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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
SCI
1526
S&CO Inc
Boston,
Massachusetts
| $756M | +$21.5M | +3% | 2.5% | 58.9% | 185 | 3.24% |
|
| 1527 |
RA
1527
RR Advisors
Dallas,
Texas
| $755M | -$46.9M | -6% | 11.2% | 113% | 58 | 24.14% |
|
| 1528 |
PIP
1528
Permian Investment Partners
Dallas,
Texas
| $754M | +$107M | +16% | 3.82% | 81.9% | 15 | 33.33% |
|
| 1529 |
MG
1529
Mather Group
Chicago,
Illinois
| $753M | +$92.9M | +14% | 2.45% | 41% | 40 | 7.5% |
|
| 1530 |
BAAM
1530
Baker Avenue Asset Management
San Francisco,
California
| $753M | +$8.97M | +1% | 2.51% | 71.1% | 232 | 27.59% |
|
| 1531 |
BCM
1531
BBT Capital Management
Fort Worth,
Texas
| $753M | +$174M | +30% | 3.38% | 31.4% | 111 | 39.64% |
|
| 1532 |
QIM
1532
Quest Investment Management
Lake Oswego,
Oregon
| $752M | +$25.3M | +3% | 4.3% | 81.3% | 111 | 15.32% |
|
| 1533 |
CBU
1533
CIBC Bank USA
Chicago,
Illinois
| $750M | +$27.3M | +4% | 2.33% | 32.3% | 281 | 10.68% |
|
| 1534 |
NSIM
1534
North Star Investment Management
Chicago,
Illinois
| $748M | +$21.1M | +3% | 2.15% | 63.8% | 1,150 | 10.96% |
|
| 1535 |
DJSG
1535
D.J. St. Germain
Springfield,
Massachusetts
| $747M | +$29.1M | +4% | 1.46% | 65.3% | 154 | 14.29% |
|
| 1536 |
RMCM
1536
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $747M | +$19.1M | +3% | 5.01% | 85.2% | 229 | 5.68% |
|
| 1537 |
CM
1537
Crestline Management
Fort Worth,
Texas
| $746M | +$200M | +37% | 25.7% | 52.5% | 190 | 73.16% |
|
| 1538 |
VWM
1538
Valley Wealth Managers
Paramus,
New Jersey
| $746M | -$6.9M | -0.9% | 2.79% | 80.1% | 206 | 40.78% |
|
| 1539 |
BIM
1539
Bridges Investment Management
Omaha,
Nebraska
| $746M | +$21.4M | +3% | 2.89% | 69.9% | 132 | 6.82% |
|
| 1540 |
IHL
1540
Investment House LLC
Redondo Beach,
California
| $744M | +$32.6M | +5% | 5.96% | 103% | 207 | 15.94% |
|
| 1541 |
HP
1541
Hikari Power
Tokyo,
Japan
| $741M | +$38.7M | +6% | 2.3% | 56.5% | 104 | 43.27% |
|
| 1542 |
FPC
1542
Falcon Point Capital
San Francisco,
California
| $741M | -$8.78M | -1% | 4.5% | 119% | 127 | 18.9% |
|
| 1543 |
FEG
1543
Fund Evaluation Group
Cincinnati,
Ohio
| $741M | -$20.9M | -3% | 1.01% | 45.2% | 23 | 26.09% |
|
| 1544 |
RW
1544
Rand Wealth
Baltimore,
Maryland
| $738M | -$94.1M | -11% | 2.02% | 40.4% | 223 | 10.31% |
|
| 1545 |
TFA
1545
Transamerica Financial Advisors
St. Petersburg,
Florida
| $737M | -$98M | -12% | 1.91% | 57.2% | 427 | 14.75% |
|
| 1546 |
AIM
1546
Avity Investment Management
Greenwich,
Connecticut
| $736M | +$23M | +3% | 4.56% | 104% | 77 | 10.39% |
|
| 1547 |
KM
1547
Kylin Management
New York
| $736M | +$253M | +52% | 20.2% | 126% | 9 | 22.22% |
|
| 1548 |
MMI
1548
Matson Money Inc
Mason,
Ohio
| $735M | +$28.1M | +4% | 0.21% | 34.2% | 2 | 0% |
|
| 1549 |
GEM
1549
Global Endowment Management
Charlotte,
North Carolina
| $735M | +$47.4M | +7% | 6.2% | 35.8% | 280 | 26.79% |
|
| 1550 |
SMA
1550
Simply Money Advisors
Cincinnati,
Ohio
| $733M | +$18.3M | +3% | 1.95% | 11.5% | 33 | 15.15% |
|