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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
876
Menora Mivtachim Holdings
Ramat Gan,
Israel
| $1.97B | +$23.3M | +1% | 13.8% | 140% | 121 | 47.93% | 1.7 |
|
| 877 |
HCMT
877
Highland Capital Management (Texas)
Dallas,
Texas
| $1.97B | -$164M | -8% | 4.56% | – | 369 | 46.34% | 0.8 |
|
| 878 |
BCM
878
Basswood Capital Management
New York
| $1.97B | -$308M | -14% | 2.44% | 111% | 162 | 17.9% | 2.3 |
|
| 879 |
MICM
879
Matthews International Capital Management
San Francisco,
California
| $1.96B | +$23.8M | +1% | 10.4% | 227% | 39 | 15.38% | 2.1 |
|
| 880 |
880
EULAV Asset Management
Sarasota,
Florida
| $1.96B | +$104M | +6% | 8.71% | 90.7% | 315 | 16.51% | 2.3 |
|
| 881 |
FCI
881
Financial Counselors Inc
Overland Park,
Kansas
| $1.96B | +$79.2M | +4% | 5.06% | 77.1% | 534 | 14.61% | 2.5 |
|
| 882 |
TAM
882
Tiverton Asset Management
Wilimington,
Delaware
| $1.95B | +$269M | +16% | 8.11% | 61.8% | 213 | 26.76% | 1.9 |
|
| 883 |
WI
883
Wafra Inc
New York
| $1.95B | +$102M | +6% | 6.59% | 45.9% | 96 | 25% | 1.1 |
|
| 884 |
PWLP
884
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $1.95B | +$76.3M | +4% | 6.57% | 60% | 250 | 9.2% | 3.1 |
|
| 885 |
HCM
885
Huber Capital Management
El Segundo,
California
| $1.94B | -$657M | -25% | 3.03% | 70.4% | 99 | 3.03% | 3.1 |
|
| 886 |
AIM
886
Allen Investment Management
New York
| $1.94B | +$273M | +16% | 7.48% | 92.4% | 233 | 21.03% | 1.5 |
|
| 887 |
887
Lincoln National Corp
Radnor,
Pennsylvania
| $1.94B | +$125M | +7% | 6.37% | 42.9% | 368 | 26.36% | 1.4 |
|
| 888 |
SIM
888
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.94B | -$103M | -5% | 7.3% | 45.5% | 60 | 3.33% | 3.1 |
|
| 889 |
BCMIO
889
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1.94B | +$179M | +10% | 3.08% | 46.4% | 259 | 76.45% | 0.7 |
|
| 890 |
890
Karpus Investment Management
Pittsford,
New York
| $1.93B | +$195M | +11% | 4.55% | 24.7% | 180 | 25.56% | 1.8 |
|
| 891 |
891
First Allied Advisory Services
San Diego,
California
| $1.93B | -$44.1M | -2% | 5.25% | 33.5% | 1,213 | 19.62% | 2.1 |
|
| 892 |
892
Vaughan David Investments
Peoria,
Illinois
| $1.93B | +$56.6M | +3% | 3.29% | 69.5% | 169 | 5.92% | 3 |
|
| 893 |
893
IndexIQ Advisors
New York
| $1.93B | -$56.5M | -3% | 2.37% | 91.6% | 359 | 21.45% | 1.9 |
|
| 894 |
MDSL
894
M.D. Sass LLC
New York
| $1.92B | +$146M | +8% | 3.01% | 80.1% | 59 | 22.03% | 1.4 |
|
| 895 |
ACM
895
Adelante Capital Management
Alameda,
California
| $1.92B | -$100M | -5% | 0.03% | 43.2% | 47 | 19.15% | 2 |
|
| 896 |
WAM
896
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.91B | -$19.9M | -1% | 0% | 0% | 67 | 4.48% | 1.7 |
|
| 897 |
ICOM
897
Investment Counselors of Maryland
Baltimore,
Maryland
| $1.91B | +$17.3M | +0.9% | 1.39% | 58% | 209 | 10.53% | 2.5 |
|
| 898 |
PP
898
PDT Partners
New York
| $1.91B | +$381M | +25% | 11.5% | 211% | 585 | 36.24% | 0.8 |
|
| 899 |
899
Snyder Capital Management
San Francisco,
California
| $1.9B | +$250M | +15% | 5.56% | 82.7% | 69 | 5.8% | 2.7 |
|
| 900 |
ZA
900
Zazove Associates
Incline Village,
Nevada
| $1.89B | -$205M | -10% | 0.08% | 11% | 113 | 12.39% | 1.4 |
|