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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 |
MA
976
Mutual Advisors
Omaha,
Nebraska
| $2.56B | -$70.9M | -3% | 3.04% | 68.1% | 1,070 | 16.36% | 2.7 |
|
| 977 |
977
Empirical Wealth Management
Seattle,
Washington
| $2.55B | +$67.8M | +3% | 2.69% | 78.8% | 502 | 15.14% | 3.7 |
|
| 978 |
978
Choate Investment Advisors
Boston,
Massachusetts
| $2.55B | +$159M | +7% | 3.36% | 70% | 436 | 21.33% | 3.8 |
|
| 979 |
GAMH
979
Greenwoods Asset Management (HK)
Hong Kong
| $2.55B | +$481M | +23% | 12.9% | 274% | 36 | 36.11% | 1.1 |
|
| 980 |
DP
980
Dearborn Partners
Chicago,
Illinois
| $2.55B | -$65M | -2% | 3.71% | 46.1% | 254 | 13.78% | 5.7 |
|
| 981 |
981
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.55B | -$105M | -4% | 3.54% | 77.8% | 1,834 | 8.18% | 3.5 |
|
| 982 |
982
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $2.54B | +$192M | +8% | 4.15% | 241% | 236 | 28.39% | 0.6 |
|
| 983 |
MC
983
Metropolis Capital
Amersham,
United Kingdom
| $2.54B | -$64.8M | -2% | 0.21% | 54.4% | 16 | 0% | 3.2 |
|
| 984 |
984
W.H. Reaves & Co
Jersey City,
New Jersey
| $2.53B | -$188M | -7% | 6.6% | 111% | 70 | 5.71% | 5.2 |
|
| 985 |
985
Becker Capital Management
Portland,
Oregon
| $2.52B | -$122M | -5% | 3.55% | 89.2% | 276 | 6.88% | 4 |
|
| 986 |
986
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.5B | -$158M | -6% | 2.58% | 120% | 3,159 | 3.39% | 5.3 |
|
| 987 |
ZCM
987
Ziegler Capital Management
Chicago,
Illinois
| $2.5B | -$116M | -4% | 0.93% | 56% | 421 | 14.73% | 3.1 |
|
| 988 |
988
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $2.5B | -$162M | -6% | 2.76% | 132% | 515 | 1.36% | 8.3 |
|
| 989 |
989
Aristotle Atlantic Partners
Sarasota,
Florida
| $2.5B | -$158M | -6% | 3.77% | 144% | 105 | 11.43% | 3.7 |
|
| 990 |
990
SigFig Wealth Management
San Francisco,
California
| $2.49B | -$84.5M | -3% | 3.41% | 49.3% | 112 | 9.82% | 3 |
|
| 991 |
TAM
991
Timucuan Asset Management
Jacksonville,
Florida
| $2.49B | -$50.1M | -2% | 0.91% | 61.6% | 27 | 3.7% | 4.6 |
|
| 992 |
992
Advisor Partners II
Walnut Creek,
California
| $2.49B | +$357M | +17% | 2.22% | – | 1,313 | 22.32% | 0.7 |
|
| 993 |
CCM
993
Cadian Capital Management
New York
| $2.48B | +$369M | +17% | 5.39% | 19.5% | 37 | 32.43% | 1 |
|
| 994 |
APM
994
Avidity Partners Management
Dallas,
Texas
| $2.48B | -$380M | -13% | 2.03% | 492% | 106 | 33.96% | 1 |
|
| 995 |
995
Meyer Handelman Company
Rye Brook,
New York
| $2.48B | +$6.61M | +0.3% | 3.2% | 83.8% | 200 | 10.5% | 7.9 |
|
| 996 |
996
Perigon Wealth Management
San Francisco,
California
| $2.47B | -$77.4M | -3% | 2.8% | 93.8% | 831 | 12.88% | 2.6 |
|
| 997 |
997
ARGA Investment Management
Stamford,
Connecticut
| $2.46B | -$372M | -13% | 2.99% | 78.1% | 128 | 11.72% | 2 |
|
| 998 |
998
Citizens Financial Group
Providence,
Rhode Island
| $2.45B | -$294M | -11% | 3.31% | 83.7% | 413 | 24.94% | 4.4 |
|
| 999 |
NAM
999
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $2.45B | -$73.1M | -3% | 3.22% | 135% | 520 | 8.46% | 1.3 |
|
| 1000 |
NI
1000
NYL Investors
New York
| $2.45B | +$226M | +10% | 3.32% | 12.7% | 33 | 9.09% | 3.7 |
|