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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
DIA
776
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.22B | +$159M | +8% | 1.43% | 117% | 316 | 28.16% | 5.7 |
|
| 777 |
NIM
777
NXG Investment Management
Dallas,
Texas
| $2.22B | -$107M | -5% | 5.43% | 136% | 191 | 49.74% | 5.1 |
|
| 778 |
SIM
778
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.21B | +$44.7M | +2% | 1.96% | 103% | 523 | 5.35% | 9.2 |
|
| 779 |
CAM
779
Cortina Asset Management
Milwaukee,
Wisconsin
| $2.21B | -$5.12M | -0.2% | 1.08% | 115% | 267 | 29.21% | 5.2 |
|
| 780 |
ZCI
780
Zevenbergen Capital Investments
Edmonds,
Washington
| $2.21B | -$251M | -10% | 6.63% | 273% | 75 | 8% | 7.5 |
|
| 781 |
VBA
781
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.2B | +$178M | +9% | 3.46% | 45% | 54 | 7.41% | 8.3 |
|
| 782 |
KIM
782
Karpus Investment Management
Pittsford,
New York
| $2.2B | -$26.6M | -1% | 1.1% | 24.7% | 226 | 26.99% | 6.4 |
|
| 783 |
ACM
783
Argent Capital Management
St Louis,
Missouri
| $2.2B | +$50.3M | +2% | 2.33% | 123% | 239 | 28.45% | 4.9 |
|
| 784 |
FA
784
FDx Advisors
Chicago,
Illinois
| $2.19B | -$12.7M | -0.6% | 1.82% | 66.2% | 990 | 23.64% | 5.5 |
|
| 785 |
TAF
785
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $2.19B | +$631M | +41% | 0.48% | 128% | 505 | 44.55% | 1.6 |
|
| 786 |
WIM
786
Woodford Investment Management
London,
United Kingdom
| $2.19B | -$142M | -6% | 11.2% | 27.1% | 6 | 0% | 3.8 |
|
| 787 |
HP
787
Hosking Partners
London,
United Kingdom
| $2.18B | +$20.4M | +0.9% | 4.26% | 192% | 147 | 8.16% | 1.9 |
|
| 788 |
TIAAOA
788
Teachers Insurance & Annuity Association of America
New York
| $2.18B | +$131M | +6% | 6.88% | – | 234 | 5.13% | 8.2 |
|
| 789 |
PCA
789
Personal Capital Advisors
Redwood City,
California
| $2.17B | +$345M | +19% | 2.89% | 17.6% | 203 | 26.6% | 5.1 |
|
| 790 |
SAM
790
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $2.17B | +$35.9M | +2% | 4.15% | 96.6% | 160 | 25% | 6.5 |
|
| 791 |
HCM
791
Hodges Capital Management
Dallas,
Texas
| $2.16B | -$240M | -10% | 3.09% | 200% | 309 | 23.95% | 6.4 |
|
| 792 |
MHC
792
Meyer Handelman Company
Rye Brook,
New York
| $2.16B | +$50.6M | +2% | 3.71% | 83.8% | 207 | 3.38% | 9.6 |
|
| 793 |
BFS
793
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.15B | -$31.5M | -1% | 2.26% | 83.7% | 356 | 14.04% | 8.7 |
|
| 794 |
WJA
794
Williams Jones & Associates
New York
| $2.15B | -$40.1M | -2% | 0.54% | 72.1% | 409 | 24.69% | 7.4 |
|
| 795 |
LS
795
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $2.13B | +$10.9M | +0.5% | 1.34% | 165% | 703 | 4.13% | 7.5 |
|
| 796 |
CCP
796
Clough Capital Partners
Boston,
Massachusetts
| $2.12B | -$16M | -0.7% | 2.46% | 175% | 272 | 51.84% | 3.2 |
|
| 797 |
797
Hudson Bay Capital Management
Stamford,
Connecticut
| $2.12B | +$360M | +20% | 2.06% | 132% | 274 | 63.14% | 1.3 |
|
| 798 |
ZA
798
Zazove Associates
Incline Village,
Nevada
| $2.12B | -$9.57M | -0.4% | 0.06% | 11% | 127 | 6.3% | 5.1 |
|
| 799 |
NCGI
799
Next Century Growth Investors
Plymouth,
Minnesota
| $2.12B | -$196M | -8% | 0.89% | 447% | 194 | 24.74% | 5.8 |
|
| 800 |
PC
800
Perry Capital
New York
| $2.12B | +$49.2M | +2% | 0.89% | 7.3% | 18 | 50% | 3.8 |
|