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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1451 |
I
1451
IberiaBank
Lafayette,
Louisiana
| $770M | -$30.6M | -4% | 9.21% | 39.6% | 306 | 22.22% |
|
| 1452 |
MP
1452
Makaira Partners
La Jolla,
California
| $770M | -$192M | -20% | 15.3% | 22% | 11 | 18.18% |
|
| 1453 |
TC
1453
TownSquare Capital
Provo,
Utah
| $768M | – | – | 10.7% | 66.1% | 362 | – |
|
| 1454 |
ACP
1454
Ashfield Capital Partners
San Francisco,
California
| $767M | -$125M | -14% | 13% | 48.8% | 255 | 11.37% |
|
| 1455 |
MWM
1455
Mission Wealth Management
Santa Barbara,
California
| $767M | +$7.65M | +1% | 9.59% | 80% | 306 | 16.67% |
|
| 1456 |
RMA
1456
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $767M | -$134M | -15% | 10.2% | 68.9% | 86 | 23.26% |
|
| 1457 |
RE
1457
RBC Europe
London,
United Kingdom
| $767M | -$135M | -15% | 12.5% | 59.8% | 1,179 | 10.77% |
|
| 1458 |
RC
1458
RBF Capital
San Francisco,
California
| $766M | -$156M | -17% | 13.8% | 141% | 469 | 24.52% |
|
| 1459 |
AF
1459
Ally Financial
Detroit,
Michigan
| $766M | +$263M | +52% | 15.3% | 8.82% | 138 | 29.71% |
|
| 1460 |
NSIM
1460
North Star Investment Management
Chicago,
Illinois
| $766M | -$128M | -14% | 12.8% | 63.8% | 1,141 | 9.29% |
|
| 1461 |
VWM
1461
Valley Wealth Managers
Paramus,
New Jersey
| $765M | -$81.1M | -10% | 10.8% | 80.1% | 173 | 36.42% |
|
| 1462 |
BI
1462
BVF Inc
San Francisco,
California
| $765M | -$373M | -33% | 26.8% | 690% | 58 | 6.9% |
|
| 1463 |
ECP
1463
Electron Capital Partners
New York
| $765M | +$70.5M | +10% | 0.81% | 269% | 28 | 53.57% |
|
| 1464 |
SCA
1464
Secor Capital Advisors
New York
| $764M | -$158M | -17% | 18.4% | 43.5% | 671 | 69.15% |
|
| 1465 |
WTB
1465
Washington Trust Bank
Spokane,
Washington
| $762M | +$88.3M | +13% | 12.1% | 69.3% | 703 | 16.07% |
|
| 1466 |
CAL
1466
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $761M | -$116M | -13% | 10.2% | 44.1% | 649 | 20.8% |
|
| 1467 |
CCT
1467
Country Club Trust
Kansas City,
Missouri
| $761M | -$99.1M | -12% | 11.2% | 74.1% | 273 | 16.12% |
|
| 1468 |
BC
1468
Broadfin Capital
New York
| $761M | +$81M | +12% | 15.5% | 298% | 63 | 41.27% |
|
| 1469 |
PPCM
1469
Pillar Pacific Capital Management
Pacifica,
California
| $760M | -$163M | -18% | 15% | 85% | 309 | 10.68% |
|
| 1470 |
RWP
1470
RWA Wealth Partners
Newton,
Massachusetts
| $760M | -$133M | -15% | 9.88% | 45.8% | 250 | 22% |
|
| 1471 |
BP
1471
BBR Partners
New York
| $760M | +$67.9M | +10% | 14.3% | 51.6% | 144 | 28.47% |
|
| 1472 |
GC
1472
Giverny Capital
Montreal,
Quebec, Canada
| $759M | -$124M | -14% | 13% | 73% | 36 | 2.78% |
|
| 1473 |
LNB
1473
Ledyard National Bank
| $758M | -$120M | -14% | 11.4% | 69.8% | 781 | 14.98% |
|
| 1474 |
ET
1474
Equitable Trust
Nashville,
Tennessee
| $756M | -$103M | -12% | 10.7% | 94.7% | 307 | 22.15% |
|
| 1475 |
CS
1475
Comerica Securities
Detroit,
Michigan
| $756M | -$96.6M | -11% | 11.4% | 25.6% | 465 | 24.52% |
|