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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
CIS
826
Capital International Sarl
Los Angeles,
California
| $1.75B | +$333M | +23% | 8.87% | 149% | 148 | 12.84% | 0.2 |
|
| 827 |
DC
827
Deere & Company
Moline,
Illinois
| $1.75B | +$112M | +7% | 8.05% | – | 1,163 | 34.05% | 0.2 |
|
| 828 |
EWM
828
Evercore Wealth Management
New York
| $1.75B | -$21.2M | -1% | 7.98% | 84.8% | 1,038 | 25.05% | 0.2 |
|
| 829 |
DCM
829
Decade Capital Management
New York
| $1.74B | +$179M | +11% | 10.5% | – | 299 | 69.23% | 0.1 |
|
| 830 |
UB
830
UMB Bank
Kansas City,
Missouri
| $1.73B | +$27M | +2% | 3.31% | 97.8% | 299 | 9.7% | 0.2 |
|
| 831 |
BCAM
831
Boston Common Asset Management
Boston,
Massachusetts
| $1.73B | +$126M | +8% | 2.79% | 61.2% | 435 | 10.57% | 0.2 |
|
| 832 |
HPC
832
HM Payson & Co
Portland,
Maine
| $1.72B | +$58.6M | +4% | 5.04% | 94.4% | 286 | 4.2% | 0.2 |
|
| 833 |
EAM
833
EULAV Asset Management
Sarasota,
Florida
| $1.72B | +$77.1M | +5% | 8.91% | 90.7% | 440 | 8.64% | 0.2 |
|
| 834 |
FAAS
834
First Allied Advisory Services
San Diego,
California
| $1.72B | +$463M | +37% | 4.58% | 33.5% | 1,095 | 21.83% | 0.2 |
|
| 835 |
CC
835
Capital Counsel
New York
| $1.72B | +$48.6M | +3% | 7.35% | 94.9% | 140 | 13.57% | 0.2 |
|
| 836 |
BFS
836
Bradley Foster & Sargent
Hartford,
Connecticut
| $1.71B | +$95.6M | +6% | 4.01% | 83.7% | 352 | 11.93% | 0.2 |
|
| 837 |
TIAAOA
837
Teachers Insurance & Annuity Association of America
New York
| $1.71B | -$41.2M | -2% | 1.17% | – | 160 | 6.88% | 0.2 |
|
| 838 |
WIM
838
Waverton Investment Management
London,
United Kingdom
| $1.7B | +$557M | +49% | 8.28% | 129% | 184 | 57.07% | 0.1 |
|
| 839 |
ACM
839
Adelante Capital Management
Alameda,
California
| $1.7B | -$85.4M | -5% | 2.63% | 43.2% | 45 | 20% | 0.2 |
|
| 840 |
SIM
840
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.69B | -$35.8M | -2% | 4.98% | 103% | 532 | 9.21% | 0.2 |
|
| 841 |
CPCM
841
Clifton Park Capital Management
Wilmington,
Delaware
| $1.68B | -$731K | -0% | 5.91% | – | 24 | 4.17% | 0.3 |
|
| 842 |
KG
842
Killen Group
Berwyn,
Pennsylvania
| $1.68B | +$275M | +20% | 9.43% | 34.3% | 119 | 10.92% | 0.2 |
|
| 843 |
B
843
BP
London,
United Kingdom
| $1.68B | +$25.9M | +2% | 6.55% | 20% | 154 | 12.34% | 0.2 |
|
| 844 |
844
Fuller & Thaler Asset Management
San Mateo,
California
| $1.67B | +$249M | +17% | 15% | 172% | 813 | 38.75% | 0.2 |
|
| 845 |
ISL
845
Ingalls & Snyder LLC
New York
| $1.67B | +$103M | +7% | 12% | 217% | 374 | 13.9% | 0.2 |
|
| 846 |
CS
846
Cisco Systems
San Jose,
California
| $1.66B | -$70.9M | -4% | 9.48% | 212% | 3 | 33.33% | 0.2 |
|
| 847 |
CAM
847
Camden Asset Management
Los Angeles,
California
| $1.66B | -$210M | -11% | 0.65% | 15.2% | 80 | 8.75% | 0.2 |
|
| 848 |
MVP
848
Miller Value Partners
Sarasota,
Florida
| $1.66B | +$203M | +14% | 11.9% | 133% | 103 | 8.74% | 0.2 |
|
| 849 |
SIM
849
SRS Investment Management
New York
| $1.66B | +$315M | +24% | 37.7% | 166% | 19 | 47.37% | 0.2 |
|
| 850 |
PCMI
850
Paradigm Capital Management Inc
Albany,
New York
| $1.65B | -$490M | -23% | 8.13% | 237% | 269 | 15.61% | 0.2 |
|