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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
Barings
Charlotte,
North Carolina
| $4.01B | -$204M | -5% | 0.71% | 61.5% | 175 | 13.14% | 3.7 |
|
| 852 |
852
Howard Capital Management
Roswell,
Georgia
| $3.98B | -$2.46B | -38% | 6.22% | 144% | 420 | 12.86% | 0.8 |
|
| 853 |
853
Laurion Capital Management
New York
| $3.97B | -$1.5B | -27% | 2.51% | 180% | 409 | 63.81% | 1 |
|
| 854 |
854
Bridgeway Capital Management
Houston,
Texas
| $3.97B | -$499M | -11% | 7.16% | 144% | 1,278 | 15.02% | 4.1 |
|
| 855 |
855
Country Trust Bank
Bloomington,
Illinois
| $3.97B | -$31.9M | -0.8% | 2.62% | 85.8% | 448 | 35.71% | 4.4 |
|
| 856 |
856
Sagespring Wealth Partners
Franklin,
Tennessee
| $3.96B | +$175M | +5% | 1.74% | – | 697 | 20.23% | 0.2 |
|
| 857 |
857
Aristeia Capital
Greenwich,
Connecticut
| $3.96B | +$913M | +30% | 1.1% | 73.2% | 526 | 44.49% | 0.6 |
|
| 858 |
858
WhitTier Trust Company
Reno,
Nevada
| $3.96B | -$112M | -3% | 3.02% | 98.2% | 1,468 | 11.44% | 5.7 |
|
| 859 |
859
Garda Capital Partners
Wayzata,
Minnesota
| $3.94B | +$2.55B | +184% | 13.6% | 9.15% | 663 | 73% | 0.3 |
|
| 860 |
860
First Citizens Bank & Trust
Raleigh,
North Carolina
| $3.94B | -$1.51B | -28% | 1.12% | 69% | 544 | 20.22% | 3.7 |
|
| 861 |
861
W.H. Reaves & Co
Jersey City,
New Jersey
| $3.93B | +$136M | +4% | 2% | 111% | 79 | 7.59% | 4.9 |
|
| 862 |
862
Martingale Asset Management
Boston,
Massachusetts
| $3.93B | -$181M | -4% | 3.25% | 88.6% | 842 | 19.24% | 3.2 |
|
| 863 |
863
Aquatic Capital Management
Chicago,
Illinois
| $3.93B | +$235M | +6% | 4.22% | 51.9% | 1,699 | 52.38% | 0.4 |
|
| 864 |
864
Farther Finance Advisors
San Francisco,
California
| $3.92B | +$1.16B | +42% | 1.12% | 81.5% | 4,492 | 15.36% | 1.5 |
|
| 865 |
865
Perigon Wealth Management
San Francisco,
California
| $3.9B | -$176M | -4% | 2.82% | 104% | 1,114 | 12.84% | 2.8 |
|
| 866 |
866
Summit Partners Public Asset Management
Boston,
Massachusetts
| $3.89B | -$1.35B | -26% | 2.36% | 1,167% | 212 | 63.21% | 0.4 |
|
| 867 |
867
Aspex Management (HK)
Central,
Hong Kong
| $3.89B | +$189M | +5% | 4.58% | 209% | 38 | 36.84% | 1.6 |
|
| 868 |
868
Empirical Wealth Management
Seattle,
Washington
| $3.89B | +$202M | +5% | 0.53% | 87.1% | 724 | 25.28% | 3.5 |
|
| 869 |
869
Bain Capital Investors
Boston,
Massachusetts
| $3.88B | +$387M | +11% | 11.4% | 91.1% | 6 | 16.67% | 2.8 |
|
| 870 |
870
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $3.88B | +$980M | +34% | 0.9% | 74.8% | 681 | 24.96% | 2.4 |
|
| 871 |
871
Bailard
Foster City,
California
| $3.87B | -$38.2M | -1% | 1.32% | 105% | 858 | 29.84% | 3.4 |
|
| 872 |
872
Facet Wealth Inc
Baltimore,
Maryland
| $3.86B | +$91.9M | +2% | 0.53% | 48.1% | 149 | 12.08% | 2.2 |
|
| 873 |
873
World Investment Advisors
Santa Barbara,
California
| $3.85B | +$198M | +5% | 1.16% | 65.4% | 1,123 | 16.92% | 1.1 |
|
| 874 |
874
ClearBridge Investments (Australia)
Sydney,
Australia
| $3.85B | +$37.9M | +1% | 5.64% | 27.2% | 29 | 20.69% | 3.6 |
|
| 875 |
875
Orgel Wealth Management
Altoona,
Wisconsin
| $3.85B | +$19M | +0.5% | 0.7% | 39.6% | 89 | 12.36% | 3.9 |
|