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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
100
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 651 |
PGFC
651
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $5.1B | -$190M | -4% | 2.31% | 77.4% | 723 | 9.68% |
|
| 652 |
WL
652
WIT LLC
District Of Columbia,
District of Columbia
| $5.08B | +$619M | +14% | 5.26% | 48% | 18 | 38.89% |
|
| 653 |
BSW
653
Buckingham Strategic Wealth
Clayton,
Missouri
| $5.07B | -$99.9M | -2% | 3.79% | 16.3% | 639 | 12.36% |
|
| 654 |
MG
654
Mather Group
Chicago,
Illinois
| $5.07B | -$40.8M | -0.8% | 6.6% | 48.5% | 487 | 29.16% |
|
| 655 |
RBA
655
Richard Bernstein Advisors
New York
| $5.06B | -$123M | -2% | 2.94% | 33.9% | 288 | 18.4% |
|
| 656 |
SDIC
656
South Dakota Investment Council
Sioux Falls,
South Dakota
| $5.05B | -$938M | -16% | 1.13% | 76.5% | 631 | 13.47% |
|
| 657 |
JWBC
657
John W. Bristol & Co
New York
| $5.04B | -$754M | -13% | 6.5% | 82.5% | 89 | 6.74% |
|
| 658 |
CA
658
Cetera Advisors
Denver,
Colorado
| $5.01B | +$74.4M | +2% | 3.07% | 27.6% | 1,563 | 18.36% |
|
| 659 |
PA
659
Perceptive Advisors
New York
| $4.99B | -$1.5B | -23% | 14.2% | 1,707% | 159 | 23.27% |
|
| 660 |
ETC
660
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $4.98B | -$179M | -3% | 4.98% | 159% | 1,446 | 36.24% |
|
| 661 |
EMG
661
ETF Managers Group
Summit,
New Jersey
| $4.98B | -$67M | -1% | 0.7% | 77.7% | 764 | 17.02% |
|
| 662 |
WA
662
Whitebox Advisors
Minneapolis,
Minnesota
| $4.97B | +$43.7M | +0.9% | 1.41% | 24.2% | 1,093 | 38.06% |
|
| 663 |
HKAM
663
Horizon Kinetics Asset Management
New York
| $4.96B | +$422M | +9% | 6.76% | 192% | 361 | 7.76% |
|
| 664 |
SC
664
Saturna Capital
Bellingham,
Washington
| $4.96B | -$617M | -11% | 8.87% | 117% | 186 | 16.67% |
|
| 665 |
CWP
665
Capital Wealth Planning
Naples,
Florida
| $4.95B | +$437M | +10% | 1.11% | 73.9% | 117 | 33.33% |
|
| 666 |
GCM
666
Glenview Capital Management
New York
| $4.94B | +$247M | +5% | 1.71% | 94.3% | 66 | 22.73% |
|
| 667 |
ORIO
667
Old Republic International (ORI)
Chicago,
Illinois
| $4.93B | -$333M | -6% | 5.47% | 50.5% | 93 | 7.53% |
|
| 668 |
NIG
668
NFJ Investment Group
Dallas,
Texas
| $4.93B | -$553M | -10% | 5.92% | 80.7% | 366 | 11.75% |
|
| 669 |
TAF
669
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $4.92B | -$252M | -5% | 5.67% | 128% | 345 | 6.38% |
|
| 670 |
TCP
670
TSG Consumer Partners
Larkspur,
California
| $4.91B | -$237M | -5% | 1.06% | 70.1% | 4 | 25% |
|
| 671 |
PTC
671
Provident Trust Company
Waukesha,
Wisconsin
| $4.9B | -$715M | -13% | 8.75% | 84.1% | 34 | 2.94% |
|
| 672 |
MIP
672
Mondrian Investment Partners
London,
United Kingdom
| $4.87B | -$192M | -4% | 4.22% | – | 133 | 10.53% |
|
| 673 |
MPM
673
MBB Public Markets
Chicago,
Illinois
| $4.86B | -$201M | -4% | 4.27% | 50.3% | 496 | 86.29% |
|
| 674 |
LNC
674
Lincoln National Corp
Radnor,
Pennsylvania
| $4.84B | -$121M | -2% | 4.49% | 42.9% | 974 | 15.5% |
|
| 675 |
RI
675
RTW Investments
New York
| $4.83B | -$2.02B | -29% | 13.3% | 467% | 126 | 17.46% |
|