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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
CG
1401
Colony Group
Boston,
Massachusetts
| $742M | +$24.3M | +3% | 1.15% | 33.2% | 921 | 24.43% |
|
| 1402 |
RIL
1402
Rothschild Investment LLC
Chicago,
Illinois
| $740M | +$7.41M | +1% | 1.25% | 99.4% | 450 | 15.78% |
|
| 1403 |
PP
1403
Patten & Patten
Chattanooga,
Tennessee
| $739M | +$21.4M | +3% | 1.7% | 74.1% | 272 | 11.4% |
|
| 1404 |
PRC
1404
Platte River Capital
Denver,
Colorado
| $738M | -$41.6M | -5% | 3.2% | – | 247 | 31.98% |
|
| 1405 |
SM
1405
SCGE Management
Menlo Park,
California
| $738M | +$45.7M | +7% | 0.67% | 154% | 29 | 17.24% |
|
| 1406 |
1406
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $734M | +$92.6M | +14% | 2.99% | 52.7% | 655 | 78.78% |
|
| 1407 |
PAM
1407
Paradigm Asset Management
New York
| $733M | +$80M | +12% | 3.46% | 73.8% | 801 | 6.62% |
|
| 1408 |
CAM
1408
Cacti Asset Management
Atlanta,
Georgia
| $732M | +$68.5M | +10% | 5.13% | 168% | 83 | 3.61% |
|
| 1409 |
OCM
1409
Olstein Capital Management
Purchase,
New York
| $731M | +$32.8M | +5% | 1.07% | 16.6% | 141 | 19.86% |
|
| 1410 |
PAIM
1410
Punch & Associates Investment Management
Edina,
Minnesota
| $731M | -$11.9M | -2% | 1.8% | 97.5% | 180 | 7.22% |
|
| 1411 |
HCM
1411
Hahn Capital Management
Walnut Creek,
California
| $730M | +$9.26M | +1% | 1.05% | 53.6% | 33 | 6.06% |
|
| 1412 |
FMW
1412
Farr Miller & Washington
Washington,
District of Columbia
| $730M | +$10.8M | +1% | 1.45% | 62.3% | 135 | 8.15% |
|
| 1413 |
MLM
1413
Mount Lucas Management
Newtown,
Pennsylvania
| $730M | +$272M | +59% | 1.34% | 109% | 122 | 57.38% |
|
| 1414 |
CA
1414
Cetera Advisors
Denver,
Colorado
| $729M | +$52.9M | +8% | 1.57% | 27.6% | 592 | 23.31% |
|
| 1415 |
FTUS
1415
Flow Traders U.S.
New York
| $729M | -$160M | -18% | 1.37% | 86.5% | 274 | 62.77% |
|
| 1416 |
HC
1416
Hawkins Capital
Houston,
Texas
| $729M | -$36.3M | -5% | 1.37% | 8.54% | 19 | 10.53% |
|
| 1417 |
VF
1417
Virtu Financial
New York
| $727M | -$273M | -27% | 1.3% | 160% | 486 | 69.75% |
|
| 1418 |
MFBTD
1418
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $726M | +$9.09M | +1% | 1.01% | 23.5% | 490 | 22.86% |
|
| 1419 |
LNC
1419
Lincoln National Corp
Radnor,
Pennsylvania
| $726M | +$60.1M | +9% | 1.28% | 42.9% | 111 | 13.51% |
|
| 1420 |
WB
1420
Webster Bank
Waterbury,
Connecticut
| $724M | +$9.45M | +1% | 1.1% | 77.5% | 222 | 9.91% |
|
| 1421 |
TYCC
1421
Texas Yale Capital Corp
St. Petersburg,
Florida
| $720M | +$68.1M | +10% | 2.47% | 175% | 362 | 17.68% |
|
| 1422 |
DWA
1422
Dorsey Wright & Associates
Pasadena,
California
| $720M | +$29.7M | +4% | 2.85% | 311% | 166 | 37.35% |
|
| 1423 |
HT
1423
HighTower Trust
Houston,
Texas
| $719M | -$49.5M | -6% | 1.27% | 90.4% | 149 | 12.08% |
|
| 1424 |
NI
1424
Nuance Investments
Kansas City,
Missouri
| $719M | +$257M | +56% | 2.28% | 3.13% | 65 | 32.31% |
|
| 1425 |
VFM
1425
Viking Fund Management
Minot,
North Dakota
| $718M | +$63M | +10% | 6.99% | 104% | 57 | 24.56% |
|