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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 926 |
SIC
926
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.87B | +$245M | +15% | 16% | 87.8% | 131 | 11.45% |
|
| 927 |
FCIM
927
Fairview Capital Investment Management
Greenbrae,
California
| $1.87B | +$187M | +11% | 14.6% | 61.7% | 148 | 13.51% |
|
| 928 |
CSIC
928
Clifford Swan Investment Counsel
Pasadena,
California
| $1.86B | +$217M | +13% | 13.6% | 73.2% | 312 | 6.09% |
|
| 929 |
FHB
929
First Hawaiian Bank
Honolulu,
Hawaii
| $1.86B | +$195M | +12% | 13.3% | 67.1% | 1,919 | 14.96% |
|
| 930 |
GIM
930
Granahan Investment Management
Waltham,
Massachusetts
| $1.86B | +$450M | +32% | 30.6% | 265% | 210 | 18.1% |
|
| 931 |
KFC
931
Klingenstein Fields & Co
New York
| $1.86B | -$496M | -21% | 13.7% | 93.4% | 205 | 12.68% |
|
| 932 |
GCM
932
Graham Capital Management
Rowayton,
Connecticut
| $1.86B | -$408M | -18% | 4.87% | 60.4% | 93 | 44.09% |
|
| 933 |
VIA
933
Vident Investment Advisory
Alpharetta,
Georgia
| $1.85B | +$69.7M | +4% | 15.3% | 82.6% | 850 | 28.12% |
|
| 934 |
AA
934
Alesco Advisors
Pittsford,
New York
| $1.85B | +$166M | +10% | 10.1% | 46.9% | 129 | 3.1% |
|
| 935 |
S
935
Schroders
London,
United Kingdom
| $1.85B | +$576M | +45% | 12.4% | 5.82% | 14 | 42.86% |
|
| 936 |
TH
936
TCTC Holdings
Dallas,
Texas
| $1.85B | +$56.1M | +3% | 6.24% | 78.5% | 169 | 7.1% |
|
| 937 |
WSFS
937
Wilmington Savings Fund Society
Wilmington,
Delaware
| $1.84B | +$189M | +11% | 13.2% | – | 362 | 6.91% |
|
| 938 |
IC
938
Inverness Counsel
New York
| $1.84B | +$342M | +23% | 18.4% | 53.9% | 126 | 12.7% |
|
| 939 |
CAM
939
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $1.83B | +$270M | +17% | 12.6% | 69.1% | 140 | 35% |
|
| 940 |
AC
940
Aristeia Capital
Greenwich,
Connecticut
| $1.83B | +$328M | +22% | 17.2% | 73.2% | 64 | 45.31% |
|
| 941 |
RHBC
941
R.H. Bluestein & Co
Birmingham,
Michigan
| $1.83B | +$553M | +43% | 15.1% | 69% | 315 | 16.51% |
|
| 942 |
942
Credit Agricole
Montrouge Cedex,
France
| $1.83B | +$65.3M | +4% | 18.6% | – | 524 | 19.27% |
|
| 943 |
AC
943
Armistice Capital
New York
| $1.83B | +$508M | +38% | 22.5% | 79.7% | 96 | 55.21% |
|
| 944 |
KPAG
944
KLS Professional Advisors Group
New York
| $1.83B | +$169M | +10% | 7.04% | 38% | 33 | 9.09% |
|
| 945 |
PAS
945
Park Avenue Securities
New York
| $1.82B | +$1.17B | +180% | 10.5% | 71% | 489 | 60.74% |
|
| 946 |
1CP
946
1607 Capital Partners
Richmond,
Virginia
| $1.82B | +$170M | +10% | 10.1% | 28.5% | 146 | 10.96% |
|
| 947 |
ADEF
947
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.82B | +$193M | +12% | 15.5% | 150% | 252 | 28.57% |
|
| 948 |
BG
948
Bellevue Group
Kuesnacht,
Switzerland
| $1.82B | +$296M | +19% | 16.9% | 159% | 155 | 22.58% |
|
| 949 |
RWJF
949
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.82B | +$140M | +8% | 8.32% | 4.83% | 1 | 0% |
|
| 950 |
CM
950
Caption Management
Oklahoma City,
Oklahoma
| $1.81B | +$561M | +45% | 19.4% | 227% | 823 | 79.47% |
|