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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
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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 |
MPM
1401
Meritage Portfolio Management
Overland Park,
Kansas
| $1.12B | +$78.4M | +8% | 9.54% | 97.4% | 251 | 25.5% |
|
| 1402 |
JP
1402
Jana Partners
New York
| $1.12B | +$52.4M | +5% | 2.31% | 36% | 12 | 41.67% |
|
| 1403 |
KWM
1403
Kingsview Wealth Management
Grants Pass,
Oregon
| $1.12B | +$117M | +12% | 8.37% | 55.8% | 719 | 26.98% |
|
| 1404 |
WIC
1404
Willis Investment Counsel
Gainesville,
Georgia
| $1.12B | -$173M | -13% | 4.03% | 42.5% | 112 | 8.93% |
|
| 1405 |
CA
1405
Cornerstone Advisors
Asheville,
North Carolina
| $1.11B | +$42.6M | +4% | 9.56% | 82.5% | 222 | 35.59% |
|
| 1406 |
FM
1406
Frazier Management
Seattle,
Washington
| $1.11B | -$24.9M | -2% | 5.01% | 408% | 31 | 16.13% |
|
| 1407 |
GL
1407
Governors Lane
New York
| $1.11B | +$168M | +18% | 13.7% | 141% | 124 | 63.71% |
|
| 1408 |
EGA
1408
Eagle Global Advisors
Houston,
Texas
| $1.11B | +$4.74M | +0.4% | 5.16% | 92.8% | 217 | 12.9% |
|
| 1409 |
GPP
1409
Great Point Partners
Greenwich,
Connecticut
| $1.11B | -$139M | -11% | 5.69% | 554% | 44 | 40.91% |
|
| 1410 |
GD
1410
Grandfield & Dodd
New York
| $1.11B | +$76.7M | +7% | 8.29% | 55.2% | 181 | 4.42% |
|
| 1411 |
5L
1411
55I LLC
Boston,
Massachusetts
| $1.11B | +$444M | +67% | 5.65% | 10.2% | 276 | 26.45% |
|
| 1412 |
NFC
1412
Northeast Financial Consultants
Westport,
Connecticut
| $1.11B | +$65.5M | +6% | 8.31% | 63.8% | 315 | 13.02% |
|
| 1413 |
RCM
1413
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.11B | +$377M | +52% | 0.61% | 4.93% | 275 | 70.18% |
|
| 1414 |
TCM
1414
Twin Capital Management
Mcmurray,
Pennsylvania
| $1.1B | +$65.9M | +6% | 9.52% | 101% | 301 | 20.6% |
|
| 1415 |
A
1415
AdvicePeriod
Los Angeles,
California
| $1.1B | +$187M | +20% | 5.44% | 31.5% | 81 | 6.17% |
|
| 1416 |
NYLIM
1416
New York Life Investment Management
New York
| $1.1B | +$157M | +17% | 5.35% | 76.8% | 26 | 0% |
|
| 1417 |
ACP
1417
Ashfield Capital Partners
San Francisco,
California
| $1.1B | +$90.1M | +9% | 11.1% | 48.8% | 229 | 9.61% |
|
| 1418 |
BFO
1418
Boston Family Office
Boston,
Massachusetts
| $1.1B | +$73.5M | +7% | 9.91% | 44.4% | 248 | 6.05% |
|
| 1419 |
KP
1419
Keel Point
Huntsville,
Alabama
| $1.1B | +$135M | +14% | 8.05% | 65.1% | 245 | 33.06% |
|
| 1420 |
WMC
1420
Westwood Management Corporation
Chicago,
Illinois
| $1.1B | +$130M | +13% | 18.3% | 44.3% | 75 | 18.67% |
|
| 1421 |
SWM
1421
SigFig Wealth Management
San Francisco,
California
| $1.1B | +$163M | +17% | 5.74% | 43.3% | 70 | 10% |
|
| 1422 |
MFG
1422
Merit Financial Group
Alpharetta,
Georgia
| $1.09B | +$89.8M | +9% | 8.6% | 67.3% | 242 | 16.94% |
|
| 1423 |
AIM
1423
ARGA Investment Management
Stamford,
Connecticut
| $1.09B | +$189M | +21% | 3.52% | 72.2% | 83 | 20.48% |
|
| 1424 |
TCOV
1424
Trust Company of Vermont
Brattleboro,
Vermont
| $1.09B | +$79M | +8% | 9.75% | 75.9% | 812 | 9.48% |
|
| 1425 |
DAM
1425
Davis Asset Management
Sausalito,
California
| $1.09B | +$82.6M | +8% | 4.5% | 89.8% | 32 | 3.13% |
|