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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1101 |
DVI
1101
Deccan Value Investors
Greenwich,
Connecticut
| $1.15B | -$74.8M | -6% | 25.7% | 66.5% | 8 | 37.5% |
|
| 1102 |
VIP
1102
Vantage Investment Partners
Kansas City,
Missouri
| $1.15B | -$66.9M | -5% | 14.3% | 50.9% | 90 | 15.56% |
|
| 1103 |
SB
1103
Simmons Bank
Pine Bluff,
Arkansas
| $1.15B | +$34.4M | +3% | 22.3% | 73.5% | 379 | 19.26% |
|
| 1104 |
WAM
1104
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1.15B | -$342M | -23% | 20.3% | 28.9% | 525 | 22.86% |
|
| 1105 |
DCM
1105
Donaldson Capital Management
Evansville,
Indiana
| $1.15B | -$334M | -23% | 14.6% | 63.5% | 225 | 23.56% |
|
| 1106 |
BOH
1106
Bank of Hawaii
Honolulu,
Hawaii
| $1.14B | -$312M | -21% | 19% | 60.2% | 339 | 18.88% |
|
| 1107 |
NLGIA
1107
Nippon Life Global Investors Americas
New York
| $1.14B | -$329M | -22% | 13.7% | 139% | 153 | 23.53% |
|
| 1108 |
BHIA
1108
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.14B | -$372M | -25% | 17.3% | 73.7% | 151 | 15.89% |
|
| 1109 |
HCM
1109
Howland Capital Management
Boston,
Massachusetts
| $1.14B | -$267M | -19% | 16.9% | 72% | 227 | 14.54% |
|
| 1110 |
AI
1110
Atom Investors
Austin,
Texas
| $1.14B | -$84.2M | -7% | 17.3% | 63.4% | 408 | 66.18% |
|
| 1111 |
RIM
1111
Ranger Investment Management
Dallas,
Texas
| $1.14B | -$380M | -25% | 18.3% | 71.6% | 125 | 18.4% |
|
| 1112 |
FTCM
1112
Fir Tree Capital Management
New York
| $1.14B | +$122M | +12% | 14.5% | 17.3% | 98 | 70.41% |
|
| 1113 |
SIM
1113
SSI Investment Management
Los Angeles,
California
| $1.13B | -$368M | -24% | 4.99% | 11.8% | 279 | 15.41% |
|
| 1114 |
LW
1114
Linscomb Wealth
Houston,
Texas
| $1.13B | -$401M | -26% | 23.5% | 61.3% | 436 | 14.45% |
|
| 1115 |
FIM
1115
Freedom Investment Management
Hartford,
Connecticut
| $1.13B | -$3.74M | -0.3% | 16.7% | 58.5% | 734 | 19.07% |
|
| 1116 |
SCM
1116
Sirios Capital Management
Boston,
Massachusetts
| $1.13B | -$423M | -27% | 19.2% | 156% | 78 | 41.03% |
|
| 1117 |
WAM
1117
World Asset Management
Detroit,
Michigan
| $1.13B | -$1.04B | -48% | 17.8% | 85% | 1,117 | 16.38% |
|
| 1118 |
OIA
1118
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.13B | -$141M | -11% | 15.7% | 46.5% | 664 | 23.64% |
|
| 1119 |
ELC
1119
Edgar Lomax Company
Kingstowne,
Virginia
| $1.13B | -$427M | -27% | 25.7% | 56.6% | 77 | 36.36% |
|
| 1120 |
CAM
1120
Close Asset Management
London,
United Kingdom
| $1.12B | -$155M | -12% | 11.2% | 85.9% | 165 | 12.12% |
|
| 1121 |
ZIC
1121
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.12B | -$367M | -25% | 20.5% | 115% | 222 | 18.92% |
|
| 1122 |
SAM
1122
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $1.12B | -$207M | -16% | 14.1% | 70.3% | 166 | 28.92% |
|
| 1123 |
MBA
1123
Maple-Brown Abbott
Barangaroo,
Australia
| $1.12B | -$221M | -17% | 16.9% | 7.92% | 19 | 10.53% |
|
| 1124 |
1124
Tudor Investment Corp
Stamford,
Connecticut
| $1.12B | -$1.11B | -50% | 20% | 77.1% | 1,500 | 58.27% |
|
| 1125 |
VM
1125
Valinor Management
New York
| $1.12B | -$380M | -25% | 17% | 12.8% | 37 | 45.95% |
|