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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
Diversified Trust
Memphis,
Tennessee
| $3.32B | +$343M | +12% | 8.17% | 81.5% | 965 | 23.21% | 3 |
|
| 927 |
927
Empirical Wealth Management
Seattle,
Washington
| $3.31B | +$302M | +10% | 9.4% | 78.8% | 551 | 12.52% | 3.6 |
|
| 928 |
BCIM
928
Black Creek Investment Management
Toronto,
Ontario, Canada
| $3.31B | +$260M | +9% | 5.51% | 11.1% | 42 | 23.81% | 4.1 |
|
| 929 |
BG
929
Bollard Group
Boston,
Massachusetts
| $3.31B | +$430M | +15% | 15.9% | 64.4% | 310 | 3.55% | 6.4 |
|
| 930 |
930
Troy Asset Management
London,
United Kingdom
| $3.31B | +$149M | +5% | 7.47% | 53.9% | 34 | 2.94% | 4.9 |
|
| 931 |
931
Perigon Wealth Management
San Francisco,
California
| $3.3B | +$241M | +8% | 11.2% | 93.8% | 945 | 21.48% | 2.6 |
|
| 932 |
932
ACR Alpine Capital Research
St. Louis,
Missouri
| $3.3B | +$338M | +11% | 9.23% | 58.1% | 40 | 5% | 4.9 |
|
| 933 |
ACB
933
Aristotle Capital Boston
Boston,
Massachusetts
| $3.29B | +$22.1M | +0.7% | 6.16% | 72.2% | 132 | 3.79% | 6.3 |
|
| 934 |
934
Great Valley Advisor Group
Wilmington,
Delaware
| $3.29B | +$444M | +16% | 9.92% | 73.9% | 795 | 16.48% | 2.6 |
|
| 935 |
935
Exor N.V.
Amsterdam,
Netherlands
| $3.29B | -$573M | -15% | 3.01% | 8.34% | 2 | 0% | 1 |
|
| 936 |
936
WIT LLC
District Of Columbia,
District of Columbia
| $3.28B | +$687M | +26% | 2.13% | 48% | 21 | 47.62% | 1.9 |
|
| 937 |
937
Chicago Capital
Chicago,
Illinois
| $3.28B | +$505M | +18% | 12.4% | 137% | 300 | 12.33% | 3.4 |
|
| 938 |
NM
938
NWI Management
New York
| $3.28B | -$769M | -19% | 16.8% | 230% | 57 | 26.32% | 2.7 |
|
| 939 |
939
Grimes & Company
Westborough,
Massachusetts
| $3.25B | +$233M | +8% | 6.11% | 66.2% | 357 | 10.64% | 4.8 |
|
| 940 |
MC
940
Martin Currie
Edinburgh,
United Kingdom
| $3.25B | +$203M | +7% | 14.7% | 114% | 52 | 3.85% | 3.8 |
|
| 941 |
941
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $3.25B | +$198M | +6% | 9.68% | 42.1% | 134 | 14.93% | 5.6 |
|
| 942 |
942
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.24B | +$96.2M | +3% | 5.65% | 25.5% | 2 | 0% | 5.5 |
|
| 943 |
943
First Horizon Advisors
Memphis,
Tennessee
| $3.24B | +$212M | +7% | 7.8% | 55.2% | 2,517 | 13.95% | 3.9 |
|
| 944 |
FHB
944
First Hawaiian Bank
Honolulu,
Hawaii
| $3.23B | +$53.1M | +2% | 9.18% | 72.7% | 893 | 13.77% | 3.6 |
|
| 945 |
945
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $3.23B | +$74.5M | +2% | 10.3% | 55.6% | 184 | 22.28% | 3.5 |
|
| 946 |
GAMH
946
Greenwoods Asset Management (HK)
Hong Kong
| $3.23B | +$424M | +15% | 18.3% | 274% | 43 | 39.53% | 1.1 |
|
| 947 |
947
Cardano Risk Management
Rotterdam,
Netherlands
| $3.22B | +$814M | +34% | 18.2% | 170% | 13 | 15.38% | 2.1 |
|
| 948 |
DACG
948
Donor Advised Charitable Giving
San Francisco,
California
| $3.22B | +$1.35B | +72% | 81.2% | 365% | 37 | 18.92% | 2.6 |
|
| 949 |
949
PAR Capital Management
Boston,
Massachusetts
| $3.22B | +$171M | +6% | 9.68% | 138% | 55 | 34.55% | 2.9 |
|
| 950 |
950
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.21B | +$233M | +8% | 10.3% | 90.4% | 2,183 | 14.7% | 3 |
|