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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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50
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
BCWM
601
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.72B | -$176M | -3% | 4% | 62.3% | 1,091 | 63.15% |
|
| 602 |
BC
602
Bartlett & Co
Cincinnati,
Ohio
| $5.72B | -$176M | -3% | 4% | 30.8% | 1,092 | 63.1% |
|
| 603 |
AI
603
Atria Investments
Charlotte,
North Carolina
| $5.71B | +$99.6M | +2% | 4.18% | 76.3% | 939 | 19.7% |
|
| 604 |
NSLI
604
Nan Shan Life Insurance
Taipei City,
Taiwan
| $5.71B | -$885M | -13% | 8.07% | 41% | 106 | 25.47% |
|
| 605 |
605
Credit Agricole
Montrouge Cedex,
France
| $5.71B | -$565M | -9% | 3.46% | – | 782 | 17.77% |
|
| 606 |
PAS
606
Park Avenue Securities
New York
| $5.7B | +$38.7M | +0.7% | 3.92% | 71% | 1,201 | 14.99% |
|
| 607 |
MC
607
Maverick Capital
Dallas,
Texas
| $5.69B | -$3.16B | -36% | 19.5% | 266% | 418 | 72.01% |
|
| 608 |
VA
608
Valmark Advisers
Akron,
Ohio
| $5.68B | -$125M | -2% | 3.94% | 43.2% | 446 | 13.68% |
|
| 609 |
CM
609
Churchill Management
Los Angeles,
California
| $5.67B | -$1.5B | -21% | 0.7% | 84.4% | 170 | 46.47% |
|
| 610 |
SAM
610
Southeastern Asset Management
Memphis,
Tennessee
| $5.66B | -$301M | -5% | 0.55% | 26.7% | 38 | 10.53% |
|
| 611 |
EWM
611
Evercore Wealth Management
New York
| $5.65B | -$495M | -8% | 6.3% | 84.8% | 454 | 12.33% |
|
| 612 |
PA
612
Pinnacle Associates
New York
| $5.65B | -$148M | -3% | 2.32% | 139% | 827 | 9.43% |
|
| 613 |
NA
613
NextCapital Advisers
Chicago,
Illinois
| $5.64B | -$47.5M | -0.8% | 5.51% | 6.89% | 14 | 0% |
|
| 614 |
TAM
614
Troy Asset Management
London,
United Kingdom
| $5.61B | -$106M | -2% | 0.98% | 53.9% | 37 | 2.7% |
|
| 615 |
NC
615
Nicholas Company
Milwaukee,
Wisconsin
| $5.61B | -$538M | -9% | 6.24% | 65.7% | 242 | 9.92% |
|
| 616 |
NI
616
Nuance Investments
Kansas City,
Missouri
| $5.59B | -$94.4M | -2% | 0.73% | 3.13% | 61 | 21.31% |
|
| 617 |
FT
617
Fiduciary Trust
Boston,
Massachusetts
| $5.58B | -$504M | -8% | 5.58% | 76.6% | 693 | 9.81% |
|
| 618 |
CIM
618
CCLA Investment Management
London,
United Kingdom
| $5.56B | -$538M | -9% | 8.5% | – | 77 | 6.49% |
|
| 619 |
GP
619
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $5.56B | -$1.63B | -23% | 21% | 82.7% | 8 | 12.5% |
|
| 620 |
OC
620
Oppenheimer & Co
New York
| $5.55B | -$172M | -3% | 2.54% | 114% | 1,627 | 18.81% |
|
| 621 |
RCWMU
621
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $5.55B | -$477M | -8% | 0.05% | 43.3% | 34 | 11.76% |
|
| 622 |
AC
622
Aristeia Capital
Greenwich,
Connecticut
| $5.52B | -$261M | -5% | 3.92% | 73.2% | 1,022 | 68.69% |
|
| 623 |
CFM
623
Comprehensive Financial Management
Los Gatos,
California
| $5.52B | -$2.27B | -29% | 30.2% | 33.7% | 55 | 12.73% |
|
| 624 |
ACA
624
Avoro Capital Advisors
New York
| $5.48B | -$398M | -7% | 11.2% | 512% | 45 | 13.33% |
|
| 625 |
CIA
625
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $5.44B | -$984M | -15% | 13.1% | 4.24% | 19 | 5.26% |
|