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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
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250
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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 |
LCM
1451
Lomas Capital Management
New York
| $1.01B | +$49M | +5% | 10.4% | 66.3% | 36 | 41.67% |
|
| 1452 |
PFG
1452
Pacific Financial Group
Bellevue,
Washington
| $1.01B | +$92.9M | +10% | 7.02% | 61.1% | 93 | 24.73% |
|
| 1453 |
FTCM
1453
Fir Tree Capital Management
New York
| $1.01B | -$12.2M | -1% | 7.55% | 17.3% | 68 | 32.35% |
|
| 1454 |
MB
1454
Mizuho Bank
Tokyo,
Japan
| $1.01B | +$319M | +46% | 5.59% | 99.8% | 9 | 55.56% |
|
| 1455 |
CAL
1455
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.01B | +$65.5M | +7% | 5.57% | 51.3% | 749 | 11.21% |
|
| 1456 |
TAM
1456
Third Avenue Management
New York
| $1.01B | -$96.9M | -9% | 4.09% | 113% | 59 | 6.78% |
|
| 1457 |
AIMU
1457
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.01B | -$345M | -25% | 0.31% | 7.58% | 8 | 12.5% |
|
| 1458 |
CFGS
1458
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.01B | +$608M | +151% | 5.65% | 18.1% | 2,199 | 24.1% |
|
| 1459 |
RWP
1459
RWA Wealth Partners
Newton,
Massachusetts
| $1.01B | +$61.6M | +7% | 6.92% | 58.4% | 248 | 11.69% |
|
| 1460 |
BGCP
1460
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.01B | +$127M | +14% | 5.94% | 79.2% | 39 | 23.08% |
|
| 1461 |
QT
1461
Quantbot Technologies
New York
| $1.01B | -$6.31M | -0.6% | 5.22% | 33.6% | 1,762 | 62.37% |
|
| 1462 |
CL
1462
Choreo LLC
Rockford,
Illinois
| $1.01B | +$142M | +16% | 7.36% | 74.7% | 203 | 11.33% |
|
| 1463 |
RIL
1463
Rothschild Investment LLC
Chicago,
Illinois
| $1.01B | +$149M | +17% | 8.44% | 99.4% | 471 | 21.44% |
|
| 1464 |
OAMG
1464
Odey Asset Management Group
London,
United Kingdom
| $1.01B | +$110M | +12% | 23.8% | 259% | 63 | 22.22% |
|
| 1465 |
ACP
1465
Ashfield Capital Partners
San Francisco,
California
| $1B | +$81.3M | +9% | 11.6% | 48.8% | 238 | 5.04% |
|
| 1466 |
LCS
1466
Levin Capital Strategies
New York
| $1B | +$98.9M | +11% | 7.74% | 88.6% | 237 | 25.32% |
|
| 1467 |
ZDA
1467
Zweig-DiMenna Associates
New York
| $1B | -$126M | -11% | 10.3% | 561% | 130 | 59.23% |
|
| 1468 |
VWM
1468
Valley Wealth Managers
Paramus,
New Jersey
| $1B | +$58.6M | +6% | 7.85% | 107% | 199 | 11.06% |
|
| 1469 |
RMA
1469
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1B | +$45.2M | +5% | 5.48% | 68.9% | 98 | 15.31% |
|
| 1470 |
OWD
1470
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $1B | +$7.18M | +0.7% | 10.5% | 23.7% | 320 | 11.25% |
|
| 1471 |
EC
1471
EJF Capital
Arlington,
Virginia
| $996M | +$262M | +36% | 10.5% | 127% | 112 | 29.46% |
|
| 1472 |
MC
1472
Moors & Cabot
Boston,
Massachusetts
| $996M | +$88.4M | +10% | 8.28% | 124% | 735 | 24.63% |
|
| 1473 |
1473
Cetera Investment Advisers
Schaumburg,
Illinois
| $996M | +$173M | +21% | 6.66% | 73.4% | 599 | 13.36% |
|
| 1474 |
PCM
1474
Parsons Capital Management
Providence,
Rhode Island
| $996M | +$73M | +8% | 12.8% | 84.9% | 361 | 8.03% |
|
| 1475 |
PP
1475
Patten & Patten
Chattanooga,
Tennessee
| $995M | +$79.8M | +9% | 9.95% | 74.1% | 248 | 8.47% |
|