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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%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
DIA
1926
Dean Investment Associates
Beavercreek,
Ohio
| $434M | +$18.2M | +4% | 4.83% | 63.5% | 242 | 18.6% | 0.8 |
|
| 1927 |
FM
1927
Foster & Motley
Cincinnati,
Ohio
| $433M | +$26.4M | +6% | 3.92% | 68.8% | 174 | 13.22% | 0.8 |
|
| 1928 |
CW
1928
Cobiz Wealth
Denver,
Colorado
| $433M | +$13.9M | +3% | 4.28% | 54% | 128 | 8.59% | 0.9 |
|
| 1929 |
CI
1929
Constellation Investments
Montgomery,
Ohio
| $432M | +$21.2M | +5% | 5.94% | – | 404 | 5.2% | 0.9 |
|
| 1930 |
APCM
1930
Alaska Permanent Capital Management
Anchorage,
Alaska
| $432M | +$20.1M | +5% | 3.77% | 42.8% | 26 | 3.85% | 0.9 |
|
| 1931 |
NM
1931
NWI Management
New York
| $432M | +$105M | +32% | 8.06% | 230% | 22 | 9.09% | 0.8 |
|
| 1932 |
PL
1932
Parkwood LLC
Cleveland,
Ohio
| $431M | +$14.9M | +4% | 5.91% | 120% | 246 | 55.28% | 0.3 |
|
| 1933 |
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $430M | +$17.6M | +4% | 6.14% | 38.8% | 94 | 5.32% | 0.8 |
|
| 1934 |
1934
EP Wealth Advisors
Torrance,
California
| $430M | +$64.7M | +18% | 5.85% | – | 121 | 14.05% | 0.8 |
|
| 1935 |
SGAM
1935
Steinberg Global Asset Management
Boca Raton,
Florida
| $430M | +$29.1M | +7% | 3.83% | 32.8% | 195 | 9.23% | 0.9 |
|
| 1936 |
QA
1936
Quantitative Advantage
Minnetonka,
Minnesota
| $429M | +$12.6M | +3% | 4.26% | 45.9% | 58 | 50% | 0.4 |
|
| 1937 |
CA
1937
Continental Advisors
Park City,
Utah
| $429M | +$42M | +11% | 1.79% | 73.6% | 164 | 42.68% | 0.6 |
|
| 1938 |
KA
1938
KLCM Advisors
Milwaukee,
Wisconsin
| $428M | +$53.1M | +14% | 5.82% | 122% | 77 | 10.39% | 0.8 |
|
| 1939 |
AP
1939
Appleton Partners
Boston,
Massachusetts
| $428M | +$5.07M | +1% | 3.02% | 101% | 181 | 9.39% | 0.8 |
|
| 1940 |
VAM
1940
Visionary Asset Management
Houston,
Texas
| $427M | +$3.23M | +0.8% | 4.63% | 31.9% | 433 | 78.75% | 0.1 |
|
| 1941 |
CCG
1941
Cypress Capital Group
Palm Beach,
Florida
| $427M | +$19.1M | +5% | 4.66% | 97.8% | 218 | 10.55% | 0.9 |
|
| 1942 |
SHA
1942
Smith Hayes Advisers
Lincoln,
Nebraska
| $427M | +$22.6M | +6% | 4.6% | 35.2% | 293 | 7.17% | 0.8 |
|
| 1943 |
GHA
1943
Garcia Hamilton & Associates
Houston,
Texas
| $426M | +$1.45M | +0.3% | 4.14% | 39.1% | 63 | 22.22% | 0.8 |
|
| 1944 |
MRCM
1944
M&R Capital Management
Summit,
New Jersey
| $426M | +$11.7M | +3% | 4.3% | 52.6% | 218 | 9.17% | 0.9 |
|
| 1945 |
FLII
1945
First Long Island Investors
Jericho,
New York
| $426M | +$21.3M | +5% | 5.03% | 85.5% | 55 | 12.73% | 0.9 |
|
| 1946 |
BRWA
1946
B. Riley Wealth Advisors
Boca Raton,
Florida
| $426M | +$95M | +29% | 6.87% | 118% | 2,485 | 70.62% | 0.2 |
|
| 1947 |
LCP
1947
LGT Capital Partners
Pfaeffikon,
Switzerland
| $425M | – | – | 4.55% | 67.2% | 64 | – | 0 |
|
| 1948 |
MSR
1948
Main Street Research
Lakeville,
Connecticut
| $424M | +$12.4M | +3% | 4.04% | 232% | 145 | 11.72% | 0.9 |
|
| 1949 |
SGCA
1949
Steel Grove Capital Advisors
Memphis,
Tennessee
| $424M | +$20.8M | +5% | 7.02% | 106% | 152 | 23.68% | 0.8 |
|
| 1950 |
SP
1950
Summit Partners
Boston,
Massachusetts
| $424M | +$128M | +43% | 3.03% | 13.7% | 6 | 50% | 0.6 |
|