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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
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
WCP
1676
Waterfront Capital Partners
New York
| $1.22B | +$197M | +19% | 16.5% | 88.3% | 51 | 52.94% |
|
| 1677 |
SDJVC
1677
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.21B | +$41.5M | +4% | 10% | 32.6% | 83 | 27.71% |
|
| 1678 |
AFG
1678
Albion Financial Group
Salt Lake City,
Utah
| $1.21B | +$130M | +12% | 11% | 68% | 514 | 14.4% |
|
| 1679 |
WBC
1679
Westpac Banking Corp
Sydney,
Australia
| $1.21B | -$123M | -9% | 13.7% | 127% | 533 | 19.7% |
|
| 1680 |
PCM
1680
Philosophy Capital Management
Alamo,
California
| $1.21B | +$298M | +33% | 6.66% | 77.5% | 43 | 41.86% |
|
| 1681 |
TC
1681
Telemus Capital
Southfield,
Michigan
| $1.21B | +$131M | +12% | 11% | 27.9% | 339 | 12.68% |
|
| 1682 |
SB
1682
Strategic Blueprint
Atlanta,
Georgia
| $1.21B | +$126M | +12% | 9.85% | 76.6% | 595 | 17.14% |
|
| 1683 |
TPM
1683
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.21B | +$121M | +11% | 16% | 210% | 152 | 31.58% |
|
| 1684 |
TPI
1684
Trust Point Inc
La Crosse,
Wisconsin
| $1.21B | – | – | 9.2% | – | 495 | – |
|
| 1685 |
GM
1685
GeoWealth Management
Chicago,
Illinois
| $1.21B | +$327M | +37% | 9.08% | 58% | 734 | 41.96% |
|
| 1686 |
GFS
1686
GYL Financial Synergies
West Hartford,
Connecticut
| $1.21B | +$179M | +17% | 11.1% | 36% | 371 | 13.48% |
|
| 1687 |
APCM
1687
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.21B | +$79M | +7% | 8.51% | 42.8% | 54 | 31.48% |
|
| 1688 |
YL
1688
YCG LLC
Austin,
Texas
| $1.21B | +$125M | +12% | 12.1% | 27% | 40 | 0% |
|
| 1689 |
YCM
1689
Yaupon Capital Management
New York
| $1.21B | +$128M | +12% | 1.32% | 122% | 146 | 54.79% |
|
| 1690 |
RCAG
1690
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.21B | +$133M | +12% | 10.1% | 64.6% | 579 | 13.3% |
|
| 1691 |
SCM
1691
Sandler Capital Management
New York
| $1.21B | +$235M | +24% | 17.3% | 325% | 153 | 58.17% |
|
| 1692 |
CGL
1692
Clarius Group LLC
Seattle,
Washington
| $1.21B | +$157M | +15% | 14% | 92.1% | 496 | 10.89% |
|
| 1693 |
FMLI
1693
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.2B | +$110M | +10% | 11.4% | 103% | 302 | 14.9% |
|
| 1694 |
SCP
1694
Sandhill Capital Partners
Buffalo,
New York
| $1.2B | +$134M | +13% | 16% | 64.9% | 90 | 7.78% |
|
| 1695 |
SIS
1695
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.2B | +$17.4M | +1% | 6.86% | 31.2% | 1,423 | 26.28% |
|
| 1696 |
FAB
1696
First American Bank
Dundee,
Illinois
| $1.2B | +$91.1M | +8% | 11.3% | 99.7% | 173 | 7.51% |
|
| 1697 |
LCM
1697
Lakewood Capital Management
New York
| $1.19B | +$95.7M | +9% | 12.6% | 45.4% | 45 | 22.22% |
|
| 1698 |
TA
1698
Tectonic Advisors
Frisco,
Texas
| $1.19B | +$128M | +12% | 7.64% | 43.4% | 297 | 10.44% |
|
| 1699 |
CTC
1699
Chai Trust Company
Chicago,
Illinois
| $1.19B | -$147M | -11% | 7.94% | 12.7% | 14 | 7.14% |
|
| 1700 |
RIL
1700
Rothschild Investment LLC
Chicago,
Illinois
| $1.19B | +$7.16M | +0.6% | 12% | 99.4% | 1,460 | 73.56% |
|