | 41% | 1,159 | 16.13% |
|
| 728 |
WCMNY
728
Westchester Capital Management (New York)
Valhalla,
New York
| $2.84B | +$271M | +11% | 17.7% | 99.9% | 198 | 53.54% |
|
| 729 |
II
729
IFM Investors
Melbourne,
Australia
| $2.83B | +$129M | +5% | 9.83% | 131% | 627 | 5.74% |
|
| 730 |
730
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.83B | +$352M | +14% | 5.76% | 77.1% | 244 | 34.84% |
|
| 731 |
DWA
731
Douglass Winthrop Advisors
New York
| $2.83B | +$215M | +8% | 9.27% | 66.6% | 273 | 9.89% |
|
| 732 |
LCM
732
Lakewood Capital Management
New York
| $2.83B | -$102M | -3% | 13.6% | 41% | 42 | 26.19% |
|
| 733 |
BCM
733
Becker Capital Management
Portland,
Oregon
| $2.82B | +$202M | +8% | 8.39% | 71.5% | 173 | 6.94% |
|
| 734 |
MVP
734
Miller Value Partners
Sarasota,
Florida
| $2.82B | +$332M | +13% | 18.1% | 125% | 107 | 16.82% |
|
| 735 |
CC
735
Cannell & Co
New York
| $2.82B | +$180M | +7% | 8.79% | 51.6% | 252 | 8.73% |
|
| 736 |
FCI
736
Financial Counselors Inc
Overland Park,
Kansas
| $2.81B | +$261M | +10% | 8.65% | 65.3% | 568 | 9.15% |
|
| 737 |
FI
737
FormulaFolio Investments
Grand Rapids,
Michigan
| $2.81B | +$217M | +8% | 4.58% | 41.4% | 396 | 23.48% |
|
| 738 |
MCM
738
Marsico Capital Management
Denver,
Colorado
| $2.8B | +$239M | +9% | 9.48% | 244% | 93 | 18.28% |
|
| 739 |
WI
739
Winder Investment
Singapore
| $2.8B | +$173M | +7% | 5% | 3.24% | 2 | 0% |
|
| 740 |
HM
740
HealthCor Management
New York
| $2.8B | +$158M | +6% | 33.2% | 50.2% | 75 | 56% |
|
| 741 |
SMM
741
Stadion Money Management
Watkinsville,
Georgia
| $2.8B | +$111M | +4% | 7.44% | 45.2% | 87 | 11.49% |
|
| 742 |
IA
742
IndexIQ Advisors
New York
| $2.8B | -$10.3M | -0.4% | 9.35% | 91.6% | 855 | 38.01% |
|
| 743 |
IP
743
Interval Partners
New York
| $2.79B | +$234M | +9% | 9.33% | 102% | 288 | 63.89% |
|
| 744 |
SCA
744
Southpoint Capital Advisors
New York
| $2.78B | +$131M | +5% | 16.1% | 102% | 37 | 43.24% |
|
| 745 |
TBC
745
Tweedy, Browne Co
Stamford,
Connecticut
| $2.77B | -$59.7M | -2% | 9.33% | 71.5% | 48 | 12.5% |
|
| 746 |
SP
746
Stockbridge Partners
Boston,
Massachusetts
| $2.76B | +$237M | +9% | 5.76% | 91% | 12 | 16.67% |
|
| 747 |
TAM
747
Troy Asset Management
London,
United Kingdom
| $2.75B | +$267M | +11% | 6.85% | 49.9% | 45 | 8.89% |
|
| 748 |
GCM
748
Graham Capital Management
Rowayton,
Connecticut
| $2.74B | -$321M | -10% | 3.85% | 41.1% | 105 | 38.1% |
|
| 749 |
DSC
749
Donald Smith & Co
New York
| $2.74B | +$119M | +5% | 9.28% | 151% | 64 | 7.81% |
|
| 750 |
EMPI
750
Elo Mutual Pension Insurance
Espoo,
Finland
| $2.73B | +$214M | +8% | 7.53% | 91.4% | 26 | 15.38% |
|