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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 776 |
EI
776
Ethic Inc
New York
| $4.26B | +$306M | +8% | 4.44% | 130% | 1,191 | 14.44% |
|
| 777 |
RJT
777
Raymond James Trust
St. Petersburg,
Florida
| $4.26B | +$135M | +3% | 2.22% | 41.3% | 1,312 | 9.15% |
|
| 778 |
DACG
778
Donor Advised Charitable Giving
San Francisco,
California
| $4.26B | +$1.04B | +32% | 36.2% | 365% | 40 | 25% |
|
| 779 |
DWM
779
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.26B | +$227M | +6% | 5.75% | 112% | 770 | 12.47% |
|
| 780 |
CHP
780
Castle Hook Partners
New York
| $4.25B | +$686M | +19% | 16.1% | 1,120% | 78 | 65.38% |
|
| 781 |
ONB
781
Old National Bancorp
Evansville,
Indiana
| $4.25B | +$32.8M | +0.8% | 4.12% | 76.6% | 704 | 22.16% |
|
| 782 |
BTCPP
782
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| $4.24B | -$242M | -5% | 6.36% | 109% | 83 | 7.23% |
|
| 783 |
KWM
783
Kingsview Wealth Management
Grants Pass,
Oregon
| $4.23B | +$247M | +6% | 2.17% | 71.5% | 1,135 | 19.91% |
|
| 784 |
NSLI
784
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.23B | -$22.9M | -0.5% | 1.07% | 41% | 110 | 10.91% |
|
| 785 |
BFM
785
Boothbay Fund Management
New York
| $4.22B | -$970M | -19% | 0.22% | 328% | 1,976 | 48.08% |
|
| 786 |
AI
786
Advent International
Boston,
Massachusetts
| $4.18B | -$1.51B | -27% | 10.1% | 15.9% | 25 | 32% |
|
| 787 |
MMA
787
Mizuho Markets Americas
New York
| $4.17B | +$118M | +3% | 0.2% | 121% | 242 | 41.32% |
|
| 788 |
CRC
788
Curi RMB Capital
Chicago,
Illinois
| $4.17B | -$194M | -4% | 0.53% | 81.4% | 577 | 11.79% |
|
| 789 |
VF
789
Vest Financial
Mclean,
Virginia
| $4.17B | +$402M | +11% | 3.86% | 61.9% | 264 | 4.92% |
|
| 790 |
ACM
790
Advent Capital Management
New York
| $4.17B | +$231M | +6% | 0.11% | 2.9% | 233 | 28.33% |
|
| 791 |
PA
791
Perceptive Advisors
New York
| $4.15B | -$1.56B | -27% | 10.2% | 1,707% | 133 | 33.08% |
|
| 792 |
FIA
792
Foundations Investment Advisors
Phoenix,
Arizona
| $4.12B | +$301M | +8% | 2.62% | 80.9% | 813 | 21.16% |
|
| 793 |
B
793
Barings
Charlotte,
North Carolina
| $4.11B | +$129M | +3% | 1.76% | 58.3% | 175 | 21.71% |
|
| 794 |
BPCE
794
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $4.11B | +$263M | +7% | 6.9% | 99.4% | 180 | 21.11% |
|
| 795 |
DILIC
795
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $4.11B | -$324M | -7% | 5.1% | 128% | 485 | 11.13% |
|
| 796 |
CCM
796
Coldstream Capital Management
Bellevue,
Washington
| $4.1B | +$166M | +4% | 2.56% | 71% | 1,053 | 11.68% |
|
| 797 |
MMA
797
Miracle Mile Advisors
Los Angeles,
California
| $4.1B | +$126M | +3% | 1.84% | 56% | 541 | 12.94% |
|
| 798 |
TFM
798
Trian Fund Management
New York
| $4.1B | -$3.92B | -49% | 3.98% | 106% | 13 | 38.46% |
|
| 799 |
B
799
Bpifrance
Maisons Alfort, Cedex,
France
| $4.09B | -$1.8B | -31% | 28.6% | 53.2% | 5 | 0% |
|
| 800 |
CTC
800
Central Trust Company
Jefferson City,
Missouri
| $4.08B | +$65.8M | +2% | 4% | 84% | 1,472 | 11.07% |
|