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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1101 |
DIA
1101
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.21B | -$44.5M | -2% | 0.62% | 90.8% | 335 | 11.64% |
|
| 1102 |
HRES
1102
Heitman Real Estate Securities
Chicago,
Illinois
| $2.2B | -$304K | -0% | 1.24% | 35.8% | 59 | 20.34% |
|
| 1103 |
PP
1103
Palladium Partners
Norfolk,
Virginia
| $2.2B | +$71.9M | +3% | 0.28% | 64.3% | 301 | 10.3% |
|
| 1104 |
1WCM
1104
12 West Capital Management
New York
| $2.19B | -$193M | -8% | 2.1% | 136% | 18 | 22.22% |
|
| 1105 |
SPC
1105
Slate Path Capital
New York
| $2.19B | +$401M | +22% | 3.04% | 273% | 44 | 25% |
|
| 1106 |
TAL
1106
TIG Advisors LLC
New York
| $2.18B | -$794M | -27% | 3.78% | 366% | 492 | 45.73% |
|
| 1107 |
PCIG
1107
Partners Capital Investment Group
Boston,
Massachusetts
| $2.18B | -$62.6M | -3% | 2.98% | 37.4% | 157 | 27.39% |
|
| 1108 |
ISL
1108
Ingalls & Snyder LLC
New York
| $2.18B | -$68.1M | -3% | 0.79% | 166% | 481 | 9.15% |
|
| 1109 |
SCP
1109
Seizert Capital Partners
Birmingham,
Michigan
| $2.18B | +$86M | +4% | 1.53% | 58.3% | 209 | 18.18% |
|
| 1110 |
MP
1110
MFN Partners
Boston,
Massachusetts
| $2.18B | +$320M | +17% | 6.21% | 200% | 17 | 35.29% |
|
| 1111 |
BAM
1111
Barrett Asset Management
New York
| $2.18B | +$6.47M | +0.3% | 1.44% | 78.4% | 502 | 10.96% |
|
| 1112 |
FMWA
1112
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $2.18B | +$27.3M | +1% | 0.62% | 51.2% | 282 | 10.99% |
|
| 1113 |
MGIA
1113
Moneta Group Investment Advisors
St Louis,
Missouri
| $2.17B | -$1.56M | -0.1% | 1.29% | 50.1% | 482 | 13.07% |
|
| 1114 |
NONA
1114
Ninety One North America
New York
| $2.17B | +$36.6M | +2% | 0.12% | 62.9% | 115 | 13.91% |
|
| 1115 |
APP
1115
Avantax Planning Partners
Dubuque,
Iowa
| $2.17B | +$35.9M | +2% | 0.57% | 42.2% | 346 | 7.51% |
|
| 1116 |
KC
1116
KCL Capital
New York
| $2.17B | +$1.48B | +214% | 1.99% | 106% | 81 | 60.49% |
|
| 1117 |
AIC
1117
Ameritas Investment Company
Lincoln,
Nebraska
| $2.17B | +$87.1M | +4% | 0.9% | 55.2% | 788 | 18.4% |
|
| 1118 |
TH
1118
TCTC Holdings
Dallas,
Texas
| $2.17B | -$15.3M | -0.7% | 0.28% | 65.1% | 458 | 13.97% |
|
| 1119 |
SRIM
1119
Saratoga Research & Investment Management
Saratoga,
California
| $2.17B | +$45.9M | +2% | 0.44% | 54.3% | 46 | 6.52% |
|
| 1120 |
CCM
1120
Check Capital Management
Costa Mesa,
California
| $2.15B | -$61.8M | -3% | 0.92% | 69.9% | 52 | 9.62% |
|
| 1121 |
GH
1121
GAM Holding
Zurich,
Switzerland
| $2.15B | -$159M | -7% | 1.21% | 139% | 378 | 36.77% |
|
| 1122 |
HCM
1122
Himalaya Capital Management
Seattle,
Washington
| $2.15B | +$98.6M | +5% | 5.54% | 114% | 7 | 14.29% |
|
| 1123 |
LCM
1123
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.15B | -$2.29M | -0.1% | 1.86% | 98.6% | 536 | 2.61% |
|
| 1124 |
FB
1124
Fulton Bank
Lancaster,
Pennsylvania
| $2.15B | +$1.36M | +0.1% | 0.15% | 44.5% | 549 | 11.29% |
|
| 1125 |
BMC
1125
Battery Management Corp
Boston,
Massachusetts
| $2.14B | +$354M | +20% | 4.58% | 39.3% | 11 | 9.09% |
|