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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1501 |
LIM
1501
Leavell Investment Management
Mobile,
Alabama
| $789M | +$10.2M | +1% | 2.71% | 84.5% | 385 | 9.35% |
|
| 1502 |
OCM
1502
Olstein Capital Management
Purchase,
New York
| $788M | +$6.55M | +0.8% | 2.58% | 16.6% | 124 | 19.35% |
|
| 1503 |
SBL
1503
Sargent Bickham Lagudis
Boulder,
Colorado
| $785M | +$12.3M | +2% | 2.88% | 19.1% | 873 | 18.44% |
|
| 1504 |
AC
1504
Armistice Capital
New York
| $785M | +$300M | +62% | 8.91% | 79.7% | 72 | 52.78% |
|
| 1505 |
LIC
1505
Lodestar Investment Counsel
Chicago,
Illinois
| $785M | +$15M | +2% | 2.54% | 45.1% | 163 | 3.68% |
|
| 1506 |
CPIM
1506
Columbia Partners Investment Management
Alexandria,
Virginia
| $784M | -$717K | -0.1% | 5.74% | 69.7% | 287 | 24.04% |
|
| 1507 |
CDH
1507
Charles D. Hyman
| $783M | +$29.5M | +4% | 3.16% | 36.8% | 161 | 12.42% |
|
| 1508 |
DAM
1508
Davis Asset Management
Sausalito,
California
| $782M | +$17M | +2% | 2.64% | 97.3% | 26 | 0% |
|
| 1509 |
AC
1509
AFAM Capital
Austin,
Texas
| $781M | +$60.2M | +8% | 2.2% | 52.1% | 203 | 14.78% |
|
| 1510 |
OP
1510
Omni Partners
London,
United Kingdom
| $781M | +$287M | +58% | 7.82% | 412% | 38 | 71.05% |
|
| 1511 |
UR
1511
USCA RIA
Houston,
Texas
| $781M | +$98.8M | +14% | 1.7% | 60.6% | 441 | 17.23% |
|
| 1512 |
PCM
1512
Portolan Capital Management
Boston,
Massachusetts
| $779M | +$9.55M | +1% | 9.36% | 738% | 144 | 35.42% |
|
| 1513 |
NYLIC
1513
New York Life Insurance Company
New York
| $779M | +$94.4M | +14% | 2.6% | 61.5% | 12 | 16.67% |
|
| 1514 |
WFMPM
1514
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $778M | +$8.34M | +1% | 2.21% | 68.1% | 81 | 4.94% |
|
| 1515 |
FCBT
1515
First Citizens Bank & Trust
Raleigh,
North Carolina
| $778M | -$47.2M | -6% | 2.94% | 60.3% | 513 | 25.93% |
|
| 1516 |
BOTW
1516
Bank of the West
Monterey Park,
California
| $777M | -$16.8M | -2% | 2.74% | 35.4% | 306 | 7.52% |
|
| 1517 |
SC
1517
SouthState Corp
Winter Haven,
Florida
| $777M | +$10.1M | +1% | 2.25% | 78.9% | 272 | 14.34% |
|
| 1518 |
BAC
1518
Boys Arnold & Co
Asheville,
North Carolina
| $776M | +$142M | +22% | 2.01% | 11.5% | 282 | 7.09% |
|
| 1519 |
GLRA
1519
Gerald L. Ray & Associates
Dallas,
Texas
| $775M | +$45M | +6% | 4.6% | 38.2% | 331 | 7.55% |
|
| 1520 |
CCM
1520
Coldstream Capital Management
Bellevue,
Washington
| $775M | +$51.4M | +7% | 2.73% | 71% | 290 | 18.97% |
|
| 1521 |
TAM
1521
THB Asset Management
Norwalk,
Connecticut
| $774M | -$28M | -3% | 6.36% | 104% | 191 | 20.94% |
|
| 1522 |
SWM
1522
SVA Wealth Management
Madison,
Wisconsin
| $772M | +$34.4M | +5% | 2.55% | 44.5% | 206 | 6.31% |
|
| 1523 |
BFA
1523
Beaumont Financial Advisors
Needham,
Massachusetts
| $771M | +$40.1M | +5% | 2.52% | 80.6% | 199 | 20.6% |
|
| 1524 |
WS
1524
Wedbush Securities
Los Angeles,
California
| $771M | +$32.5M | +4% | 2.9% | 99.9% | 916 | 16.38% |
|
| 1525 |
MFP
1525
Michael F. Price
| $771M | -$36.6M | -5% | 1.31% | 42.6% | 131 | 20.61% |
|