We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Cetera Advisors
Denver,
Colorado
| $1.5B | +$169M | +13% | 4.69% | 27.6% | 824 | 16.75% | 2 |
|
| 1027 |
ELC
1027
Edgar Lomax Company
Kingstowne,
Virginia
| $1.49B | -$66.3M | -4% | 3.34% | 66.2% | 71 | 22.54% | 2.3 |
|
| 1028 |
ACM
1028
Alta Capital Management
Salt Lake City,
Utah
| $1.49B | +$99.5M | +7% | 7.38% | 76.3% | 91 | 7.69% | 2.9 |
|
| 1029 |
1029
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $1.49B | +$275M | +23% | 7.68% | 210% | 243 | 47.33% | 0.8 |
|
| 1030 |
CCM
1030
Chieftain Capital Management
New York
| $1.49B | -$517M | -26% | 5.2% | 12.2% | 8 | 12.5% | 2.8 |
|
| 1031 |
BUB
1031
BBVA USA Bancshares
Houston,
Texas
| $1.49B | +$72.1M | +5% | 6.32% | 66.2% | 571 | 8.58% | 2.4 |
|
| 1032 |
1032
MAI Capital Management
Independence,
Ohio
| $1.49B | +$111M | +8% | 5.17% | 74.7% | 486 | 13.99% | 2.2 |
|
| 1033 |
DVI
1033
Deccan Value Investors
Greenwich,
Connecticut
| $1.48B | +$110M | +8% | 15.3% | 66.5% | 7 | 0% | 1.7 |
|
| 1034 |
1034
Ancora Advisors
Cleveland,
Ohio
| $1.48B | +$106M | +8% | 5.83% | 74.2% | 1,286 | 55.83% | 1.1 |
|
| 1035 |
NEI
1035
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.48B | +$23.1M | +2% | 4.65% | 78.1% | 410 | 16.1% | 1.3 |
|
| 1036 |
SRAIM
1036
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.46B | -$8.21M | -0.6% | 3.16% | 74.2% | 27 | 7.41% | 3.1 |
|
| 1037 |
PCM
1037
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.46B | -$131M | -8% | 5% | 181% | 320 | 23.75% | 1.2 |
|
| 1038 |
GIP
1038
Granite Investment Partners
El Segundo,
California
| $1.46B | +$103M | +8% | 8.63% | 131% | 325 | 13.85% | 2.1 |
|
| 1039 |
1039
Check Capital Management
Costa Mesa,
California
| $1.46B | +$147M | +11% | 0.78% | 66.6% | 60 | 25% | 2.2 |
|
| 1040 |
IA
1040
Icon Advisers
Greenwood Village,
Colorado
| $1.46B | -$18.8M | -1% | 4.38% | 114% | 456 | 31.36% | 1.2 |
|
| 1041 |
1041
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.46B | +$46.4M | +3% | 4.97% | 99.7% | 192 | 5.73% | 3 |
|
| 1042 |
SCM
1042
Sandler Capital Management
New York
| $1.46B | +$341M | +31% | 10.4% | 325% | 239 | 65.27% | 0.3 |
|
| 1043 |
CI
1043
Cigna Investments
Bloomfield,
Connecticut
| $1.45B | +$536M | +58% | 4.88% | 138% | 792 | 16.29% | 0.2 |
|
| 1044 |
SI
1044
SII Investments
Appleton,
Wisconsin
| $1.45B | +$117M | +9% | 4.44% | 24.3% | 645 | 12.56% | 2 |
|
| 1045 |
1045
Destination Wealth Management
Walnut Creek,
California
| $1.45B | +$91.3M | +7% | 4.81% | 52.7% | 180 | 19.44% | 2.1 |
|
| 1046 |
CCM
1046
Cadence Capital Management
Boston,
Massachusetts
| $1.45B | +$23M | +2% | 4.55% | 0.72% | 734 | 19.62% | 1.6 |
|
| 1047 |
1047
Jasper Ridge Partners
Menlo Park,
California
| $1.45B | +$9.45M | +0.7% | 8.53% | 84.2% | 100 | 13% | 2.4 |
|
| 1048 |
FAM
1048
Foxhaven Asset Management
Charlottesville,
Virginia
| $1.44B | +$119M | +9% | 12.8% | 88.2% | 24 | 20.83% | 1.3 |
|
| 1049 |
1049
Shelton Capital Management
Denver,
Colorado
| $1.44B | +$131M | +10% | 6.57% | 161% | 951 | 19.66% | 2.2 |
|
| 1050 |
RCM
1050
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.44B | -$91.6M | -6% | 3.71% | 9.04% | 179 | 36.87% | 1.8 |
|