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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Members Trust
Tampa,
Florida
| $3.35B | +$5.52M | +0.2% | 4.13% | 23.5% | 127 | 11.81% |
|
| 827 |
SPC
827
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.34B | -$250M | -7% | 2.76% | 69.9% | 1,518 | 19.17% |
|
| 828 |
CC
828
Cannell & Co
New York
| $3.33B | -$195M | -6% | 0.18% | 51.6% | 308 | 15.58% |
|
| 829 |
B
829
Barings
Charlotte,
North Carolina
| $3.32B | -$556M | -14% | 2.21% | 51% | 410 | 35.85% |
|
| 830 |
S
830
SignatureFD
Atlanta,
Georgia
| $3.32B | +$68.4M | +2% | 4.13% | 73.6% | 3,436 | 14.12% |
|
| 831 |
CPO
831
Cerity Partners OCIO
New York
| $3.32B | -$104M | -3% | 5.09% | – | 458 | 16.81% |
|
| 832 |
LFG
832
Lazard Frères Gestion
Paris,
France
| $3.32B | -$381M | -10% | 2.84% | 67.1% | 71 | 9.86% |
|
| 833 |
THLTP
833
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $3.31B | -$199M | -6% | 10.5% | 37.2% | 3 | 0% |
|
| 834 |
KIM
834
Karpus Investment Management
Pittsford,
New York
| $3.29B | -$189M | -5% | 4.73% | 17.2% | 487 | 34.7% |
|
| 835 |
AC
835
Antara Capital
New York
| $3.29B | +$1.26B | +62% | 4.85% | 39.8% | 326 | 42.94% |
|
| 836 |
GCM
836
Gates Capital Management
New York
| $3.28B | -$333M | -9% | 9.36% | 27.7% | 37 | 37.84% |
|
| 837 |
VLKIM
837
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $3.28B | +$44.4M | +1% | 2.54% | 63.3% | 220 | 19.09% |
|
| 838 |
CIA
838
Capital Investment Advisors
Atlanta,
Georgia
| $3.27B | -$1.55M | -0% | 2.46% | 44.9% | 625 | 11.04% |
|
| 839 |
SCM
839
Suvretta Capital Management
New York
| $3.27B | -$1.89B | -37% | 5.34% | 296% | 111 | 36.04% |
|
| 840 |
IWC
840
Integrated Wealth Concepts
Waltham,
Massachusetts
| $3.27B | -$91.6M | -3% | 2.48% | 54.2% | 1,074 | 21.23% |
|
| 841 |
MC
841
Maplelane Capital
New York
| $3.27B | +$540M | +20% | 9.65% | 246% | 105 | 69.52% |
|
| 842 |
PIM
842
Platinum Investment Management
Sydney Australia 2000,
Australia
| $3.26B | -$335M | -9% | 4.4% | 135% | 154 | 18.83% |
|
| 843 |
RJT
843
Raymond James Trust
St. Petersburg,
Florida
| $3.25B | -$112M | -3% | 3.03% | 41.3% | 1,254 | 13.24% |
|
| 844 |
PC
844
Paulson & Co
New York
| $3.25B | +$4.78M | +0.1% | 6.65% | 233% | 39 | 23.08% |
|
| 845 |
AM
845
Atreides Management
Boston,
Massachusetts
| $3.25B | +$45.6M | +1% | 11% | 140% | 48 | 45.83% |
|
| 846 |
PPFA
846
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $3.24B | -$2.1B | -39% | 0.47% | 52.3% | 74 | 12.16% |
|
| 847 |
BIM
847
Bridges Investment Management
Omaha,
Nebraska
| $3.24B | -$182M | -5% | 3.22% | 69.9% | 229 | 6.11% |
|
| 848 |
SFFS
848
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $3.24B | -$419M | -11% | 10.7% | 64.3% | 247 | 25.1% |
|
| 849 |
GAM
849
Gotham Asset Management
New York
| $3.23B | +$130M | +4% | 3.36% | 81.7% | 1,287 | 26.03% |
|
| 850 |
SIG
850
Senator Investment Group
New York
| $3.23B | -$1.95B | -38% | 5.8% | 219% | 108 | 49.07% |
|