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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 901 |
TA
901
Tiedemann Advisors
New York
| $2B | -$126M | -6% | 1.1% | 31.5% | 456 | 38.82% |
|
| 902 |
NEI
902
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.99B | +$73.7M | +4% | 3.86% | 66.5% | 387 | 13.95% |
|
| 903 |
LSERS
903
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| $1.99B | -$12.5M | -0.6% | 4.46% | 146% | 1,463 | 3.01% |
|
| 904 |
FCIM
904
Fairview Capital Investment Management
Greenbrae,
California
| $1.99B | +$121M | +6% | 5.31% | 57% | 151 | 12.58% |
|
| 905 |
CM
905
Caption Management
Oklahoma City,
Oklahoma
| $1.99B | +$172M | +9% | 4.28% | 176% | 935 | 73.69% |
|
| 906 |
WIM
906
Waverton Investment Management
London,
United Kingdom
| $1.99B | +$68.4M | +4% | 6.22% | 129% | 82 | 14.63% |
|
| 907 |
TCM
907
Tenor Capital Management
New York
| $1.98B | +$295M | +17% | 0.21% | 3.92% | 155 | 30.97% |
|
| 908 |
CAM
908
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $1.97B | +$134M | +7% | 3.83% | 69.1% | 139 | 24.46% |
|
| 909 |
ONB
909
Old National Bancorp
Evansville,
Indiana
| $1.96B | +$51.1M | +3% | 3.18% | 76.6% | 597 | 12.56% |
|
| 910 |
910
Belvedere Trading
Chicago,
Illinois
| $1.96B | +$1.61B | +462% | 4.81% | 263% | 17 | 76.47% |
|
| 911 |
IC
911
Inverness Counsel
New York
| $1.96B | +$122M | +7% | 7.07% | 53.9% | 122 | 6.56% |
|
| 912 |
MHC
912
Meyer Handelman Company
Rye Brook,
New York
| $1.95B | +$30.1M | +2% | 3.28% | 68.2% | 197 | 4.57% |
|
| 913 |
SIC
913
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.95B | +$82.4M | +4% | 6.02% | 67.3% | 131 | 11.45% |
|
| 914 |
GI
914
Gradient Investments
Arden Hills,
Minnesota
| $1.95B | +$402M | +26% | 2.38% | 60.5% | 1,120 | 21.79% |
|
| 915 |
PMG
915
Private Management Group
Irvine,
California
| $1.95B | -$65.5M | -3% | 0.99% | 52.1% | 134 | 10.45% |
|
| 916 |
CCM
916
Check Capital Management
Costa Mesa,
California
| $1.95B | +$56.4M | +3% | 2.54% | 69.9% | 50 | 6% |
|
| 917 |
MC
917
Montag & Caldwell
Atlanta,
Georgia
| $1.94B | +$26.7M | +1% | 6.02% | 91.3% | 80 | 12.5% |
|
| 918 |
ACM
918
Adelante Capital Management
Alameda,
California
| $1.94B | -$98M | -5% | 1.76% | 33.7% | 40 | 15% |
|
| 919 |
SPC
919
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.94B | +$180M | +10% | 3.67% | 69.9% | 1,072 | 20.06% |
|
| 920 |
TB
920
Thoma Bravo
Chicago,
Illinois
| $1.94B | -$350M | -15% | 6.12% | 12.7% | 2 | 0% |
|
| 921 |
KFC
921
Klingenstein Fields & Co
New York
| $1.93B | +$65.4M | +4% | 4.91% | 76.8% | 203 | 9.36% |
|
| 922 |
AC
922
Alleghany Corporation
New York
| $1.92B | -$185M | -9% | 7.19% | 33.7% | 20 | 10% |
|
| 923 |
CSIC
923
Clifford Swan Investment Counsel
Pasadena,
California
| $1.9B | +$35.1M | +2% | 2.28% | 60.8% | 324 | 6.79% |
|
| 924 |
OP
924
Omni Partners
London,
United Kingdom
| $1.9B | +$992M | +110% | 19.4% | 412% | 45 | 68.89% |
|
| 925 |
SEC
925
Seven Eight Capital
New York
| $1.9B | +$2.05M | +0.1% | 2.65% | 13.6% | 811 | 65.97% |
|