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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%
10
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1251 |
HC
1251
Hamilton Capital
Columbus,
Ohio
| $1.47B | -$119M | -8% | 5.28% | – | 122 | 26.23% |
|
| 1252 |
CG
1252
Cutler Group
San Francisco,
California
| $1.46B | +$30.5M | +2% | 1.92% | 57.7% | 5,884 | 29.38% |
|
| 1253 |
NSAM
1253
North Star Asset Management
Neenah,
Wisconsin
| $1.46B | -$55.7M | -4% | 4.87% | 48.9% | 315 | 10.79% |
|
| 1254 |
AT
1254
Arvest Trust
Bartlesville,
Oklahoma
| $1.45B | -$74.3M | -5% | 5.76% | – | 187 | 22.46% |
|
| 1255 |
B
1255
BloombergSen
Toronto,
Ontario, Canada
| $1.45B | -$167M | -10% | 5.84% | 46% | 38 | 0% |
|
| 1256 |
GWM
1256
Geneos Wealth Management
Englewood,
Colorado
| $1.45B | -$572M | -28% | 5.21% | 53.8% | 2,744 | 27.84% |
|
| 1257 |
CAL
1257
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.45B | +$12.9M | +0.9% | 5% | 44.1% | 1,140 | 15.96% |
|
| 1258 |
BFA
1258
Bragg Financial Advisors
Charlotte,
North Carolina
| $1.45B | -$55M | -4% | 4.86% | 74.6% | 299 | 4.68% |
|
| 1259 |
LWCA
1259
Locust Wood Capital Advisers
New York
| $1.45B | -$168M | -10% | 4.26% | 115% | 51 | 13.73% |
|
| 1260 |
LAMC
1260
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.45B | -$109M | -7% | 6.99% | 40.5% | 3 | 0% |
|
| 1261 |
PP
1261
Peconic Partners
New York
| $1.45B | +$83.6M | +6% | 3.97% | 252% | 66 | 60.61% |
|
| 1262 |
HAI
1262
Hennessy Advisors Inc
Novato,
California
| $1.45B | -$224M | -13% | 2.1% | 206% | 293 | 10.92% |
|
| 1263 |
ELC
1263
Edgar Lomax Company
Kingstowne,
Virginia
| $1.45B | -$150M | -9% | 7.2% | 56.6% | 59 | 1.69% |
|
| 1264 |
KWILP
1264
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.45B | $0 | 0% | 5.25% | 28.5% | 194 | 0% |
|
| 1265 |
MA
1265
Montag & Associates
Atlanta,
Georgia
| $1.44B | -$102M | -7% | 3.93% | 68% | 913 | 9.64% |
|
| 1266 |
CI
1266
CX Institutional
Auburn,
Indiana
| $1.44B | +$116M | +9% | 5.34% | 56.8% | 1,200 | 64.42% |
|
| 1267 |
SP
1267
Summit Partners
Boston,
Massachusetts
| $1.44B | -$57.9M | -4% | 8.56% | 2.13% | 11 | 0% |
|
| 1268 |
CI
1268
Capital International
Los Angeles,
California
| $1.43B | +$106M | +8% | 1.16% | 124% | 163 | 9.2% |
|
| 1269 |
SC
1269
SRB Corp
Boston,
Massachusetts
| $1.43B | -$110M | -7% | 10% | 53.1% | 108 | 50% |
|
| 1270 |
QF
1270
QVT Financial
New York
| $1.43B | -$154M | -10% | 12.1% | 281% | 66 | 19.7% |
|
| 1271 |
PAIM
1271
Punch & Associates Investment Management
Edina,
Minnesota
| $1.43B | +$2.79M | +0.2% | 0.8% | 77.5% | 242 | 11.16% |
|
| 1272 |
T
1272
TOBAM
Paris,
France
| $1.43B | -$165M | -10% | 6.06% | 36.7% | 484 | 22.52% |
|
| 1273 |
CAM
1273
Cormorant Asset Management
Boston,
Massachusetts
| $1.43B | +$108M | +8% | 41.6% | 5,257% | 87 | 24.14% |
|
| 1274 |
DMC
1274
Deer Management Company
Larchmont,
New York
| $1.43B | -$122M | -8% | 15% | 71.6% | 17 | 5.88% |
|
| 1275 |
PA
1275
Paralel Advisors
Denver,
Colorado
| $1.43B | -$67.8M | -5% | 5% | 69.3% | 24 | 8.33% |
|