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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
100
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 876 |
FHB
876
First Hawaiian Bank
Honolulu,
Hawaii
| $2.94B | -$122M | -4% | 2.74% | 67.1% | 895 | 8.49% |
|
| 877 |
BPWM
877
Badgley Phelps Wealth Managers
Seattle,
Washington
| $2.94B | -$91.3M | -3% | 2.93% | 88.7% | 241 | 8.3% |
|
| 878 |
AWM
878
Axxcess Wealth Management
Carlsbad,
California
| $2.93B | +$1.55B | +112% | 2.99% | 73.6% | 857 | 38.16% |
|
| 879 |
B
879
Barings
Charlotte,
North Carolina
| $2.93B | -$27.3M | -0.9% | 1.37% | 58.3% | 182 | 26.92% |
|
| 880 |
VFCM
880
Valley Forge Capital Management
Miami,
Florida
| $2.93B | -$18.4M | -0.6% | 0.05% | 49% | 8 | 0% |
|
| 881 |
DCM
881
Dorsal Capital Management
Redwood City,
California
| $2.93B | +$26.7M | +0.9% | 3.25% | 99.6% | 28 | 32.14% |
|
| 882 |
CRC
882
Curi RMB Capital
Chicago,
Illinois
| $2.92B | -$121M | -4% | 2.51% | 81.4% | 521 | 7.68% |
|
| 883 |
CC
883
Cannell & Co
New York
| $2.92B | -$88M | -3% | 0.56% | 51.6% | 279 | 13.26% |
|
| 884 |
SP
884
Summit Partners
Boston,
Massachusetts
| $2.92B | +$1.54B | +111% | 1.52% | 13.7% | 11 | 9.09% |
|
| 885 |
ROIC
885
Route One Investment Company
San Francisco,
California
| $2.91B | +$80.5M | +3% | 5.55% | 80.9% | 16 | 12.5% |
|
| 886 |
DSC
886
Donald Smith & Co
New York
| $2.91B | +$2.34M | +0.1% | 2.71% | 152% | 65 | 9.23% |
|
| 887 |
HCM
887
Hamlin Capital Management
New York
| $2.91B | -$78.1M | -3% | 2.34% | 71.6% | 26 | 0% |
|
| 888 |
PP
888
Paloma Partners
Greenwich,
Connecticut
| $2.89B | +$100M | +4% | 2.26% | 314% | 971 | 54.17% |
|
| 889 |
WSTAM
889
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $2.89B | -$138M | -5% | 3.15% | 25.2% | 536 | 12.13% |
|
| 890 |
KRS
890
Kentucky Retirement Systems
Frankfort,
Kentucky
| $2.88B | -$110M | -4% | 2.81% | 137% | 506 | 1.38% |
|
| 891 |
BPCE
891
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $2.87B | -$74.5M | -3% | 2.37% | 99.4% | 279 | 8.24% |
|
| 892 |
MMA
892
Mizuho Markets Americas
New York
| $2.86B | +$1.33B | +87% | 2.95% | 121% | 175 | 81.14% |
|
| 893 |
ANTB
893
AMG National Trust Bank
Greenwood Village,
Colorado
| $2.86B | -$135M | -5% | 4.12% | 61.4% | 457 | 12.04% |
|
| 894 |
JGC
894
J. Goldman & Co
New York
| $2.85B | +$102M | +4% | 1.98% | 106% | 535 | 66.73% |
|
| 895 |
EI
895
Ethic Inc
New York
| $2.85B | +$153M | +6% | 2.46% | 130% | 1,081 | 16.93% |
|
| 896 |
KKRC
896
Kohlberg Kravis Roberts & Co
New York
| $2.85B | -$380M | -12% | 17.6% | 314% | 79 | 7.59% |
|
| 897 |
SCM
897
Segantii Capital Management
Hong Kong
| $2.85B | +$927M | +48% | 6.48% | 33.1% | 240 | 51.25% |
|
| 898 |
AG
898
Atairos Group
Bryn Mawr,
Pennsylvania
| $2.84B | -$96.6M | -3% | 12.1% | 27.9% | 4 | 0% |
|
| 899 |
EW
899
Evoke Wealth
Los Angeles,
California
| $2.84B | -$36.7M | -1% | 4.23% | 65.2% | 406 | 18.72% |
|
| 900 |
BFG
900
Bleakley Financial Group
Fairfield,
New Jersey
| $2.84B | -$368M | -11% | 2.74% | 93.8% | 970 | 13.4% |
|