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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.49B | +$162M | +5% | 8.49% | 95% | 339 | 12.09% | 3.3 |
|
| 902 |
902
WhitTier Trust Company
Reno,
Nevada
| $3.49B | +$363M | +12% | 11.6% | 96.9% | 1,255 | 7.09% | 5.9 |
|
| 903 |
NEI
903
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.47B | +$218M | +7% | 8.86% | 78.1% | 512 | 32.62% | 3.1 |
|
| 904 |
904
Cevian Capital II
St. Helier,
Jersey
| $3.47B | -$530M | -13% | 11.5% | 105% | 3 | 0% | 2.3 |
|
| 905 |
905
Karpus Investment Management
Pittsford,
New York
| $3.47B | +$180M | +5% | 3.47% | 24.7% | 269 | 15.61% | 2.2 |
|
| 906 |
PWLP
906
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $3.46B | +$551M | +19% | 13.4% | 60% | 279 | 11.83% | 6.6 |
|
| 907 |
907
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $3.46B | +$1.37B | +66% | 7.21% | 63.9% | 646 | 43.19% | 0.9 |
|
| 908 |
908
Bleakley Financial Group
Fairfield,
New Jersey
| $3.45B | +$308M | +10% | 9.25% | 93.8% | 1,038 | 12.62% | 1 |
|
| 909 |
ACM
909
Argent Capital Management
St Louis,
Missouri
| $3.43B | +$368M | +12% | 12.5% | 123% | 162 | 13.58% | 4.1 |
|
| 910 |
910
AMG National Trust Bank
Greenwood Village,
Colorado
| $3.42B | +$237M | +7% | 7.79% | 61.4% | 446 | 9.42% | 4.1 |
|
| 911 |
SAM
911
Securian Asset Management
St Paul,
Minnesota
| $3.41B | -$118M | -3% | 12% | 104% | 935 | 2.03% | 8 |
|
| 912 |
AG
912
Atairos Group
Bryn Mawr,
Pennsylvania
| $3.41B | +$195M | +6% | 6.71% | 27.9% | 4 | 0% | 3.3 |
|
| 913 |
913
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $3.4B | +$254M | +8% | 10.5% | 95.1% | 123 | 55.28% | 0.9 |
|
| 914 |
914
Hamlin Capital Management
New York
| $3.39B | +$209M | +7% | 8.24% | 67.9% | 28 | 14.29% | 3.7 |
|
| 915 |
915
Rubric Capital Management (New York)
New York
| $3.38B | -$1.44B | -30% | 14.8% | 251% | 72 | 25% | 1.4 |
|
| 916 |
EW
916
Evoke Wealth
Los Angeles,
California
| $3.38B | +$3.31B | +5,372% | 5.85% | 65.2% | 405 | 78.02% | 0.6 |
|
| 917 |
917
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $3.36B | -$733M | -18% | 9.49% | 241% | 687 | 11.21% | 0.5 |
|
| 918 |
918
Prospera Financial Services
Dallas,
Texas
| $3.36B | +$337M | +11% | 9.55% | 97.4% | 1,152 | 14.06% | 2.7 |
|
| 919 |
919
Members Trust
Tampa,
Florida
| $3.35B | -$146M | -4% | 3.37% | 31.5% | 126 | 15.87% | 2.2 |
|
| 920 |
920
Balentine LLC
Atlanta,
Georgia
| $3.35B | +$216M | +7% | 8.54% | 59.8% | 651 | 20.89% | 2.1 |
|
| 921 |
921
Oversea-Chinese Banking Corp (OCBC)
Singapore
| $3.35B | +$503M | +18% | 13.3% | 143% | 413 | 39.23% | 0.7 |
|
| 922 |
922
Kentucky Retirement Systems
Frankfort,
Kentucky
| $3.35B | +$144M | +4% | 13.5% | 137% | 505 | 0.79% | 8.6 |
|
| 923 |
923
Norinchukin Bank
Tokyo,
Japan
| $3.34B | -$926M | -22% | 10.8% | 93.3% | 559 | 2.33% | 7.9 |
|
| 924 |
924
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $3.34B | -$1.69B | -34% | 12.5% | 192% | 221 | 64.71% | 1.1 |
|
| 925 |
925
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $3.34B | -$348M | -9% | 16% | 210% | 511 | 40.9% | 1.5 |
|