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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
FA
976
FDx Advisors
Chicago,
Illinois
| $1.54B | +$14.8M | +1% | 1.32% | 66.2% | 1,055 | 18.29% | 0.8 |
|
| 977 |
IAM
977
Impax Asset Management
Portsmouth,
New Hampshire
| $1.54B | -$46.3M | -3% | 1.04% | 47.7% | 212 | 27.83% | 0.8 |
|
| 978 |
978
Ronald Blue & Co
Roswell,
Georgia
| $1.54B | -$34.5M | -2% | 4.34% | 2.44% | 365 | 14.79% | 1 |
|
| 979 |
979
ETrade Capital Management
Arlington,
Virginia
| $1.54B | +$30.6M | +2% | 1.77% | 26.3% | 463 | 14.47% | 1 |
|
| 980 |
980
Old National Bancorp
Evansville,
Indiana
| $1.53B | +$207M | +16% | 0.13% | 76.6% | 589 | 14.09% | 0.8 |
|
| 981 |
BFA
981
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.53B | +$119M | +8% | 0.72% | 80.6% | 179 | 22.91% | 0.8 |
|
| 982 |
982
Associated Banc-Corp
Green Bay,
Wisconsin
| $1.52B | -$14.3M | -0.9% | 0.63% | 88.8% | 277 | 6.14% | 1.1 |
|
| 983 |
983
Cincinnati Financial Corp
Fairfield,
Ohio
| $1.52B | +$33.9M | +2% | 0.85% | 74.2% | 48 | 6.25% | 1.2 |
|
| 984 |
AGC
984
Angelo Gordon & Co
New York
| $1.52B | +$241M | +19% | 0.39% | 90.1% | 90 | 33.33% | 0.5 |
|
| 985 |
985
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.52B | +$19.5M | +1% | 1.94% | 150% | 86 | 2.33% | 1 |
|
| 986 |
AIM
986
Atlantic Investment Management
New York
| $1.51B | -$20.9M | -1% | 11.4% | 28.8% | 17 | 11.76% | 0.8 |
|
| 987 |
HRES
987
Heitman Real Estate Securities
Chicago,
Illinois
| $1.51B | -$88.4M | -6% | 3.9% | 48.3% | 67 | 35.82% | 0.8 |
|
| 988 |
COLIM
988
City of London Investment Management
London,
United Kingdom
| $1.51B | +$134M | +10% | 2.45% | 102% | 106 | 42.45% | 0.6 |
|
| 989 |
RP
989
RBS Partners
Bay Harbor Islands,
Florida
| $1.51B | -$759M | -33% | 17.4% | 210% | 5 | 20% | 1 |
|
| 990 |
TP
990
Theleme Partners
London,
United Kingdom
| $1.51B | +$3.1M | +0.2% | 3.71% | 35.5% | 10 | 20% | 1.1 |
|
| 991 |
TCP
991
TAMRO Capital Partners
Alexandria,
Virginia
| $1.51B | -$471M | -24% | 6.33% | – | 122 | 15.57% | 0.9 |
|
| 992 |
NEI
992
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.5B | -$116M | -7% | 3.9% | 78.1% | 237 | 14.77% | 1 |
|
| 993 |
993
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $1.5B | -$97.6M | -6% | 6.57% | 101% | 90 | 21.11% | 1 |
|
| 994 |
NAP
994
New Amsterdam Partners
New York
| $1.49B | -$42.4M | -3% | 0.77% | 73.9% | 129 | 13.95% | 0.8 |
|
| 995 |
TCMV
995
Technology Crossover Management VII
Menlo Park,
California
| $1.48B | -$5.55M | -0.4% | 5.63% | 35.2% | 7 | 57.14% | 0.9 |
|
| 996 |
PRA
996
Parametric Risk Advisors
Westport,
Connecticut
| $1.48B | -$40.8M | -3% | 5.63% | 67.7% | 161 | 14.29% | 1 |
|
| 997 |
GWM
997
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.48B | -$24.2M | -2% | 1.29% | 198% | 173 | 6.94% | 1.1 |
|
| 998 |
FFH
998
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.48B | +$16.9M | +1% | 7.87% | 70.7% | 46 | 15.22% | 1.1 |
|
| 999 |
PGP
999
Prescott General Partners
Boca Raton,
Florida
| $1.48B | +$42M | +3% | 2.45% | 76.8% | 14 | 7.14% | 1.2 |
|
| 1000 |
ELC
1000
Edgar Lomax Company
Kingstowne,
Virginia
| $1.48B | +$60.6M | +4% | 2.29% | 66.2% | 59 | 0% | 1.1 |
|