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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Lazard Frères Gestion
Paris,
France
| $4.04B | +$566M | +16% | 11.8% | 77.6% | 83 | 13.25% | 2.2 |
|
| 802 |
802
Whitebox Advisors
Minneapolis,
Minnesota
| $4.04B | +$379M | +10% | 0.64% | 24.2% | 384 | 22.92% | 1.4 |
|
| 803 |
803
Circle Wealth Management
Summit,
New Jersey
| $4.03B | +$98.2M | +2% | 3.07% | 71.8% | 199 | 9.05% | 3.3 |
|
| 804 |
804
Eisler Capital (US)
New York
| $4.03B | +$863M | +27% | 11.7% | – | 549 | 56.47% | 0.4 |
|
| 805 |
ORAM
805
One River Asset Management
Stamford,
Connecticut
| $4.03B | -$419M | -9% | 6.09% | 24% | 357 | 55.74% | 0.8 |
|
| 806 |
806
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $4.03B | +$446M | +12% | 7.19% | 48.1% | 64 | 6.25% | 3.3 |
|
| 807 |
807
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.03B | +$1.45B | +56% | 11.8% | 112% | 799 | 27.66% | 2 |
|
| 808 |
808
Vaughan David Investments
Peoria,
Illinois
| $4.02B | +$367M | +10% | 9.32% | 69.5% | 225 | 12% | 6.1 |
|
| 809 |
809
Central Trust Company
Jefferson City,
Missouri
| $4.02B | +$254M | +7% | 8.31% | 84% | 1,434 | 8.37% | 5.5 |
|
| 810 |
810
SpiderRock Advisors
Wilimington,
Delaware
| $4.02B | +$2.86B | +246% | 8.35% | – | 753 | 96.95% | 0.6 |
|
| 811 |
811
Equity Investment Corp
Atlanta,
Georgia
| $4B | +$438M | +12% | 6.37% | 43% | 66 | 13.64% | 3.3 |
|
| 812 |
812
Badgley Phelps Wealth Managers
Seattle,
Washington
| $4B | +$329M | +9% | 11% | 88.7% | 273 | 12.09% | 1.7 |
|
| 813 |
813
Kingsview Wealth Management
Grants Pass,
Oregon
| $3.99B | +$637M | +19% | 8.93% | 71.5% | 1,089 | 20.48% | 2.8 |
|
| 814 |
814
Barings
Charlotte,
North Carolina
| $3.99B | +$847M | +27% | 6.25% | 58.3% | 167 | 18.56% | 3.8 |
|
| 815 |
CSD
815
Clear Street Derivatives
New York
| $3.98B | – | – | 66% | – | 147 | – | 0 |
|
| 816 |
816
Miracle Mile Advisors
Los Angeles,
California
| $3.97B | +$323M | +9% | 6.58% | 56% | 528 | 11.55% | 2.7 |
|
| 817 |
817
Gulf International Bank (UK)
London,
United Kingdom
| $3.97B | +$414M | +12% | 13.6% | 135% | 669 | 1.94% | 7.7 |
|
| 818 |
818
Ethic Inc
New York
| $3.96B | +$577M | +17% | 12.6% | 130% | 1,152 | 15.28% | 2.1 |
|
| 819 |
EC
819
EcoR1 Capital
San Francisco,
California
| $3.95B | +$102M | +3% | 17.8% | 310% | 68 | 38.24% | 1.5 |
|
| 820 |
RSCM
820
Rock Springs Capital Management
Baltimore,
Maryland
| $3.94B | -$123M | -3% | 11.1% | 342% | 121 | 19.83% | 3.7 |
|
| 821 |
821
Coldstream Capital Management
Bellevue,
Washington
| $3.94B | +$364M | +10% | 9.3% | 71% | 1,036 | 12.84% | 2.6 |
|
| 822 |
822
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $3.94B | +$343M | +10% | 8.16% | 68.2% | 400 | 5.75% | 4.6 |
|
| 823 |
823
Advent Capital Management
New York
| $3.93B | -$425M | -10% | 0.6% | 2.9% | 198 | 24.75% | 1.3 |
|
| 824 |
824
Trillium Asset Management
Boston,
Massachusetts
| $3.93B | +$258M | +7% | 11.3% | 81.7% | 241 | 8.71% | 6 |
|
| 825 |
AG
825
Artal Group
Luxembourg
| $3.93B | +$917M | +30% | 49.4% | 181% | 131 | 41.98% | 1.8 |
|