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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1726 |
MA
1726
MCF Advisors
Covington,
Kentucky
| $717M | +$119M | +20% | 15.2% | 41.5% | 521 | 15.55% |
|
| 1727 |
AB
1727
Aozora Bank
Tokyo,
Japan
| $716M | -$221M | -24% | 10.6% | 4.51% | 4 | 25% |
|
| 1728 |
WI
1728
Wintrust Investments
Chicago,
Illinois
| $715M | +$106M | +17% | 19.6% | 27.5% | 386 | 24.35% |
|
| 1729 |
HWA
1729
Heritage Wealth Advisors
Richmond,
Virginia
| $715M | +$157M | +28% | 16.9% | 57.1% | 467 | 10.49% |
|
| 1730 |
DWT
1730
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $714M | +$122M | +21% | 19.3% | 68.3% | 462 | 18.83% |
|
| 1731 |
HAM
1731
Hyperion Asset Management
Brisbane,
Australia
| $714M | +$300M | +72% | 48.9% | 138% | 22 | 9.09% |
|
| 1732 |
TAM
1732
Third Avenue Management
New York
| $714M | +$37.4M | +6% | 18.3% | 111% | 69 | 8.7% |
|
| 1733 |
CGL
1733
Clarius Group LLC
Seattle,
Washington
| $714M | +$183M | +35% | 23.5% | 92.1% | 301 | 20.93% |
|
| 1734 |
ROTUOC
1734
Regents of the University of California
Oakland,
California
| $713M | +$41.4M | +6% | 17.6% | 63% | 35 | 25.71% |
|
| 1735 |
SPC
1735
Silver Point Capital
Greenwich,
Connecticut
| $709M | -$145M | -17% | 18.8% | 136% | 19 | 57.89% |
|
| 1736 |
AM
1736
Atreides Management
Boston,
Massachusetts
| $708M | +$256M | +57% | 56.2% | 140% | 31 | 38.71% |
|
| 1737 |
CA
1737
CapWealth Advisors
Franklin,
Tennessee
| $708M | +$140M | +25% | 16.8% | 143% | 105 | 19.05% |
|
| 1738 |
AIA
1738
Angeles Investment Advisors
Santa Monica,
California
| $706M | +$335M | +90% | 22.3% | 71.7% | 115 | 33.04% |
|
| 1739 |
BII
1739
Bainco International Investors
Boston,
Massachusetts
| $706M | +$135M | +24% | 21.5% | 69.4% | 290 | 74.14% |
|
| 1740 |
LRPA
1740
L. Roy Papp & Associates
Phoenix,
Arizona
| $706M | +$158M | +29% | 23% | 64.3% | 167 | 12.57% |
|
| 1741 |
TTWM
1741
TCV Trust & Wealth Management
Richmond,
Virginia
| $705M | +$96.2M | +16% | 18.5% | 69% | 180 | 12.22% |
|
| 1742 |
WB
1742
Webster Bank
Waterbury,
Connecticut
| $705M | +$104M | +17% | 18.9% | 77.5% | 536 | 7.65% |
|
| 1743 |
SCM
1743
Sahana Capital Management
Greenwich,
Connecticut
| $704M | +$51.1M | +8% | 16.6% | 0.48% | 11 | 45.45% |
|
| 1744 |
TMAM
1744
Tokio Marine Asset Management
Tokyo,
Japan
| $704M | +$118M | +20% | 21.8% | 105% | 273 | 25.64% |
|
| 1745 |
GFM
1745
Gramercy Funds Management
Greenwich,
Connecticut
| $702M | +$222M | +46% | 31.5% | – | 18 | 5.56% |
|
| 1746 |
JIC
1746
Joel Isaacson & Co
New York
| $702M | +$128M | +22% | 20.5% | 61.3% | 219 | 15.07% |
|
| 1747 |
MD
1747
Money Design
Tokyo,
Japan
| $702M | +$137M | +24% | 12.1% | 26.4% | 69 | 20.29% |
|
| 1748 |
SWA
1748
SFMG Wealth Advisors
Plano,
Texas
| $702M | +$34.9M | +5% | 12.8% | 63.3% | 177 | 25.99% |
|
| 1749 |
YL
1749
YCG LLC
Austin,
Texas
| $702M | +$106M | +18% | 18.1% | 36.9% | 43 | 4.65% |
|
| 1750 |
HIM
1750
HGC Investment Management
Toronto,
Ontario, Canada
| $702M | +$124M | +21% | 7.86% | 34.4% | 164 | 48.17% |
|