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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 |
SAMH
1501
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.64B | -$180M | -10% | 10% | 125% | 7 | 28.57% |
|
| 1502 |
SIC
1502
Sigma Investment Counselors
Northville,
Michigan
| $1.64B | -$67.8M | -4% | 1.68% | 54.9% | 199 | 7.04% |
|
| 1503 |
OCM
1503
Opti Capital Management
New York
| $1.63B | -$601M | -27% | 0.02% | 0.01% | 54 | 3.7% |
|
| 1504 |
KA
1504
Klingman & Associates
New York
| $1.63B | +$6.97M | +0.4% | 2.43% | 59.3% | 274 | 11.31% |
|
| 1505 |
AM
1505
Ares Management
Los Angeles,
California
| $1.63B | -$1.21B | -43% | 19.7% | 2.02% | 36 | 13.89% |
|
| 1506 |
MCWS
1506
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.63B | -$6.83M | -0.4% | 0.38% | 57.4% | 311 | 8.04% |
|
| 1507 |
NIM
1507
NXG Investment Management
Dallas,
Texas
| $1.62B | +$108M | +7% | 5.17% | 136% | 72 | 20.83% |
|
| 1508 |
SP
1508
Stairway Partners
Chicago,
Illinois
| $1.62B | +$35M | +2% | 1.18% | 43.9% | 18 | 0% |
|
| 1509 |
WGI
1509
Westwood Global Investments
Boston,
Massachusetts
| $1.62B | -$349M | -18% | 13.6% | 112% | 14 | 28.57% |
|
| 1510 |
IFA
1510
Index Fund Advisors
Irvine,
California
| $1.62B | -$233M | -13% | 3.44% | 58.2% | 114 | 23.68% |
|
| 1511 |
ML
1511
McAdam LLC
Philadelphia,
Pennsylvania
| $1.62B | -$217M | -12% | 1.75% | 57.4% | 390 | 20.77% |
|
| 1512 |
GD
1512
Grandfield & Dodd
New York
| $1.61B | -$9.04M | -0.6% | 1.41% | 70.8% | 205 | 5.37% |
|
| 1513 |
B
1513
BloombergSen
Toronto,
Ontario, Canada
| $1.61B | -$29.1M | -2% | 3.82% | 46.9% | 35 | 17.14% |
|
| 1514 |
HHAM
1514
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.61B | +$245M | +18% | 1.86% | 54.4% | 140 | 53.57% |
|
| 1515 |
SP
1515
Summit Partners
Boston,
Massachusetts
| $1.61B | -$620M | -28% | 23.2% | 13.7% | 9 | 11.11% |
|
| 1516 |
AI
1516
Accredited Investors
Edina,
Minnesota
| $1.61B | -$95.8M | -6% | 1.94% | 74% | 245 | 9.8% |
|
| 1517 |
CTC
1517
Chai Trust Company
Chicago,
Illinois
| $1.61B | -$318M | -16% | 13.3% | 12.7% | 12 | 0% |
|
| 1518 |
ST
1518
Sageworth Trust
Lancaster,
Pennsylvania
| $1.61B | -$9.04M | -0.6% | 1.13% | 64.5% | 103 | 8.74% |
|
| 1519 |
HPC
1519
Hill Path Capital
New York
| $1.61B | -$399M | -20% | 18.4% | 5.23% | 5 | 20% |
|
| 1520 |
GL
1520
Graypoint LLC
Albany,
New York
| $1.6B | -$47.8M | -3% | 3.04% | 72.8% | 533 | 8.63% |
|
| 1521 |
TFS
1521
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.6B | -$34.4M | -2% | 3.36% | 166% | 734 | 14.99% |
|
| 1522 |
DAS
1522
Diversify Advisory Services
Sandy,
Utah
| $1.6B | -$212M | -12% | 3.28% | – | 706 | 23.94% |
|
| 1523 |
TA
1523
Tectonic Advisors
Frisco,
Texas
| $1.6B | +$63.5M | +4% | 1.55% | 43.4% | 329 | 6.69% |
|
| 1524 |
WGAM
1524
Wilkinson Global Asset Management
New York
| $1.6B | -$27.7M | -2% | 1.17% | 86.5% | 81 | 9.88% |
|
| 1525 |
ELC
1525
Edgar Lomax Company
Kingstowne,
Virginia
| $1.6B | +$47.6M | +3% | 7.4% | 66.2% | 75 | 32% |
|