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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Stephens Inc
Little Rock,
Arkansas
| $6.82B | -$309M | -4% | 1.99% | 76.1% | 1,335 | 12.36% | 5.3 |
|
| 577 |
577
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $6.79B | -$107M | -2% | 0.77% | 62.3% | 1,278 | 15.88% | 3.2 |
|
| 578 |
578
Douglas Lane & Associates
New York
| $6.79B | -$305M | -4% | 2.21% | 91.9% | 243 | 6.58% | 6.1 |
|
| 579 |
579
Vanguard Personalized Indexing Management
Oakland,
California
| $6.78B | +$161M | +2% | 2.18% | 147% | 1,935 | 11.52% | 2.6 |
|
| 580 |
580
ASR Vermogensbeheer
Utrecht,
Netherlands
| $6.75B | – | – | 3.07% | – | 571 | – | 0 |
|
| 581 |
581
Samlyn Capital
New York
| $6.75B | +$130M | +2% | 4.6% | 148% | 114 | 46.49% | 1 |
|
| 582 |
582
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $6.74B | -$156M | -2% | 0.89% | 77.4% | 732 | 13.52% | 5.8 |
|
| 583 |
583
Soros Fund Management
New York
| $6.7B | +$59.3M | +0.9% | 0.65% | 90.1% | 280 | 57.5% | 0.7 |
|
| 584 |
584
Saturna Capital
Bellingham,
Washington
| $6.68B | -$693M | -9% | 5.36% | 117% | 160 | 8.75% | 6.3 |
|
| 585 |
585
Merit Financial Group
Alpharetta,
Georgia
| $6.68B | +$1.11B | +20% | 1.57% | 67.3% | 1,453 | 24.64% | 1.6 |
|
| 586 |
WPL
586
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $6.67B | -$146M | -2% | 2.84% | 98.4% | 13 | 7.69% | 2.6 |
|
| 587 |
587
Armistice Capital
New York
| $6.67B | -$658M | -9% | 9.72% | 79.7% | 295 | 45.42% | 1.2 |
|
| 588 |
588
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $6.63B | -$916M | -12% | 9.02% | 47.8% | 126 | 3.97% | 6.4 |
|
| 589 |
589
Valmark Advisers
Akron,
Ohio
| $6.63B | +$173M | +3% | 0.52% | 43.2% | 629 | 10.33% | 3.8 |
|
| 590 |
590
Oppenheimer & Co
New York
| $6.62B | -$78.2M | -1% | 1.82% | 114% | 1,693 | 16.18% | 5.1 |
|
| 591 |
FCI
591
Financial Counselors Inc
Overland Park,
Kansas
| $6.59B | -$261M | -4% | 2.19% | 77.1% | 607 | 9.72% | 6.5 |
|
| 592 |
592
Lyrical Asset Management
New York
| $6.58B | -$183M | -3% | 0.07% | 125% | 39 | 5.13% | 4.3 |
|
| 593 |
593
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $6.58B | +$654M | +11% | 0.97% | 63.9% | 1,043 | 32.89% | 1.1 |
|
| 594 |
594
Stratos Wealth Partners
Beachwood,
Ohio
| $6.57B | -$512M | -7% | 2.23% | 83.3% | 1,520 | 15% | 4.5 |
|
| 595 |
595
Third Point
New York
| $6.55B | -$891M | -12% | 2.63% | 159% | 54 | 38.89% | 1.2 |
|
| 596 |
596
RTW Investments
New York
| $6.54B | -$74.4M | -1% | 4.01% | 467% | 82 | 29.27% | 2.2 |
|
| 597 |
597
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $6.53B | +$888M | +16% | 2.93% | 35.2% | 121 | 15.7% | 3.5 |
|
| 598 |
598
Phoenix Financial
Givatayim,
Israel
| $6.53B | -$799M | -11% | 6.48% | 144% | 424 | 26.89% | 1.8 |
|
| 599 |
599
D1 Capital Partners
New York
| $6.53B | +$510M | +8% | 5.2% | 66.9% | 53 | 56.6% | 0.4 |
|
| 600 |
600
Segall Bryant & Hamill
Chicago,
Illinois
| $6.53B | -$743M | -10% | 4.8% | 115% | 647 | 22.41% | 2.2 |
|