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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 |
BI
1201
BVF Inc
San Francisco,
California
| $1.07B | -$246M | -19% | 14% | 592% | 61 | 13.11% |
|
| 1202 |
HP
1202
Hound Partners
New York
| $1.07B | -$370M | -26% | 28.3% | 19.7% | 52 | 65.38% |
|
| 1203 |
ECM
1203
Evergreen Capital Management
Bellevue,
Washington
| $1.07B | -$130M | -11% | 19.9% | 77.2% | 522 | 36.78% |
|
| 1204 |
FHA
1204
First Horizon Advisors
Memphis,
Tennessee
| $1.07B | -$288M | -21% | 19.2% | 55.2% | 1,753 | 23.5% |
|
| 1205 |
TCOV
1205
Trust Company of Vermont
Brattleboro,
Vermont
| $1.07B | -$257M | -19% | 17.6% | – | 986 | 16.13% |
|
| 1206 |
OAM
1206
Optimal Asset Management
Los Altos,
California
| $1.07B | +$409M | +62% | 20.1% | – | 417 | 14.87% |
|
| 1207 |
GW
1207
GW & Wade
Wellesley,
Massachusetts
| $1.06B | -$239M | -18% | 17.8% | 32.2% | 247 | 16.19% |
|
| 1208 |
FMW
1208
Farr Miller & Washington
Washington,
District of Columbia
| $1.06B | -$323M | -23% | 19.8% | 62.3% | 153 | 17.65% |
|
| 1209 |
HCMT
1209
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.06B | -$380M | -26% | 20.3% | 142% | 348 | 25.57% |
|
| 1210 |
SC
1210
Savant Capital
Rockford,
Illinois
| $1.05B | +$238M | +29% | 19.9% | 61.2% | 412 | 23.54% |
|
| 1211 |
SHGA
1211
Sand Hill Global Advisors
Palo Alto,
California
| $1.05B | -$50.5M | -5% | 19.1% | 58.6% | 145 | 25.52% |
|
| 1212 |
GFA
1212
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $1.05B | +$69.7M | +7% | 24.3% | 25.1% | 8 | 25% |
|
| 1213 |
CCA
1213
Checchi Capital Advisers
Beverly Hills,
California
| $1.05B | +$298M | +40% | 11.7% | 68% | 476 | 22.06% |
|
| 1214 |
PAG
1214
Pinnacle Advisory Group
Columbia,
Maryland
| $1.04B | -$444M | -30% | 9.51% | 45.8% | 170 | 16.47% |
|
| 1215 |
DY
1215
Dowling & Yahnke
San Diego,
California
| $1.04B | -$265M | -20% | 17.8% | 34.8% | 396 | 29.8% |
|
| 1216 |
BSW
1216
Buckingham Strategic Wealth
Clayton,
Missouri
| $1.04B | -$5.52M | -0.5% | 17.8% | 16.3% | 531 | 26.37% |
|
| 1217 |
NSAM
1217
North Star Asset Management
Neenah,
Wisconsin
| $1.04B | -$356M | -26% | 18.6% | 62% | 299 | 17.39% |
|
| 1218 |
SG
1218
SCHF (GPE)
Wilson,
Wyoming
| $1.04B | -$487M | -32% | 39.3% | – | 17 | 52.94% |
|
| 1219 |
RP
1219
Reinhart Partners
Mequon,
Wisconsin
| $1.03B | -$328M | -24% | 32.6% | 112% | 86 | 25.58% |
|
| 1220 |
TC
1220
Tarsadia Capital
New York
| $1.03B | +$134M | +15% | 5.02% | – | 53 | 84.91% |
|
| 1221 |
WPC
1221
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.03B | -$305M | -23% | 21.3% | 54.3% | 164 | 12.8% |
|
| 1222 |
SHCM
1222
Sachem Head Capital Management
New York
| $1.03B | -$245M | -19% | 23.3% | 172% | 15 | 40% |
|
| 1223 |
FI
1223
Fosun International
Hong Kong,
China
| $1.03B | -$174M | -14% | 11.3% | 41.3% | 245 | 28.16% |
|
| 1224 |
HSA
1224
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.03B | -$118M | -10% | 19% | 58.2% | 466 | 21.46% |
|
| 1225 |
MCI
1225
McDonald Capital Investors
Orinda,
California
| $1.03B | -$147M | -12% | 13.9% | 60.2% | 23 | 26.09% |
|