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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1326 |
PR
1326
Payden & Rygel
Los Angeles,
California
| $822M | +$64.3M | +8% | 4.45% | 89.1% | 261 | 45.59% |
|
| 1327 |
FMT
1327
First Mercantile Trust
Cordova,
Tennessee
| $822M | -$154M | -16% | 1.17% | 51.2% | 1,010 | 21.29% |
|
| 1328 |
FPCG
1328
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $820M | +$30.9M | +4% | 3.26% | 42.1% | 101 | 7.92% |
|
| 1329 |
BHWM
1329
Bar Harbor Wealth Management
Concord,
New Hampshire
| $820M | +$24.1M | +3% | 2.88% | 79.2% | 311 | 6.11% |
|
| 1330 |
CS
1330
Cannell & Spears
New York
| $819M | -$54.7M | -6% | 1.41% | 94.5% | 132 | 15.15% |
|
| 1331 |
C
1331
Consulta
London,
United Kingdom
| $818M | +$53.7M | +7% | 2.42% | 33.6% | 15 | 26.67% |
|
| 1332 |
AVC
1332
Arlington Value Capital
Salt Lake City,
Utah
| $818M | +$21.5M | +3% | 7.14% | 14.5% | 18 | 16.67% |
|
| 1333 |
OA
1333
Oak Associates
Akron,
Ohio
| $817M | -$22.6M | -3% | 1.64% | 112% | 176 | 9.66% |
|
| 1334 |
SBIA
1334
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $814M | -$68.5M | -8% | 2.52% | 61.9% | 739 | 24.76% |
|
| 1335 |
LDB
1335
Lee, Danner & Bass
Nashville,
Tennessee
| $814M | +$50M | +7% | 3.72% | – | 168 | 6.55% |
|
| 1336 |
AA
1336
Ancora Advisors
Cleveland,
Ohio
| $814M | +$32.3M | +4% | 2.21% | 64.2% | 554 | 21.12% |
|
| 1337 |
RVPG
1337
Relative Value Partners Group
| $813M | -$2.23M | -0.3% | 0.27% | 8.9% | 142 | 9.86% |
|
| 1338 |
GI
1338
Gradient Investments
Arden Hills,
Minnesota
| $810M | +$60.3M | +8% | 2.43% | 60.5% | 836 | 25.6% |
|
| 1339 |
DY
1339
Dowling & Yahnke
San Diego,
California
| $810M | +$14.8M | +2% | 0.97% | 34.8% | 267 | 5.99% |
|
| 1340 |
KRSITF
1340
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $809M | +$143M | +22% | 1.76% | 89.2% | 492 | 5.28% |
|
| 1341 |
SIC
1341
Salem Investment Counselors
Winston Salem,
North Carolina
| $809M | +$18M | +2% | 1.14% | 159% | 272 | 12.5% |
|
| 1342 |
HH
1342
HSG Holding
Na,
Hong Kong
| $807M | -$206M | -20% | 15.6% | 10.6% | 8 | 12.5% |
|
| 1343 |
NC
1343
Northpointe Capital
Bloomfield Hills,
Michigan
| $805M | +$44.1M | +6% | 0.94% | 33% | 292 | 59.25% |
|
| 1344 |
SR
1344
Swiss Re
Zurich,
Switzerland
| $804M | -$247M | -23% | 2.22% | – | 6 | 0% |
|
| 1345 |
TS
1345
Twin Securities
New York
| $801M | +$190M | +31% | 0.56% | 467% | 42 | 54.76% |
|
| 1346 |
TBA
1346
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $801M | +$33M | +4% | 2.98% | 73.6% | 220 | 11.36% |
|
| 1347 |
AF
1347
Allworth Financial
Folsom,
California
| $799M | +$246M | +44% | 1.99% | 41% | 721 | 16.23% |
|
| 1348 |
TEC
1348
Tiger Eye Capital
Nashville,
Tennessee
| $798M | -$168M | -17% | 6.76% | 116% | 48 | 66.67% |
|
| 1349 |
GCIA
1349
Gabelli & Co Investment Advisers
Rye,
New York
| $797M | -$45.1M | -5% | 9.3% | 233% | 215 | 38.14% |
|
| 1350 |
HT
1350
HighTower Trust
Houston,
Texas
| $797M | +$52.9M | +7% | 4.68% | 90.4% | 158 | 20.25% |
|