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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 651 |
NLI
651
Nippon Life Insurance
Tokyo,
Japan
| $5.91B | +$3.46B | +141% | 1.28% | 26% | 4 | 25% |
|
| 652 |
JSSH
652
J. Safra Sarasin Holding
| $5.91B | +$152M | +3% | 2.18% | – | 518 | 25.1% |
|
| 653 |
HPC
653
HM Payson & Co
Portland,
Maine
| $5.9B | +$63.7M | +1% | 2.09% | 94.4% | 1,172 | 16.47% |
|
| 654 |
RCG
654
Ruane, Cunniff & Goldfarb
New York
| $5.89B | -$502M | -8% | 2.07% | 79.3% | 40 | 10% |
|
| 655 |
KPWS
655
Kestra Private Wealth Services
Austin,
Texas
| $5.89B | +$432M | +8% | 3.05% | 91.9% | 1,517 | 16.48% |
|
| 656 |
MG
656
Marex Group
London,
| $5.87B | +$1.49B | +34% | 14.3% | 254% | 854 | 48.83% |
|
| 657 |
TC
657
TwinBeech Capital
Purchase,
New York
| $5.84B | +$608M | +12% | 0.88% | 5.7% | 988 | 76.21% |
|
| 658 |
EDRH
658
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $5.84B | -$373M | -6% | 1.09% | 66.5% | 652 | 15.34% |
|
| 659 |
JSTA
659
Japan Science & Technology Agency
Tokyo,
Japan
| $5.84B | -$1.72B | -23% | 3.45% | 15.6% | 13 | 15.38% |
|
| 660 |
BP
660
Ballentine Partners
Waltham,
Massachusetts
| $5.84B | -$10.1M | -0.2% | 0.36% | 76.9% | 963 | 19.73% |
|
| 661 |
ZP
661
Zimmer Partners
New York
| $5.8B | +$321M | +6% | 2.59% | 67.7% | 199 | 51.76% |
|
| 662 |
DWM
662
Dynasty Wealth Management
St. Petersburg,
Florida
| $5.8B | +$2.49B | +75% | 0.91% | – | 276 | 29.35% |
|
| 663 |
O
663
Ossiam
Paris,
France
| $5.79B | +$619M | +12% | 7.22% | 155% | 669 | 11.21% |
|
| 664 |
PTC
664
Provident Trust Company
Waukesha,
Wisconsin
| $5.78B | +$232M | +4% | 5.7% | 84.1% | 29 | 10.34% |
|
| 665 |
NW
665
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $5.77B | +$225M | +4% | 2.04% | 98.9% | 966 | 14.91% |
|
| 666 |
GCM
666
Geneva Capital Management
Milwaukee,
Wisconsin
| $5.76B | -$224M | -4% | 2.01% | 59.4% | 134 | 5.22% |
|
| 667 |
EGM
667
Engineers Gate Manager
New York
| $5.75B | +$622M | +12% | 2.58% | 51.9% | 2,680 | 41.57% |
|
| 668 |
HFS
668
Hantz Financial Services
Southfield,
Michigan
| $5.74B | +$107M | +2% | 0.83% | 63.5% | 1,257 | 12.65% |
|
| 669 |
UBP
669
Union Bancaire Privee
Geneva 1,
Switzerland
| $5.73B | – | – | 2.87% | – | 573 | – |
|
| 670 |
DIG
670
Dragoneer Investment Group
San Francisco,
California
| $5.73B | -$25.3M | -0.4% | 12% | 77.3% | 27 | 25.93% |
|
| 671 |
IGAM
671
iA Global Asset Management
Quebec,
Quebec, Canada
| $5.7B | +$7.51M | +0.1% | 6% | 149% | 518 | 27.99% |
|
| 672 |
VA
672
Vident Advisory
Alpharetta,
Georgia
| $5.7B | +$1.73B | +43% | 6.71% | 164% | 1,563 | 18.04% |
|
| 673 |
RCWMU
673
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $5.69B | -$600M | -10% | 2.32% | 43.3% | 34 | 14.71% |
|
| 674 |
CI
674
Cincinnati Insurance
Fairfield,
Ohio
| $5.66B | -$311M | -5% | 2.17% | 60.1% | 62 | 3.23% |
|
| 675 |
VF
675
Vest Financial
Mclean,
Virginia
| $5.65B | +$463M | +9% | 3.76% | 61.9% | 282 | 4.26% |
|