We are live on
!
Find out more
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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 551 |
PI
551
PFS Investments
Duluth,
Georgia
| $6.12B | +$355M | +6% | 3.52% | 36.3% | 543 | 13.08% |
|
| 552 |
BPA
552
Beacon Pointe Advisors
Newport Beach,
California
| $6.12B | +$256M | +4% | 6.79% | 65.3% | 1,212 | 17.16% |
|
| 553 |
WANY
553
Wealthspire Advisors (New York)
New York
| $6.12B | +$292M | +5% | 4.73% | 47.9% | 577 | 10.75% |
|
| 554 |
LGP
554
Leonard Green & Partners
Los Angeles,
California
| $6.11B | +$445M | +8% | 11.6% | 32.1% | 10 | 0% |
|
| 555 |
RC
555
Resolution Capital
Sydney, NSW,
Australia
| $6.07B | +$177M | +3% | 2.84% | 42.8% | 42 | 19.05% |
|
| 556 |
MU
556
Mirova US
Boston,
Massachusetts
| $6.01B | +$496M | +9% | 11.1% | 80.7% | 29 | 10.34% |
|
| 557 |
CGI
557
Comgest Global Investors
Paris,
France
| $5.98B | +$650M | +12% | 12.2% | 60.2% | 67 | 2.99% |
|
| 558 |
IC
558
Iconiq Capital
San Francisco,
California
| $5.96B | -$622M | -9% | 13.2% | 2.92% | 63 | 11.11% |
|
| 559 |
NB
559
Norinchukin Bank
Tokyo,
Japan
| $5.96B | +$882M | +17% | 8.61% | 71.7% | 558 | 1.08% |
|
| 560 |
CM
560
Churchill Management
Los Angeles,
California
| $5.92B | +$1.04B | +21% | 9.07% | 84.4% | 166 | 39.16% |
|
| 561 |
EAM
561
Eventide Asset Management
Boston,
Massachusetts
| $5.92B | +$466M | +9% | 15.7% | 247% | 163 | 24.54% |
|
| 562 |
562
WorldQuant Millennium Advisors
New York
| $5.91B | +$505M | +9% | 7.43% | 73.7% | 438 | 40.41% |
|
| 563 |
SC
563
Samlyn Capital
New York
| $5.91B | +$395M | +7% | 8.66% | 115% | 123 | 54.47% |
|
| 564 |
CFB
564
Cullen/Frost Bankers
San Antonio,
Texas
| $5.89B | +$414M | +8% | 8.26% | 76.2% | 1,317 | 24.15% |
|
| 565 |
IWC
565
Integrated Wealth Concepts
Waltham,
Massachusetts
| $5.84B | +$984M | +20% | 5.3% | 54.2% | 1,609 | 19.33% |
|
| 566 |
SFA
566
Sequoia Financial Advisors
Akron,
Ohio
| $5.83B | +$1.33B | +30% | 5.89% | 78.3% | 1,010 | 20.79% |
|
| 567 |
MCM
567
Moore Capital Management
New York
| $5.81B | +$1.07B | +22% | 15.7% | 169% | 662 | 50.3% |
|
| 568 |
BI
568
BlueSpruce Investments
Chicago,
Illinois
| $5.81B | +$281M | +5% | 12% | 47.7% | 11 | 18.18% |
|
| 569 |
CG
569
Carmignac Gestion
Paris,
France
| $5.8B | -$204M | -3% | 10.3% | 94.3% | 184 | 34.24% |
|
| 570 |
WRCM
570
Whale Rock Capital Management
Boston,
Massachusetts
| $5.8B | +$1.26B | +28% | 26.8% | 764% | 50 | 36% |
|
| 571 |
SC
571
Saturna Capital
Bellingham,
Washington
| $5.78B | +$618M | +12% | 9.41% | 92.6% | 176 | 14.77% |
|
| 572 |
BC
572
Bartlett & Co
Cincinnati,
Ohio
| $5.78B | +$604M | +12% | 6.08% | 30.8% | 1,221 | 15.81% |
|
| 573 |
BCWM
573
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.78B | +$604M | +12% | 6.08% | 62.3% | 1,221 | 15.81% |
|
| 574 |
PA
574
Pinnacle Associates
New York
| $5.76B | +$874M | +18% | 9.33% | 102% | 849 | 13.55% |
|
| 575 |
WT
575
Whittier Trust
South Pasadena,
California
| $5.75B | +$260M | +5% | 9.77% | 93% | 1,630 | 5.83% |
|