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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 901 |
EOJOAM
901
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $4.03B | +$264M | +7% | 16.5% | 110% | 423 | 7.33% |
|
| 902 |
TI
902
Truepoint Inc
Cincinnati,
Ohio
| $4.02B | +$330M | +9% | 7.71% | 34.9% | 143 | 9.09% |
|
| 903 |
MA
903
Mutual Advisors
Omaha,
Nebraska
| $4B | +$510M | +15% | 7.97% | 54% | 1,206 | 13.35% |
|
| 904 |
O
904
OrbiMed
New York
| $4B | -$191M | -5% | 7.88% | 335% | 128 | 34.38% |
|
| 905 |
JRP
905
Jasper Ridge Partners
Menlo Park,
California
| $4B | +$884M | +28% | 12.2% | 61.5% | 150 | 2.67% |
|
| 906 |
CCWM
906
Cassaday & Co Wealth Management
Mclean,
Virginia
| $4B | +$440M | +12% | 11.3% | 62% | 343 | 10.79% |
|
| 907 |
AG
907
AlTi Global
New York
| $3.99B | +$171M | +4% | 8.05% | – | 445 | 19.78% |
|
| 908 |
SIG
908
Stonegate Investment Group
Birmingham,
Alabama
| $3.98B | +$240M | +6% | 8.26% | 88.8% | 463 | 13.39% |
|
| 909 |
SCA
909
Southpoint Capital Advisors
New York
| $3.97B | -$216M | -5% | 14.1% | 102% | 49 | 38.78% |
|
| 910 |
FNF
910
Fidelity National Financial
Jacksonville,
Florida
| $3.97B | -$514M | -11% | 10.8% | 27.4% | 14 | 7.14% |
|
| 911 |
BHC
911
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.96B | +$368M | +10% | 14.7% | 120% | 155 | 11.61% |
|
| 912 |
NL
912
NEPC LLC
Boston,
Massachusetts
| $3.95B | +$339M | +9% | 4.04% | 19.2% | 50 | 6% |
|
| 913 |
SPPAM
913
Summit Partners Public Asset Management
Boston,
Massachusetts
| $3.95B | +$59.3M | +2% | 35.9% | 703% | 206 | 66.02% |
|
| 914 |
HI
914
Harbour Investments
Madison,
Wisconsin
| $3.95B | +$450M | +13% | 8.51% | 49.9% | 3,759 | 9.47% |
|
| 915 |
CAU
915
Caxton Associates (UK)
London,
| $3.94B | +$1.07B | +37% | 18.2% | – | 972 | 54.73% |
|
| 916 |
BFG
916
Bleakley Financial Group
Fairfield,
New Jersey
| $3.94B | +$822M | +26% | 10.8% | 77.5% | 591 | 18.1% |
|
| 917 |
OCM
917
Oribel Capital Management
New York
| $3.92B | +$1.47B | +60% | 23.3% | 266% | 169 | 80.47% |
|
| 918 |
QT
918
Quantbot Technologies
New York
| $3.9B | +$760M | +24% | 8.56% | 22.2% | 2,020 | 50.84% |
|
| 919 |
MGP
919
Metis Global Partners
San Diego,
California
| $3.88B | +$320M | +9% | 12.4% | 100% | 818 | 9.66% |
|
| 920 |
WKKFT
920
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.87B | -$304M | -7% | 4.5% | 25.5% | 2 | 0% |
|
| 921 |
NHC
921
Nicholas Hoffman & Company
Atlanta,
Georgia
| $3.87B | +$1.24B | +47% | 12.4% | 55.2% | 312 | 10.9% |
|
| 922 |
FHA
922
First Horizon Advisors
Memphis,
Tennessee
| $3.85B | +$298M | +8% | 7.75% | 55.2% | 2,575 | 19.57% |
|
| 923 |
VIM
923
Vinva Investment Management
Sydney,
Australia
| $3.85B | +$1.33B | +53% | 15.3% | 117% | 449 | 26.28% |
|
| 924 |
NP
924
NorthRock Partners
Minneapolis,
Minnesota
| $3.84B | +$860M | +29% | 8.43% | 55.4% | 970 | 41.86% |
|
| 925 |
SB
925
SIG Brokerage
New York
| $3.83B | +$1.84B | +93% | 18% | – | 902 | 66.85% |
|