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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1476 |
PVI
1476
Pine Valley Investments
Marlton,
New Jersey
| $1.65B | -$19.6M | -1% | 0.56% | 93.9% | 594 | 9.76% |
|
| 1477 |
HC
1477
Hamilton Capital
Columbus,
Ohio
| $1.65B | +$337M | +26% | 2.69% | – | 147 | 19.05% |
|
| 1478 |
CF
1478
Centaurus Financial
Anaheim,
California
| $1.65B | +$14M | +0.9% | 3.92% | 60.5% | 947 | 14.99% |
|
| 1479 |
TW
1479
Transform Wealth
Greenwood Village,
Colorado
| $1.65B | -$151M | -8% | 5.14% | 48.4% | 275 | 16% |
|
| 1480 |
PH
1480
Permira Holdings
St. Peter Port,
Guernsey
| $1.65B | -$703M | -30% | 28.8% | – | 2 | 0% |
|
| 1481 |
ESBC
1481
E.S. Barr & Co
Lexington,
Kentucky
| $1.65B | -$43.6M | -3% | 0.93% | 72.6% | 112 | 9.82% |
|
| 1482 |
CC
1482
Cartenna Capital
Stamford,
Connecticut
| $1.65B | -$426M | -21% | 4.92% | 125% | 57 | 75.44% |
|
| 1483 |
WG
1483
Winton Group
London,
United Kingdom
| $1.64B | +$136M | +9% | 0.23% | 108% | 825 | 48.48% |
|
| 1484 |
SAMH
1484
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.64B | -$180M | -10% | 10% | 115% | 7 | 28.57% |
|
| 1485 |
SIC
1485
Sigma Investment Counselors
Northville,
Michigan
| $1.64B | -$67.8M | -4% | 1.68% | 46.6% | 199 | 7.04% |
|
| 1486 |
OCM
1486
Opti Capital Management
New York
| $1.63B | -$601M | -27% | 0.02% | 0.02% | 54 | 3.7% |
|
| 1487 |
KA
1487
Klingman & Associates
New York
| $1.63B | +$6.97M | +0.4% | 2.43% | 47.1% | 274 | 11.31% |
|
| 1488 |
AM
1488
Ares Management
Los Angeles,
California
| $1.63B | -$1.21B | -43% | 19.7% | 16% | 36 | 13.89% |
|
| 1489 |
MCWS
1489
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.63B | -$6.83M | -0.4% | 0.38% | 46.8% | 311 | 8.04% |
|
| 1490 |
NIM
1490
NXG Investment Management
Dallas,
Texas
| $1.62B | +$108M | +7% | 5.17% | 114% | 72 | 20.83% |
|
| 1491 |
SP
1491
Stairway Partners
Chicago,
Illinois
| $1.62B | +$35M | +2% | 1.18% | 43.9% | 18 | 0% |
|
| 1492 |
WGI
1492
Westwood Global Investments
Boston,
Massachusetts
| $1.62B | -$349M | -18% | 13.6% | 130% | 14 | 28.57% |
|
| 1493 |
IFA
1493
Index Fund Advisors
Irvine,
California
| $1.62B | -$233M | -13% | 3.44% | 47.6% | 114 | 23.68% |
|
| 1494 |
ML
1494
McAdam LLC
Philadelphia,
Pennsylvania
| $1.62B | -$217M | -12% | 1.75% | 46.3% | 390 | 20.77% |
|
| 1495 |
GD
1495
Grandfield & Dodd
New York
| $1.61B | -$9.04M | -0.6% | 1.41% | 55.2% | 205 | 5.37% |
|
| 1496 |
B
1496
BloombergSen
Toronto,
Ontario, Canada
| $1.61B | -$29.1M | -2% | 3.82% | 46% | 35 | 17.14% |
|
| 1497 |
HHAM
1497
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.61B | +$245M | +18% | 1.86% | 57.9% | 140 | 53.57% |
|
| 1498 |
SP
1498
Summit Partners
Boston,
Massachusetts
| $1.61B | -$620M | -28% | 23.2% | 2.13% | 9 | 11.11% |
|
| 1499 |
AI
1499
Accredited Investors
Edina,
Minnesota
| $1.61B | -$95.8M | -6% | 1.94% | 74% | 245 | 9.8% |
|
| 1500 |
CTC
1500
Chai Trust Company
Chicago,
Illinois
| $1.61B | -$318M | -16% | 13.3% | 20.2% | 12 | 0% |
|