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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1051 |
GFPC
1051
Global Financial Private Capital
Sarasota,
Florida
| $1.59B | +$18.3M | +1% | 11.9% | 14.4% | 441 | 21.77% |
|
| 1052 |
ACA
1052
Aptus Capital Advisors
Fairhope,
Alabama
| $1.59B | +$436M | +38% | 12.8% | 66.9% | 481 | 27.03% |
|
| 1053 |
FFH
1053
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.59B | +$149M | +10% | 13.5% | 70.7% | 64 | 20.31% |
|
| 1054 |
FAB
1054
First American Bank
Dundee,
Illinois
| $1.59B | +$245M | +18% | 9.84% | 99.7% | 331 | 10.27% |
|
| 1055 |
WTC
1055
WhitTier Trust Company
Reno,
Nevada
| $1.59B | +$288M | +22% | 21.1% | 96.9% | 1,020 | 8.92% |
|
| 1056 |
SI
1056
Sofinnova Investments
Menlo Park,
California
| $1.59B | +$505M | +47% | 39.2% | 450% | 93 | 49.46% |
|
| 1057 |
SCM
1057
Smead Capital Management
Phoenix,
Arizona
| $1.59B | +$175M | +12% | 25.6% | 72.5% | 31 | 9.68% |
|
| 1058 |
SRIM
1058
Saratoga Research & Investment Management
Saratoga,
California
| $1.58B | +$142M | +10% | 13.8% | 54.3% | 45 | 6.67% |
|
| 1059 |
IP
1059
Interval Partners
New York
| $1.58B | +$281M | +22% | 27.1% | 106% | 297 | 66.67% |
|
| 1060 |
WI
1060
Wafra Inc
New York
| $1.58B | +$273M | +21% | 23.4% | 45.9% | 73 | 28.77% |
|
| 1061 |
AHSSHC
1061
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.58B | +$1.03B | +187% | 15.5% | 29.1% | 10 | 10% |
|
| 1062 |
1062
Credit Agricole
Montrouge Cedex,
France
| $1.58B | +$409M | +35% | 25.9% | – | 548 | 17.34% |
|
| 1063 |
ACM
1063
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.57B | +$241M | +18% | 21.3% | 80.3% | 276 | 9.42% |
|
| 1064 |
PR
1064
Payden & Rygel
Los Angeles,
California
| $1.57B | +$182M | +13% | 15.5% | 103% | 120 | 8.33% |
|
| 1065 |
PFM
1065
Parsec Financial Management
Asheville,
North Carolina
| $1.57B | +$235M | +18% | 19.8% | 70.7% | 249 | 12.45% |
|
| 1066 |
O
1066
Ossiam
Paris,
France
| $1.56B | +$94.9M | +6% | 26.9% | 155% | 501 | 25.15% |
|
| 1067 |
BAM
1067
Barrett Asset Management
New York
| $1.56B | +$283M | +22% | 23.6% | 78.4% | 402 | 15.17% |
|
| 1068 |
APM
1068
Avidity Partners Management
Dallas,
Texas
| $1.56B | +$837M | +116% | 54.9% | 492% | 85 | 71.76% |
|
| 1069 |
T
1069
TOBAM
Paris,
France
| $1.55B | +$290M | +23% | 30.6% | 56% | 181 | 46.41% |
|
| 1070 |
MPWT
1070
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.55B | +$299M | +24% | 20.6% | 77.9% | 852 | 26.29% |
|
| 1071 |
NHAS
1071
Novo Holdings A/S
Hellerup,
Denmark
| $1.55B | +$50.7M | +3% | 25.1% | 205% | 37 | 24.32% |
|
| 1072 |
TAM
1072
Timucuan Asset Management
Jacksonville,
Florida
| $1.55B | +$312M | +25% | 35.3% | 61.6% | 31 | 9.68% |
|
| 1073 |
FMWA
1073
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.54B | +$324M | +27% | 19.9% | 61.6% | 321 | 15.89% |
|
| 1074 |
BC
1074
Burney Company
Reston,
Virginia
| $1.54B | +$240M | +18% | 20.7% | 122% | 506 | 20.36% |
|
| 1075 |
IC
1075
IEQ Capital
Foster City,
California
| $1.54B | +$295M | +24% | 28.3% | 236% | 411 | 32.6% |
|