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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 |
PCMI
1326
Paradigm Capital Management Inc
Albany,
New York
| $1.39B | -$82.6M | -6% | 1.02% | 237% | 155 | 10.97% |
|
| 1327 |
PA
1327
Profund Advisors
Bethesda,
Maryland
| $1.39B | -$185M | -12% | 3.26% | 240% | 1,055 | 16.59% |
|
| 1328 |
RIG
1328
Roosevelt Investment Group
New York
| $1.39B | -$2.27M | -0.2% | 1.52% | 57.6% | 301 | 8.97% |
|
| 1329 |
ST
1329
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.39B | -$35.3M | -2% | 4.93% | 50% | 1,105 | 5.88% |
|
| 1330 |
AWE
1330
Avidian Wealth Enterprises
Houston,
Texas
| $1.38B | -$29.1M | -2% | 3.84% | 63.7% | 478 | 18.62% |
|
| 1331 |
TCCM
1331
Two Creeks Capital Management
New York
| $1.38B | -$73.3M | -5% | 2.38% | 38.8% | 17 | 29.41% |
|
| 1332 |
ATC
1332
Argent Trust Co
Nashville,
Tennessee
| $1.38B | -$76.1M | -5% | 5.4% | 86.2% | 526 | 9.51% |
|
| 1333 |
LSAG
1333
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.38B | -$24.5M | -2% | 6.94% | 16% | 387 | 28.68% |
|
| 1334 |
HWA
1334
Heritage Wealth Advisors
Richmond,
Virginia
| $1.38B | -$60.2M | -4% | 6.71% | 65% | 594 | 10.1% |
|
| 1335 |
WIC
1335
Willis Investment Counsel
Gainesville,
Georgia
| $1.38B | -$254M | -16% | 6.04% | 53.3% | 117 | 6.84% |
|
| 1336 |
1SB
1336
1ST Source Bank
South Bend,
Indiana
| $1.37B | -$41.3M | -3% | 3.43% | 80.8% | 249 | 6.02% |
|
| 1337 |
ZCA
1337
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.37B | -$132M | -9% | 3.76% | 41% | 507 | 12.43% |
|
| 1338 |
WIM
1338
WealthPlan Investment Management
Omaha,
Nebraska
| $1.37B | – | – | 4.59% | 62.6% | 373 | – |
|
| 1339 |
AAM
1339
AMI Asset Management
Los Angeles,
California
| $1.37B | -$209M | -13% | 5.85% | 81.6% | 93 | 8.6% |
|
| 1340 |
LI
1340
LMCG Investments
Boston,
Massachusetts
| $1.37B | -$83M | -6% | 4.5% | 125% | 339 | 14.45% |
|
| 1341 |
PC
1341
Paulson & Co
New York
| $1.37B | -$662M | -33% | 14.5% | 251% | 35 | 28.57% |
|
| 1342 |
NFC
1342
Northeast Financial Consultants
Westport,
Connecticut
| $1.37B | -$68.7M | -5% | 5.69% | 63.8% | 356 | 12.08% |
|
| 1343 |
BCM
1343
Basswood Capital Management
New York
| $1.36B | -$227M | -14% | 1.63% | 111% | 141 | 12.06% |
|
| 1344 |
AL
1344
Appaloosa LP
Short Hills,
New Jersey
| $1.36B | -$232M | -15% | 7.26% | 293% | 30 | 26.67% |
|
| 1345 |
SPC
1345
Silver Point Capital
Greenwich,
Connecticut
| $1.36B | +$16.3M | +1% | 12.6% | 108% | 11 | 27.27% |
|
| 1346 |
SGA
1346
SB Global Advisers
London,
United Kingdom
| $1.36B | -$752M | -36% | 28.2% | – | 10 | 10% |
|
| 1347 |
CTA
1347
Chesley Taft & Associates
Chicago,
Illinois
| $1.36B | -$108M | -7% | 4.76% | 80.9% | 293 | 7.17% |
|
| 1348 |
HC
1348
Henshaw Capital
Woburn,
Massachusetts
| $1.35B | -$89.7M | -6% | 5.16% | 128% | 320 | 14.06% |
|
| 1349 |
CA
1349
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.35B | -$79.4M | -6% | 9.16% | 92.4% | 124 | 45.97% |
|
| 1350 |
SP
1350
Steelhead Partners
Seattle,
Washington
| $1.35B | +$185M | +16% | 0.02% | 0.4% | 43 | 4.65% |
|