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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1SB
1376
1ST Source Bank
South Bend,
Indiana
| $749M | +$5.42M | +0.7% | 1.37% | 63.2% | 231 | 13.42% |
|
| 1377 |
HS
1377
HighVista Strategies
Boston,
Massachusetts
| $749M | +$194M | +35% | 6.04% | 518% | 185 | 47.57% |
|
| 1378 |
RVP
1378
Relative Value Partners
Northbrook,
Illinois
| $749M | +$23.5M | +3% | 0.6% | – | 110 | 17.27% |
|
| 1379 |
BFM
1379
Boston Financial Management
Boston,
Massachusetts
| $747M | +$17.9M | +2% | 1.47% | 30.1% | 208 | 6.25% |
|
| 1380 |
PCM
1380
Prelude Capital Management
New York
| $746M | +$140M | +23% | 5.68% | 164% | 2,381 | 56.91% |
|
| 1381 |
AC
1381
AFAM Capital
Austin,
Texas
| $745M | +$3.54M | +0.5% | 1.88% | 52.1% | 153 | 16.99% |
|
| 1382 |
CG
1382
Colony Group
Boston,
Massachusetts
| $742M | +$24.3M | +3% | 1.15% | 33.2% | 921 | 24.43% |
|
| 1383 |
RIL
1383
Rothschild Investment LLC
Chicago,
Illinois
| $740M | +$7.41M | +1% | 1.25% | 78.6% | 450 | 15.78% |
|
| 1384 |
PP
1384
Patten & Patten
Chattanooga,
Tennessee
| $739M | +$21.4M | +3% | 1.7% | 63.8% | 272 | 11.4% |
|
| 1385 |
PRC
1385
Platte River Capital
Denver,
Colorado
| $738M | -$41.6M | -5% | 3.2% | – | 247 | 31.98% |
|
| 1386 |
SM
1386
SCGE Management
Menlo Park,
California
| $738M | +$45.7M | +7% | 0.67% | 161% | 29 | 17.24% |
|
| 1387 |
1387
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $734M | +$92.6M | +14% | 2.99% | 52.7% | 655 | 78.78% |
|
| 1388 |
PAM
1388
Paradigm Asset Management
New York
| $733M | +$80M | +12% | 3.46% | 51.6% | 801 | 6.62% |
|
| 1389 |
CAM
1389
Cacti Asset Management
Atlanta,
Georgia
| $732M | +$68.5M | +10% | 5.13% | 168% | 83 | 3.61% |
|
| 1390 |
OCM
1390
Olstein Capital Management
Purchase,
New York
| $731M | +$32.8M | +5% | 1.07% | 16.6% | 141 | 19.86% |
|
| 1391 |
PAIM
1391
Punch & Associates Investment Management
Edina,
Minnesota
| $731M | -$11.9M | -2% | 1.8% | 77.5% | 180 | 7.22% |
|
| 1392 |
HCM
1392
Hahn Capital Management
Walnut Creek,
California
| $730M | +$9.26M | +1% | 1.05% | 42.1% | 33 | 6.06% |
|
| 1393 |
FMW
1393
Farr Miller & Washington
Washington,
District of Columbia
| $730M | +$10.8M | +1% | 1.45% | 62.3% | 135 | 8.15% |
|
| 1394 |
MLM
1394
Mount Lucas Management
Newtown,
Pennsylvania
| $730M | +$272M | +59% | 1.34% | 84.4% | 122 | 57.38% |
|
| 1395 |
CA
1395
Cetera Advisors
Denver,
Colorado
| $729M | +$52.9M | +8% | 1.57% | 27.6% | 592 | 23.31% |
|
| 1396 |
FTUS
1396
Flow Traders U.S.
New York
| $729M | -$160M | -18% | 1.37% | 43.4% | 274 | 62.77% |
|
| 1397 |
HC
1397
Hawkins Capital
Houston,
Texas
| $729M | -$36.3M | -5% | 1.37% | 8.11% | 19 | 10.53% |
|
| 1398 |
VF
1398
Virtu Financial
New York
| $727M | -$273M | -27% | 1.3% | 117% | 486 | 69.75% |
|
| 1399 |
MFBTD
1399
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $726M | +$9.09M | +1% | 1.01% | 23.5% | 490 | 22.86% |
|
| 1400 |
LNC
1400
Lincoln National Corp
Radnor,
Pennsylvania
| $726M | +$60.1M | +9% | 1.28% | 37.1% | 111 | 13.51% |
|