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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%
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
Donald Smith & Co
New York
| $2.57B | -$1.69M | -0.1% | 2.87% | 152% | 68 | 7.35% | 4.2 |
|
| 1027 |
1027
Braun Stacey Associates
New York
| $2.57B | +$194M | +8% | 9.73% | 231% | 145 | 15.17% | 3.1 |
|
| 1028 |
1028
Geneos Wealth Management
Englewood,
Colorado
| $2.56B | -$1.02B | -28% | 6.38% | 66.7% | 3,213 | 14.63% | 3.3 |
|
| 1029 |
1029
Tidal Investments
Milwaukee,
Wisconsin
| $2.56B | +$422M | +20% | 4.69% | 208% | 761 | 32.72% | 0.6 |
|
| 1030 |
1030
Chicago Capital
Chicago,
Illinois
| $2.56B | +$190M | +8% | 9.35% | 137% | 252 | 7.14% | 2.2 |
|
| 1031 |
1031
Covington Capital Management
Los Angeles,
California
| $2.55B | +$221M | +9% | 7.41% | 32% | 1,009 | 21.51% | 3 |
|
| 1032 |
1032
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $2.55B | +$239M | +10% | 6.2% | 25.2% | 514 | 13.04% | 3.4 |
|
| 1033 |
1033
Orion Portfolio Solutions
Omaha,
Nebraska
| $2.55B | +$234M | +10% | 6.6% | 25.6% | 643 | 19.44% | 1 |
|
| 1034 |
BAPIM
1034
British Airways Pensions Investment Management
London,
United Kingdom
| $2.54B | $0 | 0% | 6.77% | 95.1% | 96 | 0% | 2.6 |
|
| 1035 |
1035
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.54B | +$197M | +8% | 10.6% | 150% | 118 | 30.51% | 2.4 |
|
| 1036 |
1036
Hamlin Capital Management
New York
| $2.54B | +$99.2M | +4% | 5.99% | 67.9% | 30 | 10% | 2.3 |
|
| 1037 |
DVI
1037
Deccan Value Investors
Greenwich,
Connecticut
| $2.54B | +$278M | +12% | 15.3% | 66.5% | 9 | 0% | 2.4 |
|
| 1038 |
1038
Matson Money Inc
Mason,
Ohio
| $2.54B | +$134M | +6% | 1.91% | 34.2% | 11 | 0% | 2.3 |
|
| 1039 |
1039
Meyer Handelman Company
Rye Brook,
New York
| $2.53B | +$117M | +5% | 5.16% | 83.8% | 205 | 3.41% | 5.9 |
|
| 1040 |
1040
Associated Banc-Corp
Green Bay,
Wisconsin
| $2.53B | +$919M | +57% | 6.69% | 88.8% | 354 | 27.4% | 5 |
|
| 1041 |
TAM
1041
Timucuan Asset Management
Jacksonville,
Florida
| $2.53B | +$265M | +12% | 7.82% | 61.6% | 32 | 9.38% | 3 |
|
| 1042 |
BCF
1042
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.52B | +$145M | +6% | 11% | 2.43% | 12 | 8.33% | 2.8 |
|
| 1043 |
LOAMU
1043
Lombard Odier Asset Management (USA)
New York
| $2.52B | -$200M | -7% | 5.46% | 96.8% | 420 | 60.71% | 0.4 |
|
| 1044 |
1044
Balentine LLC
Atlanta,
Georgia
| $2.52B | +$186M | +8% | 4.97% | 59.8% | 256 | 30.86% | 1.6 |
|
| 1045 |
1045
SignatureFD
Atlanta,
Georgia
| $2.51B | +$246M | +11% | 6.36% | 73.6% | 3,166 | 16.42% | 2.2 |
|
| 1046 |
LPU
1046
Lansdowne Partners (UK)
London,
United Kingdom
| $2.5B | -$569M | -19% | 4.74% | 293% | 41 | 29.27% | 1.3 |
|
| 1047 |
HM
1047
HealthCor Management
New York
| $2.5B | -$325M | -11% | 9.29% | 50.2% | 114 | 64.04% | 0.3 |
|
| 1048 |
T
1048
TOBAM
Paris,
France
| $2.5B | +$144M | +6% | 7.64% | 56% | 453 | 10.15% | 1.2 |
|
| 1049 |
1049
Miller Howard Investments
Kingston,
New York
| $2.5B | +$116M | +5% | 7.51% | 73.4% | 153 | 16.34% | 3 |
|
| 1050 |
1050
Tiedemann Advisors
New York
| $2.5B | +$213M | +9% | 6.65% | 31.5% | 368 | 13.04% | 2.3 |
|