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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
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $5.11B | +$1.04B | +25% | 14.6% | – | 284 | 12.68% | 2.5 |
|
| 802 |
802
Sagespring Wealth Partners
Franklin,
Tennessee
| $5.11B | +$467M | +10% | 6.91% | – | 768 | 12.63% | 0.6 |
|
| 803 |
803
CastleKnight Management
New York
| $5.08B | +$1.54B | +43% | 56.7% | 259% | 504 | 26.39% | 1.2 |
|
| 804 |
804
Modern Wealth Management
Lenexa,
Kansas
| $5.05B | +$992M | +24% | 6.52% | – | 851 | 14.34% | 0.9 |
|
| 805 |
805
Cincinnati Financial Corp
Fairfield,
Ohio
| $5.05B | +$333M | +7% | 7.87% | 74.2% | 55 | 3.64% | 8.8 |
|
| 806 |
806
Mission Wealth Management
Santa Barbara,
California
| $5.04B | +$360M | +8% | 8.75% | 92.1% | 743 | 16.55% | 4 |
|
| 807 |
807
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $5.04B | +$400M | +9% | 6.91% | 68.2% | 415 | 7.47% | 5.4 |
|
| 808 |
808
Donald Smith & Co
New York
| $5.01B | +$766M | +18% | 21.6% | 152% | 63 | 7.94% | 4.2 |
|
| 809 |
809
Old Mission Capital
Chicago,
Illinois
| $5.01B | -$986M | -16% | 7.37% | 55.3% | 1,477 | 59.92% | 0.4 |
|
| 810 |
810
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $5.01B | +$333M | +7% | 8.74% | 99.4% | 211 | 12.32% | 3.7 |
|
| 811 |
811
Diversified Trust
Memphis,
Tennessee
| $5.01B | +$500M | +11% | 7.14% | 81.5% | 1,073 | 19.66% | 3.1 |
|
| 812 |
812
Ancora Advisors
Cleveland,
Ohio
| $5.01B | +$185M | +4% | 7.38% | 74.2% | 2,191 | 12.69% | 3.6 |
|
| 813 |
813
Empirical Wealth Management
Seattle,
Washington
| $5B | +$569M | +13% | 7.69% | 78.8% | 844 | 24.41% | 3.2 |
|
| 814 |
814
Skye Global Management
West Palm Beach,
Florida
| $5B | -$748M | -13% | 2.85% | 77.8% | 83 | 43.37% | 1.1 |
|
| 815 |
815
Fenimore Asset Management
Cobleskill,
New York
| $4.99B | -$22.9M | -0.5% | 1.6% | 54.8% | 94 | 7.45% | 6.6 |
|
| 816 |
816
Great Valley Advisor Group
Wilmington,
Delaware
| $4.99B | +$472M | +10% | 7.77% | 73.9% | 960 | 10.94% | 3 |
|
| 817 |
817
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.98B | +$171M | +4% | 7.54% | 58% | 204 | 21.08% | 2.4 |
|
| 818 |
818
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $4.98B | +$13.2M | +0.3% | 5.67% | 78.1% | 533 | 13.32% | 5.7 |
|
| 819 |
819
Advent International
Boston,
Massachusetts
| $4.97B | +$1.88B | +61% | 8.06% | 15.9% | 26 | 23.08% | 2.5 |
|
| 820 |
820
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.96B | +$213M | +4% | 10.4% | 112% | 810 | 26.17% | 3.1 |
|
| 821 |
821
Catalyst Capital Advisors
Huntington,
New York
| $4.96B | +$6.52M | +0.1% | 6.08% | 62.7% | 486 | 16.05% | 2.9 |
|
| 822 |
DACG
822
Donor Advised Charitable Giving
San Francisco,
California
| $4.96B | +$79.1M | +2% | 17.9% | 365% | 41 | 7.32% | 2.9 |
|
| 823 |
MP
823
MFN Partners
Boston,
Massachusetts
| $4.95B | +$279M | +6% | 14.2% | 172% | 9 | 0% | 3.1 |
|
| 824 |
824
Todd Asset Management
Louisville,
Kentucky
| $4.94B | +$305M | +7% | 9.88% | 120% | 180 | 7.78% | 5.4 |
|
| 825 |
EW
825
Evoke Wealth
Los Angeles,
California
| $4.94B | +$569M | +13% | 8.93% | 65.2% | 689 | 18.58% | 0.9 |
|