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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1001 |
DS
1001
DRW Securities
Chicago,
Illinois
| $1.47B | -$187M | -11% | 1.23% | 87.9% | 118 | 67.8% |
|
| 1002 |
CCA
1002
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.46B | +$106M | +8% | 7.97% | 47.8% | 121 | 9.92% |
|
| 1003 |
KIA
1003
KCM Investment Advisors
Greenbrae,
California
| $1.46B | +$28M | +2% | 1.12% | 71.2% | 560 | 9.82% |
|
| 1004 |
HI
1004
Horizon Investments
Charlotte,
North Carolina
| $1.46B | +$124M | +9% | 4.88% | 66.7% | 156 | 59.62% |
|
| 1005 |
AAM
1005
AMI Asset Management
Los Angeles,
California
| $1.45B | +$14.7M | +1% | 3.69% | 81.6% | 80 | 27.5% |
|
| 1006 |
1006
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.45B | +$77.7M | +6% | 3.27% | 52.7% | 1,141 | 32.25% |
|
| 1007 |
DWA
1007
Douglass Winthrop Advisors
New York
| $1.45B | +$29M | +2% | 3.61% | 66.6% | 253 | 9.09% |
|
| 1008 |
FFA
1008
First Foundation Advisors
Irvine,
California
| $1.45B | +$52.5M | +4% | 3.23% | 57.1% | 331 | 24.17% |
|
| 1009 |
AACR
1009
ACR Alpine Capital Research
St. Louis,
Missouri
| $1.44B | +$138M | +11% | 3.37% | 61.4% | 29 | 6.9% |
|
| 1010 |
MGA
1010
MatlinPatterson Global Advisers
New York
| $1.44B | -$147M | -9% | 8.9% | 4.97% | 13 | 61.54% |
|
| 1011 |
RCWMU
1011
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $1.44B | +$50.3M | +4% | 3.23% | 43.6% | 43 | 13.95% |
|
| 1012 |
PFC
1012
Phocas Financial Corp
Alameda,
California
| $1.43B | +$61M | +4% | 6.83% | 124% | 262 | 20.23% |
|
| 1013 |
AB
1013
Aozora Bank
Tokyo,
Japan
| $1.43B | -$132M | -8% | 0.63% | 4.51% | 7 | 42.86% |
|
| 1014 |
BOI
1014
Bank of Italy
Rome,
Italy
| $1.43B | -$2.9M | -0.2% | 3.88% | 26.5% | 5 | 0% |
|
| 1015 |
NEI
1015
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.42B | +$98.4M | +7% | 4.25% | 66.5% | 364 | 49.73% |
|
| 1016 |
JCI
1016
Jet Capital Investors
New York
| $1.42B | -$127M | -8% | 9.35% | 147% | 51 | 70.59% |
|
| 1017 |
AC
1017
Allstate Corporation
Northbrook,
Illinois
| $1.42B | -$111M | -7% | 2.27% | 35.8% | 216 | 38.89% |
|
| 1018 |
BC
1018
Burney Company
Reston,
Virginia
| $1.42B | +$23.8M | +2% | 3.57% | 122% | 402 | 12.94% |
|
| 1019 |
CI
1019
Capital International
Los Angeles,
California
| $1.42B | +$35M | +3% | 7.49% | 124% | 142 | 4.93% |
|
| 1020 |
MFM
1020
MHR Fund Management
New York
| $1.41B | +$238M | +20% | 31.1% | 195% | 8 | 12.5% |
|
| 1021 |
GAMA
1021
Graticule Asia Macro Advisors
New York
| $1.41B | +$449M | +47% | 14.4% | – | 115 | 70.43% |
|
| 1022 |
SIC
1022
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.4B | +$21.9M | +2% | 4.03% | 67.3% | 135 | 11.11% |
|
| 1023 |
GL
1023
GLG LLC
New York
| $1.4B | +$71.7M | +5% | 5.82% | 43.2% | 554 | 22.56% |
|
| 1024 |
SAM
1024
Skyline Asset Management
Chicago,
Illinois
| $1.4B | +$39.9M | +3% | 7.75% | 26.1% | 75 | 12% |
|
| 1025 |
AFG
1025
American Financial Group
Cincinnati,
Ohio
| $1.4B | +$90.9M | +7% | 7.84% | 32.3% | 159 | 9.43% |
|