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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
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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
IGAM
626
iA Global Asset Management
Quebec,
Quebec, Canada
| $8.42B | +$1.36B | +19% | 32.3% | 149% | 520 | 34.42% | 6.2 |
|
| 627 |
DKCM
627
Davidson Kempner Capital Management
New York
| $8.42B | +$106M | +1% | 12.9% | 157% | 309 | 45.63% | 3.9 |
|
| 628 |
OCA
628
OpenArc Corporate Advisory
Atlanta,
Georgia
| $8.41B | +$1.42B | +20% | 17% | – | 833 | 19.33% | 1.6 |
|
| 629 |
HCM
629
Howard Capital Management
Roswell,
Georgia
| $8.4B | +$2.28B | +37% | 34.5% | 129% | 430 | 24.42% | 6 |
|
| 630 |
MWM
630
Modern Wealth Management
Lenexa,
Kansas
| $8.4B | +$2.55B | +44% | 11.5% | – | 1,145 | 26.55% | 4.4 |
|
| 631 |
FLPIM
631
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $8.39B | +$1.68B | +25% | 23.7% | 95.6% | 678 | 19.47% | 16.8 |
|
| 632 |
MAM
632
Madison Asset Management
Madison,
Wisconsin
| $8.39B | +$324M | +4% | 10.6% | 54.2% | 367 | 10.35% | 14.6 |
|
| 633 |
GFM
633
GF Fund Management
Guangzhou,
China
| $8.34B | +$2.35B | +39% | 77.9% | – | 644 | 11.96% | 5.3 |
|
| 634 |
GLF
634
Groupe la Francaise
Paris,
France
| $8.31B | +$1.01B | +14% | 18.7% | – | 544 | 26.84% | 3.8 |
|
| 635 |
PS
635
Principal Securities
Des Moines,
Iowa
| $8.31B | +$1.49B | +22% | 13.9% | – | 1,594 | 14.93% | 7.7 |
|
| 636 |
CFG
636
Citizens Financial Group
Providence,
Rhode Island
| $8.3B | +$1.11B | +16% | 15.9% | 83.7% | 1,080 | 25.56% | 10.9 |
|
| 637 |
IC
637
Icahn Carl
Sunny Isles Beach,
Florida
| $8.26B | -$290M | -3% | 6.53% | 36.9% | 12 | 0% | 18.4 |
|
| 638 |
KWM
638
Kingsview Wealth Management
Grants Pass,
Oregon
| $8.25B | +$926M | +13% | 17.2% | 71.5% | 1,542 | 20.62% | 12.8 |
|
| 639 |
AWM
639
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $8.23B | +$2.08B | +34% | 18.8% | 87.5% | 1,678 | 21.81% | 9.8 |
|
| 640 |
WF
640
Welch & Forbes
Boston,
Massachusetts
| $8.23B | +$494M | +6% | 10.3% | 73.7% | 396 | 9.09% | 31.2 |
|
| 641 |
BIM
641
Bridges Investment Management
Omaha,
Nebraska
| $8.22B | +$843M | +11% | 15.1% | 77.9% | 419 | 9.79% | 20 |
|
| 642 |
SC
642
Saturna Capital
Bellingham,
Washington
| $8.19B | +$1.07B | +15% | 23.6% | 117% | 152 | 10.53% | 24.5 |
|
| 643 |
FWCM
643
Ferguson Wellman Capital Management
Portland,
Oregon
| $8.19B | +$875M | +12% | 16.1% | 118% | 449 | 11.14% | 21.4 |
|
| 644 |
BP
644
Ballentine Partners
Waltham,
Massachusetts
| $8.18B | +$1B | +14% | 17% | 76.9% | 1,129 | 14.7% | 14.9 |
|
| 645 |
MWM
645
Mission Wealth Management
Santa Barbara,
California
| $8.18B | +$3.32B | +68% | 17.4% | 80% | 1,091 | 33.91% | 12 |
|
| 646 |
AC
646
Armistice Capital
New York
| $8.17B | +$2.55B | +45% | 25.1% | 79.7% | 432 | 62.5% | 3.6 |
|
| 647 |
SFM
647
Soros Fund Management
New York
| $8.14B | -$975M | -11% | 14.9% | 90.1% | 351 | 50.71% | 2.5 |
|
| 648 |
EHC
648
Everett Harris & Co
Los Angeles,
California
| $8.14B | +$375M | +5% | 7.78% | 55.6% | 337 | 17.8% | 28.2 |
|
| 649 |
YAM
649
Yacktman Asset Management
Austin,
Texas
| $8.09B | +$590M | +8% | 1.19% | 57.6% | 77 | 5.19% | 24.5 |
|
| 650 |
FPA
650
First Pacific Advisors
El Segundo,
California
| $8.09B | +$950M | +13% | 11.6% | 85.4% | 93 | 26.88% | 16.2 |
|