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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1926 |
GGI
1926
Godsey & Gibb Inc
Richmond,
Virginia
| $578M | +$10.7M | +2% | 3.45% | 78.9% | 74 | 18.92% |
|
| 1927 |
GC
1927
Garde Capital
Seattle,
Washington
| $578M | +$27.2M | +5% | 1.12% | 51.5% | 174 | 7.47% |
|
| 1928 |
CBB
1928
Citizens Business Bank
Ontario,
California
| $577M | +$6.96M | +1% | 2.14% | 84.4% | 280 | 7.5% |
|
| 1929 |
BAS
1929
Brown Advisory Securities
Baltimore,
Maryland
| $577M | +$39.3M | +7% | 4.65% | 51.2% | 435 | 12.18% |
|
| 1930 |
MG
1930
Mitchell Group
Houston,
Texas
| $577M | +$59.4M | +11% | 15.7% | 0.7% | 34 | 23.53% |
|
| 1931 |
I
1931
IberiaBank
Lafayette,
Louisiana
| $577M | +$74.3M | +15% | 2.44% | 39.6% | 222 | 11.71% |
|
| 1932 |
LCM
1932
Lomas Capital Management
New York
| $576M | -$40.9M | -7% | 6.38% | 66.3% | 36 | 52.78% |
|
| 1933 |
HHGC
1933
Hunting Hill Global Capital
New York
| $576M | -$32.6M | -5% | 0.69% | 132% | 34 | 58.82% |
|
| 1934 |
JVBC
1934
J.V. Bruni & Co
Colorado Springs,
Colorado
| $576M | -$3.82M | -0.7% | 2.52% | 70.5% | 26 | 3.85% |
|
| 1935 |
WI
1935
Wintrust Investments
Chicago,
Illinois
| $576M | +$182M | +46% | 1.38% | 27.5% | 365 | 35.07% |
|
| 1936 |
DWT
1936
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $575M | +$31.5M | +6% | 2.35% | 68.3% | 410 | 14.15% |
|
| 1937 |
AAC
1937
Asset Advisors Corp
Augusta,
Georgia
| $575M | -$19.7M | -3% | 2.29% | 41.4% | 176 | 13.64% |
|
| 1938 |
FMC
1938
First Merchants Corp
Muncie,
Indiana
| $575M | -$21M | -4% | 3.51% | 49.9% | 214 | 9.81% |
|
| 1939 |
SE
1939
Summit Equities
Parsippany,
New Jersey
| $575M | -$681K | -0.1% | 1.71% | 40.7% | 41 | 12.2% |
|
| 1940 |
AL
1940
AIP LLC
New York
| $575M | -$127M | -18% | 18.1% | 86.8% | 1 | 0% |
|
| 1941 |
CCP
1941
Corient Capital Partners
Newport Beach,
California
| $573M | +$31M | +6% | 2.3% | 39.2% | 267 | 9.36% |
|
| 1942 |
BCC
1942
Bain Capital Credit
Boston,
Massachusetts
| $573M | +$507M | +764% | 50.8% | 14.7% | 19 | 63.16% |
|
| 1943 |
AAIM
1943
American Assets Investment Management
San Diego,
California
| $572M | +$45.9M | +9% | 5.04% | 413% | 180 | 7.22% |
|
| 1944 |
CLCM
1944
Crawford Lake Capital Management
Lakewood,
New Jersey
| $572M | +$103M | +22% | 14% | 571% | 133 | 88.72% |
|
| 1945 |
CI
1945
Capital International
Los Angeles,
California
| $572M | +$13.6M | +2% | 4.95% | 124% | 181 | 7.73% |
|
| 1946 |
AAM
1946
Autus Asset Management
Scottsdale,
Arizona
| $571M | +$18.1M | +3% | 3.41% | 26.3% | 157 | 7.01% |
|
| 1947 |
EK
1947
Evensky & Katz
Coral Gables,
Florida
| $571M | -$8.97M | -2% | 3% | 57.1% | 66 | 9.09% |
|
| 1948 |
1948
Cetera Investment Advisers
Schaumburg,
Illinois
| $569M | +$34.9M | +7% | 2.63% | 58.2% | 450 | 20% |
|
| 1949 |
AL
1949
Arnhold LLC
New York
| $568M | +$38.9M | +7% | 0.82% | 156% | 157 | 20.38% |
|
| 1950 |
PAS
1950
Park Avenue Securities
New York
| $568M | +$117M | +26% | 0.34% | 71% | 203 | 19.7% |
|