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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 |
SIC
1001
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.56B | +$30.2M | +2% | 2.55% | 87.8% | 128 | 10.16% |
|
| 1002 |
HA
1002
Heartland Advisors
Milwaukee,
Wisconsin
| $1.55B | -$85.3M | -5% | 3.54% | 88.6% | 225 | 25.33% |
|
| 1003 |
PIC
1003
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $1.55B | -$195M | -11% | 0.66% | 164% | 86 | 24.42% |
|
| 1004 |
MCM
1004
MAI Capital Management
Independence,
Ohio
| $1.55B | +$66M | +4% | 2.18% | 74.7% | 494 | 14.17% |
|
| 1005 |
ACM
1005
American Capital Management
New York
| $1.55B | +$134M | +9% | 8.97% | 96.7% | 86 | 9.3% |
|
| 1006 |
CRCP
1006
Copper Rock Capital Partners
Boston,
Massachusetts
| $1.55B | -$36.1M | -2% | 2.32% | – | 111 | 26.13% |
|
| 1007 |
SIM
1007
Scottrade Investment Management
Saint Louis,
Missouri
| $1.55B | +$300M | +24% | 2.15% | – | 7 | 14.29% |
|
| 1008 |
AA
1008
Ancora Advisors
Cleveland,
Ohio
| $1.54B | +$67.2M | +5% | 3.74% | 74.2% | 686 | 19.1% |
|
| 1009 |
ECP
1009
Elk Creek Partners
Denver,
Colorado
| $1.54B | -$91.1M | -6% | 6.12% | 16.4% | 166 | 12.65% |
|
| 1010 |
BSA
1010
Braun Stacey Associates
New York
| $1.54B | -$35.4M | -2% | 5.24% | 231% | 144 | 9.72% |
|
| 1011 |
BAM
1011
Baring Asset Management
London,
United Kingdom
| $1.54B | +$107M | +7% | 8.74% | 54.2% | 206 | 23.3% |
|
| 1012 |
WIM
1012
Waverton Investment Management
London,
United Kingdom
| $1.54B | -$48.2M | -3% | 3.91% | 129% | 103 | 30.1% |
|
| 1013 |
GCP
1013
GSA Capital Partners
London,
United Kingdom
| $1.53B | -$331M | -18% | 2.34% | 94.7% | 2,174 | 46.18% |
|
| 1014 |
LFM
1014
Lumina Fund Management
New York
| $1.53B | +$728M | +91% | 2.29% | 28.1% | 56 | 23.21% |
|
| 1015 |
CCM
1015
Copeland Capital Management
Conshohocken,
Pennsylvania
| $1.53B | +$92.8M | +6% | 3.43% | 58.8% | 139 | 11.51% |
|
| 1016 |
MDSL
1016
M.D. Sass LLC
New York
| $1.53B | -$392M | -20% | 2.33% | 80.1% | 60 | 28.33% |
|
| 1017 |
SM
1017
Sabby Management
Miami Beach,
Florida
| $1.53B | -$325M | -18% | 6.02% | 95.5% | 300 | 42.33% |
|
| 1018 |
MCM
1018
Mason Capital Management
New York
| $1.53B | -$22.8M | -1% | 2.42% | 18.5% | 28 | 53.57% |
|
| 1019 |
BC
1019
Burney Company
Reston,
Virginia
| $1.53B | +$9.24M | +0.6% | 2.6% | 122% | 417 | 11.51% |
|
| 1020 |
CHP
1020
Castle Hook Partners
New York
| $1.53B | -$341M | -18% | 3.56% | 1,120% | 83 | 74.7% |
|
| 1021 |
FCIM
1021
Fairview Capital Investment Management
Greenbrae,
California
| $1.53B | +$126M | +9% | 3.24% | 61.7% | 113 | 14.16% |
|
| 1022 |
BUB
1022
BBVA USA Bancshares
Houston,
Texas
| $1.52B | +$29.7M | +2% | 3.95% | 66.2% | 558 | 8.06% |
|
| 1023 |
CG
1023
Carlyle Group
Washington,
District of Columbia
| $1.52B | -$591M | -28% | 1.94% | 7.98% | 16 | 12.5% |
|
| 1024 |
CTC
1024
Central Trust Company
Jefferson City,
Missouri
| $1.51B | +$9.99M | +0.7% | 2.14% | 84% | 1,417 | 23.01% |
|
| 1025 |
MDP
1025
Madison Dearborn Partners
Chicago,
Illinois
| $1.51B | +$220M | +17% | 17.1% | – | 1 | 0% |
|