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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
SAG
726
Susquehanna Advisors Group
Bala Cynwyd,
Pennsylvania
| $6.02B | -$498M | -8% | 8.41% | – | 237 | 60.76% | 0.3 |
|
| 727 |
ONB
727
Old National Bancorp
Evansville,
Indiana
| $6.02B | +$172M | +3% | 6.77% | 76.6% | 643 | 11.98% | 5.4 |
|
| 728 |
CIC
728
Crawford Investment Counsel
Atlanta,
Georgia
| $6.01B | -$26.4M | -0.4% | 1.68% | 49.5% | 308 | 5.19% | 6.7 |
|
| 729 |
CAG
729
Crestwood Advisors Group
Boston,
Massachusetts
| $6B | +$119M | +2% | 3.91% | 82.7% | 714 | 22.69% | 3.2 |
|
| 730 |
PTC
730
Provident Trust Company
Waukesha,
Wisconsin
| $5.98B | -$22.7M | -0.4% | 10.1% | 84.1% | 23 | 4.35% | 9 |
|
| 731 |
TSW
731
Thompson Siegel & Walmsley
Richmond,
Virginia
| $5.96B | -$232M | -4% | 0.9% | 32.4% | 435 | 14.25% | 5.4 |
|
| 732 |
AAM
732
Advisors Asset Management
Monument,
Colorado
| $5.96B | +$64.8M | +1% | 2.44% | 91.8% | 1,516 | 8.38% | 5.4 |
|
| 733 |
QP
733
Quilter Plc
London,
United Kingdom
| $5.96B | +$133M | +2% | 4.16% | 110% | 132 | 6.82% | 4.3 |
|
| 734 |
CCA
734
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $5.94B | -$289M | -5% | 0.32% | 47.8% | 127 | 8.66% | 6.3 |
|
| 735 |
NP
735
NorthRock Partners
Minneapolis,
Minnesota
| $5.93B | +$388M | +7% | 1.57% | 62.8% | 934 | 40.47% | 2.8 |
|
| 736 |
EF
736
Empowered Funds
Havertown,
Pennsylvania
| $5.89B | -$4.01B | -41% | 4.81% | 127% | 1,978 | 58.04% | 1.4 |
|
| 737 |
KCM
737
Kensico Capital Management
Greenwich,
Connecticut
| $5.88B | -$607M | -9% | 0.19% | 304% | 28 | 39.29% | 3.2 |
|
| 738 |
GFM
738
GF Fund Management
Guangzhou,
China
| $5.85B | +$338M | +6% | 10.7% | – | 707 | 19.8% | 0.8 |
|
| 739 |
NCM
739
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| $5.85B | -$1.63B | -22% | 13.4% | – | 182 | 63.74% | 0.4 |
|
| 740 |
LSERS
740
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| $5.83B | -$132M | -2% | 4.2% | 146% | 1,543 | 3.11% | 8.4 |
|
| 741 |
SCM
741
Steadfast Capital Management
New York
| $5.82B | +$97.3M | +2% | 4.36% | 173% | 171 | 58.48% | 0.4 |
|
| 742 |
NLI
742
Nippon Life Insurance
Tokyo,
Japan
| $5.81B | -$131M | -2% | 1.85% | 26% | 4 | 0% | 9.6 |
|
| 743 |
RMDI
743
R.M. Davis Inc
Portland,
Maine
| $5.81B | +$88.2M | +2% | 3.46% | 85.2% | 289 | 11.07% | 6.7 |
|
| 744 |
EB
744
Eastern Bank
Boston,
Massachusetts
| $5.8B | +$166M | +3% | 3.05% | 102% | 1,254 | 26.4% | 1.9 |
|
| 745 |
STA
745
Summit Trail Advisors
New York
| $5.78B | -$1.46B | -20% | 2.42% | 74.8% | 1,394 | 8.97% | 1 |
|
| 746 |
PPFA
746
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $5.78B | +$41.7M | +0.7% | 2.43% | 48.1% | 66 | 15.15% | 4.3 |
|
| 747 |
AWM
747
Axxcess Wealth Management
Carlsbad,
California
| $5.78B | +$1.05B | +22% | 2.13% | 73.6% | 1,110 | 21.8% | 1.9 |
|
| 748 |
CRC
748
Curi RMB Capital
Chicago,
Illinois
| $5.77B | +$321M | +6% | 3.98% | 81.4% | 905 | 25.41% | 2.9 |
|
| 749 |
AWM
749
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $5.77B | +$148M | +3% | 2.65% | 87.5% | 1,401 | 13.2% | 2.6 |
|
| 750 |
JPH
750
Japan Post Holdings
Tokyo,
Japan
| $5.77B | -$74.8M | -1% | 1.28% | 68% | 1 | 0% | 6 |
|