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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 551 |
AAS
551
Avantax Advisory Services
Dallas,
Texas
| $6.64B | +$639M | +11% | 6.96% | 50.7% | 1,293 | 13.07% |
|
| 552 |
NA
552
NewEdge Advisors
New Orleans,
Louisiana
| $6.63B | +$2.59B | +64% | 9.34% | 69.1% | 1,724 | 39.91% |
|
| 553 |
TCA
553
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.62B | +$431M | +7% | 1.33% | 98.1% | 172 | 19.77% |
|
| 554 |
SI
554
Stephens Inc
Little Rock,
Arkansas
| $6.61B | +$145M | +2% | 8.02% | 65.6% | 1,448 | 13.67% |
|
| 555 |
SCM
555
Saba Capital Management
New York
| $6.61B | +$2.52B | +62% | 0.27% | 26.5% | 840 | 50.24% |
|
| 556 |
NSLI
556
Nan Shan Life Insurance
Taipei City,
Taiwan
| $6.59B | +$589M | +10% | 8.29% | 15.5% | 107 | 14.02% |
|
| 557 |
SPIA
557
Steward Partners Investment Advisory
New York
| $6.58B | +$761M | +13% | 9.49% | 70.8% | 3,429 | 11.23% |
|
| 558 |
558
Cerity Partners
New York
| $6.57B | +$2.03B | +45% | 9.59% | 64.3% | 1,058 | 39.22% |
|
| 559 |
GLA
559
Great Lakes Advisors
Chicago,
Illinois
| $6.57B | +$158M | +2% | 7.83% | 85.9% | 761 | 18.13% |
|
| 560 |
NEAM
560
New England Asset Management
Farmington,
Connecticut
| $6.51B | +$783M | +14% | 15.3% | 48.5% | 180 | 10% |
|
| 561 |
PA
561
Perceptive Advisors
New York
| $6.49B | -$396M | -6% | 1.57% | 1,499% | 163 | 23.93% |
|
| 562 |
HA
562
HHLR Advisors
Grand Cayman,
Cayman Islands
| $6.47B | -$1.17B | -15% | 12.6% | 82.2% | 88 | 17.05% |
|
| 563 |
FP
563
Flagship Pioneering
Cambridge,
Massachusetts
| $6.47B | -$3.08B | -32% | 28.7% | 39.2% | 13 | 0% |
|
| 564 |
LAMI
564
Longview Asset Management (Illinois)
Chicago,
Illinois
| $6.46B | +$384M | +6% | 6.32% | 50.7% | 2 | 0% |
|
| 565 |
BF
565
BOK Financial
Tulsa,
Oklahoma
| $6.46B | +$647M | +11% | 9.85% | 74.1% | 1,021 | 11.75% |
|
| 566 |
CIA
566
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $6.43B | -$1.54B | -19% | 17.1% | 12.4% | 21 | 23.81% |
|
| 567 |
BI
567
BlueSpruce Investments
Chicago,
Illinois
| $6.38B | +$641M | +11% | 4.05% | 47.7% | 18 | 38.89% |
|
| 568 |
BHM
568
Briar Hall Management
Nashville,
Tennessee
| $6.38B | +$1.04B | +19% | 19.4% | 6.92% | 1 | 0% |
|
| 569 |
X
569
Xponance
Philadelphia,
Pennsylvania
| $6.37B | +$1.11B | +21% | 12.8% | 110% | 1,211 | 6.52% |
|
| 570 |
CP
570
Coho Partners
Berwyn,
Pennsylvania
| $6.36B | +$192M | +3% | 10.9% | 35.6% | 83 | 19.28% |
|
| 571 |
EH
571
Equitable Holdings
New York
| $6.35B | +$490M | +8% | 8.65% | 59% | 900 | 13.22% |
|
| 572 |
572
Credit Agricole
Montrouge Cedex,
France
| $6.27B | +$1.02B | +19% | 4.68% | – | 745 | 13.83% |
|
| 573 |
MERSOM
573
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $6.24B | +$250M | +4% | 4.07% | 28% | 27 | 0% |
|
| 574 |
MCM
574
MAI Capital Management
Independence,
Ohio
| $6.21B | +$1.01B | +20% | 9.89% | 66.2% | 1,012 | 22.33% |
|
| 575 |
GCM
575
Geneva Capital Management
Milwaukee,
Wisconsin
| $6.2B | +$299M | +5% | 10.1% | 44.9% | 130 | 4.62% |
|