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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%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Caprock Group
Boise,
Idaho
| $1.36B | +$71.6M | +6% | 9.02% | – | 702 | 14.81% | 2.7 |
|
| 1477 |
SIC
1477
Sigma Investment Counselors
Northville,
Michigan
| $1.36B | +$73.1M | +6% | 5.4% | 54.9% | 198 | 7.07% | 5.2 |
|
| 1478 |
HFCIX
1478
H&F Corporate Investors X
San Francisco,
California
| $1.36B | +$131M | +11% | 10.6% | – | 1 | 0% | 1.3 |
|
| 1479 |
BCM
1479
Basswood Capital Management
New York
| $1.36B | -$77.2M | -5% | 8.17% | 111% | 119 | 23.53% | 4 |
|
| 1480 |
1480
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.36B | +$98.4M | +8% | 8.33% | 106% | 237 | 9.28% | 5 |
|
| 1481 |
GIA
1481
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.35B | +$58.2M | +4% | 6.21% | 99.5% | 256 | 11.33% | 5.3 |
|
| 1482 |
NIMI
1482
Natixis Investment Managers International
Paris,
France
| $1.35B | +$26.3M | +2% | 8.57% | 34.7% | 241 | 8.3% | 2.1 |
|
| 1483 |
HIG
1483
Herr Investment Group
Austin,
Texas
| $1.35B | -$38.6M | -3% | 4.53% | – | 61 | 37.7% | 0.4 |
|
| 1484 |
1484
Daymark Wealth Partners
Cincinnati,
Ohio
| $1.35B | +$593M | +79% | 7.65% | 96.4% | 389 | 28.28% | 0.3 |
|
| 1485 |
PIM
1485
Paradice Investment Management
Denver,
Colorado
| $1.34B | +$29.1M | +2% | 3.77% | 77.6% | 44 | 15.91% | 3.5 |
|
| 1486 |
SFS
1486
Strategic Financial Services
Utica,
New York
| $1.34B | +$48.2M | +4% | 2.94% | 58.7% | 125 | 7.2% | 5.4 |
|
| 1487 |
MCI
1487
McDonald Capital Investors
Orinda,
California
| $1.34B | +$27.5M | +2% | 6.24% | 60.2% | 24 | 8.33% | 5.5 |
|
| 1488 |
JP
1488
Jana Partners
New York
| $1.34B | +$17.1M | +1% | 5.23% | 36% | 10 | 20% | 1.7 |
|
| 1489 |
1489
Cambridge Associates
Boston,
Massachusetts
| $1.34B | +$46.1M | +4% | 4.47% | 50.1% | 48 | 22.92% | 4.1 |
|
| 1490 |
VCM
1490
Vigilant Capital Management
Portland,
Maine
| $1.34B | +$106M | +9% | 7.25% | 48.8% | 487 | 17.66% | 3.6 |
|
| 1491 |
BC
1491
Broadwood Capital
New York
| $1.34B | -$83.7M | -6% | 5.05% | 110% | 7 | 0% | 7.9 |
|
| 1492 |
IHL
1492
Investment House LLC
Redondo Beach,
California
| $1.34B | +$119M | +10% | 11.6% | 125% | 201 | 16.42% | 6 |
|
| 1493 |
PCM
1493
Parsifal Capital Management
Greenwich,
Connecticut
| $1.34B | -$11.2M | -0.8% | 3.99% | 154% | 22 | 36.36% | 0.8 |
|
| 1494 |
AAM
1494
Aureus Asset Management
Boston,
Massachusetts
| $1.33B | +$70.1M | +6% | 9.81% | 93.9% | 191 | 8.9% | 4.1 |
|
| 1495 |
KRSITF
1495
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.33B | +$112M | +9% | 10.1% | 115% | 496 | 1.01% | 7.1 |
|
| 1496 |
MCWS
1496
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.33B | +$53.3M | +4% | 4.65% | 57.4% | 310 | 9.35% | 3.8 |
|
| 1497 |
CFA
1497
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.33B | +$65.6M | +5% | 4.99% | 54.5% | 157 | 17.2% | 3.5 |
|
| 1498 |
EI
1498
Ellevest Inc
New York
| $1.33B | +$43M | +3% | 4.67% | 73.8% | 1,866 | 80.6% | 3.3 |
|
| 1499 |
1499
Readystate Asset Management
Chicago,
Illinois
| $1.33B | +$252M | +23% | 2.39% | 43.4% | 434 | 63.59% | 0.2 |
|
| 1500 |
RMA
1500
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.33B | +$75.8M | +6% | 7.14% | 68.9% | 165 | 54.55% | 3 |
|