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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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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 876 |
EW
876
Evoke Wealth
Los Angeles,
California
| $3.83B | +$240M | +7% | 1.54% | 65.2% | 471 | 12.31% |
|
| 877 |
LIM
877
Lingotto Investment Management
London,
United Kingdom
| $3.83B | +$101M | +3% | 8.97% | 388% | 60 | 36.67% |
|
| 878 |
AG
878
AlTi Global
New York
| $3.81B | -$329M | -8% | 0.78% | – | 433 | 15.7% |
|
| 879 |
BG
879
Bollard Group
Boston,
Massachusetts
| $3.81B | +$200M | +6% | 6.68% | 64.4% | 291 | 3.09% |
|
| 880 |
OIAM
880
OFI Invest Asset Management
Paris,
France
| $3.81B | -$427M | -10% | 5.62% | – | 409 | 21.27% |
|
| 881 |
ONB
881
Old National Bancorp
Evansville,
Indiana
| $3.81B | -$414M | -10% | 0.17% | 76.6% | 693 | 30.16% |
|
| 882 |
CG
882
Carlyle Group
Washington,
District of Columbia
| $3.8B | -$345M | -8% | 7.47% | 7.98% | 27 | 14.81% |
|
| 883 |
SEIA
883
Signature Estate & Investment Advisors
Los Angeles,
California
| $3.8B | -$193M | -5% | 3.15% | 73.1% | 586 | 14.51% |
|
| 884 |
BFM
884
Boothbay Fund Management
New York
| $3.8B | -$260M | -6% | 1.55% | 328% | 1,921 | 54.45% |
|
| 885 |
AOI
885
Auto-Owners Insurance
Lansing,
Michigan
| $3.78B | -$620M | -14% | 1.24% | 76.5% | 108 | 1.85% |
|
| 886 |
AWM
886
Axxcess Wealth Management
Carlsbad,
California
| $3.77B | -$396M | -10% | 1% | 73.6% | 952 | 21.95% |
|
| 887 |
WA
887
WestEnd Advisors
Charlotte,
North Carolina
| $3.77B | -$158M | -4% | 0.23% | 59.9% | 369 | 9.76% |
|
| 888 |
PSC
888
Portman Square Capital
London,
United Kingdom
| $3.76B | +$973M | +35% | 4.24% | 20% | 384 | 79.69% |
|
| 889 |
EOJOAM
889
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $3.76B | -$526M | -12% | 4.28% | 110% | 434 | 6.68% |
|
| 890 |
SGM
890
Skye Global Management
West Palm Beach,
Florida
| $3.76B | -$1.03B | -22% | 4.48% | 77.8% | 58 | 29.31% |
|
| 891 |
SCM
891
Steadfast Capital Management
New York
| $3.76B | -$1.16B | -23% | 5.1% | 173% | 75 | 48% |
|
| 892 |
A
892
Allianz
Munich,
Germany
| $3.75B | -$96M | -2% | 1.66% | – | 476 | 21.64% |
|
| 893 |
SIG
893
Stonegate Investment Group
Birmingham,
Alabama
| $3.74B | -$7.91M | -0.2% | 0.5% | 88.8% | 432 | 19.91% |
|
| 894 |
CAM
894
Camden Asset Management
Los Angeles,
California
| $3.74B | -$51.2M | -1% | 0.09% | 15.2% | 89 | 1.12% |
|
| 895 |
TFM
895
Trian Fund Management
New York
| $3.74B | -$145M | -4% | 0.7% | 106% | 10 | 0% |
|
| 896 |
WAP
896
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.73B | +$127M | +4% | 1.51% | 60.4% | 957 | 12.96% |
|
| 897 |
WCA
897
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $3.72B | +$742M | +25% | 4.31% | 192% | 237 | 66.24% |
|
| 898 |
RA
898
RFG Advisory
Birmingham,
Alabama
| $3.7B | +$166M | +5% | 1.16% | 52.3% | 913 | 23.66% |
|
| 899 |
SCM
899
Saba Capital Management
New York
| $3.7B | -$569M | -13% | 2.02% | 35% | 311 | 21.54% |
|
| 900 |
TI
900
Truepoint Inc
Cincinnati,
Ohio
| $3.69B | -$49.6M | -1% | 1.38% | 43.4% | 139 | 7.91% |
|