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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1301 |
SIC
1301
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.64B | +$117M | +8% | 7.14% | 159% | 953 | 20.36% |
|
| 1302 |
CCM
1302
Cinctive Capital Management
New York
| $1.63B | +$408M | +33% | 9.43% | 163% | 550 | 70% |
|
| 1303 |
BAAM
1303
Baker Avenue Asset Management
San Francisco,
California
| $1.63B | +$163M | +11% | 6.53% | 95.6% | 259 | 16.22% |
|
| 1304 |
LMGAM
1304
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.63B | +$111M | +7% | 4.6% | 47.9% | 23 | 56.52% |
|
| 1305 |
BPA
1305
Beacon Pointe Advisors
Newport Beach,
California
| $1.63B | +$166M | +11% | 4.89% | 76.7% | 596 | 26.17% |
|
| 1306 |
CM
1306
Conifer Management
New York
| $1.63B | -$21.4M | -1% | 4.25% | 22.7% | 16 | 25% |
|
| 1307 |
OWP
1307
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.63B | +$121M | +8% | 5.68% | 80.9% | 210 | 26.67% |
|
| 1308 |
SWM
1308
SigFig Wealth Management
San Francisco,
California
| $1.63B | +$246M | +18% | 2.8% | 43.3% | 81 | 18.52% |
|
| 1309 |
CFA
1309
Carroll Financial Associates
Charlotte,
North Carolina
| $1.63B | +$123M | +8% | 6.26% | 79.9% | 1,828 | 16.47% |
|
| 1310 |
QI
1310
QV Investors
Calgary,
Alberta, Canada
| $1.63B | +$103M | +7% | 13.6% | 66.3% | 78 | 17.95% |
|
| 1311 |
ZIC
1311
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.63B | +$155M | +11% | 8.58% | 115% | 176 | 14.2% |
|
| 1312 |
WPC
1312
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.62B | +$124M | +8% | 7.43% | 54.3% | 179 | 7.82% |
|
| 1313 |
HCMT
1313
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.62B | +$60.9M | +4% | 8.26% | 142% | 349 | 8.02% |
|
| 1314 |
JFG
1314
JMG Financial Group
Downers Grove,
Illinois
| $1.62B | +$164M | +11% | 5.82% | 58.7% | 87 | 13.79% |
|
| 1315 |
CIA
1315
Choate Investment Advisors
Boston,
Massachusetts
| $1.62B | -$30M | -2% | 4.65% | 70% | 315 | 12.38% |
|
| 1316 |
MFM
1316
MHR Fund Management
New York
| $1.61B | +$306M | +23% | 28.7% | 332% | 44 | 84.09% |
|
| 1317 |
HEC
1317
Hudson Executive Capital
New York
| $1.61B | +$229M | +17% | 9.86% | 127% | 7 | 0% |
|
| 1318 |
PC
1318
Pelham Capital
London,
United Kingdom
| $1.61B | +$101M | +7% | 12.8% | 135% | 15 | 26.67% |
|
| 1319 |
ABC
1319
Associated Banc-Corp
Green Bay,
Wisconsin
| $1.61B | -$954M | -37% | 7.36% | 88.8% | 1,005 | 73.13% |
|
| 1320 |
TI
1320
Truepoint Inc
Cincinnati,
Ohio
| $1.61B | +$102M | +7% | 4.38% | 43.4% | 119 | 11.76% |
|
| 1321 |
AWG
1321
Alpha Wave Global
New York
| $1.61B | -$98.9M | -6% | 6.57% | 226% | 106 | 68.87% |
|
| 1322 |
ELC
1322
Edgar Lomax Company
Kingstowne,
Virginia
| $1.6B | +$133M | +9% | 12.4% | 66.2% | 82 | 45.12% |
|
| 1323 |
RC
1323
RBF Capital
San Francisco,
California
| $1.6B | +$296M | +23% | 25.7% | 147% | 458 | 16.38% |
|
| 1324 |
CLG
1324
Cooperman Leon G
| $1.6B | +$215M | +15% | 15.6% | 147% | 63 | 39.68% |
|
| 1325 |
CU
1325
CQS (US)
New York
| $1.6B | -$34.4M | -2% | 6.63% | 15% | 135 | 22.96% |
|