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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
751
Global Retirement Partners
San Rafael,
California
| $6.54B | – | – | 17.6% | – | 4,515 | – | 2.7 |
|
| 752 |
752
Eastern Bank
Boston,
Massachusetts
| $6.53B | +$707M | +12% | 19.2% | 102% | 1,199 | 24.1% | 2.4 |
|
| 753 |
753
Sagespring Wealth Partners
Franklin,
Tennessee
| $6.51B | +$1.02B | +19% | 16.4% | – | 878 | 13.55% | 1.1 |
|
| 754 |
754
Curi RMB Capital
Chicago,
Illinois
| $6.48B | +$864M | +15% | 20% | 81.4% | 989 | 21.13% | 3 |
|
| 755 |
755
Mondrian Investment Partners
London,
United Kingdom
| $6.48B | -$202M | -3% | 1.73% | – | 123 | 26.02% | 3.8 |
|
| 756 |
756
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $6.46B | -$154M | -2% | 23.4% | 101% | 83 | 16.87% | 3.6 |
|
| 757 |
757
Aequim Alternative Investments
Mill Valley,
California
| $6.43B | +$1.28B | +25% | 10.6% | 32.3% | 109 | 11.93% | 1.1 |
|
| 758 |
758
Ruane, Cunniff & Goldfarb
New York
| $6.43B | +$399M | +7% | 15.7% | 79.3% | 54 | 7.41% | 4.1 |
|
| 759 |
759
Confluence Investment Management
St. Louis,
Missouri
| $6.4B | -$40.3M | -0.6% | 4.02% | 37.7% | 311 | 15.76% | 4.7 |
|
| 760 |
760
RFG Advisory
Birmingham,
Alabama
| $6.4B | +$957M | +18% | 12% | 52.3% | 1,200 | 19.75% | 2.7 |
|
| 761 |
761
Mizuho Markets Americas
New York
| $6.37B | +$2.71B | +74% | 33.3% | 121% | 269 | 42.38% | 0.7 |
|
| 762 |
762
Mesirow Financial Investment Management
Chicago,
Illinois
| $6.37B | +$190M | +3% | 11.5% | 70% | 553 | 10.85% | 2 |
|
| 763 |
763
Energy Income Partners
Westport,
Connecticut
| $6.36B | +$144M | +2% | 0.89% | 66.9% | 92 | 9.78% | 5.6 |
|
| 764 |
764
Perigon Wealth Management
San Francisco,
California
| $6.36B | +$843M | +15% | 15.5% | 104% | 1,499 | 16.41% | 2.8 |
|
| 765 |
765
R.M. Davis Inc
Portland,
Maine
| $6.34B | +$706M | +13% | 17.9% | 85.2% | 288 | 7.99% | 6.9 |
|
| 766 |
766
Great Valley Advisor Group
Wilmington,
Delaware
| $6.33B | +$828M | +15% | 14.1% | 73.9% | 1,104 | 13.95% | 3.1 |
|
| 767 |
767
Old Mission Capital
Chicago,
Illinois
| $6.31B | +$4.22M | +0.1% | 14.7% | 55.3% | 1,503 | 56.82% | 0.4 |
|
| 768 |
768
Axxcess Wealth Management
Carlsbad,
California
| $6.28B | +$3.16B | +101% | 13.4% | 81.2% | 1,065 | 66.2% | 1 |
|
| 769 |
769
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $6.27B | -$454M | -7% | 17.1% | – | 1,098 | 36.79% | 0.6 |
|
| 770 |
770
Danica Pension Livsforsikrings
Copenhagen V,
| $6.26B | +$928M | +17% | 27% | – | 184 | 11.41% | 0.9 |
|
| 771 |
771
WIT LLC
District Of Columbia,
District of Columbia
| $6.26B | +$962M | +18% | 10.9% | 48% | 24 | 8.33% | 2.6 |
|
| 772 |
772
Alpha Wave Global
New York
| $6.24B | +$5.45B | +690% | 4.73% | 226% | 28 | 39.29% | 1.7 |
|
| 773 |
773
Diversified Trust
Memphis,
Tennessee
| $6.24B | +$848M | +16% | 14.8% | 81.5% | 1,214 | 21.75% | 3.1 |
|
| 774 |
774
Robeco Schweiz
Zurich,
Switzerland
| $6.23B | +$1.51B | +32% | 38.9% | 145% | 135 | 13.33% | 4.5 |
|
| 775 |
EQF
775
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $6.2B | +$1.83B | +42% | 116% | – | 60 | 61.67% | 0.4 |
|