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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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2,500
5,000
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2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1826 |
YL
1826
YCG LLC
Austin,
Texas
| $1.06B | -$77.6M | -7% | 8.46% | 27% | 45 | 6.67% |
|
| 1827 |
SCM
1827
Sarissa Capital Management
Greenwich,
Connecticut
| $1.06B | -$97.3M | -8% | 3.81% | 80% | 11 | 0% |
|
| 1828 |
ML
1828
McAdam LLC
Philadelphia,
Pennsylvania
| $1.06B | +$43.4M | +4% | 5.08% | 57.4% | 221 | 15.38% |
|
| 1829 |
PCP
1829
P2 Capital Partners
New York
| $1.06B | -$225M | -18% | 2.19% | 7.96% | 23 | 13.04% |
|
| 1830 |
PFM
1830
Phillips Financial Management
Fort Wayne,
Indiana
| $1.06B | +$36M | +4% | 4.34% | 41.8% | 139 | 35.25% |
|
| 1831 |
BAM
1831
Bayview Asset Management
Coral Gables,
Florida
| $1.06B | +$18.7M | +2% | 2.04% | 55.4% | 15 | 46.67% |
|
| 1832 |
RI
1832
Redwood Investments
Boston,
Massachusetts
| $1.06B | -$212M | -17% | 11.8% | 74.1% | 140 | 16.43% |
|
| 1833 |
WMC
1833
Westwood Management Corporation
Chicago,
Illinois
| $1.06B | -$253M | -19% | 11.9% | 44.3% | 78 | 7.69% |
|
| 1834 |
RCAG
1834
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.05B | -$23.1M | -2% | 3.87% | 64.6% | 603 | 17.58% |
|
| 1835 |
BC
1835
Blackhill Capital
Morristown,
New Jersey
| $1.05B | -$118M | -10% | 8.37% | 212% | 55 | 1.82% |
|
| 1836 |
1WM
1836
1900 Wealth Management
San Antonio,
Texas
| $1.05B | -$54.7M | -5% | 5.6% | 55.2% | 265 | 19.62% |
|
| 1837 |
QIM
1837
Quest Investment Management
Lake Oswego,
Oregon
| $1.05B | -$119M | -10% | 6.92% | 105% | 102 | 16.67% |
|
| 1838 |
HT
1838
HighTower Trust
Houston,
Texas
| $1.05B | +$21.8M | +2% | 5.36% | 90.4% | 241 | 13.28% |
|
| 1839 |
FWM
1839
FFT Wealth Management
Philadelphia,
Pennsylvania
| $1.05B | -$69.8M | -6% | 4.81% | 65.6% | 65 | 18.46% |
|
| 1840 |
MCM
1840
Mill Capital Management
Concord,
North Carolina
| $1.05B | +$69.9M | +7% | 0.14% | 104% | 139 | 14.39% |
|
| 1841 |
PIM
1841
Provident Investment Management
Novi,
Michigan
| $1.04B | -$63.9M | -6% | 5.7% | 69.5% | 65 | 13.85% |
|
| 1842 |
GC
1842
Gratus Capital
Atlanta,
Georgia
| $1.04B | -$35.8M | -3% | 0.72% | 51.4% | 227 | 21.59% |
|
| 1843 |
CCG
1843
Clearlake Capital Group
Santa Monica,
California
| $1.04B | -$227M | -18% | 20.6% | 47.3% | 8 | 12.5% |
|
| 1844 |
EFS
1844
Essex Financial Services
Essex,
Connecticut
| $1.04B | +$30.7M | +3% | 1.5% | 87.7% | 535 | 13.83% |
|
| 1845 |
BCM
1845
Basso Capital Management
Stamford,
Connecticut
| $1.04B | +$133M | +15% | 0.07% | 85.5% | 744 | 32.39% |
|
| 1846 |
HTHT
1846
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.04B | -$57.3M | -5% | 5.58% | 87.2% | 146 | 11.64% |
|
| 1847 |
BWC
1847
Blue Whale Capital
London,
United Kingdom
| $1.04B | -$188M | -15% | 13.5% | 405% | 21 | 19.05% |
|
| 1848 |
CAC
1848
Cowen and Company
New York
| $1.04B | -$63.6M | -6% | 4.19% | 120% | 900 | 64.22% |
|
| 1849 |
WI
1849
Wintrust Investments
Chicago,
Illinois
| $1.04B | -$13.5M | -1% | 2.76% | 27.5% | 446 | 15.47% |
|
| 1850 |
DAM
1850
Dorsey Asset Management
Chicago,
Illinois
| $1.04B | -$134M | -11% | 28.8% | 122% | 11 | 9.09% |
|