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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
1,000
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 |
CIA
826
Concurrent Investment Advisors
Tampa,
Florida
| $4.12B | +$407M | +11% | 1.58% | – | 1,353 | 25.87% |
|
| 827 |
LFG
827
Lazard Frères Gestion
Paris,
France
| $4.11B | -$879M | -18% | 3.44% | 67.1% | 106 | 7.55% |
|
| 828 |
ZCI
828
Zevenbergen Capital Investments
Edmonds,
Washington
| $4.1B | -$806M | -16% | 11.1% | 239% | 105 | 7.62% |
|
| 829 |
CIC
829
Chilton Investment Company
Stamford,
Connecticut
| $4.1B | +$207M | +5% | 4.78% | 51.9% | 224 | 24.11% |
|
| 830 |
DSC
830
Donald Smith & Co
New York
| $4.08B | -$97.5M | -2% | 0.89% | 151% | 62 | 6.45% |
|
| 831 |
HA
831
Homestead Advisers
Arlington,
Virginia
| $4.08B | -$61.5M | -1% | 1.21% | 73.2% | 105 | 9.52% |
|
| 832 |
MWM
832
Mission Wealth Management
Santa Barbara,
California
| $4.07B | -$215M | -5% | 3.63% | 80% | 721 | 12.34% |
|
| 833 |
AG
833
AIA Group
Hong Kong
| $4.07B | -$68.8M | -2% | 2.74% | 60.9% | 341 | 20.82% |
|
| 834 |
CTC
834
Central Trust Company
Jefferson City,
Missouri
| $4.07B | -$13.5M | -0.3% | 1.59% | 74.7% | 1,502 | 8.92% |
|
| 835 |
GCM
835
Glenview Capital Management
New York
| $4.07B | +$112M | +3% | 3.95% | 68.2% | 50 | 38% |
|
| 836 |
RS
836
Robeco Schweiz
Zurich,
Switzerland
| $4.06B | -$616M | -13% | 9.28% | 90.5% | 134 | 14.18% |
|
| 837 |
LGP
837
Leonard Green & Partners
Los Angeles,
California
| $4.06B | -$56.8M | -1% | 9.97% | 32.1% | 9 | 11.11% |
|
| 838 |
GAM
838
Generali Asset Management
Trieste,
Italy
| $4.06B | +$143M | +4% | 1.83% | – | 517 | 11.8% |
|
| 839 |
CRC
839
Curi RMB Capital
Chicago,
Illinois
| $4.06B | -$285M | -7% | 2.62% | 60.6% | 567 | 25.75% |
|
| 840 |
EAM
840
EULAV Asset Management
Sarasota,
Florida
| $4.05B | -$103M | -2% | 1.01% | 70.3% | 166 | 2.41% |
|
| 841 |
JGC
841
J. Goldman & Co
New York
| $4.05B | +$212M | +6% | 8.29% | 89.5% | 683 | 68.52% |
|
| 842 |
AG
842
Algert Global
San Francisco,
California
| $4.04B | -$207M | -5% | 4.72% | 141% | 1,371 | 31.29% |
|
| 843 |
DT
843
Diversified Trust
Memphis,
Tennessee
| $4.04B | -$60.5M | -1% | 1.12% | 81.5% | 1,044 | 22.61% |
|
| 844 |
CIA
844
Choate Investment Advisors
Boston,
Massachusetts
| $4.02B | -$136M | -3% | 3.07% | 60% | 422 | 11.14% |
|
| 845 |
B
845
Barings
Charlotte,
North Carolina
| $4.01B | -$204M | -5% | 0.71% | 51% | 175 | 13.14% |
|
| 846 |
HCM
846
Howard Capital Management
Roswell,
Georgia
| $3.98B | -$2.46B | -38% | 6.22% | 89.1% | 420 | 12.86% |
|
| 847 |
LCM
847
Laurion Capital Management
New York
| $3.97B | -$1.5B | -27% | 2.51% | 163% | 409 | 63.81% |
|
| 848 |
BCM
848
Bridgeway Capital Management
Houston,
Texas
| $3.97B | -$499M | -11% | 7.16% | 114% | 1,278 | 15.02% |
|
| 849 |
CTB
849
Country Trust Bank
Bloomington,
Illinois
| $3.97B | -$31.9M | -0.8% | 2.62% | 76.2% | 448 | 35.71% |
|
| 850 |
SWP
850
Sagespring Wealth Partners
Franklin,
Tennessee
| $3.96B | +$175M | +5% | 1.74% | – | 697 | 20.23% |
|