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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
NEI
851
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.12B | +$108M | +4% | 5.24% | 78.1% | 425 | 16% | 3.9 |
|
| 852 |
PA
852
Parallel Advisors
San Francisco,
California
| $3.11B | +$140M | +5% | 6.71% | 109% | 3,618 | 12.6% | 3.7 |
|
| 853 |
MCCA
853
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $3.1B | +$382M | +14% | 5.42% | 50.3% | 265 | 16.23% | 0.5 |
|
| 854 |
ACI
854
Amazon.com Inc
Seattle,
Washington
| $3.09B | +$294M | +10% | 7.16% | 32.2% | 9 | 11.11% | 1.6 |
|
| 855 |
MFG
855
Merit Financial Group
Alpharetta,
Georgia
| $3.09B | +$340M | +12% | 5.25% | 67.3% | 775 | 22.58% | 1.5 |
|
| 856 |
HJGA
856
Hardman Johnston Global Advisors
Stamford,
Connecticut
| $3.08B | +$24.8M | +0.8% | 7.26% | 129% | 77 | 6.49% | 5.5 |
|
| 857 |
ACM
857
Argent Capital Management
St Louis,
Missouri
| $3.08B | +$198M | +7% | 9.58% | 123% | 147 | 6.8% | 4.1 |
|
| 858 |
AOI
858
Auto-Owners Insurance
Lansing,
Michigan
| $3.08B | +$179M | +6% | 5.77% | 76.5% | 116 | 2.59% | 0.5 |
|
| 859 |
MP
859
MFN Partners
Boston,
Massachusetts
| $3.08B | +$867M | +39% | 32.9% | 172% | 16 | 18.75% | 2 |
|
| 860 |
CCM
860
Camber Capital Management
Boston,
Massachusetts
| $3.07B | -$181M | -6% | 10.8% | 26.6% | 43 | 16.28% | 1.9 |
|
| 861 |
RIG
861
RiverFront Investment Group
Richmond,
Virginia
| $3.07B | +$236M | +8% | 3.91% | 57.1% | 111 | 11.71% | 2.4 |
|
| 862 |
B
862
Braidwell
Stamford,
Connecticut
| $3.06B | +$28.4M | +0.9% | 4.4% | 96.5% | 95 | 30.53% | 0.4 |
|
| 863 |
FHB
863
First Hawaiian Bank
Honolulu,
Hawaii
| $3.06B | +$107M | +4% | 6.33% | 72.7% | 919 | 10.45% | 3.1 |
|
| 864 |
FAM
864
Foxhaven Asset Management
Charlottesville,
Virginia
| $3.05B | +$285M | +10% | 9.94% | 88.2% | 25 | 8% | 2.4 |
|
| 865 |
WI
865
Wafra Inc
New York
| $3.05B | +$240M | +9% | 13.5% | 45.9% | 73 | 30.14% | 2.4 |
|
| 866 |
ORIO
866
Old Republic International (ORI)
Chicago,
Illinois
| $3.05B | -$78.7M | -3% | 0.92% | 50.5% | 61 | 0% | 7.8 |
|
| 867 |
CRC
867
Curi RMB Capital
Chicago,
Illinois
| $3.04B | +$182M | +6% | 6.25% | 81.4% | 522 | 10.92% | 3.9 |
|
| 868 |
AC
868
Antara Capital
New York
| $3.04B | +$555M | +22% | 18.3% | 39.8% | 108 | 48.15% | 0.9 |
|
| 869 |
SM
869
Senvest Management
New York
| $3.04B | +$289M | +11% | 2.2% | 92.7% | 60 | 25% | 2.1 |
|
| 870 |
CFM
870
Comprehensive Financial Management
Los Gatos,
California
| $3.04B | -$255M | -8% | 6.77% | 33.7% | 52 | 15.38% | 2.2 |
|
| 871 |
SCM
871
Shaolin Capital Management
Miami,
Florida
| $3.04B | -$329M | -10% | 1.65% | 86.1% | 1,083 | 77.84% | 0.4 |
|
| 872 |
WSTAM
872
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $3.03B | +$149M | +5% | 5.49% | 25.2% | 538 | 10.59% | 4.6 |
|
| 873 |
BPWM
873
Badgley Phelps Wealth Managers
Seattle,
Washington
| $3.03B | +$309M | +11% | 8.02% | 88.7% | 240 | 16.25% | 1.3 |
|
| 874 |
OWM
874
Orgel Wealth Management
Altoona,
Wisconsin
| $3.03B | +$230M | +8% | 1.47% | 39.6% | 74 | 4.05% | 3 |
|
| 875 |
FIA
875
Foundations Investment Advisors
Phoenix,
Arizona
| $3.02B | +$223M | +8% | 3.71% | 80.9% | 620 | 24.52% | 1.4 |
|