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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
PIM
926
Platinum Investment Management
Sydney Australia 2000,
Australia
| $2.4B | -$249M | -9% | 4.98% | 190% | 139 | 12.23% | 2.6 |
|
| 927 |
CCM
927
Cinctive Capital Management
New York
| $2.39B | +$9.48M | +0.4% | 0.32% | 163% | 672 | 58.18% | 0.5 |
|
| 928 |
BG
928
Bollard Group
Boston,
Massachusetts
| $2.38B | -$87.7M | -4% | 0.45% | 64.4% | 303 | 4.29% | 5.6 |
|
| 929 |
929
Destination Wealth Management
Walnut Creek,
California
| $2.38B | -$102M | -4% | 4.72% | 52.7% | 203 | 13.79% | 4.9 |
|
| 930 |
930
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $2.38B | -$1.19B | -33% | 0.59% | 55.6% | 212 | 18.4% | 2.4 |
|
| 931 |
FP
931
Flagship Pioneering
Cambridge,
Massachusetts
| $2.38B | -$279M | -11% | 6.06% | 13.3% | 12 | 0% | 3.3 |
|
| 932 |
BCF
932
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.36B | -$443M | -16% | 6.23% | 2.43% | 13 | 0% | 3.3 |
|
| 933 |
933
Sumitomo Life Insurance
Tokyo,
Japan
| $2.36B | -$1.21B | -34% | 6.95% | 69.6% | 280 | 6.79% | 6.6 |
|
| 934 |
APA
934
American Portfolios Advisors
Holbrook,
New York
| $2.36B | -$74.8M | -3% | 4.3% | 43.6% | 3,648 | 6.55% | 3.1 |
|
| 935 |
935
Kentucky Retirement Systems
Frankfort,
Kentucky
| $2.36B | -$10.2M | -0.4% | 4.17% | 137% | 504 | 0.79% | 7.4 |
|
| 936 |
936
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.36B | -$139M | -6% | 3.7% | 57.2% | 439 | 12.53% | 3.4 |
|
| 937 |
MC
937
Martin Currie
Edinburgh,
United Kingdom
| $2.35B | -$231M | -9% | 4.56% | 114% | 36 | 0% | 3.9 |
|
| 938 |
938
WhitTier Trust Company
Reno,
Nevada
| $2.35B | -$76.7M | -3% | 5.23% | 96.9% | 1,200 | 10.5% | 5.4 |
|
| 939 |
AG
939
Artal Group
Luxembourg
| $2.34B | +$471M | +25% | 16.4% | 181% | 148 | 17.57% | 2.2 |
|
| 940 |
940
Stock Yards Bank & Trust
Louisville,
Kentucky
| $2.34B | -$85.6M | -4% | 4.34% | 82.8% | 420 | 4.52% | 3.8 |
|
| 941 |
941
Hancock Whitney
Gulfport,
Mississippi
| $2.34B | -$161M | -6% | 3.86% | 100% | 681 | 18.06% | 3.6 |
|
| 942 |
PWLP
942
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $2.33B | -$169M | -7% | 5.1% | 60% | 256 | 5.86% | 6.5 |
|
| 943 |
943
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $2.33B | -$49.1M | -2% | 5.19% | 25.2% | 505 | 12.28% | 4.5 |
|
| 944 |
944
Badgley Phelps Wealth Managers
Seattle,
Washington
| $2.33B | -$104M | -4% | 5.46% | 88.7% | 213 | 11.27% | 0.9 |
|
| 945 |
945
Mariner Independent Advisor Network
Overland Park,
Kansas
| $2.33B | -$46M | -2% | 4.08% | 39.5% | 600 | 16.83% | 1.8 |
|
| 946 |
946
Lasalle Investment Management Securities
Baltimore,
Maryland
| $2.32B | -$352M | -13% | 10.4% | 26.3% | 53 | 7.55% | 4.8 |
|
| 947 |
947
Covington Capital Management
Los Angeles,
California
| $2.32B | -$143M | -6% | 4.92% | 32% | 1,253 | 16.28% | 3.1 |
|
| 948 |
948
TCTC Holdings
Dallas,
Texas
| $2.31B | +$34.8M | +2% | 2.42% | 78.5% | 444 | 3.6% | 3.8 |
|
| 949 |
949
Merit Financial Group
Alpharetta,
Georgia
| $2.3B | -$927M | -29% | 5.16% | 67.3% | 661 | 24.21% | 1.3 |
|
| 950 |
GIP
950
Granite Investment Partners
El Segundo,
California
| $2.3B | -$95.9M | -4% | 0.54% | 131% | 281 | 13.17% | 4.1 |
|