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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1026 |
BFM
1026
Boston Financial Management
Boston,
Massachusetts
| $1.69B | +$214M | +14% | 7.77% | 30.1% | 309 | 17.8% |
|
| 1027 |
TA
1027
Tiedemann Advisors
New York
| $1.69B | +$124M | +8% | 6% | 31.5% | 323 | 12.69% |
|
| 1028 |
MME
1028
Meag Munich Ergo
Munich,
Germany
| $1.69B | +$80.1M | +5% | 7.18% | 82.8% | 435 | 26.44% |
|
| 1029 |
ANTB
1029
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.69B | +$84M | +5% | 4.82% | 51.8% | 269 | 12.27% |
|
| 1030 |
BUB
1030
BBVA USA Bancshares
Houston,
Texas
| $1.69B | +$106M | +7% | 6.51% | 66.2% | 553 | 9.4% |
|
| 1031 |
BFC
1031
Banc Funds Company
Chicago,
Illinois
| $1.69B | -$246M | -13% | 3.4% | 44.9% | 275 | 9.82% |
|
| 1032 |
CAI
1032
Capital Advisors Inc
Tulsa,
Oklahoma
| $1.68B | +$18.5M | +1% | 4.18% | 82.7% | 188 | 10.64% |
|
| 1033 |
BC
1033
Burney Company
Reston,
Virginia
| $1.68B | -$26.9M | -2% | 8.32% | 122% | 484 | 17.36% |
|
| 1034 |
DCM
1034
Discovery Capital Management
South Norwalk,
Connecticut
| $1.68B | -$169M | -9% | 16.7% | 556% | 71 | 59.15% |
|
| 1035 |
NI
1035
Nuance Investments
Kansas City,
Missouri
| $1.67B | +$137M | +9% | 2.76% | 6.33% | 67 | 23.88% |
|
| 1036 |
CPO
1036
Cerity Partners OCIO
New York
| $1.67B | +$89.3M | +6% | 2.49% | – | 310 | 19.68% |
|
| 1037 |
RI
1037
RTW Investments
New York
| $1.67B | +$284M | +20% | 30.3% | 384% | 48 | 18.75% |
|
| 1038 |
TCM
1038
Tenor Capital Management
New York
| $1.67B | -$1.97M | -0.1% | 0.09% | 3.92% | 84 | 13.1% |
|
| 1039 |
GA
1039
General Atlantic
New York
| $1.67B | +$96.8M | +6% | 2.35% | 186% | 8 | 25% |
|
| 1040 |
AC
1040
Armistice Capital
New York
| $1.67B | +$134M | +9% | 3.26% | 44.1% | 98 | 46.94% |
|
| 1041 |
1041
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.66B | +$37.6M | +2% | 3.33% | 77.1% | 208 | 45.67% |
|
| 1042 |
HB
1042
Homrich & Berg
Atlanta,
Georgia
| $1.66B | +$281M | +20% | 6.32% | 38.3% | 343 | 13.41% |
|
| 1043 |
SPC
1043
Stone Point Capital
Greenwich,
Connecticut
| $1.66B | +$890M | +116% | 18.2% | 11.1% | 4 | 25% |
|
| 1044 |
CCM
1044
Copeland Capital Management
Conshohocken,
Pennsylvania
| $1.65B | -$54.3M | -3% | 6.3% | 43.3% | 150 | 13.33% |
|
| 1045 |
SDJVC
1045
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.65B | -$47M | -3% | 3.71% | 28.4% | 50 | 6% |
|
| 1046 |
SEC
1046
Seven Eight Capital
New York
| $1.65B | +$211M | +15% | 7.6% | 13.6% | 769 | 70.48% |
|
| 1047 |
WSTAM
1047
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.65B | +$399M | +32% | 5.29% | 25.2% | 1,654 | 79.87% |
|
| 1048 |
TU
1048
TDAM USA
Toronto,
Ontario, Canada
| $1.65B | +$68.5M | +4% | 7% | 104% | 337 | 8.31% |
|
| 1049 |
HVCM
1049
HG Vora Capital Management
New York
| $1.64B | -$76.9M | -4% | 4.14% | 10.1% | 24 | 41.67% |
|
| 1050 |
SIM
1050
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.64B | +$110M | +7% | 7.81% | 94.5% | 472 | 5.3% |
|