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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1101 |
RP
1101
Reinhart Partners
Mequon,
Wisconsin
| $2.93B | +$184M | +7% | 6.84% | 112% | 82 | 15.85% |
|
| 1102 |
B
1102
Braidwell
Stamford,
Connecticut
| $2.92B | +$79.1M | +3% | 2.32% | 56.1% | 68 | 27.94% |
|
| 1103 |
FG
1103
Foster Group
West Des Moines,
Iowa
| $2.92B | +$249M | +9% | 6.81% | 50.2% | 275 | 22.55% |
|
| 1104 |
GC
1104
Giverny Capital
Montreal,
Quebec, Canada
| $2.92B | +$203M | +7% | 8.66% | 73% | 56 | 5.36% |
|
| 1105 |
CI
1105
Conning Inc
Hartford,
Connecticut
| $2.91B | +$52.8M | +2% | 3.09% | 45.1% | 360 | 8.06% |
|
| 1106 |
CA
1106
Cornerstone Advisors
Asheville,
North Carolina
| $2.91B | +$590M | +25% | 12.1% | 82.5% | 281 | 7.12% |
|
| 1107 |
1107
Members Trust
Tampa,
Florida
| $2.9B | +$31.7M | +1% | 4.99% | 23.5% | 145 | 17.24% |
|
| 1108 |
AP
1108
Americana Partners
Houston,
Texas
| $2.9B | +$326M | +13% | 9.15% | 67.2% | 432 | 15.97% |
|
| 1109 |
SAM
1109
Shell Asset Management
The Hague,
Netherlands
| $2.9B | +$790M | +37% | 14% | – | 1,285 | 3.35% |
|
| 1110 |
AWM
1110
Avior Wealth Management
Omaha,
Nebraska
| $2.89B | +$261M | +10% | 8.58% | 66% | 786 | 19.47% |
|
| 1111 |
OCM
1111
One Capital Management
Westlake Village,
California
| $2.89B | -$69.8M | -2% | 8.74% | 44.2% | 519 | 30.83% |
|
| 1112 |
PL
1112
Plancorp LLC
Saint Louis,
Missouri
| $2.89B | +$364M | +14% | 8.85% | 67.3% | 391 | 11.76% |
|
| 1113 |
MMI
1113
Matson Money Inc
Mason,
Ohio
| $2.89B | +$138M | +5% | 5.98% | 34.2% | 9 | 0% |
|
| 1114 |
SCM
1114
Shaolin Capital Management
Miami,
Florida
| $2.88B | +$153M | +6% | 3.52% | 83.6% | 319 | 54.86% |
|
| 1115 |
GAMH
1115
Greenwoods Asset Management (HK)
Hong Kong
| $2.87B | -$354M | -11% | 16.9% | 184% | 34 | 26.47% |
|
| 1116 |
MB
1116
MUFG Bank
Tokyo 100-8388,,
Japan
| $2.87B | +$219M | +8% | 8.29% | 50.8% | 4 | 0% |
|
| 1117 |
NIG
1117
NFJ Investment Group
Dallas,
Texas
| $2.87B | -$106M | -4% | 2.64% | 46.5% | 304 | 18.09% |
|
| 1118 |
CI
1118
CX Institutional
Auburn,
Indiana
| $2.87B | +$219M | +8% | 7.22% | 56.8% | 1,247 | 6.34% |
|
| 1119 |
WS
1119
Wedbush Securities
Los Angeles,
California
| $2.86B | +$136M | +5% | 12.3% | 79.8% | 1,215 | 13.5% |
|
| 1120 |
MIHAS
1120
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $2.86B | +$88.9M | +3% | 7.28% | 92.8% | 45 | 6.67% |
|
| 1121 |
TIA
1121
Tandem Investment Advisors
Charleston,
South Carolina
| $2.86B | -$10.5M | -0.4% | 2.81% | 16% | 73 | 12.33% |
|
| 1122 |
CLG
1122
Cooperman Leon G
| $2.85B | +$326M | +13% | 16.5% | 138% | 44 | 15.91% |
|
| 1123 |
EWA
1123
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.84B | +$139M | +5% | 8.64% | 58% | 517 | 9.86% |
|
| 1124 |
ATPW
1124
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $2.84B | +$222M | +8% | 8.62% | 64.1% | 899 | 19.91% |
|
| 1125 |
CCI
1125
Cevian Capital II
St. Helier,
Jersey
| $2.83B | +$455M | +19% | 13.3% | 56.3% | 3 | 0% |
|