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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 676 |
PF
676
Phoenix Financial
Givatayim,
Israel
| $4.42B | +$692M | +19% | 11.3% | 111% | 504 | 49.4% |
|
| 677 |
HKAM
677
Horizon Kinetics Asset Management
New York
| $4.41B | +$1.41B | +47% | 69.9% | 185% | 366 | 12.3% |
|
| 678 |
PRO
678
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $4.4B | +$227M | +5% | 6.7% | 28.1% | 38 | 0% |
|
| 679 |
PTC
679
Provident Trust Company
Waukesha,
Wisconsin
| $4.39B | +$579M | +15% | 10.5% | 79.3% | 32 | 0% |
|
| 680 |
HCM
680
Hitchwood Capital Management
New York
| $4.39B | -$1.46B | -25% | 3.94% | 275% | 79 | 46.84% |
|
| 681 |
RBA
681
Richard Bernstein Advisors
New York
| $4.38B | +$309M | +8% | 5.78% | 33.9% | 334 | 27.54% |
|
| 682 |
AIA
682
Avalon Investment & Advisory
Houston,
Texas
| $4.36B | -$547M | -11% | 9.73% | 93.5% | 377 | 21.22% |
|
| 683 |
AC
683
Armistice Capital
New York
| $4.36B | +$1.42B | +48% | 2.99% | 44.1% | 147 | 51.7% |
|
| 684 |
PC
684
Paulson & Co
New York
| $4.35B | +$502M | +13% | 15.5% | 233% | 39 | 15.38% |
|
| 685 |
AA
685
Acorns Advisers
Irvine,
California
| $4.35B | +$650M | +18% | 4.78% | 39.9% | 18 | 0% |
|
| 686 |
VS
686
VK Services
Menlo Park,
California
| $4.32B | +$1.5B | +53% | 3.09% | 1,144% | 8 | 50% |
|
| 687 |
MVIP
687
Mar Vista Investment Partners
Los Angeles,
California
| $4.32B | +$278M | +7% | 3.57% | 68.8% | 69 | 2.9% |
|
| 688 |
PCM
688
PAR Capital Management
Boston,
Massachusetts
| $4.31B | +$886M | +26% | 32.3% | 124% | 50 | 46% |
|
| 689 |
AC
689
Athanor Capital
New York
| $4.31B | -$87.4M | -2% | 30.6% | 171% | 1,152 | 71.79% |
|
| 690 |
FCI
690
Financial Counselors Inc
Overland Park,
Kansas
| $4.3B | +$319M | +8% | 7.63% | 65.3% | 551 | 8.35% |
|
| 691 |
NA
691
NextCapital Advisers
Chicago,
Illinois
| $4.28B | +$461M | +12% | 3.24% | 6.89% | 18 | 0% |
|
| 692 |
692
Kovitz Investment Group Partners
Chicago,
Illinois
| $4.28B | +$174M | +4% | 11.2% | 68.3% | 443 | 14.22% |
|
| 693 |
TAM
693
Todd Asset Management
Louisville,
Kentucky
| $4.26B | +$339M | +9% | 10.6% | 91.1% | 226 | 18.58% |
|
| 694 |
PCM
694
Palisade Capital Management
Fort Lee,
New Jersey
| $4.26B | +$347M | +9% | 9.25% | 46.6% | 405 | 9.88% |
|
| 695 |
HP
695
Hosking Partners
London,
United Kingdom
| $4.24B | +$372M | +10% | 15.8% | 136% | 163 | 3.07% |
|
| 696 |
SMFG
696
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $4.24B | +$177M | +4% | 5.97% | 57% | 186 | 22.04% |
|
| 697 |
ORIO
697
Old Republic International (ORI)
Chicago,
Illinois
| $4.24B | +$213M | +5% | 10.4% | 50.5% | 87 | 3.45% |
|
| 698 |
BIP
698
Brandes Investment Partners
La Jolla,
California
| $4.23B | +$343M | +9% | 14.7% | 82.7% | 173 | 21.39% |
|
| 699 |
WANY
699
Wealthspire Advisors (New York)
New York
| $4.21B | +$854M | +25% | 6.66% | 47.9% | 715 | 20.56% |
|
| 700 |
700
Cerity Partners
New York
| $4.21B | +$1.09B | +35% | 5.11% | 64.3% | 765 | 25.75% |
|