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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 576 |
SPIA
576
Steward Partners Investment Advisory
New York
| $5.82B | -$96.9M | -2% | 0.21% | 70.8% | 4,053 | 25.88% |
|
| 577 |
PF
577
Phoenix Financial
Givatayim,
Israel
| $5.77B | +$514M | +10% | 1.14% | 111% | 460 | 46.74% |
|
| 578 |
MYLI
578
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $5.74B | +$322M | +6% | 0.5% | 20.9% | 341 | 15.54% |
|
| 579 |
BI
579
BlueSpruce Investments
Chicago,
Illinois
| $5.74B | +$257M | +5% | 2.3% | 47.7% | 16 | 25% |
|
| 580 |
RG
580
Redmile Group
San Francisco,
California
| $5.73B | -$1.02B | -15% | 3.36% | 929% | 91 | 23.08% |
|
| 581 |
NEAM
581
New England Asset Management
Farmington,
Connecticut
| $5.73B | +$208M | +4% | 2.88% | 48.5% | 174 | 15.52% |
|
| 582 |
USAA
582
United Services Automobile Association
San Antonio,
Texas
| $5.72B | +$272M | +5% | 2.21% | 36.2% | 140 | 15% |
|
| 583 |
MA
583
MUFG Americas
New York
| $5.68B | -$385M | -6% | 0.26% | 26.9% | 878 | 26.88% |
|
| 584 |
NC
584
Nicholas Company
Milwaukee,
Wisconsin
| $5.68B | -$15.9M | -0.3% | 2.27% | 54.3% | 240 | 5.83% |
|
| 585 |
CIMLRA
585
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $5.66B | +$298M | +6% | 1.34% | 26% | 114 | 9.65% |
|
| 586 |
GCL
586
Glazer Capital LLC
New York
| $5.65B | -$795M | -12% | 4.16% | 319% | 1,238 | 43.86% |
|
| 587 |
FT
587
Fiduciary Trust
Boston,
Massachusetts
| $5.62B | +$453M | +9% | 1.09% | 65.4% | 659 | 5.61% |
|
| 588 |
SDIC
588
South Dakota Investment Council
Sioux Falls,
South Dakota
| $5.58B | -$92.7M | -2% | 0.97% | 64.6% | 593 | 3.88% |
|
| 589 |
BCM
589
Bares Capital Management
Austin,
Texas
| $5.57B | -$48.7M | -0.9% | 6.07% | 138% | 35 | 28.57% |
|
| 590 |
CCP
590
Clarkston Capital Partners
Rochester,
Michigan
| $5.56B | -$53.5M | -1% | 7.64% | 10.2% | 191 | 12.04% |
|
| 591 |
BCM
591
Brookstone Capital Management
Wheaton,
Illinois
| $5.56B | -$23.4M | -0.4% | 0.93% | 64.2% | 800 | 20% |
|
| 592 |
AI
592
Atria Investments
Charlotte,
North Carolina
| $5.54B | +$355M | +7% | 0.01% | 62.1% | 835 | 15.21% |
|
| 593 |
EWM
593
Evercore Wealth Management
New York
| $5.52B | +$60.2M | +1% | 1.78% | 78.3% | 440 | 9.09% |
|
| 594 |
GCM
594
Glenview Capital Management
New York
| $5.51B | -$532M | -9% | 4.16% | 68.2% | 72 | 25% |
|
| 595 |
WT
595
Whittier Trust
South Pasadena,
California
| $5.49B | -$122M | -2% | 0.27% | 93% | 1,630 | 13.68% |
|
| 596 |
MIHAS
596
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $5.47B | -$623M | -10% | 2.65% | 92.8% | 40 | 17.5% |
|
| 597 |
SV
597
Starboard Value
New York
| $5.46B | +$371M | +7% | 0.1% | 42.2% | 96 | 55.21% |
|
| 598 |
VA
598
Valmark Advisers
Akron,
Ohio
| $5.46B | +$1.83M | +0% | 1.51% | 34.7% | 418 | 12.68% |
|
| 599 |
NI
599
Nuance Investments
Kansas City,
Missouri
| $5.46B | -$149M | -3% | 1.2% | 6.33% | 61 | 16.39% |
|
| 600 |
AA
600
Acorns Advisers
Irvine,
California
| $5.45B | +$369M | +7% | 0.97% | 39.9% | 27 | 0% |
|