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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1776 |
CC
1776
Courier Capital
Buffalo,
New York
| $1.05B | -$427K | -0% | 0.61% | 64.1% | 320 | 5% |
|
| 1777 |
CISOA
1777
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.05B | +$1.85M | +0.2% | 0.33% | 50.7% | 83 | 7.23% |
|
| 1778 |
SFM
1778
Stack Financial Management
Whitefish,
Montana
| $1.05B | -$116M | -10% | 0.54% | 68.6% | 51 | 9.8% |
|
| 1779 |
EA
1779
Efficient Advisors
Mason,
Ohio
| $1.05B | +$240M | +30% | 1.32% | 30.6% | 62 | 1.61% |
|
| 1780 |
PIM
1780
Provident Investment Management
Novi,
Michigan
| $1.05B | +$10.2M | +1% | 1.37% | 59.5% | 64 | 9.38% |
|
| 1781 |
HFM
1781
Hartford Funds Management
Wayne,
Pennsylvania
| $1.04B | +$119M | +13% | 0.65% | 20% | 6 | 16.67% |
|
| 1782 |
SG
1782
SCHF (GPE)
Wilson,
Wyoming
| $1.04B | -$96.3M | -8% | 4.56% | – | 14 | 50% |
|
| 1783 |
MC
1783
MIG Capital
Newport Beach,
California
| $1.04B | -$88.4M | -8% | 3.15% | 118% | 28 | 21.43% |
|
| 1784 |
MIA
1784
MainStreet Investment Advisors
Chicago,
Illinois
| $1.04B | -$134M | -11% | 0.68% | 48.7% | 192 | 10.94% |
|
| 1785 |
SEC
1785
Seven Eight Capital
New York
| $1.04B | +$325M | +45% | 3.13% | 13.6% | 788 | 60.15% |
|
| 1786 |
MFW
1786
Meristem Family Wealth
Minnetonka,
Minnesota
| $1.04B | +$402M | +63% | 0.78% | 67.7% | 427 | 28.34% |
|
| 1787 |
S
1787
Seeyond
Paris,
France
| $1.04B | -$37M | -3% | 0% | 21.3% | 615 | 5.04% |
|
| 1788 |
GGS
1788
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.04B | -$15M | -1% | 0.3% | 53.7% | 196 | 13.27% |
|
| 1789 |
DAM
1789
Delta Asset Management
Memphis,
Tennessee
| $1.04B | -$6.33M | -0.6% | 0.46% | 52.1% | 656 | 8.69% |
|
| 1790 |
OC
1790
Oakworth Capital
Birmingham,
Alabama
| $1.04B | +$31.7M | +3% | 0.46% | 64.3% | 615 | 10.57% |
|
| 1791 |
NIM
1791
NXG Investment Management
Dallas,
Texas
| $1.03B | -$21.4M | -2% | 1.01% | 136% | 138 | 38.41% |
|
| 1792 |
KL
1792
KGH Ltd
Nassau,
Bahamas
| $1.03B | +$65.5M | +7% | 8.32% | 139% | 39 | 28.21% |
|
| 1793 |
WCM
1793
Wealthcare Capital Management
Richmond,
Virginia
| $1.03B | -$7.31M | -0.7% | 0.62% | 41.4% | 79 | 5.06% |
|
| 1794 |
RIA
1794
Regal Investment Advisors
Kentwood,
Michigan
| $1.03B | +$33.8M | +3% | 1.13% | 53.9% | 557 | 10.95% |
|
| 1795 |
1WM
1795
1900 Wealth Management
San Antonio,
Texas
| $1.03B | -$15M | -1% | 1.12% | 43.5% | 234 | 16.24% |
|
| 1796 |
EI
1796
Ellevest Inc
New York
| $1.03B | +$20.2M | +2% | 1.4% | 54.1% | 1,685 | 28.25% |
|
| 1797 |
SSP
1797
Sixth Street Partners
Dallas,
Texas
| $1.03B | +$133M | +15% | 5.51% | 14.3% | 7 | 0% |
|
| 1798 |
GIA
1798
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.02B | +$182M | +22% | 0.11% | 85.6% | 619 | 28.43% |
|
| 1799 |
AF
1799
Ally Financial
Detroit,
Michigan
| $1.02B | +$15.7M | +2% | 2.91% | 8.82% | 138 | 28.26% |
|
| 1800 |
HCM
1800
Hilton Capital Management
Garden City,
New York
| $1.02B | +$76.1M | +8% | 1.52% | 51.5% | 160 | 31.25% |
|