We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
LGP
776
Leonard Green & Partners
Los Angeles,
California
| $4.57B | -$137M | -3% | 11.1% | 53.9% | 12 | 0% | 3.4 |
|
| 777 |
HA
777
HHLR Advisors
Grand Cayman,
Cayman Islands
| $4.56B | +$501M | +12% | 32.7% | 137% | 82 | 46.34% | 2.3 |
|
| 778 |
778
First Citizens Bank & Trust
Raleigh,
North Carolina
| $4.55B | -$751M | -14% | 7.5% | 69% | 482 | 12.86% | 3.7 |
|
| 779 |
779
Kennedy Capital Management
St Louis,
Missouri
| $4.53B | -$150M | -3% | 11% | 140% | 765 | 19.48% | 2.8 |
|
| 780 |
780
Circle Wealth Management
Summit,
New Jersey
| $4.52B | +$182M | +4% | 7.36% | 71.8% | 228 | 12.28% | 3.1 |
|
| 781 |
781
Junto Capital Management
New York
| $4.51B | -$372M | -8% | 8.98% | 122% | 114 | 69.3% | 0.4 |
|
| 782 |
SCM
782
Steadfast Capital Management
New York
| $4.5B | -$253M | -5% | 12.5% | 173% | 69 | 42.03% | 0.9 |
|
| 783 |
783
Valley Forge Capital Management
Miami,
Florida
| $4.5B | +$632M | +16% | 17.3% | 49% | 8 | 0% | 6.1 |
|
| 784 |
784
Sit Investment Associates
Minneapolis,
Minnesota
| $4.48B | +$135M | +3% | 5.35% | 49.6% | 573 | 12.74% | 4.8 |
|
| 785 |
785
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $4.48B | +$785M | +21% | 7.11% | 241% | 680 | 6.03% | 0.9 |
|
| 786 |
786
Merit Financial Group
Alpharetta,
Georgia
| $4.47B | -$63M | -1% | 6.12% | 67.3% | 981 | 22.63% | 2.2 |
|
| 787 |
787
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $4.45B | +$1.24B | +38% | 13.3% | 55.6% | 198 | 23.74% | 3.7 |
|
| 788 |
IP
788
Interval Partners
New York
| $4.45B | -$136M | -3% | 9.24% | 106% | 477 | 56.18% | 0.6 |
|
| 789 |
789
Catalyst Capital Advisors
Huntington,
New York
| $4.44B | +$107M | +2% | 7.11% | 62.7% | 559 | 31.13% | 2.1 |
|
| 790 |
LT
790
Lindsell Train
London,
United Kingdom
| $4.43B | +$96.7M | +2% | 11.8% | 39.9% | 29 | 0% | 5.6 |
|
| 791 |
791
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.43B | +$170M | +4% | 4.82% | 112% | 779 | 12.97% | 2.3 |
|
| 792 |
792
Quadrature Capital
London,
United Kingdom
| $4.41B | -$1.55B | -26% | 9.15% | 212% | 1,486 | 64.54% | 0.4 |
|
| 793 |
793
Curi RMB Capital
Chicago,
Illinois
| $4.4B | +$233M | +6% | 7.7% | 81.4% | 563 | 11.01% | 4.3 |
|
| 794 |
794
Boothbay Fund Management
New York
| $4.4B | +$174M | +4% | 9.86% | 328% | 2,057 | 52.99% | 0.8 |
|
| 795 |
795
Ancora Advisors
Cleveland,
Ohio
| $4.39B | +$356M | +9% | 9.43% | 74.2% | 2,036 | 15.82% | 3.5 |
|
| 796 |
796
Marex Group
London,
| $4.38B | +$659M | +18% | 5.55% | 254% | 803 | 43.96% | 0.5 |
|
| 797 |
797
ValueAct Holdings
San Francisco,
California
| $4.37B | +$818M | +23% | 8.95% | 78.7% | 16 | 68.75% | 0.7 |
|
| 798 |
798
SONA Asset Management (US)
New York
| $4.37B | +$1.17B | +36% | 3.42% | 41% | 111 | 41.44% | 0.3 |
|
| 799 |
799
Martingale Asset Management
Boston,
Massachusetts
| $4.36B | -$266M | -6% | 9.69% | 88.6% | 863 | 18.66% | 3.1 |
|
| 800 |
800
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $4.35B | +$345M | +9% | 6.09% | 68.2% | 444 | 14.64% | 4.5 |
|