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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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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
WMC
1526
Westwood Management Corporation
Chicago,
Illinois
| $597M | +$71.6M | +14% | 17.4% | 44.3% | 101 | 11.88% |
|
| 1527 |
TCOV
1527
Trust Company of Vermont
Brattleboro,
Vermont
| $597M | +$51.5M | +9% | 8.47% | 75.9% | 785 | 13.38% |
|
| 1528 |
AIP
1528
ARS Investment Partners
New York
| $596M | +$9.06M | +2% | 11.1% | 260% | 90 | 28.89% |
|
| 1529 |
MYLI
1529
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $595M | +$42.9M | +8% | 11.9% | 20.9% | 391 | 16.62% |
|
| 1530 |
CI
1530
Cowen Inc
New York
| $595M | -$82.7M | -12% | 7.55% | 252% | 335 | 71.04% |
|
| 1531 |
SMA
1531
Simply Money Advisors
Cincinnati,
Ohio
| $595M | +$7.18M | +1% | 4.57% | 11.5% | 156 | 66.67% |
|
| 1532 |
ACM
1532
Advisors Capital Management
Ridgewood,
New Jersey
| $593M | +$108M | +22% | 8.8% | 78.2% | 167 | 17.96% |
|
| 1533 |
KFS
1533
KMS Financial Services
Seattle,
Washington
| $592M | +$182M | +44% | 7.01% | – | 567 | 27.87% |
|
| 1534 |
LIM
1534
Leavell Investment Management
Mobile,
Alabama
| $592M | +$36.3M | +7% | 8.19% | 84.5% | 404 | 7.67% |
|
| 1535 |
MG
1535
MDE Group
Morristown,
New Jersey
| $591M | -$34M | -5% | 8.57% | – | 73 | 9.59% |
|
| 1536 |
EC
1536
Everest Capital
Miami,
Florida
| $590M | +$15.2M | +3% | 16.7% | – | 53 | 43.4% |
|
| 1537 |
AAA
1537
Adams Asset Advisors
Dallas,
Texas
| $590M | +$18.4M | +3% | 4.65% | 63.2% | 93 | 19.35% |
|
| 1538 |
QCMC
1538
Quantum Capital Management (California)
San Francisco,
California
| $589M | +$82.4M | +16% | 10.3% | 53.7% | 237 | 27.43% |
|
| 1539 |
HTI
1539
Hikari Tsushin Inc
Tokyo,
Japan
| $589M | +$64.7M | +12% | 8.41% | 64% | 39 | 5.13% |
|
| 1540 |
AB
1540
Amalgamated Bank
New York
| $588M | +$277M | +89% | 10.6% | 132% | 842 | 71.02% |
|
| 1541 |
TTWM
1541
TCV Trust & Wealth Management
Richmond,
Virginia
| $585M | +$73M | +14% | 8.72% | 69% | 171 | 9.36% |
|
| 1542 |
MAM
1542
Meeder Asset Management
Dublin,
Ohio
| $585M | +$59.4M | +11% | 12.7% | 121% | 419 | 27.68% |
|
| 1543 |
MC
1543
MSD Capital
New York
| $585M | +$5.87M | +1% | 11.7% | 19.8% | 6 | 0% |
|
| 1544 |
1544
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $585M | +$205M | +54% | 6.53% | 60% | 216 | 27.78% |
|
| 1545 |
UM
1545
Ulysses Management
New York
| $584M | -$194M | -25% | 9.59% | 48.7% | 64 | 42.19% |
|
| 1546 |
MA
1546
Montag & Associates
Atlanta,
Georgia
| $582M | +$46.3M | +9% | 9.99% | 68% | 239 | 11.72% |
|
| 1547 |
BT
1547
Beacon Trust
Morristown,
New Jersey
| $582M | +$40.5M | +7% | 8.71% | 33% | 202 | 16.83% |
|
| 1548 |
CPO
1548
Cerity Partners OCIO
New York
| $581M | +$46.1M | +9% | 4.9% | – | 180 | 31.11% |
|
| 1549 |
KBG
1549
Kahn Brothers Group
New York
| $581M | -$106M | -15% | 11.5% | 38.1% | 44 | 4.55% |
|
| 1550 |
TI
1550
Tyrian Investments
New York
| $581M | – | – | 15.7% | 33.7% | 14 | – |
|