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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
WPC
1326
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.73B | +$109M | +7% | 6.81% | 54.3% | 180 | 6.11% | 5.2 |
|
| 1327 |
1327
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.73B | +$103M | +6% | 7.11% | 128% | 177 | 12.99% | 4.2 |
|
| 1328 |
HA
1328
Heartland Advisors
Milwaukee,
Wisconsin
| $1.73B | +$144M | +9% | 4.28% | 88.6% | 237 | 14.77% | 2.1 |
|
| 1329 |
1329
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.72B | +$339M | +24% | 6.89% | 71.3% | 576 | 54.34% | 1.5 |
|
| 1330 |
FAB
1330
First American Bank
Dundee,
Illinois
| $1.72B | +$125M | +8% | 4.48% | 99.7% | 277 | 8.66% | 3.6 |
|
| 1331 |
SI
1331
Sprott Inc
Toronto,
Ontario, Canada
| $1.71B | +$46.9M | +3% | 9.73% | 203% | 153 | 15.03% | 2.4 |
|
| 1332 |
1332
Oribel Capital Management
New York
| $1.71B | +$246M | +17% | 10.7% | 337% | 211 | 60.19% | 0.4 |
|
| 1333 |
1333
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.71B | +$188M | +12% | 3.84% | 58.1% | 51 | 3.92% | 3.3 |
|
| 1334 |
NPIC
1334
Neumeier Poma Investment Counsel
Carmel,
California
| $1.71B | +$42.6M | +3% | 5.21% | 229% | 43 | 11.63% | 3.3 |
|
| 1335 |
IECM
1335
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.71B | +$237M | +16% | 15.6% | 283% | 300 | 56.33% | 0.4 |
|
| 1336 |
UIC
1336
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.7B | +$139M | +9% | 10.3% | 70.5% | 149 | 20.13% | 2.5 |
|
| 1337 |
BC
1337
BIT Capital
Berlin,
Germany
| $1.7B | +$429M | +34% | 19% | 1,162% | 95 | 44.21% | 0.3 |
|
| 1338 |
EP
1338
Edgestream Partners
Princeton,
New Jersey
| $1.7B | -$94.5M | -5% | 8.5% | 41.7% | 553 | 54.97% | 0.4 |
|
| 1339 |
CA
1339
Cornerstone Advisors
Asheville,
North Carolina
| $1.69B | +$553M | +48% | 9.46% | 108% | 224 | 36.61% | 1.5 |
|
| 1340 |
WGAM
1340
Wilkinson Global Asset Management
New York
| $1.69B | +$113M | +7% | 7.87% | 86.5% | 99 | 16.16% | 0.2 |
|
| 1341 |
WIC
1341
Willis Investment Counsel
Gainesville,
Georgia
| $1.69B | +$46.5M | +3% | 4.47% | 53.3% | 123 | 13.01% | 4 |
|
| 1342 |
QAM
1342
QCI Asset Management
Pittsford,
New York
| $1.69B | +$97M | +6% | 6.02% | 53.4% | 161 | 6.83% | 4.6 |
|
| 1343 |
PC
1343
Pelham Capital
London,
United Kingdom
| $1.69B | +$80.6M | +5% | 7.01% | 135% | 19 | 47.37% | 0.8 |
|
| 1344 |
MA
1344
Mutual Advisors
Omaha,
Nebraska
| $1.69B | +$225M | +15% | 6.68% | 68.1% | 869 | 17.03% | 1.7 |
|
| 1345 |
FI
1345
Fosun International
Hong Kong,
China
| $1.68B | +$414M | +33% | 24.3% | 41.3% | 226 | 29.65% | 1.5 |
|
| 1346 |
PWAG
1346
Polaris Wealth Advisory Group
San Rafael,
California
| $1.68B | +$123M | +8% | 8.17% | 64% | 217 | 43.78% | 1.6 |
|
| 1347 |
1347
Westwood Global Investments
Boston,
Massachusetts
| $1.68B | +$135M | +9% | 8.73% | 112% | 15 | 0% | 3.4 |
|
| 1348 |
1348
Leonteq Securities AG
Zurich,
Switzerland
| $1.68B | -$5.77M | -0.3% | 7.6% | 74.7% | 1,152 | 24.13% | 0.4 |
|
| 1349 |
1349
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.68B | +$241M | +17% | 8.32% | 165% | 682 | 6.45% | 5.2 |
|
| 1350 |
AWS
1350
AJ Wealth Strategies
New York
| $1.68B | +$269M | +19% | 6.56% | 32.2% | 281 | 11.03% | 1.6 |
|