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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%
10
50
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
JDR
1901
Jay D. Rosenbaum
| $453M | +$95.2M | +27% | 26% | 12.9% | 45 | 17.78% |
|
| 1902 |
PA
1902
Planning Alternatives
Birmingham,
Michigan
| $453M | +$22.5M | +5% | 1.12% | 69.6% | 56 | 12.5% |
|
| 1903 |
HIC
1903
Harvey Investment Company
Louisville,
Kentucky
| $450M | +$13M | +3% | 3.9% | 48.4% | 80 | 7.5% |
|
| 1904 |
MGIA
1904
Moneta Group Investment Advisors
St Louis,
Missouri
| $450M | +$43.3M | +11% | 1.62% | 64% | 176 | 28.41% |
|
| 1905 |
NAM
1905
Netols Asset Management
Mequon,
Wisconsin
| $450M | -$2.59M | -0.6% | 3.19% | 41.7% | 72 | 8.33% |
|
| 1906 |
CCA
1906
Checchi Capital Advisers
Beverly Hills,
California
| $450M | +$53.5M | +14% | 2.73% | 68% | 1,659 | 78.42% |
|
| 1907 |
PFS
1907
Prospera Financial Services
Dallas,
Texas
| $449M | -$6.69M | -1% | 2.28% | 97.4% | 382 | 33.25% |
|
| 1908 |
RC
1908
Randolph Company
Cincinnati,
Ohio
| $449M | +$55.9M | +14% | 2.26% | 120% | 42 | 45.24% |
|
| 1909 |
MSU
1909
Mizuho Securities USA
New York
| $448M | -$359M | -44% | 3.22% | 99% | 209 | 76.08% |
|
| 1910 |
RMPT
1910
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $448M | -$110M | -20% | 0.75% | 36.3% | 13 | 38.46% |
|
| 1911 |
NG
1911
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $447M | -$49.8M | -10% | 0.69% | 207% | 139 | 23.02% |
|
| 1912 |
WAM
1912
Winslow Asset Management
Beachwood,
Ohio
| $447M | -$58.6M | -12% | 3.7% | 89.9% | 94 | 7.45% |
|
| 1913 |
PGIM
1913
Pacific Global Investment Management
Glendale,
California
| $446M | +$5.07M | +1% | 2.85% | 48% | 222 | 10.36% |
|
| 1914 |
STCG
1914
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $445M | +$34.6M | +8% | 5.76% | 34.2% | 44 | 2.27% |
|
| 1915 |
HA
1915
Halsey Associates
New Haven,
Connecticut
| $445M | +$12.6M | +3% | 2.83% | 63.8% | 109 | 11.93% |
|
| 1916 |
RCYC
1916
Richard C. Young & Co
Newport,
Rhode Island
| $444M | +$4.97M | +1% | 4.35% | 137% | 79 | 18.99% |
|
| 1917 |
HR
1917
Howe & Rusling
Rochester,
New York
| $444M | +$7.9M | +2% | 1.84% | 82% | 1,114 | 15.71% |
|
| 1918 |
VC
1918
Vicus Capital
State College,
Pennsylvania
| $443M | +$49.7M | +13% | 1.36% | 59.6% | 225 | 22.22% |
|
| 1919 |
AW
1919
ACG Wealth
Atlanta,
Georgia
| $443M | -$4.29M | -1% | 1.08% | 45.5% | 250 | 20.4% |
|
| 1920 |
MYAM
1920
Meiji Yasuda Asset Management
Tokyo,
Japan
| $442M | +$395K | +0.1% | 1.7% | 93.9% | 382 | 20.94% |
|
| 1921 |
GIA
1921
GHP Investment Advisors
Denver,
Colorado
| $442M | +$27.7M | +7% | 2.97% | 75.2% | 296 | 10.81% |
|
| 1922 |
GWI
1922
Grace & White Inc
Ny,
New York
| $441M | +$10.6M | +2% | 4.96% | 61.5% | 145 | 5.52% |
|
| 1923 |
1923
Pacer Advisors
Malvern,
Pennsylvania
| $441M | +$15.1M | +4% | 1.55% | 58.4% | 893 | 14.56% |
|
| 1924 |
CL
1924
Croft-Leominster
Baltimore,
Maryland
| $441M | -$23.8M | -5% | 0.72% | 38% | 199 | 29.65% |
|
| 1925 |
SAM
1925
Strategy Asset Managers
Pasadena,
California
| $440M | +$315K | +0.1% | 1.42% | 108% | 166 | 36.14% |
|