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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $637M | +$41.9M | +7% | 1.42% | 45.9% | 118 | 19.49% | 1.7 |
|
| 1552 |
SCA
1552
Summit Creek Advisors
Minneapolis,
Minnesota
| $636M | +$37M | +6% | 1.47% | 68.8% | 51 | 7.84% | 1.9 |
|
| 1553 |
SC
1553
SRB Corp
Boston,
Massachusetts
| $635M | +$18.9M | +3% | 2.78% | 87.3% | 190 | 31.58% | 1 |
|
| 1554 |
MLL
1554
Moody Lynn & Lieberson
Boston,
Massachusetts
| $635M | -$738K | -0.1% | 4.39% | 142% | 205 | 39.02% | 1.5 |
|
| 1555 |
RCM
1555
Redwood Capital Management
New York
| $635M | -$53.1M | -8% | 2.57% | 313% | 50 | 12% | 1.6 |
|
| 1556 |
TCM
1556
Tributary Capital Management
Omaha,
Nebraska
| $634M | +$29.3M | +5% | 3.75% | 82.3% | 200 | 12% | 1.6 |
|
| 1557 |
1557
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $634M | -$29.6M | -4% | 3.75% | 307% | 171 | 51.46% | 0.5 |
|
| 1558 |
1558
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $633M | +$3.17M | +0.5% | 0.17% | 27.5% | 326 | 22.39% | 1.8 |
|
| 1559 |
CDH
1559
Charles D. Hyman
| $632M | +$25.9M | +4% | 4.03% | 36.8% | 149 | 9.4% | 2.4 |
|
| 1560 |
NPIC
1560
Neumeier Poma Investment Counsel
Carmel,
California
| $631M | +$52.2M | +9% | 4.62% | 229% | 42 | 9.52% | 1.6 |
|
| 1561 |
JCP
1561
Jabre Capital Partners
Geneva,
Switzerland
| $630M | +$8.46M | +1% | 2.2% | 62.9% | 126 | 54.76% | 0.4 |
|
| 1562 |
PS
1562
Presima Securities
Montreal,
Quebec, Canada
| $629M | +$76.7M | +14% | 3.06% | 10.3% | 33 | 18.18% | 1.6 |
|
| 1563 |
SCM
1563
SIR Capital Management
New York
| $629M | -$106M | -14% | 7.09% | 71.1% | 70 | 54.29% | 0.5 |
|
| 1564 |
IHL
1564
Investment House LLC
Redondo Beach,
California
| $628M | +$14.7M | +2% | 1.6% | 125% | 190 | 15.79% | 1.9 |
|
| 1565 |
1565
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $627M | -$38.3M | -6% | 1.09% | 68.2% | 209 | 18.66% | 1.8 |
|
| 1566 |
SC
1566
Skylands Capital
Milwaukee,
Wisconsin
| $625M | -$74.7M | -11% | 0% | 64.3% | 221 | 21.72% | 1.8 |
|
| 1567 |
SVG
1567
Sun Valley Gold
Sun Valley,
Idaho
| $625M | -$648M | -51% | 33.9% | 160% | 30 | 16.67% | 1.6 |
|
| 1568 |
1568
Quantbot Technologies
New York
| $624M | +$41.6M | +7% | 1.17% | 33.6% | 1,613 | 65.53% | 0.3 |
|
| 1569 |
AIM
1569
Avity Investment Management
Greenwich,
Connecticut
| $623M | -$12.1M | -2% | 2.09% | 119% | 74 | 17.57% | 2 |
|
| 1570 |
REMS
1570
Real Estate Management Services
| $622M | -$56M | -8% | 0.77% | 67.2% | 44 | 20.45% | 2.1 |
|
| 1571 |
1571
Matson Money Inc
Mason,
Ohio
| $622M | – | – | 1.08% | 34.2% | 2 | – | 0 |
|
| 1572 |
SBL
1572
Sargent Bickham Lagudis
Boulder,
Colorado
| $621M | – | – | 2.23% | 19.1% | 749 | – | 0 |
|
| 1573 |
SPM
1573
Symmetry Peak Management
Radnor,
Pennsylvania
| $620M | -$199M | -24% | 0.71% | 320% | 177 | 69.49% | 0.4 |
|
| 1574 |
OFM
1574
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $619M | -$260M | -30% | 15.4% | 8.26% | 15 | 33.33% | 0.7 |
|
| 1575 |
1575
Verition Fund Management
Greenwich,
Connecticut
| $619M | +$93.8M | +18% | 2.21% | 110% | 877 | 73.89% | 0.2 |
|