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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
SCM
951
Snyder Capital Management
San Francisco,
California
| $1.65B | +$49.7M | +3% | 7.34% | 82.7% | 69 | 4.35% | 2.6 |
|
| 952 |
RAM
952
RWC Asset Management
London,
United Kingdom
| $1.64B | +$6.54M | +0.4% | 2.87% | 65.4% | 158 | 19.62% | 1.6 |
|
| 953 |
TH
953
TCTC Holdings
Dallas,
Texas
| $1.64B | +$283M | +21% | 12.7% | 78.5% | 180 | 12.78% | 2.6 |
|
| 954 |
PNC
954
Park National Corp
Newark,
Ohio
| $1.64B | +$71.9M | +5% | 7.55% | 92.7% | 359 | 9.19% | 2.6 |
|
| 955 |
TCM
955
Tran Capital Management
San Rafael,
California
| $1.64B | -$811M | -33% | 0.28% | 149% | 52 | 23.08% | 1.9 |
|
| 956 |
JCAM
956
Jericho Capital Asset Management
New York
| $1.63B | -$865M | -35% | 8.03% | 573% | 51 | 70.59% | 0.3 |
|
| 957 |
NCGI
957
Next Century Growth Investors
Plymouth,
Minnesota
| $1.63B | -$546M | -25% | 2.79% | 447% | 196 | 33.16% | 1.6 |
|
| 958 |
958
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.63B | +$183M | +13% | 1.63% | 52.7% | 1,264 | 27.77% | 0.9 |
|
| 959 |
FTUS
959
Flow Traders U.S.
New York
| $1.63B | +$552M | +51% | 0.19% | 86.5% | 612 | 49.18% | 0.4 |
|
| 960 |
BCM
960
Bluefin Capital Management
New York
| $1.63B | -$1.1B | -40% | 6.16% | – | 681 | 59.32% | 0.5 |
|
| 961 |
MFIMFI
961
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $1.63B | -$77.1M | -5% | 12% | 26.9% | 275 | 29.82% | 0.8 |
|
| 962 |
RCM
962
Riverhead Capital Management
Wilmington,
Delaware
| $1.62B | +$69.8M | +4% | 5.3% | 45.7% | 1,527 | 6.48% | 1.8 |
|
| 963 |
HRES
963
Heitman Real Estate Securities
Chicago,
Illinois
| $1.61B | -$143M | -8% | 2.87% | 48.3% | 64 | 21.88% | 1.4 |
|
| 964 |
ADEF
964
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.61B | +$125M | +8% | 4.76% | 150% | 262 | 45.04% | 1 |
|
| 965 |
SWP
965
Stratos Wealth Partners
Beachwood,
Ohio
| $1.61B | +$126M | +8% | 2.02% | 83.3% | 796 | 24.62% | 1.3 |
|
| 966 |
FNBOO
966
First National Bank of Omaha
Omaha,
Nebraska
| $1.6B | +$239M | +18% | 4.48% | 70.9% | 422 | 28.67% | 2.1 |
|
| 967 |
ABC
967
Associated Banc-Corp
Green Bay,
Wisconsin
| $1.6B | +$31.2M | +2% | 4.12% | 88.8% | 292 | 7.53% | 2.8 |
|
| 968 |
ECA
968
Endeavour Capital Advisors
Greenwich,
Connecticut
| $1.6B | +$262M | +20% | 21% | 105% | 104 | 18.27% | 1.9 |
|
| 969 |
SFFS
969
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $1.6B | -$88.3M | -5% | 2.32% | 74.9% | 358 | 30.45% | 1 |
|
| 970 |
WSFS
970
Wilmington Savings Fund Society
Wilmington,
Delaware
| $1.59B | +$7.05M | +0.4% | 3.89% | – | 349 | 6.59% | 3.1 |
|
| 971 |
FIM
971
Freedom Investment Management
Hartford,
Connecticut
| $1.59B | +$31.9M | +2% | 1.22% | 68.5% | 1,114 | 32.14% | 1.5 |
|
| 972 |
DCM
972
Dorsal Capital Management
Redwood City,
California
| $1.59B | +$1.92M | +0.1% | 1.36% | 99.6% | 34 | 41.18% | 0.7 |
|
| 973 |
PCM
973
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.59B | +$120M | +8% | 11.7% | 181% | 330 | 27.58% | 1.2 |
|
| 974 |
SDJVC
974
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.59B | -$35.1M | -2% | 0.31% | 32.6% | 51 | 5.88% | 2.5 |
|
| 975 |
CIA
975
Choate Investment Advisors
Boston,
Massachusetts
| $1.58B | +$50.7M | +3% | 2.06% | 70% | 254 | 11.42% | 2.5 |
|