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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Meeder Advisory Services
Dublin,
Ohio
| $1.6B | +$57.6M | +4% | 1.17% | 91.4% | 592 | 12.16% | 1.4 |
|
| 1577 |
1577
Summit Global Investments
Bountiful,
Utah
| $1.6B | +$29.9M | +2% | 1.26% | 68.4% | 656 | 45.73% | 1.3 |
|
| 1578 |
SFG
1578
Sather Financial Group
Victoria,
Texas
| $1.6B | +$42.5M | +3% | 3.37% | 82.3% | 97 | 9.28% | 3.9 |
|
| 1579 |
1579
Prelude Capital Management
New York
| $1.6B | -$57.7M | -3% | 7.58% | 198% | 1,655 | 53.84% | 0.8 |
|
| 1580 |
1580
Empire Life Investments
Toronto,
Ontario, Canada
| $1.59B | -$47.6M | -3% | 0.88% | 90.8% | 114 | 25.44% | 3.6 |
|
| 1581 |
MCI
1581
McDonald Capital Investors
Orinda,
California
| $1.59B | -$37.5M | -2% | 1.18% | 60.1% | 21 | 0% | 7 |
|
| 1582 |
1582
Soleus Capital Management
Greenwich,
Connecticut
| $1.59B | +$300M | +23% | 9.7% | 508% | 111 | 48.65% | 1.1 |
|
| 1583 |
1583
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.59B | -$30.8M | -2% | 0.42% | 99.5% | 278 | 8.27% | 6.1 |
|
| 1584 |
1584
Arax Advisory Partners
Denver,
Colorado
| $1.59B | +$469M | +42% | 0.35% | 64.7% | 2,828 | 22.17% | 2.2 |
|
| 1585 |
1585
Stairway Partners
Chicago,
Illinois
| $1.59B | +$26.8M | +2% | 3.69% | 48.1% | 18 | 0% | 6.5 |
|
| 1586 |
1586
Spinnaker Trust
Portland,
Maine
| $1.59B | -$36.9M | -2% | 0.36% | 68.2% | 294 | 7.48% | 6.1 |
|
| 1587 |
1587
Univest Financial
Souderton,
Pennsylvania
| $1.59B | +$67.3M | +4% | 0.37% | 82.6% | 293 | 11.6% | 2.4 |
|
| 1588 |
1588
Zions Bancorporation
Salt Lake City,
Utah
| $1.59B | +$213M | +16% | 0.41% | 22.9% | 897 | 6.69% | 5 |
|
| 1589 |
1589
Ranger Investment Management
Dallas,
Texas
| $1.58B | +$25.4M | +2% | 6.19% | 111% | 98 | 19.39% | 3.8 |
|
| 1590 |
1590
Hilltop Holdings
Dallas,
Texas
| $1.58B | +$17.9M | +1% | 2.14% | 96.7% | 902 | 16.08% | 2.9 |
|
| 1591 |
1591
HPS Investment Partners
New York
| $1.58B | +$44.3M | +3% | 3.35% | 55.9% | 4 | 25% | 1.8 |
|
| 1592 |
1592
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.58B | +$48.2M | +3% | 0.1% | 64.6% | 626 | 9.42% | 4.2 |
|
| 1593 |
1593
Valiant Capital Management
San Francisco,
California
| $1.58B | -$233M | -13% | 17% | 348% | 37 | 27.03% | 1.9 |
|
| 1594 |
1594
Procyon Advisors
Shelton,
Connecticut
| $1.58B | +$111M | +8% | 3.54% | 92.3% | 577 | 10.23% | 2.5 |
|
| 1595 |
1595
Callan Family Office
Radnor,
Pennsylvania
| $1.57B | +$977M | +164% | 2.27% | 93.4% | 636 | 71.7% | 0.3 |
|
| 1596 |
1596
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.57B | +$9.08M | +0.6% | 1.46% | 55.4% | 170 | 11.76% | 3.8 |
|
| 1597 |
1597
Ilex Capital Partners
London,
United Kingdom
| $1.56B | +$77.7M | +5% | 9.29% | – | 42 | 66.67% | 0.2 |
|
| 1598 |
1598
Hill City Capital
Boston,
Massachusetts
| $1.56B | +$47M | +3% | 3.58% | 194% | 22 | 13.64% | 2.3 |
|
| 1599 |
1599
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.56B | -$6.78M | -0.4% | 0.47% | 78.8% | 270 | 4.44% | 7.2 |
|
| 1600 |
CA
1600
Cullinan Associates
Louisville,
Kentucky
| $1.56B | -$215M | -12% | 2.59% | 107% | 234 | 8.12% | 6.3 |
|