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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1201 |
CCM
1201
Chilton Capital Management
Houston,
Texas
| $1.06B | +$65.9M | +7% | 2.01% | 80.7% | 163 | 11.66% |
|
| 1202 |
WSA
1202
Wall Street Associates
Lajolla,
California
| $1.06B | +$2.09M | +0.2% | 12.9% | 94.4% | 379 | 27.7% |
|
| 1203 |
DT
1203
Diversified Trust
Memphis,
Tennessee
| $1.06B | -$96.5M | -8% | 0.49% | 81.5% | 524 | 17.18% |
|
| 1204 |
AIM
1204
Allen Investment Management
New York
| $1.05B | -$314M | -23% | 0.33% | 78.1% | 257 | 29.57% |
|
| 1205 |
WIC
1205
Willis Investment Counsel
Gainesville,
Georgia
| $1.05B | -$27.1M | -3% | 1.35% | 42.5% | 131 | 6.87% |
|
| 1206 |
SRIM
1206
Saratoga Research & Investment Management
Saratoga,
California
| $1.05B | -$21.1M | -2% | 2.57% | 54.3% | 56 | 5.36% |
|
| 1207 |
MSU
1207
Maple Securities USA
Jersey City,
New Jersey
| $1.05B | -$139M | -12% | 0.64% | – | 357 | 70.31% |
|
| 1208 |
ACM
1208
American Capital Management
New York
| $1.05B | +$33.6M | +3% | 4.05% | 63.1% | 72 | 1.39% |
|
| 1209 |
RCM
1209
Ratan Capital Management
Miami Beach,
Florida
| $1.05B | +$338M | +48% | 9.35% | 320% | 17 | 64.71% |
|
| 1210 |
MC
1210
Martin Currie
Edinburgh,
United Kingdom
| $1.05B | -$72.2M | -6% | 1.11% | 114% | 97 | 13.4% |
|
| 1211 |
BSPF
1211
British Steel Pension Fund
London,
United Kingdom
| $1.05B | +$10.3M | +1% | 0.01% | 29.7% | 208 | 6.73% |
|
| 1212 |
GAM
1212
GVO Asset Management
Zug,
Switzerland
| $1.04B | -$49.6M | -5% | 2.17% | 71.2% | 14 | 14.29% |
|
| 1213 |
1213
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.04B | +$54.8M | +6% | 0.81% | 52.7% | 204 | 20.59% |
|
| 1214 |
CCM
1214
Cupps Capital Management
Chicago,
Illinois
| $1.04B | -$84.5M | -8% | 12.4% | 213% | 248 | 38.31% |
|
| 1215 |
SCM
1215
Shenkman Capital Management
New York
| $1.04B | +$143M | +16% | 0% | 4.02% | 64 | 0% |
|
| 1216 |
HCM
1216
Hahn Capital Management
Walnut Creek,
California
| $1.04B | -$111M | -10% | 1.54% | 42.1% | 35 | 2.86% |
|
| 1217 |
DP
1217
Dearborn Partners
Chicago,
Illinois
| $1.04B | -$106M | -9% | 2.16% | 44.3% | 302 | 30.46% |
|
| 1218 |
HCM
1218
Hirzel Capital Management
Dallas,
Texas
| $1.03B | +$74.6M | +8% | 3.89% | 63.7% | 28 | 39.29% |
|
| 1219 |
ACM
1219
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.03B | -$1.47M | -0.1% | 0.14% | 80.3% | 306 | 9.8% |
|
| 1220 |
BACM
1220
Blue Arrow Capital Management
New York
| $1.03B | +$5.4M | +0.5% | 3.69% | – | 207 | 59.9% |
|
| 1221 |
NI
1221
Nuance Investments
Kansas City,
Missouri
| $1.03B | +$28.9M | +3% | 0.32% | 6.33% | 64 | 25% |
|
| 1222 |
BP
1222
Ballentine Partners
Waltham,
Massachusetts
| $1.03B | +$8.36M | +0.8% | 0.6% | 76.9% | 164 | 9.15% |
|
| 1223 |
PAG
1223
Pinnacle Advisory Group
Columbia,
Maryland
| $1.03B | -$90.7M | -8% | 0.87% | 45.8% | 155 | 32.9% |
|
| 1224 |
AL
1224
Aspiriant LLC
Los Angeles,
California
| $1.02B | +$254M | +33% | 0.83% | 47.1% | 118 | 27.12% |
|
| 1225 |
PCM
1225
Palestra Capital Management
New York
| $1.02B | -$114M | -10% | 0.86% | 164% | 32 | 40.63% |
|