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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
SBL
1551
Sargent Bickham Lagudis
Boulder,
Colorado
| $644M | +$23.2M | +4% | 2.54% | 19.1% | 821 | 18.39% |
|
| 1552 |
PWAG
1552
Polaris Wealth Advisory Group
San Rafael,
California
| $644M | +$4.38M | +0.7% | 3.83% | 64% | 133 | 43.61% |
|
| 1553 |
CBU
1553
CIBC Bank USA
Chicago,
Illinois
| $644M | +$76M | +13% | 3.01% | 32.3% | 268 | 14.93% |
|
| 1554 |
HA
1554
Hays Advisory
Franklin,
Tennessee
| $643M | -$67.8M | -10% | 2.44% | 31.8% | 44 | 18.18% |
|
| 1555 |
BCM
1555
Brigade Capital Management
New York
| $643M | +$63.3M | +11% | 11% | 42.7% | 45 | 31.11% |
|
| 1556 |
JCM
1556
Junto Capital Management
New York
| $640M | +$56.4M | +10% | 3.15% | 122% | 30 | 63.33% |
|
| 1557 |
PPC
1557
Park Presidio Capital
San Francisco,
California
| $640M | +$49.5M | +8% | 0.08% | 94.1% | 17 | 11.76% |
|
| 1558 |
ANRF
1558
Adams Natural Resources Fund
Baltimore,
Maryland
| $636M | +$44.4M | +8% | 8.38% | 43% | 40 | 2.5% |
|
| 1559 |
MCM
1559
Maryland Capital Management
Towson,
Maryland
| $636M | -$59.6M | -9% | 1.14% | 44.5% | 170 | 15.29% |
|
| 1560 |
SHGA
1560
Sand Hill Global Advisors
Palo Alto,
California
| $635M | -$22.8M | -3% | 1.99% | 58.6% | 84 | 17.86% |
|
| 1561 |
PS
1561
Presima Securities
Montreal,
Quebec, Canada
| $634M | +$5.04M | +0.8% | 3.74% | 10.3% | 35 | 14.29% |
|
| 1562 |
LC
1562
LNZ Capital
New York
| $634M | -$27.8M | -4% | 7.21% | 58.8% | 39 | 82.05% |
|
| 1563 |
EIA
1563
Edgemoor Investment Advisors
Bethesda,
Maryland
| $633M | -$8.31M | -1% | 2.09% | 109% | 124 | 8.06% |
|
| 1564 |
1564
Pacer Advisors
Malvern,
Pennsylvania
| $633M | +$193M | +44% | 3.45% | 58.4% | 1,083 | 24.65% |
|
| 1565 |
MMI
1565
Matson Money Inc
Mason,
Ohio
| $633M | +$10.6M | +2% | 0.8% | 34.2% | 2 | 0% |
|
| 1566 |
NPIC
1566
Neumeier Poma Investment Counsel
Carmel,
California
| $632M | +$1.49M | +0.2% | 4.91% | 229% | 46 | 13.04% |
|
| 1567 |
MSU
1567
Mizuho Securities USA
New York
| $631M | +$183M | +41% | 1.87% | 99% | 252 | 75.79% |
|
| 1568 |
EA
1568
Efficient Advisors
Mason,
Ohio
| $629M | +$73.3M | +13% | 0.69% | 30.6% | 64 | 9.38% |
|
| 1569 |
BFPW
1569
BOK Financial Private Wealth
Denver,
Colorado
| $629M | +$40M | +7% | 2.09% | 61.8% | 137 | 45.99% |
|
| 1570 |
WCP
1570
Waterfront Capital Partners
New York
| $629M | +$22.4M | +4% | 8.2% | 88.3% | 60 | 63.33% |
|
| 1571 |
EWA
1571
EP Wealth Advisors
Torrance,
California
| $628M | -$24.6M | -4% | 2.44% | – | 152 | 25% |
|
| 1572 |
6CM
1572
683 Capital Management
New York
| $627M | +$66.4M | +12% | 5.88% | 311% | 87 | 41.38% |
|
| 1573 |
MYLI
1573
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $627M | -$6.27M | -1% | 1.83% | 27.5% | 357 | 36.13% |
|
| 1574 |
SEIA
1574
Signature Estate & Investment Advisors
Los Angeles,
California
| $626M | +$16M | +3% | 3.22% | 73.1% | 168 | 30.36% |
|
| 1575 |
GLRA
1575
Gerald L. Ray & Associates
Dallas,
Texas
| $626M | +$8.63M | +1% | 1.96% | 38.2% | 316 | 9.81% |
|