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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%
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50
100
250
500
1,000
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 |
SC
1401
SouthState Corp
Winter Haven,
Florida
| $865M | -$107M | -11% | 11.6% | 78.9% | 273 | 11.72% |
|
| 1402 |
SFA
1402
Sequoia Financial Advisors
Akron,
Ohio
| $864M | -$142M | -14% | 11.6% | 78.3% | 340 | 17.65% |
|
| 1403 |
SI
1403
SQN Investors
Menlo Park,
California
| $863M | -$171M | -17% | 21.4% | – | 17 | 17.65% |
|
| 1404 |
DIA
1404
Davidson Investment Advisors
Great Falls,
Montana
| $862M | -$145M | -14% | 13.2% | 69.5% | 105 | 10.48% |
|
| 1405 |
RVPG
1405
Relative Value Partners Group
| $861M | -$41.2M | -5% | 8.8% | 8.9% | 169 | 23.08% |
|
| 1406 |
EC
1406
EJF Capital
Arlington,
Virginia
| $860M | -$477M | -36% | 19.1% | 127% | 133 | 38.35% |
|
| 1407 |
ST
1407
Smithfield Trust
Pittsburgh,
Pennsylvania
| $857M | -$66.2M | -7% | 8.14% | 50% | 1,030 | 11.65% |
|
| 1408 |
FCM
1408
FJ Capital Management
Mclean,
Virginia
| $856M | -$44M | -5% | 19.6% | 97.9% | 125 | 30.4% |
|
| 1409 |
MAM
1409
Melqart Asset Management
London,
United Kingdom
| $855M | -$216M | -20% | 4.18% | 248% | 36 | 75% |
|
| 1410 |
CCMIC
1410
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $853M | -$196M | -19% | 13.9% | 77.8% | 65 | 20% |
|
| 1411 |
ATC
1411
Argent Trust Co
Nashville,
Tennessee
| $852M | -$15.3M | -2% | 11.6% | 86.2% | 452 | 13.94% |
|
| 1412 |
JFG
1412
Jefferies Financial Group
New York
| $852M | -$374M | -31% | 24.7% | 135% | 91 | 59.34% |
|
| 1413 |
MCA
1413
Mendon Capital Advisors
Key Largo,
Florida
| $851M | -$282M | -25% | 18.2% | – | 121 | 35.54% |
|
| 1414 |
CCP
1414
Clough Capital Partners
Boston,
Massachusetts
| $851M | -$209M | -20% | 14.8% | 175% | 202 | 56.93% |
|
| 1415 |
ABI
1415
Abrams Bison Investments
Bethesda,
Maryland
| $850M | +$59.8M | +8% | 12.3% | 170% | 8 | 37.5% |
|
| 1416 |
CB
1416
Cadence Bank
Tupelo,
Mississippi
| $850M | -$222M | -21% | 7.13% | 70.9% | 265 | 18.11% |
|
| 1417 |
LDB
1417
Lee, Danner & Bass
Nashville,
Tennessee
| $850M | -$158M | -16% | 11.7% | – | 181 | 6.08% |
|
| 1418 |
WBG
1418
Wharton Business Group
Malvern,
Pennsylvania
| $849M | -$159M | -16% | 13.4% | 72.5% | 104 | 9.62% |
|
| 1419 |
RA
1419
RR Advisors
Dallas,
Texas
| $848M | -$200M | -19% | 19.7% | 115% | 48 | 39.58% |
|
| 1420 |
MMA
1420
Miracle Mile Advisors
Los Angeles,
California
| $848M | -$256M | -23% | 10.8% | 56% | 196 | 39.8% |
|
| 1421 |
AI
1421
Alphabet Inc
Mountain View,
California
| $846M | -$198M | -19% | 8.18% | 327% | 19 | 21.05% |
|
| 1422 |
GD
1422
Grandfield & Dodd
New York
| $845M | -$125M | -13% | 10.6% | 70.8% | 184 | 10.87% |
|
| 1423 |
VEPM
1423
Vista Equity Partners Management
San Francisco,
California
| $843M | -$265M | -24% | 18.8% | 3.45% | 29 | 34.48% |
|
| 1424 |
CDH
1424
Charles D. Hyman
| $843M | -$120M | -12% | 10.1% | 36.8% | 183 | 8.2% |
|
| 1425 |
HIM
1425
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $843M | +$80M | +10% | 13.9% | 271% | 681 | 45.52% |
|