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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
AR
1576
Advisory Research
Chicago,
Illinois
| $1.02B | -$1.32M | -0.1% | 7.07% | 123% | 447 | 38.03% |
|
| 1577 |
AWA
1577
Arete Wealth Advisors
Chicago,
Illinois
| $1.02B | +$33.2M | +3% | 5.03% | 63.9% | 631 | 36.77% |
|
| 1578 |
NSIM
1578
North Star Investment Management
Chicago,
Illinois
| $1.02B | -$80M | -7% | 5.33% | 80.6% | 1,208 | 4.47% |
|
| 1579 |
CCA
1579
Canyon Capital Advisors
Dallas,
Texas
| $1.02B | -$243M | -19% | 1.61% | 46.2% | 60 | 6.67% |
|
| 1580 |
KA
1580
Klingman & Associates
New York
| $1.02B | -$5M | -0.5% | 4.59% | 47.1% | 201 | 10.45% |
|
| 1581 |
MFAM
1581
Motley Fool Asset Management
Alexandria,
Virginia
| $1.02B | -$45.3M | -4% | 0.57% | 95.5% | 219 | 5.02% |
|
| 1582 |
NRS
1582
Neville Rodie & Shaw
New York
| $1.02B | -$100M | -9% | 4.28% | 115% | 258 | 4.65% |
|
| 1583 |
SIA
1583
Schechter Investment Advisors
Birmingham,
Michigan
| $1.01B | -$13.1M | -1% | 2.93% | 36.1% | 1,037 | 16.49% |
|
| 1584 |
DTL
1584
Dynamic Technology Lab
Singapore
| $1.01B | +$129M | +15% | 5.3% | 21.7% | 1,682 | 72.47% |
|
| 1585 |
CS
1585
Cannell & Spears
New York
| $1.01B | -$96.5M | -9% | 6.74% | 94.5% | 213 | 11.27% |
|
| 1586 |
RIL
1586
Rothschild Investment LLC
Chicago,
Illinois
| $1.01B | -$75.2M | -7% | 5.16% | 78.6% | 516 | 11.05% |
|
| 1587 |
NPIC
1587
Neumeier Poma Investment Counsel
Carmel,
California
| $1.01B | -$269M | -21% | 0.87% | 178% | 47 | 19.15% |
|
| 1588 |
AP
1588
Atwood & Palmer
Kansas City,
Missouri
| $1.01B | -$17.6M | -2% | 3.04% | 82.3% | 410 | 9.51% |
|
| 1589 |
IAM
1589
Iridian Asset Management
Westport,
Connecticut
| $1.01B | -$215M | -18% | 2.48% | 52.2% | 56 | 8.93% |
|
| 1590 |
SC
1590
Sepio Capital
Salt Lake City,
Utah
| $1.01B | +$11.9M | +1% | 4.46% | 75.2% | 359 | 16.71% |
|
| 1591 |
QCM
1591
Quadratic Capital Management
Greenwich,
Connecticut
| $1.01B | -$364M | -27% | 7.32% | 0.74% | 2 | 0% |
|
| 1592 |
TA
1592
TA Associates
Boston,
Massachusetts
| $1.01B | -$562M | -36% | 23.7% | – | 2 | 0% |
|
| 1593 |
AF
1593
Alerus Financial
Grand Forks,
North Dakota
| $1.01B | -$76.3M | -7% | 6.84% | 77.4% | 179 | 24.58% |
|
| 1594 |
SI
1594
Sprott Inc
Toronto,
Ontario, Canada
| $1.01B | -$98.9M | -9% | 5.32% | 203% | 154 | 16.23% |
|
| 1595 |
RAA
1595
RWC Asset Advisors
Miami,
Florida
| $1B | -$40.8M | -4% | 6.14% | 277% | 16 | 18.75% |
|
| 1596 |
SC
1596
SouthState Corp
Winter Haven,
Florida
| $1B | -$62.1M | -6% | 5.59% | 68.2% | 764 | 16.75% |
|
| 1597 |
VWM
1597
Valley Wealth Managers
Paramus,
New Jersey
| $1B | -$66.3M | -6% | 4.65% | 80.1% | 510 | 21.57% |
|
| 1598 |
VPI
1598
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1B | -$83.5M | -8% | 11.4% | 33.9% | 70 | 12.86% |
|
| 1599 |
AF
1599
Advisornet Financial
Minnetonka,
Minnesota
| $1B | -$16.5M | -2% | 5.32% | 63.7% | 2,116 | 13.14% |
|
| 1600 |
VCM
1600
Valiant Capital Management
San Francisco,
California
| $1B | +$5.9M | +0.6% | 2.41% | 302% | 32 | 31.25% |
|