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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 876 |
ASN
876
Advisory Services Network
Atlanta,
Georgia
| $3.17B | +$478M | +18% | 7.43% | 80.5% | 3,702 | 65.53% |
|
| 877 |
ETC
877
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $3.16B | +$488M | +18% | 7% | 159% | 1,275 | 33.02% |
|
| 878 |
878
Members Trust
Tampa,
Florida
| $3.16B | +$202M | +7% | 2.89% | 23.5% | 124 | 10.48% |
|
| 879 |
ACM
879
Advisors Capital Management
Ridgewood,
New Jersey
| $3.15B | +$302M | +11% | 6.95% | 78.2% | 401 | 14.96% |
|
| 880 |
BG
880
Bollard Group
Boston,
Massachusetts
| $3.15B | +$299M | +10% | 10.1% | 72.6% | 446 | 6.5% |
|
| 881 |
SLI
881
Sumitomo Life Insurance
Tokyo,
Japan
| $3.14B | +$660M | +27% | 7.75% | 58.5% | 289 | 4.15% |
|
| 882 |
FI
882
Focused Investors
Los Angeles,
California
| $3.14B | +$252M | +9% | 8.43% | 46.1% | 23 | 0% |
|
| 883 |
JCM
883
Junto Capital Management
New York
| $3.14B | +$356M | +13% | 11.3% | 114% | 72 | 58.33% |
|
| 884 |
HI
884
Harbour Investments
Madison,
Wisconsin
| $3.14B | +$357M | +13% | 5.82% | 49.9% | 4,107 | 10.62% |
|
| 885 |
ANTB
885
AMG National Trust Bank
Greenwood Village,
Colorado
| $3.13B | +$165M | +6% | 5.73% | 51.8% | 470 | 11.7% |
|
| 886 |
HW
886
Hancock Whitney
Gulfport,
Mississippi
| $3.13B | +$188M | +6% | 8.4% | 81.4% | 868 | 16.82% |
|
| 887 |
CRM
887
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $3.12B | +$108M | +4% | 6.07% | 70.8% | 98 | 10.2% |
|
| 888 |
BFM
888
Boothbay Fund Management
New York
| $3.11B | +$443M | +17% | 7.16% | 267% | 2,334 | 58.31% |
|
| 889 |
CI
889
Cambiar Investors
Denver,
Colorado
| $3.11B | +$235M | +8% | 6% | 48.2% | 156 | 12.18% |
|
| 890 |
FFH
890
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $3.11B | +$241M | +8% | 12.3% | 78.1% | 68 | 29.41% |
|
| 891 |
PCM
891
Polaris Capital Management
Boston,
Massachusetts
| $3.1B | +$51.4M | +2% | 6.77% | 71.7% | 106 | 6.6% |
|
| 892 |
LFG
892
Lazard Frères Gestion
Paris,
France
| $3.1B | +$223M | +8% | 8.44% | 67.1% | 88 | 25% |
|
| 893 |
TC
893
TownSquare Capital
Provo,
Utah
| $3.09B | +$521M | +20% | 7.38% | 66.1% | 648 | 18.36% |
|
| 894 |
NEI
894
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.08B | +$231M | +8% | 7.81% | 66.5% | 439 | 13.9% |
|
| 895 |
PHK
895
Point72 Hong Kong
Hong Kong
| $3.08B | +$118M | +4% | 7.35% | 396% | 2,546 | 56.83% |
|
| 896 |
QCM
896
Quadratic Capital Management
Greenwich,
Connecticut
| $3.08B | +$882M | +40% | 2.22% | 0.74% | 1 | 0% |
|
| 897 |
CPO
897
Cerity Partners OCIO
New York
| $3.08B | +$269M | +10% | 4.69% | – | 411 | 13.63% |
|
| 898 |
BRWA
898
B. Riley Wealth Advisors
Boca Raton,
Florida
| $3.08B | +$250M | +9% | 8.04% | – | 1,511 | 20.45% |
|
| 899 |
TCM
899
Tekla Capital Management
Boston,
Massachusetts
| $3.08B | +$170M | +6% | 10.4% | 62.5% | 198 | 5.56% |
|
| 900 |
WHRC
900
W.H. Reaves & Co
Jersey City,
New Jersey
| $3.07B | +$199M | +7% | 3.96% | 89.1% | 65 | 9.23% |
|