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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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50
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
SIC
1601
Sigma Investment Counselors
Northville,
Michigan
| $805M | +$48.8M | +6% | 4.78% | 46.6% | 152 | 13.82% |
|
| 1602 |
SOAMC
1602
Spirit of America Management Corp
Syosset,
New York
| $805M | -$5.21M | -0.6% | 3.61% | 110% | 268 | 9.7% |
|
| 1603 |
CA
1603
Cambridge Associates
Boston,
Massachusetts
| $805M | -$85.7M | -10% | 1.93% | 41.5% | 29 | 10.34% |
|
| 1604 |
WCM
1604
Windward Capital Management
Los Angeles,
California
| $804M | +$95.9M | +14% | 10.6% | 69.9% | 85 | 12.94% |
|
| 1605 |
BWCA
1605
Brenner West Capital Advisors
New York
| $804M | -$88.9M | -10% | 5.72% | 73.5% | 24 | 33.33% |
|
| 1606 |
BBA
1606
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $804M | +$67M | +9% | 5.89% | 60.7% | 313 | 8.31% |
|
| 1607 |
CWM
1607
Calamos Wealth Management
Naperville,
Illinois
| $803M | +$349K | +0% | 6.52% | 81.7% | 220 | 5.91% |
|
| 1608 |
BHMP
1608
Bardin Hill Management Partners
New York
| $802M | +$30.1M | +4% | 8.91% | 214% | 39 | 48.72% |
|
| 1609 |
TAM
1609
Telemark Asset Management
Boston,
Massachusetts
| $802M | +$7.78M | +1% | 17.2% | 271% | 61 | 45.9% |
|
| 1610 |
MFP
1610
Michael F. Price
| $802M | -$44.5M | -5% | 1.3% | 42.6% | 117 | 17.95% |
|
| 1611 |
I
1611
IberiaBank
Lafayette,
Louisiana
| $800M | +$224M | +39% | 6.31% | 39.6% | 296 | 31.76% |
|
| 1612 |
TL
1612
Tirschwell & Loewy
New York
| $800M | +$47.7M | +6% | 11.5% | 78% | 78 | 11.54% |
|
| 1613 |
MYLI
1613
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $800M | +$72.4M | +10% | 8.22% | 20.9% | 350 | 18.86% |
|
| 1614 |
MIAN
1614
Mariner Independent Advisor Network
Overland Park,
Kansas
| $799M | +$235M | +42% | 7.45% | 39.5% | 303 | 77.56% |
|
| 1615 |
PC
1615
Pelham Capital
London,
United Kingdom
| $799M | +$289M | +57% | 12.7% | 141% | 10 | 60% |
|
| 1616 |
AF
1616
Advisornet Financial
Minnetonka,
Minnesota
| $796M | +$55.9M | +8% | 5.03% | 63.7% | 1,714 | 17.85% |
|
| 1617 |
KB
1617
Kimelman & Baird
New York
| $793M | +$31.7M | +4% | 6.23% | – | 114 | 12.28% |
|
| 1618 |
PWM
1618
Patriot Wealth Management
Houston,
Texas
| $793M | +$65M | +9% | 6.28% | 24.3% | 86 | 17.44% |
|
| 1619 |
PC
1619
Pier Capital
Stamford,
Connecticut
| $792M | +$65.5M | +9% | 16.6% | 153% | 137 | 40.88% |
|
| 1620 |
CFIA
1620
Cantor Fitzgerald Investment Advisors
New York
| $792M | -$32.5M | -4% | 1.55% | – | 65 | 18.46% |
|
| 1621 |
FCP
1621
Fine Capital Partners
New York
| $791M | -$159M | -17% | 10.5% | 95.5% | 19 | 26.32% |
|
| 1622 |
ABI
1622
Abrams Bison Investments
Bethesda,
Maryland
| $791M | +$62.6M | +9% | 23.9% | 103% | 6 | 33.33% |
|
| 1623 |
WCM
1623
Wallace Capital Management
Dallas,
Texas
| $787M | +$35.2M | +5% | 6.96% | 59% | 73 | 6.85% |
|
| 1624 |
AAM
1624
Aureus Asset Management
Boston,
Massachusetts
| $786M | +$58.8M | +8% | 8.15% | 80.4% | 199 | 12.06% |
|
| 1625 |
CK
1625
Cohen Klingenstein
New York
| $786M | +$54.9M | +8% | 8.36% | 87.7% | 169 | 1.18% |
|