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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 826 |
AH
826
Achievement Holdings
Chicago,
Illinois
| $2.23B | -$651M | -23% | 1.93% | – | 331 | 66.77% |
|
| 827 |
EWM
827
Evercore Wealth Management
New York
| $2.22B | +$37.5M | +2% | 0.12% | 84.8% | 1,134 | 16.58% |
|
| 828 |
CANY
828
Caxton Associates (New York)
New York
| $2.21B | -$210M | -9% | 1.51% | 73.9% | 233 | 72.96% |
|
| 829 |
TU
829
TDAM USA
Toronto,
Ontario, Canada
| $2.2B | -$255M | -10% | 0.61% | 104% | 452 | 20.13% |
|
| 830 |
SI
830
Stephens Inc
Little Rock,
Arkansas
| $2.2B | +$9.16M | +0.4% | 0.96% | 76.1% | 879 | 15.7% |
|
| 831 |
GA
831
General Atlantic
New York
| $2.2B | -$826M | -27% | 8.79% | 168% | 9 | 11.11% |
|
| 832 |
UIC
832
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $2.2B | – | – | 6.92% | 70.5% | 115 | – |
|
| 833 |
SAM
833
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $2.19B | +$16.5M | +0.8% | 0.69% | 96.6% | 135 | 22.96% |
|
| 834 |
BFS
834
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.19B | -$524K | -0% | 0.4% | 83.7% | 367 | 8.45% |
|
| 835 |
MHC
835
Meyer Handelman Company
Rye Brook,
New York
| $2.19B | -$22.2M | -1% | 0.71% | 83.8% | 214 | 8.41% |
|
| 836 |
UB
836
UMB Bank
Kansas City,
Missouri
| $2.18B | -$34.3M | -2% | 0.99% | 97.8% | 336 | 14.88% |
|
| 837 |
SDJVC
837
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $2.18B | -$116M | -5% | 2.35% | 32.6% | 58 | 12.07% |
|
| 838 |
ACM
838
Argent Capital Management
St Louis,
Missouri
| $2.18B | -$25M | -1% | 3.51% | 110% | 186 | 17.2% |
|
| 839 |
WA
839
WestEnd Advisors
Charlotte,
North Carolina
| $2.16B | -$63.1M | -3% | 3.14% | 59.9% | 33 | 6.06% |
|
| 840 |
840
Mariner
Overland Park,
Kansas
| $2.16B | +$980M | +83% | 1.38% | 93.9% | 554 | 31.95% |
|
| 841 |
KP
841
Kiltearn Partners
Edinburgh,
United Kingdom
| $2.15B | +$292M | +16% | 1.28% | 41% | 26 | 11.54% |
|
| 842 |
ICOM
842
Investment Counselors of Maryland
Baltimore,
Maryland
| $2.15B | +$36.2M | +2% | 1.37% | 58% | 217 | 11.06% |
|
| 843 |
ICM
843
Ionic Capital Management
New York
| $2.15B | -$406M | -16% | 1.73% | 163% | 357 | 52.1% |
|
| 844 |
CL
844
CSS LLC
Chicago,
Illinois
| $2.14B | +$176M | +9% | 0.57% | 128% | 858 | 34.03% |
|
| 845 |
ECP
845
Empyrean Capital Partners
Los Angeles,
California
| $2.14B | +$131M | +7% | 2.51% | 131% | 75 | 49.33% |
|
| 846 |
BCM
846
Basswood Capital Management
New York
| $2.13B | +$31.2M | +1% | 5.12% | 111% | 180 | 7.78% |
|
| 847 |
DIA
847
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.13B | +$80.5M | +4% | 1.01% | 117% | 291 | 21.65% |
|
| 848 |
KIM
848
Karpus Investment Management
Pittsford,
New York
| $2.13B | -$15.3M | -0.7% | 2.58% | 24.7% | 218 | 20.18% |
|
| 849 |
SIM
849
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.13B | +$16.6M | +0.8% | 0.59% | 103% | 549 | 5.1% |
|
| 850 |
SCM
850
Suvretta Capital Management
New York
| $2.12B | +$437M | +26% | 1.38% | 364% | 44 | 56.82% |
|