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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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50
100
250
500
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2,500
5,000
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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 |
TGI
1526
TRV GP III
Boston,
Massachusetts
| $1.16B | -$26.1M | -2% | 2.82% | 170% | 7 | 0% |
|
| 1527 |
SIC
1527
Sigma Investment Counselors
Northville,
Michigan
| $1.16B | +$649M | +126% | 12.2% | 54.9% | 179 | 32.96% |
|
| 1528 |
PCM
1528
Parsons Capital Management
Providence,
Rhode Island
| $1.16B | +$136M | +13% | 12.1% | 84.9% | 381 | 9.71% |
|
| 1529 |
SC
1529
Sepio Capital
Salt Lake City,
Utah
| $1.16B | +$238M | +26% | 13.5% | 75.2% | 401 | 31.92% |
|
| 1530 |
BP
1530
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $1.16B | +$282M | +32% | 0.44% | 36.4% | 25 | 40% |
|
| 1531 |
LIM
1531
Leavell Investment Management
Mobile,
Alabama
| $1.16B | +$6.65M | +0.6% | 12.2% | 84.5% | 381 | 5.77% |
|
| 1532 |
DMIC
1532
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.16B | +$139M | +14% | 15.9% | 64.6% | 59 | 5.08% |
|
| 1533 |
HFM
1533
Harvest Fund Management
Beijing,
China
| $1.16B | -$52.2M | -4% | 22.2% | 202% | 687 | 40.03% |
|
| 1534 |
NRS
1534
Neville Rodie & Shaw
New York
| $1.15B | +$94.9M | +9% | 12.8% | 115% | 265 | 9.06% |
|
| 1535 |
RMA
1535
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.15B | +$121M | +12% | 12.9% | 68.9% | 75 | 0% |
|
| 1536 |
ESBC
1536
E.S. Barr & Co
Lexington,
Kentucky
| $1.15B | +$138M | +14% | 17.8% | 72.6% | 87 | 11.49% |
|
| 1537 |
AWS
1537
AJ Wealth Strategies
New York
| $1.15B | +$168M | +17% | 13.5% | 32.2% | 255 | 18.82% |
|
| 1538 |
PP
1538
Patten & Patten
Chattanooga,
Tennessee
| $1.15B | +$144M | +14% | 13.9% | 63.8% | 263 | 9.89% |
|
| 1539 |
GWM
1539
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.15B | +$589M | +105% | 23.4% | 163% | 201 | 9.45% |
|
| 1540 |
SWM
1540
SVA Wealth Management
Madison,
Wisconsin
| $1.15B | +$138M | +14% | 15.3% | 44.5% | 234 | 12.39% |
|
| 1541 |
BC
1541
Brahman Capital
New York
| $1.14B | +$131M | +13% | 22.2% | 16.6% | 29 | 55.17% |
|
| 1542 |
BFA
1542
Bragg Financial Advisors
Charlotte,
North Carolina
| $1.14B | +$167M | +17% | 16.6% | 74.6% | 286 | 8.04% |
|
| 1543 |
CCM
1543
Compass Capital Management
Minneapolis,
Minnesota
| $1.14B | +$109M | +11% | 11.2% | 47.1% | 42 | 9.52% |
|
| 1544 |
KPF
1544
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.14B | +$472M | +71% | 11.8% | 71.7% | 444 | 74.1% |
|
| 1545 |
WS
1545
Wedbush Securities
Los Angeles,
California
| $1.14B | +$97.6M | +9% | 13.8% | 99.9% | 1,047 | 27.98% |
|
| 1546 |
G
1546
GenTrust
Miami,
Florida
| $1.14B | +$52.7M | +5% | 12.3% | 43.4% | 189 | 87.3% |
|
| 1547 |
CA
1547
Cornerstone Advisors
Asheville,
North Carolina
| $1.14B | +$25.4M | +2% | 9.94% | 82.5% | 212 | 38.68% |
|
| 1548 |
CAL
1548
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.14B | +$86.6M | +8% | 10.3% | 44.1% | 842 | 22.21% |
|
| 1549 |
VI
1549
Versor Investments
New York
| $1.14B | -$39.9M | -3% | 31.4% | 200% | 316 | 78.16% |
|
| 1550 |
ORI
1550
Oak Ridge Investments
Chicago,
Illinois
| $1.14B | -$150M | -12% | 17% | 208% | 183 | 4.92% |
|