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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
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 |
IIM
1101
Intact Investment Management
Montreal,
Quebec, Canada
| $2.95B | +$37.9M | +1% | 9.4% | 73.7% | 366 | 26.23% |
|
| 1102 |
NC
1102
NZS Capital
Denver,
Colorado
| $2.94B | +$725M | +33% | 22.4% | 134% | 61 | 4.92% |
|
| 1103 |
FNBT
1103
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.94B | +$199M | +7% | 9.95% | 69.8% | 473 | 9.3% |
|
| 1104 |
DPRC
1104
Deer Park Road Corp
Steamboat Springs,
Colorado
| $2.94B | +$1.82B | +162% | 36.8% | 20.8% | 8 | 37.5% |
|
| 1105 |
SSM
1105
Sound Shore Management
Greenwich,
Connecticut
| $2.93B | +$79.6M | +3% | 5.87% | 91.4% | 45 | 37.78% |
|
| 1106 |
AIIMS
1106
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $2.93B | +$356M | +14% | 12.1% | 99.4% | 133 | 3.01% |
|
| 1107 |
RP
1107
Reinhart Partners
Mequon,
Wisconsin
| $2.93B | +$184M | +7% | 6.84% | 112% | 82 | 15.85% |
|
| 1108 |
B
1108
Braidwell
Stamford,
Connecticut
| $2.92B | +$79.1M | +3% | 2.32% | 96.5% | 68 | 27.94% |
|
| 1109 |
FG
1109
Foster Group
West Des Moines,
Iowa
| $2.92B | +$249M | +9% | 6.81% | 50.2% | 275 | 22.55% |
|
| 1110 |
GC
1110
Giverny Capital
Montreal,
Quebec, Canada
| $2.92B | +$203M | +7% | 8.66% | 69.2% | 56 | 5.36% |
|
| 1111 |
CI
1111
Conning Inc
Hartford,
Connecticut
| $2.91B | +$52.8M | +2% | 3.09% | 57.5% | 360 | 8.06% |
|
| 1112 |
CA
1112
Cornerstone Advisors
Asheville,
North Carolina
| $2.91B | +$590M | +25% | 12.1% | 108% | 281 | 7.12% |
|
| 1113 |
1113
Members Trust
Tampa,
Florida
| $2.9B | +$31.7M | +1% | 4.99% | 31.5% | 145 | 17.24% |
|
| 1114 |
AP
1114
Americana Partners
Houston,
Texas
| $2.9B | +$326M | +13% | 9.15% | 82.9% | 432 | 15.97% |
|
| 1115 |
SAM
1115
Shell Asset Management
The Hague,
Netherlands
| $2.9B | +$790M | +37% | 14% | – | 1,285 | 3.35% |
|
| 1116 |
AWM
1116
Avior Wealth Management
Omaha,
Nebraska
| $2.89B | +$261M | +10% | 8.58% | 66% | 786 | 19.47% |
|
| 1117 |
OCM
1117
One Capital Management
Westlake Village,
California
| $2.89B | -$69.8M | -2% | 8.74% | 50.5% | 519 | 30.83% |
|
| 1118 |
PL
1118
Plancorp LLC
Saint Louis,
Missouri
| $2.89B | +$364M | +14% | 8.85% | 67.3% | 391 | 11.76% |
|
| 1119 |
MMI
1119
Matson Money Inc
Mason,
Ohio
| $2.89B | +$138M | +5% | 5.98% | 34.2% | 9 | 0% |
|
| 1120 |
SCM
1120
Shaolin Capital Management
Miami,
Florida
| $2.88B | +$153M | +6% | 3.52% | 86.1% | 319 | 54.86% |
|
| 1121 |
GAMH
1121
Greenwoods Asset Management (HK)
Hong Kong
| $2.87B | -$354M | -11% | 16.9% | 274% | 34 | 26.47% |
|
| 1122 |
MB
1122
MUFG Bank
Tokyo 100-8388,,
Japan
| $2.87B | +$219M | +8% | 8.29% | 74% | 4 | 0% |
|
| 1123 |
NIG
1123
NFJ Investment Group
Dallas,
Texas
| $2.87B | -$106M | -4% | 2.64% | 80.7% | 304 | 18.09% |
|
| 1124 |
CI
1124
CX Institutional
Auburn,
Indiana
| $2.87B | +$219M | +8% | 7.22% | 56.8% | 1,247 | 6.34% |
|
| 1125 |
WS
1125
Wedbush Securities
Los Angeles,
California
| $2.86B | +$136M | +5% | 12.3% | 99.9% | 1,215 | 13.5% |
|