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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1051 |
BIM
1051
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.47B | +$96.9M | +7% | 23.3% | 181% | 415 | 63.86% |
|
| 1052 |
IUHSA
1052
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $1.47B | +$616M | +72% | 11.9% | 107% | 748 | 29.14% |
|
| 1053 |
GCP
1053
GSA Capital Partners
London,
United Kingdom
| $1.47B | -$65.1M | -4% | 7.2% | 64.7% | 2,085 | 46.67% |
|
| 1054 |
CG
1054
Colony Group
Boston,
Massachusetts
| $1.46B | +$60.5M | +4% | 5.05% | 33.2% | 481 | 14.97% |
|
| 1055 |
BSA
1055
Braun Stacey Associates
New York
| $1.46B | -$77.9M | -5% | 6.36% | 184% | 142 | 15.49% |
|
| 1056 |
RP
1056
RR Partners
New York
| $1.46B | -$290M | -17% | 5.77% | 73.3% | 20 | 15% |
|
| 1057 |
CIA
1057
Capital Investment Advisors
Atlanta,
Georgia
| $1.46B | +$59.8M | +4% | 3.01% | 44.9% | 484 | 6.61% |
|
| 1058 |
ACM
1058
Aviance Capital Management
Sarasota,
Florida
| $1.45B | -$150M | -9% | 2.43% | 22% | 392 | 27.04% |
|
| 1059 |
CPO
1059
Cerity Partners OCIO
New York
| $1.45B | +$123M | +9% | 2.99% | – | 263 | 8.75% |
|
| 1060 |
DVI
1060
Deccan Value Investors
Greenwich,
Connecticut
| $1.45B | -$204M | -12% | 0.39% | 66.5% | 8 | 12.5% |
|
| 1061 |
ANTB
1061
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.45B | +$71.3M | +5% | 4.12% | 51.8% | 268 | 11.57% |
|
| 1062 |
NIP
1062
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.45B | +$31.4M | +2% | 7.42% | 362% | 290 | 33.45% |
|
| 1063 |
RBA
1063
Richard Bernstein Advisors
New York
| $1.44B | +$135M | +10% | 5.71% | 33.9% | 210 | 8.57% |
|
| 1064 |
NI
1064
Nuance Investments
Kansas City,
Missouri
| $1.44B | +$107M | +8% | 4.16% | 6.33% | 91 | 30.77% |
|
| 1065 |
IH
1065
IFC Holdings
Tampa,
Florida
| $1.43B | +$129M | +10% | 3.78% | 25.1% | 542 | 13.84% |
|
| 1066 |
UFM
1066
Ursa Fund Management
Danville,
California
| $1.43B | +$1.3B | +955% | 5.2% | 11.2% | 47 | 89.36% |
|
| 1067 |
AC
1067
Addenda Capital
Montreal,
Quebec, Canada
| $1.43B | +$90.9M | +7% | 6.75% | 86% | 119 | 4.2% |
|
| 1068 |
CONA
1068
Capital One National Association
New York
| $1.43B | +$56M | +4% | 5.04% | – | 573 | 20.07% |
|
| 1069 |
GA
1069
General Atlantic
New York
| $1.43B | +$291M | +26% | 18.6% | 186% | 6 | 16.67% |
|
| 1070 |
IA
1070
Icon Advisers
Greenwood Village,
Colorado
| $1.42B | -$13.5M | -0.9% | 5.68% | 86.9% | 448 | 31.25% |
|
| 1071 |
NP
1071
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.42B | – | – | 3.42% | 38.6% | 124 | – |
|
| 1072 |
ELC
1072
Edgar Lomax Company
Kingstowne,
Virginia
| $1.42B | -$46.7M | -3% | 5.5% | 56.6% | 61 | 1.64% |
|
| 1073 |
IC
1073
Inverness Counsel
New York
| $1.42B | -$24.5M | -2% | 5.2% | 53.9% | 101 | 8.91% |
|
| 1074 |
1074
Cerity Partners
New York
| $1.41B | +$219M | +18% | 5.32% | 64.3% | 579 | 43.18% |
|
| 1075 |
AAM
1075
AMI Asset Management
Los Angeles,
California
| $1.41B | +$10.5M | +0.8% | 2.64% | 81.6% | 80 | 16.25% |
|