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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
BDF
1526
Balasa Dinverno & Foltz
| $943M | +$79M | +9% | 7.53% | 23.2% | 285 | 16.84% | 3.3 |
|
| 1527 |
1527
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $942M | +$64.9M | +7% | 7.02% | 67.9% | 61 | 4.92% | 5 |
|
| 1528 |
CIAS
1528
CBIZ Investment Advisory Services
Independence,
Ohio
| $942M | – | – | 5.65% | 48.7% | 150 | – | 0 |
|
| 1529 |
MCM
1529
Maryland Capital Management
Towson,
Maryland
| $942M | +$66.3M | +8% | 9.45% | 44.5% | 216 | 25% | 3.8 |
|
| 1530 |
MA
1530
Mutual Advisors
Omaha,
Nebraska
| $940M | +$183M | +24% | 6.98% | 68.1% | 633 | 20.06% | 1.2 |
|
| 1531 |
ACP
1531
Atalan Capital Partners
New York
| $939M | +$110M | +13% | 12.9% | 319% | 14 | 14.29% | 1.6 |
|
| 1532 |
FAIM
1532
Financial Advocates Investment Management
Olympia,
Washington
| $939M | +$63.5M | +7% | 7.04% | 89.9% | 547 | 18.83% | 1.4 |
|
| 1533 |
NDSI
1533
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $937M | +$724M | +341% | 13.1% | 73.5% | 160 | 10% | 4.2 |
|
| 1534 |
WCM
1534
Windward Capital Management
Los Angeles,
California
| $936M | +$100M | +12% | 9.49% | 78.5% | 80 | 3.75% | 4.4 |
|
| 1535 |
WI
1535
WBI Investments
Red Bank,
New Jersey
| $936M | -$117M | -11% | 5.95% | 97.3% | 275 | 56.73% | 0.6 |
|
| 1536 |
1536
Meag Munich Ergo
Munich,
Germany
| $936M | -$1.01B | -52% | 8.09% | 82.8% | 532 | 3.57% | 1.8 |
|
| 1537 |
1537
Cannell & Spears
New York
| $935M | +$72.8M | +8% | 7.62% | 113% | 197 | 14.72% | 3.5 |
|
| 1538 |
FCM
1538
FJ Capital Management
Mclean,
Virginia
| $935M | -$29.1M | -3% | 10.7% | 97.9% | 106 | 37.74% | 1.9 |
|
| 1539 |
CIM
1539
Corda Investment Management
Houston,
Texas
| $932M | +$19.2M | +2% | 2.78% | 75.4% | 65 | 7.69% | 4 |
|
| 1540 |
GIA
1540
GHP Investment Advisors
Denver,
Colorado
| $932M | +$128M | +16% | 7.66% | 81.4% | 308 | 8.77% | 4.6 |
|
| 1541 |
1541
Brighton Jones LLC
Seattle,
Washington
| $931M | +$74.6M | +9% | 7.4% | 97.9% | 330 | 10% | 2.4 |
|
| 1542 |
MFAM
1542
Motley Fool Asset Management
Alexandria,
Virginia
| $931M | +$71.6M | +8% | 12.4% | 117% | 172 | 12.79% | 1.9 |
|
| 1543 |
SFM
1543
Stack Financial Management
Whitefish,
Montana
| $929M | +$88M | +10% | 6.49% | 58.4% | 52 | 13.46% | 3.4 |
|
| 1544 |
CHCM
1544
Columbus Hill Capital Management
Short Hills,
New Jersey
| $929M | +$130M | +16% | 15.1% | 151% | 39 | 35.9% | 1.2 |
|
| 1545 |
CCT
1545
Country Club Trust
Kansas City,
Missouri
| $928M | +$48.6M | +6% | 6.94% | 74.1% | 254 | 6.69% | 3.5 |
|
| 1546 |
CCM
1546
Cadence Capital Management
Boston,
Massachusetts
| $928M | +$223M | +32% | 4.97% | 0.72% | 478 | 25.31% | 2.9 |
|
| 1547 |
HIP
1547
Hengistbury Investment Partners
London,
United Kingdom
| $926M | +$155M | +20% | 8.16% | 108% | 4 | 0% | 2.8 |
|
| 1548 |
CCM
1548
Compass Capital Management
Minneapolis,
Minnesota
| $925M | +$69.9M | +8% | 6.81% | 50.8% | 42 | 7.14% | 4.4 |
|
| 1549 |
1549
Sageworth Trust
Lancaster,
Pennsylvania
| $923M | +$63.6M | +7% | 7.35% | 64.5% | 214 | 29.91% | 1.5 |
|
| 1550 |
SGI
1550
Summit Global Investments
Bountiful,
Utah
| $922M | +$61.9M | +7% | 4.08% | 60.4% | 316 | 31.01% | 1.1 |
|