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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
RCM
1626
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.17B | -$425M | -27% | 1.22% | 4.8% | 711 | 20.25% |
|
| 1627 |
CIAS
1627
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.17B | +$30.2M | +3% | 4.07% | 48.7% | 33 | 6.06% |
|
| 1628 |
ADL
1628
Asset Dedication LLC
San Francisco,
California
| $1.17B | +$93.7M | +9% | 4.35% | 67.8% | 1,068 | 8.52% |
|
| 1629 |
VHAM
1629
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.17B | +$109M | +10% | 7.29% | 86.3% | 340 | 23.53% |
|
| 1630 |
WWM
1630
Western Wealth Management
Golden,
Colorado
| $1.17B | +$97.8M | +9% | 7.57% | 82.6% | 677 | 9.9% |
|
| 1631 |
FSC
1631
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.17B | +$65.3M | +6% | 4.27% | 55.4% | 154 | 7.79% |
|
| 1632 |
AF
1632
Advisornet Financial
Minnetonka,
Minnesota
| $1.17B | +$75.6M | +7% | 4.94% | 63.7% | 2,547 | 13.9% |
|
| 1633 |
KL
1633
KIM LLC
Wichita,
Kansas
| $1.17B | -$267M | -19% | 7.19% | 49.7% | 568 | 28.7% |
|
| 1634 |
WIC
1634
Water Island Capital
New York
| $1.17B | -$100M | -8% | 11% | 438% | 106 | 58.49% |
|
| 1635 |
SP
1635
Stairway Partners
Chicago,
Illinois
| $1.17B | +$13.3M | +1% | 2.31% | 43.9% | 15 | 0% |
|
| 1636 |
CC
1636
Carlson Capital
Dallas,
Texas
| $1.17B | +$103M | +10% | 5.45% | 67.9% | 151 | 49.01% |
|
| 1637 |
1WCM
1637
12 West Capital Management
New York
| $1.17B | +$1.34M | +0.1% | 10.6% | 169% | 25 | 12% |
|
| 1638 |
TA
1638
TruWealth Advisors
Metairie,
Louisiana
| $1.16B | +$73.8M | +7% | 5.24% | 56.3% | 156 | 12.18% |
|
| 1639 |
LDB
1639
Lee, Danner & Bass
Nashville,
Tennessee
| $1.16B | +$75.3M | +7% | 7.9% | – | 208 | 5.77% |
|
| 1640 |
NRS
1640
Neville Rodie & Shaw
New York
| $1.16B | +$58.2M | +5% | 7.14% | 115% | 252 | 4.76% |
|
| 1641 |
VIM
1641
Vinva Investment Management
Sydney,
Australia
| $1.16B | -$37.3M | -3% | 11.2% | 142% | 431 | 24.59% |
|
| 1642 |
MIAS
1642
Mason Investment Advisory Services
Reston,
Virginia
| $1.16B | +$61.4M | +6% | 1.62% | 76.1% | 64 | 9.38% |
|
| 1643 |
LCM
1643
Lakewood Capital Management
New York
| $1.16B | -$67.8M | -6% | 10.3% | 45.4% | 37 | 16.22% |
|
| 1644 |
FAB
1644
First American Bank
Dundee,
Illinois
| $1.15B | +$63.6M | +6% | 9.46% | 99.7% | 170 | 5.88% |
|
| 1645 |
GAI
1645
General American Investors
New York
| $1.15B | +$92.2M | +9% | 9.45% | 129% | 67 | 8.96% |
|
| 1646 |
CB
1646
Cadence Bank
Tupelo,
Mississippi
| $1.15B | +$61.7M | +6% | 7.44% | 70.9% | 355 | 9.86% |
|
| 1647 |
FAS
1647
Formuepleje A/S
Aarhus C,
Denmark
| $1.14B | -$220M | -16% | 7.43% | 75.1% | 78 | 2.56% |
|
| 1648 |
CC
1648
Casdin Capital
New York
| $1.14B | -$69.7M | -6% | 5.7% | 370% | 46 | 21.74% |
|
| 1649 |
PWAM
1649
Park West Asset Management
San Francisco,
California
| $1.14B | +$21.9M | +2% | 11.6% | 181% | 46 | 39.13% |
|
| 1650 |
AFG
1650
Albion Financial Group
Salt Lake City,
Utah
| $1.14B | +$49.4M | +5% | 6.24% | 68% | 500 | 16.2% |
|