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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Advent Capital Management
New York
| $4.7B | +$138M | +3% | 0.82% | 2.9% | 251 | 24.7% | 1 |
|
| 802 |
802
Uber
San Francisco,
California
| $4.69B | -$110M | -2% | 3.16% | – | 5 | 20% | 0.4 |
|
| 803 |
803
Mizuho Securities USA
New York
| $4.68B | +$49M | +1% | 11.9% | 99% | 756 | 18.65% | 0.8 |
|
| 804 |
804
Sit Investment Associates
Minneapolis,
Minnesota
| $4.68B | +$420M | +10% | 8.42% | 49.6% | 546 | 8.61% | 5.3 |
|
| 805 |
805
Mission Wealth Management
Santa Barbara,
California
| $4.68B | +$602M | +15% | 12.3% | 80% | 719 | 10.15% | 3.9 |
|
| 806 |
806
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $4.68B | +$485M | +12% | 14.2% | 99.4% | 202 | 10.4% | 3.6 |
|
| 807 |
MP
807
MFN Partners
Boston,
Massachusetts
| $4.67B | +$419M | +10% | 25.1% | 172% | 10 | 10% | 2.9 |
|
| 808 |
808
Exor N.V.
Amsterdam,
Netherlands
| $4.67B | +$13.7M | +0.3% | 0.58% | 8.34% | 2 | 0% | 2.3 |
|
| 809 |
809
Ceredex Value Advisors
Orlando,
Florida
| $4.66B | +$83.8M | +2% | 7.42% | 82.3% | 196 | 32.14% | 1.3 |
|
| 810 |
810
Sagespring Wealth Partners
Franklin,
Tennessee
| $4.64B | +$679M | +17% | 10.9% | – | 740 | 16.62% | 0.4 |
|
| 811 |
811
Todd Asset Management
Louisville,
Kentucky
| $4.64B | +$389M | +9% | 11% | 120% | 176 | 8.52% | 5.4 |
|
| 812 |
812
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $4.64B | +$465M | +11% | 9.27% | 68.2% | 413 | 9.93% | 5.3 |
|
| 813 |
813
Circle Wealth Management
Summit,
New Jersey
| $4.62B | +$265M | +6% | 5.9% | 71.8% | 236 | 13.98% | 3.5 |
|
| 814 |
814
Choate Investment Advisors
Boston,
Massachusetts
| $4.61B | +$588M | +15% | 8.88% | 70% | 489 | 21.68% | 4.2 |
|
| 815 |
815
Aspex Management (HK)
Central,
Hong Kong
| $4.6B | +$712M | +18% | 14.1% | 209% | 33 | 24.24% | 1.9 |
|
| 816 |
816
AIA Group
Hong Kong
| $4.6B | +$527M | +13% | 11.8% | 82.6% | 349 | 15.19% | 1.9 |
|
| 817 |
ZP
817
Zimmer Partners
New York
| $4.6B | -$705M | -13% | 1.89% | 67.7% | 224 | 52.23% | 0.7 |
|
| 818 |
818
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $4.58B | +$4.35B | +1,869% | 9.25% | – | 855 | 84.09% | 0 |
|
| 819 |
819
Equity Investment Corp
Atlanta,
Georgia
| $4.57B | +$94.7M | +2% | 0.94% | 43% | 71 | 19.72% | 4 |
|
| 820 |
820
Maryland State Retirement & Pension System
Baltimore,
Maryland
| $4.57B | +$363M | +9% | 10.2% | 115% | 1,513 | 5.82% | 2.6 |
|
| 821 |
821
ClearBridge Investments (Australia)
Sydney,
Australia
| $4.56B | +$710M | +18% | 4.21% | 27.2% | 27 | 14.81% | 3.8 |
|
| 822 |
822
Cambridge Associates
Boston,
Massachusetts
| $4.54B | +$1.06B | +30% | 7.84% | 50.1% | 48 | 8.33% | 4.9 |
|
| 823 |
823
Bellevue Group
Kuesnacht,
Switzerland
| $4.54B | +$74.3M | +2% | 6.86% | 159% | 155 | 12.9% | 4.1 |
|
| 824 |
824
Ritholtz Wealth Management
New York
| $4.53B | +$1.18B | +35% | 10.3% | 93% | 1,049 | 18.21% | 2.4 |
|
| 825 |
825
Valley Forge Capital Management
Miami,
Florida
| $4.53B | +$138M | +3% | 4.01% | 49% | 9 | 0% | 5.8 |
|