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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 |
926
Kentucky Retirement Systems
Frankfort,
Kentucky
| $2.54B | +$178M | +8% | 9.69% | 137% | 507 | 1.97% | 7.6 |
|
| 927 |
927
WhitTier Trust Company
Reno,
Nevada
| $2.54B | +$189M | +8% | 9.52% | 96.9% | 1,227 | 13.04% | 5.3 |
|
| 928 |
928
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.54B | +$180M | +8% | 12% | 57.2% | 447 | 17.45% | 3.5 |
|
| 929 |
929
Avantax Planning Partners
Dubuque,
Iowa
| $2.52B | +$300M | +13% | 7.24% | 51% | 385 | 14.55% | 3.4 |
|
| 930 |
930
Destination Wealth Management
Walnut Creek,
California
| $2.51B | +$136M | +6% | 6.25% | 52.7% | 212 | 18.4% | 4.7 |
|
| 931 |
931
Foundations Investment Advisors
Phoenix,
Arizona
| $2.51B | +$220M | +10% | 2.26% | 80.9% | 466 | 19.31% | 1.4 |
|
| 932 |
HVCM
932
HG Vora Capital Management
New York
| $2.5B | +$287M | +13% | 13.7% | 42.6% | 21 | 28.57% | 1.3 |
|
| 933 |
933
Altshuler Shaham
Tel Aviv,
Israel
| $2.5B | -$1.57B | -39% | 7.83% | 108% | 634 | 57.73% | 0.8 |
|
| 934 |
934
Badgley Phelps Wealth Managers
Seattle,
Washington
| $2.5B | +$170M | +7% | 8.56% | 88.7% | 226 | 17.26% | 1 |
|
| 935 |
935
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.5B | +$263M | +12% | 8.83% | 120% | 3,092 | 3.53% | 5 |
|
| 936 |
PWLP
936
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $2.49B | +$161M | +7% | 10.1% | 60% | 253 | 5.53% | 6.6 |
|
| 937 |
937
Boston Financial Management
Boston,
Massachusetts
| $2.49B | +$187M | +8% | 9.87% | 30.1% | 329 | 10.64% | 4.6 |
|
| 938 |
CCM
938
Candlestick Capital Management
Greenwich,
Connecticut
| $2.49B | -$268M | -10% | 14.4% | 244% | 107 | 63.55% | 0.5 |
|
| 939 |
DP
939
Dearborn Partners
Chicago,
Illinois
| $2.48B | +$211M | +9% | 11.4% | 46.1% | 272 | 15.07% | 5.3 |
|
| 940 |
940
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $2.48B | -$44.4M | -2% | 9.86% | 48.1% | 70 | 2.86% | 2.4 |
|
| 941 |
941
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $2.47B | +$381M | +18% | 11.5% | 602% | 51 | 66.67% | 0.9 |
|
| 942 |
942
Hosking Partners
London,
United Kingdom
| $2.47B | +$178M | +8% | 11.6% | 192% | 156 | 11.54% | 5.7 |
|
| 943 |
AG
943
Atairos Group
Bryn Mawr,
Pennsylvania
| $2.46B | -$17.7M | -0.7% | 0.32% | 27.9% | 6 | 33.33% | 2.1 |
|
| 944 |
944
Valley Forge Capital Management
Miami,
Florida
| $2.46B | +$355M | +17% | 20.4% | 49% | 10 | 0% | 4.6 |
|
| 945 |
945
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $2.46B | -$28.9M | -1% | 6.99% | 105% | 669 | 44.99% | 0.8 |
|
| 946 |
LOAME
946
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $2.46B | +$533M | +28% | 6.11% | 79.7% | 305 | 20.33% | 0.8 |
|
| 947 |
CM
947
Cercano Management
Bellevue,
Washington
| $2.46B | – | – | 5.82% | 101% | 121 | – | 0 |
|
| 948 |
948
Modera Wealth Management
Westwood,
New Jersey
| $2.46B | +$484M | +25% | 9.58% | 68.2% | 363 | 17.91% | 3 |
|
| 949 |
949
Weiss Asset Management
Boston,
Massachusetts
| $2.46B | -$1.61B | -40% | 1.94% | 138% | 841 | 56.6% | 0.6 |
|
| 950 |
950
TCTC Holdings
Dallas,
Texas
| $2.45B | +$143M | +6% | 8.19% | 78.5% | 455 | 7.47% | 4 |
|