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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
Perigon Wealth Management
San Francisco,
California
| $3.06B | +$591M | +24% | 11.2% | 93.8% | 884 | 17.99% | 2.6 |
|
| 927 |
BCIM
927
Black Creek Investment Management
Toronto,
Ontario, Canada
| $3.05B | +$305M | +11% | 10.9% | 11.1% | 41 | 14.63% | 4.5 |
|
| 928 |
MC
928
Martin Currie
Edinburgh,
United Kingdom
| $3.05B | +$253M | +9% | 12.2% | 114% | 52 | 13.46% | 3.6 |
|
| 929 |
929
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $3.05B | +$382M | +14% | 13.1% | 42.1% | 131 | 9.92% | 5.2 |
|
| 930 |
930
Atreides Management
Boston,
Massachusetts
| $3.04B | -$14.8M | -0.5% | 8.69% | 229% | 47 | 61.7% | 0.7 |
|
| 931 |
931
PAR Capital Management
Boston,
Massachusetts
| $3.04B | +$371M | +14% | 21.9% | 138% | 51 | 25.49% | 3.2 |
|
| 932 |
932
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $3.04B | +$777M | +34% | 16% | 105% | 554 | 49.1% | 1.3 |
|
| 933 |
933
Granahan Investment Management
Waltham,
Massachusetts
| $3.03B | +$221M | +8% | 18.5% | 265% | 200 | 18.5% | 3 |
|
| 934 |
CM
934
Cercano Management
Bellevue,
Washington
| $3.03B | +$214M | +8% | 16% | 101% | 116 | 30.17% | 0.7 |
|
| 935 |
935
Spire Wealth Management
Mclean,
Virginia
| $3.03B | +$400M | +15% | 10.9% | 101% | 2,505 | 12.1% | 2 |
|
| 936 |
936
First Horizon Advisors
Memphis,
Tennessee
| $3.02B | +$261M | +9% | 10.5% | 55.2% | 2,531 | 10.87% | 3.7 |
|
| 937 |
937
Stonegate Investment Group
Birmingham,
Alabama
| $3.02B | +$271M | +10% | 9.66% | 88.8% | 361 | 11.91% | 1.5 |
|
| 938 |
938
Summit Trail Advisors
New York
| $3.02B | +$304M | +11% | 8.07% | 74.8% | 598 | 14.88% | 1.6 |
|
| 939 |
939
Grimes & Company
Westborough,
Massachusetts
| $3.02B | +$434M | +17% | 9.6% | 66.2% | 338 | 12.43% | 4.7 |
|
| 940 |
940
Prospera Financial Services
Dallas,
Texas
| $3.02B | +$434M | +17% | 10.1% | 97.4% | 1,133 | 18.45% | 2.6 |
|
| 941 |
941
Bridges Investment Management
Omaha,
Nebraska
| $3.02B | +$201M | +7% | 10.8% | 77.9% | 205 | 4.39% | 6.5 |
|
| 942 |
942
Empirical Wealth Management
Seattle,
Washington
| $3.01B | +$458M | +18% | 9.24% | 78.8% | 517 | 13.15% | 3.6 |
|
| 943 |
LFCM
943
Long Focus Capital Management
San Juan,
Puerto Rico
| $3.01B | +$211M | +8% | 9.95% | 120% | 121 | 13.22% | 1.4 |
|
| 944 |
AG
944
Artal Group
Luxembourg
| $3.01B | +$676M | +29% | 51.2% | 181% | 119 | 32.77% | 2.3 |
|
| 945 |
945
Sessa Capital
New York
| $3B | -$748M | -20% | 12.6% | 147% | 32 | 34.38% | 1.6 |
|
| 946 |
946
Deep Track Capital
Greenwich,
Connecticut
| $2.99B | +$404M | +16% | 25.9% | 440% | 78 | 42.31% | 0.8 |
|
| 947 |
947
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.98B | +$273M | +10% | 10.9% | 90.4% | 2,184 | 18.32% | 2.9 |
|
| 948 |
948
Diversified Trust
Memphis,
Tennessee
| $2.97B | +$331M | +13% | 11.4% | 81.5% | 962 | 22.77% | 2.8 |
|
| 949 |
949
OFI Invest Asset Management
Paris,
France
| $2.97B | +$200M | +7% | 12.1% | – | 310 | 18.71% | 0.4 |
|
| 950 |
950
Quilter Plc
London,
United Kingdom
| $2.96B | -$22.4B | -88% | 12.7% | 110% | 239 | 56.07% | 3.5 |
|