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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1751 |
ELFC
1751
E-L Financial Corp
Toronto,
Ontario, Canada
| $700M | +$65.6M | +10% | 12.5% | 68.6% | 2 | 0% |
|
| 1752 |
CWM
1752
Calamos Wealth Management
Naperville,
Illinois
| $700M | +$35.8M | +5% | 13.2% | 102% | 243 | 9.88% |
|
| 1753 |
WB
1753
Webster Bank
Waterbury,
Connecticut
| $700M | +$80.2M | +13% | 11.9% | 77.5% | 526 | 8.56% |
|
| 1754 |
CL
1754
CPWM LLC
Seattle,
Washington
| $697M | +$87.3M | +14% | 13.8% | 36.6% | 287 | 15.33% |
|
| 1755 |
DAM
1755
Delta Asset Management
Memphis,
Tennessee
| $696M | +$49.8M | +8% | 14% | 53.8% | 669 | 17.64% |
|
| 1756 |
KB
1756
Kimelman & Baird
New York
| $695M | +$52.4M | +8% | 17.3% | – | 104 | 8.65% |
|
| 1757 |
FM
1757
Foster & Motley
Cincinnati,
Ohio
| $694M | +$69.1M | +11% | 10.3% | 68.8% | 243 | 7.41% |
|
| 1758 |
FCP
1758
Fine Capital Partners
New York
| $693M | +$84.2M | +14% | 16.9% | 95.5% | 13 | 7.69% |
|
| 1759 |
DP
1759
DSAM Partners
London,
United Kingdom
| $692M | +$212M | +44% | 22.6% | 343% | 109 | 87.16% |
|
| 1760 |
BCM
1760
Bluefin Capital Management
New York
| $692M | -$294M | -30% | 12% | – | 586 | 63.48% |
|
| 1761 |
SWA
1761
SFMG Wealth Advisors
Plano,
Texas
| $692M | +$73.5M | +12% | 11.6% | 76.1% | 156 | 19.87% |
|
| 1762 |
PL
1762
Perpetual Ltd
Sydney, New South Wales,
Australia
| $691M | +$25.2M | +4% | 18.2% | 95.5% | 174 | 12.64% |
|
| 1763 |
AC
1763
Alexandria Capital
Arlington,
Virginia
| $690M | +$74.6M | +12% | 13.4% | 66.8% | 264 | 9.09% |
|
| 1764 |
RCM
1764
Raging Capital Management
Rocky Hill,
New Jersey
| $689M | -$5.98M | -0.9% | 17.3% | 6.41% | 66 | 46.97% |
|
| 1765 |
NA
1765
Nottingham Advisors
Amherst,
New York
| $689M | +$28.3M | +4% | 8.9% | 44.3% | 115 | 21.74% |
|
| 1766 |
CANY
1766
Caxton Associates (New York)
New York
| $688M | +$57M | +9% | 20.8% | 73.9% | 535 | 82.06% |
|
| 1767 |
DIA
1767
Dean Investment Associates
Beavercreek,
Ohio
| $688M | +$58.1M | +9% | 11% | 63.5% | 226 | 16.81% |
|
| 1768 |
TAM
1768
THB Asset Management
Norwalk,
Connecticut
| $688M | +$15.4M | +2% | 10.6% | 104% | 185 | 22.16% |
|
| 1769 |
DWM
1769
Doyle Wealth Management
St. Petersburg,
Florida
| $688M | +$95.3M | +16% | 11.7% | 32.3% | 876 | 78.08% |
|
| 1770 |
EWM
1770
Empirical Wealth Management
Seattle,
Washington
| $687M | +$98.6M | +17% | 7.34% | 78.8% | 246 | 21.95% |
|
| 1771 |
WCP
1771
Waterfront Capital Partners
New York
| $687M | +$99.2M | +17% | 20.5% | 88.3% | 54 | 48.15% |
|
| 1772 |
JIC
1772
Joel Isaacson & Co
New York
| $685M | +$54.3M | +9% | 13.2% | 72.5% | 242 | 16.94% |
|
| 1773 |
ACM
1773
Ashford Capital Management
Wilmington,
Delaware
| $685M | +$73.9M | +12% | 20.9% | 150% | 118 | 22.03% |
|
| 1774 |
OIA
1774
OneDigital Investment Advisors
Overland Park,
Kansas
| $684M | +$91.2M | +15% | 10.6% | 57.3% | 1,238 | 15.02% |
|
| 1775 |
SOAMC
1775
Spirit of America Management Corp
Syosset,
New York
| $684M | +$50.1M | +8% | 16.8% | 110% | 257 | 9.73% |
|