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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
776
RFG Advisory
Birmingham,
Alabama
| $5.44B | +$131M | +2% | 0.88% | 52.3% | 1,131 | 21.75% | 2.8 |
|
| 777 |
777
Wedge Capital Management
Charlotte,
North Carolina
| $5.42B | -$150M | -3% | 4.31% | 150% | 562 | 15.3% | 3.8 |
|
| 778 |
778
Diversified Trust
Memphis,
Tennessee
| $5.39B | -$41.7M | -0.8% | 0.58% | 81.5% | 1,160 | 20.09% | 3.1 |
|
| 779 |
779
Exor N.V.
Amsterdam,
Netherlands
| $5.38B | -$194M | -3% | 2.67% | 8.34% | 3 | 0% | 2.2 |
|
| 780 |
LP
780
Linonia Partnership
New York
| $5.38B | +$964M | +22% | 6.85% | – | 15 | 26.67% | 1.5 |
|
| 781 |
781
Catalyst Capital Advisors
Huntington,
New York
| $5.37B | +$501M | +10% | 2.66% | 62.7% | 424 | 23.82% | 3.6 |
|
| 782 |
782
Kohlberg Kravis Roberts & Co
New York
| $5.35B | -$908M | -15% | 4.62% | 314% | 93 | 4.3% | 1.3 |
|
| 783 |
783
Annex Advisory Services
Brookfield,
Wisconsin
| $5.34B | +$101M | +2% | 0.14% | 77.9% | 395 | 14.68% | 3.3 |
|
| 784 |
784
Danica Pension Livsforsikrings
Copenhagen V,
| $5.33B | -$1.6B | -23% | 7.09% | – | 165 | 53.33% | 0.8 |
|
| 785 |
785
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $5.31B | -$1.89B | -26% | 4.86% | 90.1% | 211 | 28.44% | 1.2 |
|
| 786 |
786
WIT LLC
District Of Columbia,
District of Columbia
| $5.3B | +$310M | +6% | 1.28% | 48% | 22 | 9.09% | 2.5 |
|
| 787 |
787
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $5.29B | +$68.2M | +1% | 4.5% | 58% | 210 | 25.24% | 2.4 |
|
| 788 |
788
Sterling Capital Management
Charlotte,
North Carolina
| $5.28B | -$875M | -14% | 0.43% | – | 3,282 | 3.35% | 2.9 |
|
| 789 |
789
Y-Intercept (HK)
Hong Kong
| $5.27B | +$804M | +18% | 2.76% | 34.4% | 2,150 | 61.49% | 0.4 |
|
| 790 |
790
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $5.27B | -$28.2M | -0.5% | 1.59% | 68.2% | 415 | 6.27% | 5.9 |
|
| 791 |
791
Country Trust Bank
Bloomington,
Illinois
| $5.26B | -$264M | -5% | 1.46% | 76.2% | 647 | 17.47% | 3.4 |
|
| 792 |
792
South Dakota Investment Council
Sioux Falls,
South Dakota
| $5.24B | -$8.97M | -0.2% | 1.13% | 76.5% | 633 | 6% | 5.4 |
|
| 793 |
793
DF Dent & Co
Baltimore,
Maryland
| $5.22B | -$1.73B | -25% | 8.49% | 47.1% | 282 | 13.83% | 6.2 |
|
| 794 |
794
Kayne Anderson Capital Advisors
Los Angeles,
California
| $5.22B | +$813M | +18% | 21.2% | 83% | 55 | 32.73% | 4.8 |
|
| 795 |
795
Atlantic Union Bankshares
Glen Allen,
Virginia
| $5.21B | -$127M | -2% | 1.77% | 78.9% | 1,856 | 14.92% | 1.5 |
|
| 796 |
796
Maven Securities
St Helier,
Jersey
| $5.2B | +$671M | +15% | 1.4% | 135% | 585 | 57.09% | 1 |
|
| 797 |
797
Antipodes Partners
Royal Exchange,
Australia
| $5.19B | +$431M | +9% | 4.52% | 96.4% | 153 | 32.68% | 1.1 |
|
| 798 |
798
Merewether Investment Management
Dallas,
Texas
| $5.16B | +$817M | +19% | 32.1% | 262% | 100 | 44% | 0.7 |
|
| 799 |
799
Aequim Alternative Investments
Mill Valley,
California
| $5.16B | +$98.6M | +2% | 0.59% | 32.3% | 109 | 22.94% | 1 |
|
| 800 |
800
Snyder Capital Management
San Francisco,
California
| $5.16B | -$209M | -4% | 4.7% | 82.7% | 71 | 5.63% | 7.5 |
|