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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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250
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2,500
5,000
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50
100
250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
MFS
1676
Mirabella Financial Services
London,
United Kingdom
| $1.02B | +$116M | +13% | 14.1% | 86.2% | 789 | 79.09% |
|
| 1677 |
MJRIC
1677
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.01B | -$249M | -20% | 18.3% | 97.3% | 112 | 6.25% |
|
| 1678 |
DA
1678
Duality Advisers
Miami,
Florida
| $1.01B | +$82.9M | +9% | 19.2% | 18.3% | 929 | 73.2% |
|
| 1679 |
HPCM
1679
Hein Park Capital Management
New York
| $1.01B | -$980M | -49% | 16.3% | 122% | 14 | 7.14% |
|
| 1680 |
CF
1680
Centaurus Financial
Anaheim,
California
| $1.01B | -$253M | -20% | 15.2% | 83.5% | 958 | 21.09% |
|
| 1681 |
PPW
1681
Parcion Private Wealth
Bellevue,
Washington
| $1.01B | -$55.5M | -5% | 12.7% | 103% | 228 | 24.56% |
|
| 1682 |
FMC
1682
First Merchants Corp
Muncie,
Indiana
| $1.01B | -$210M | -17% | 12.8% | 49.9% | 237 | 10.55% |
|
| 1683 |
AAM
1683
Azzad Asset Management
Falls Church,
Virginia
| $1.01B | +$317M | +46% | 14.3% | 101% | 411 | 26.03% |
|
| 1684 |
AFG
1684
Albion Financial Group
Salt Lake City,
Utah
| $1.01B | -$165M | -14% | 14.4% | 68% | 650 | 11.23% |
|
| 1685 |
NYLIC
1685
New York Life Insurance Company
New York
| $1.01B | – | – | 16.2% | 61.5% | 8 | – |
|
| 1686 |
TCM
1686
Tributary Capital Management
Omaha,
Nebraska
| $1.01B | -$259M | -20% | 9.98% | 82.3% | 230 | 33.04% |
|
| 1687 |
1687
Koshinski Asset Management
Decatur,
Illinois
| $1.01B | -$212M | -17% | 13% | 76.5% | 2,156 | 72.96% |
|
| 1688 |
MBA
1688
Maple-Brown Abbott
Barangaroo,
Australia
| $1.01B | -$426M | -30% | 5.92% | 7.92% | 16 | 6.25% |
|
| 1689 |
SFM
1689
Stack Financial Management
Whitefish,
Montana
| $1.01B | -$239M | -19% | 6.33% | 58.4% | 45 | 15.56% |
|
| 1690 |
KOCAA
1690
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1B | -$169M | -14% | 14.6% | 137% | 335 | 11.64% |
|
| 1691 |
CGL
1691
Clarius Group LLC
Seattle,
Washington
| $1B | -$262M | -21% | 15.4% | 92.1% | 540 | 21.67% |
|
| 1692 |
AIP
1692
Almanack Investment Partners
Wayne,
Pennsylvania
| $1B | -$151M | -13% | 6.92% | 77.8% | 548 | 24.09% |
|
| 1693 |
ACG
1693
Anchorage Capital Group
New York
| $1,000M | -$472M | -32% | 21.9% | 24.9% | 24 | 8.33% |
|
| 1694 |
FIG
1694
Fortress Investment Group
New York
| $999M | -$842M | -46% | 16.5% | 97.5% | 220 | 10.45% |
|
| 1695 |
ZB
1695
Zions Bancorporation
Salt Lake City,
Utah
| $999M | -$117M | -11% | 13% | 22.9% | 1,188 | 11.7% |
|
| 1696 |
VC
1696
Vivo Capital
Palo Alto,
California
| $996M | -$456M | -31% | 2.16% | 7,491% | 55 | 12.73% |
|
| 1697 |
VCM
1697
Valiant Capital Management
San Francisco,
California
| $996M | +$123M | +14% | 26.7% | 348% | 31 | 22.58% |
|
| 1698 |
SC
1698
Sepio Capital
Salt Lake City,
Utah
| $996M | -$144M | -13% | 14.9% | 75.2% | 374 | 19.25% |
|
| 1699 |
GAI
1699
General American Investors
New York
| $995M | -$230M | -19% | 15.2% | 129% | 68 | 17.65% |
|
| 1700 |
HM
1700
HealthCor Management
New York
| $995M | -$504M | -34% | 8.51% | 50.2% | 79 | 45.57% |
|