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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 |
ASN
1026
Advisory Services Network
Atlanta,
Georgia
| $1.63B | +$207M | +15% | 3.48% | 80.5% | 3,016 | 18.3% |
|
| 1027 |
SDJVC
1027
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.63B | +$104M | +7% | 4.33% | 28.4% | 49 | 14.29% |
|
| 1028 |
CAM
1028
Cortina Asset Management
Milwaukee,
Wisconsin
| $1.62B | +$14.8M | +0.9% | 5.71% | 115% | 195 | 17.95% |
|
| 1029 |
IC
1029
Iconiq Capital
San Francisco,
California
| $1.61B | +$675M | +72% | 6.99% | 2.92% | 54 | 24.07% |
|
| 1030 |
GWM
1030
Geneos Wealth Management
Englewood,
Colorado
| $1.61B | +$96.8M | +6% | 2.53% | 53.8% | 2,541 | 7.67% |
|
| 1031 |
PFM
1031
Parsec Financial Management
Asheville,
North Carolina
| $1.61B | +$36.3M | +2% | 3.2% | 70.7% | 258 | 8.14% |
|
| 1032 |
BCM
1032
Basswood Capital Management
New York
| $1.61B | +$68.1M | +4% | 7.12% | 98% | 142 | 19.72% |
|
| 1033 |
GT
1033
Glenview Trust
Louisville,
Kentucky
| $1.61B | +$50.4M | +3% | 3.65% | 87.8% | 329 | 3.65% |
|
| 1034 |
PIMC
1034
Praesidium Investment Management Company
New York
| $1.6B | +$99.2M | +7% | 4.72% | 60.5% | 13 | 0% |
|
| 1035 |
OA
1035
Oak Associates
Akron,
Ohio
| $1.6B | -$32.5M | -2% | 2.21% | 112% | 157 | 7.01% |
|
| 1036 |
EWA
1036
EP Wealth Advisors
Torrance,
California
| $1.6B | +$561M | +54% | 4.04% | – | 349 | 41.83% |
|
| 1037 |
MFWM
1037
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.6B | +$41.6M | +3% | 4.55% | 52.4% | 142 | 11.27% |
|
| 1038 |
SRIM
1038
Saratoga Research & Investment Management
Saratoga,
California
| $1.59B | +$126M | +9% | 3.82% | 54.3% | 46 | 6.52% |
|
| 1039 |
AC
1039
Armistice Capital
New York
| $1.59B | -$241M | -13% | 6.51% | 44.1% | 89 | 53.93% |
|
| 1040 |
1040
Cerity Partners
New York
| $1.59B | +$101M | +7% | 4.4% | 64.3% | 606 | 34.32% |
|
| 1041 |
HF
1041
HRT Financial
New York
| $1.58B | +$938M | +145% | 4.22% | 133% | 1,007 | 80.14% |
|
| 1042 |
SIM
1042
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.58B | +$87M | +6% | 4.78% | 39.4% | 46 | 4.35% |
|
| 1043 |
UIC
1043
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.58B | +$1.79M | +0.1% | 1.71% | 53.1% | 130 | 12.31% |
|
| 1044 |
EB
1044
Eastern Bank
Boston,
Massachusetts
| $1.57B | +$80.2M | +5% | 4.22% | 91.1% | 208 | 10.1% |
|
| 1045 |
MCM
1045
McKinley Capital Management
Anchorage,
Alaska
| $1.57B | +$182M | +13% | 5.83% | 63.3% | 309 | 43.37% |
|
| 1046 |
MA
1046
Marshfield Associates
Washington,
District of Columbia
| $1.57B | -$70.1M | -4% | 8.26% | 54.3% | 20 | 5% |
|
| 1047 |
ACA
1047
Abdiel Capital Advisors
New York
| $1.56B | +$286M | +22% | 21.9% | 58.5% | 10 | 30% |
|
| 1048 |
CC
1048
Chicago Capital
Chicago,
Illinois
| $1.56B | +$92M | +6% | 6.95% | 93.9% | 235 | 14.47% |
|
| 1049 |
BSA
1049
Braun Stacey Associates
New York
| $1.56B | +$56.6M | +4% | 5.59% | 184% | 124 | 12.1% |
|
| 1050 |
FMII
1050
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.56B | +$62M | +4% | 4.06% | 77.8% | 877 | 5.59% |
|