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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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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1426 |
HAM
1426
Honeycomb Asset Management
New York
| $1.04B | +$261M | +34% | 9.07% | 49% | 41 | 53.66% |
|
| 1427 |
FCBT
1427
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.04B | +$209M | +25% | 8.73% | 60.3% | 418 | 24.88% |
|
| 1428 |
ESBC
1428
E.S. Barr & Co
Lexington,
Kentucky
| $1.04B | +$26.6M | +3% | 8.64% | 73.5% | 83 | 3.61% |
|
| 1429 |
RMCM
1429
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.04B | +$101M | +11% | 9.28% | 85.2% | 240 | 11.67% |
|
| 1430 |
MLL
1430
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.04B | +$141M | +16% | 10.9% | 128% | 213 | 17.37% |
|
| 1431 |
UM
1431
Ulysses Management
New York
| $1.03B | -$44.5M | -4% | 10.9% | 51.8% | 59 | 38.98% |
|
| 1432 |
VFA
1432
Valeo Financial Advisors
Carmel,
Indiana
| $1.03B | +$125M | +14% | 8.76% | 75.9% | 1,801 | 15.77% |
|
| 1433 |
GIA
1433
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.03B | +$62.6M | +6% | 5.84% | 88.9% | 218 | 11.47% |
|
| 1434 |
DCP
1434
Diameter Capital Partners
New York
| $1.03B | +$747M | +264% | 13.3% | 378% | 28 | 71.43% |
|
| 1435 |
SBIA
1435
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.03B | +$105M | +11% | 10.6% | 61.9% | 510 | 15.29% |
|
| 1436 |
VF
1436
Virtu Financial
New York
| $1.03B | -$253M | -20% | 8.46% | 160% | 2,102 | 67.7% |
|
| 1437 |
DIA
1437
Davidson Investment Advisors
Great Falls,
Montana
| $1.03B | +$65.6M | +7% | 8.79% | 69.5% | 111 | 15.32% |
|
| 1438 |
ECG
1438
Edge Capital Group
Atlanta,
Georgia
| $1.03B | +$39.5M | +4% | 6.96% | 27.7% | 242 | 10.74% |
|
| 1439 |
JFG
1439
JMG Financial Group
Downers Grove,
Illinois
| $1.03B | +$72.2M | +8% | 7.11% | 58.7% | 80 | 12.5% |
|
| 1440 |
SGCIA
1440
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.03B | +$85.9M | +9% | 12.7% | 56.9% | 136 | 5.88% |
|
| 1441 |
ET
1441
Equitable Trust
Nashville,
Tennessee
| $1.02B | +$74.6M | +8% | 8.32% | 94.7% | 301 | 12.62% |
|
| 1442 |
DIGDR
1442
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.02B | +$60.2M | +6% | 15.4% | 34.1% | 14 | 28.57% |
|
| 1443 |
CDH
1443
Charles D. Hyman
| $1.02B | +$64.2M | +7% | 6.66% | 36.8% | 209 | 11.96% |
|
| 1444 |
NRS
1444
Neville Rodie & Shaw
New York
| $1.02B | +$74.7M | +8% | 8.88% | 115% | 254 | 5.51% |
|
| 1445 |
TC
1445
Trilogy Capital
Irvine,
California
| $1.02B | +$81M | +9% | 5.04% | 54.1% | 127 | 21.26% |
|
| 1446 |
AB
1446
Aozora Bank
Tokyo,
Japan
| $1.02B | +$93.9M | +10% | 0.59% | 5.45% | 4 | 50% |
|
| 1447 |
BFA
1447
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.02B | +$14.3M | +1% | 6.71% | 80.6% | 304 | 17.76% |
|
| 1448 |
LSAG
1448
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.02B | +$93.7M | +10% | 7.4% | 16% | 260 | 13.46% |
|
| 1449 |
WG
1449
Welch Group
Birmingham,
Alabama
| $1.02B | +$42.7M | +4% | 4.14% | 73.2% | 160 | 11.88% |
|
| 1450 |
LNWWM
1450
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.02B | +$57.5M | +6% | 9.81% | – | 737 | 9.63% |
|