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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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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 |
SP
1526
Stairway Partners
Chicago,
Illinois
| $1.93B | +$48.5M | +3% | 1.78% | 43.9% | 18 | 0% |
|
| 1527 |
3AM
1527
3EDGE Asset Management
Naples,
Florida
| $1.93B | +$155M | +9% | 1.36% | 44.1% | 105 | 18.1% |
|
| 1528 |
CWM
1528
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.92B | +$112M | +6% | 2.34% | 69.8% | 724 | 10.91% |
|
| 1529 |
JPM
1529
JANA Partners Management
New York
| $1.92B | -$144M | -7% | 4.44% | – | 13 | 15.38% |
|
| 1530 |
MWA
1530
Midland Wealth Advisors
Effingham,
Illinois
| $1.92B | +$52.5M | +3% | 1.4% | – | 176 | 11.36% |
|
| 1531 |
ESBC
1531
E.S. Barr & Co
Lexington,
Kentucky
| $1.92B | +$76.6M | +4% | 6.14% | 72.6% | 139 | 21.58% |
|
| 1532 |
RCAG
1532
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.92B | +$92.9M | +5% | 2.49% | 51.4% | 692 | 14.74% |
|
| 1533 |
GC
1533
GMT Capital
Atlanta,
Georgia
| $1.92B | -$288M | -13% | 18.2% | 172% | 70 | 48.57% |
|
| 1534 |
LC
1534
L1 Capital
Melbourne VIC 3000,
Australia
| $1.92B | +$333M | +21% | 14% | 139% | 27 | 55.56% |
|
| 1535 |
SRIM
1535
Saratoga Research & Investment Management
Saratoga,
California
| $1.91B | -$14.8M | -0.8% | 4.09% | 54.3% | 47 | 8.51% |
|
| 1536 |
JSAM
1536
J. Safra Asset Management
New York
| $1.91B | +$261M | +16% | 2.64% | 68.9% | 687 | 41.19% |
|
| 1537 |
1SB
1537
1ST Source Bank
South Bend,
Indiana
| $1.91B | +$9.28M | +0.5% | 3.34% | 63.2% | 279 | 6.09% |
|
| 1538 |
SLF
1538
Sun Life Financial
Toronto,
Ontario, Canada
| $1.91B | -$55.7M | -3% | 3.45% | 51.8% | 41 | 17.07% |
|
| 1539 |
CPSAC
1539
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.9B | +$746M | +65% | 3.37% | 49.1% | 178 | 30.9% |
|
| 1540 |
NFG
1540
Nations Financial Group
Cedar Rapids,
Iowa
| $1.9B | +$294M | +18% | 2.75% | 105% | 781 | 13.44% |
|
| 1541 |
TA
1541
Tectonic Advisors
Frisco,
Texas
| $1.9B | +$65.5M | +4% | 0.73% | 43.4% | 341 | 9.68% |
|
| 1542 |
SCM
1542
Shapiro Capital Management
Atlanta,
Georgia
| $1.89B | -$415M | -18% | 2.81% | 16% | 54 | 22.22% |
|
| 1543 |
HH
1543
HSG Holding
Na,
Hong Kong
| $1.89B | -$28.9M | -2% | 11.9% | 10.6% | 21 | 19.05% |
|
| 1544 |
DWT
1544
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.89B | -$2.82M | -0.1% | 3.07% | 68.3% | 733 | 10.5% |
|
| 1545 |
CTI
1545
Community Trust & Investment
Versailles,
Kentucky
| $1.89B | +$33.9M | +2% | 4.39% | 104% | 147 | 8.16% |
|
| 1546 |
MLL
1546
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.89B | +$29M | +2% | 4.98% | 128% | 277 | 10.83% |
|
| 1547 |
UF
1547
Univest Financial
Souderton,
Pennsylvania
| $1.89B | +$99M | +6% | 5.04% | 60.6% | 268 | 7.46% |
|
| 1548 |
SMA
1548
Sage Mountain Advisors
Atlanta,
Georgia
| $1.89B | +$141M | +8% | 2.07% | 57.2% | 606 | 17.49% |
|
| 1549 |
SGAM
1549
Smith Group Asset Management
Dallas,
Texas
| $1.89B | +$145M | +8% | 4.24% | – | 191 | 20.94% |
|
| 1550 |
HI
1550
Helikon Investments
London,
United Kingdom
| $1.89B | +$424M | +29% | 30% | 330% | 19 | 21.05% |
|