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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
Members Trust
Tampa,
Florida
| $3.3B | -$55.9M | -2% | 0.09% | 31.5% | 122 | 7.38% | 2.4 |
|
| 927 |
927
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.3B | +$82.2M | +3% | 2.87% | 90.4% | 2,290 | 15.41% | 3.1 |
|
| 928 |
928
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $3.29B | +$48.2M | +1% | 0.42% | 42.1% | 126 | 7.14% | 5.8 |
|
| 929 |
SFM
929
Systematic Financial Management
Teaneck,
New Jersey
| $3.29B | -$291M | -8% | 2.59% | 120% | 254 | 3.15% | 6.6 |
|
| 930 |
930
First Horizon Advisors
Memphis,
Tennessee
| $3.29B | +$54.6M | +2% | 1.51% | 55.2% | 2,429 | 10.87% | 4.1 |
|
| 931 |
MSL
931
Mackay Shields LLC
New York
| $3.29B | -$318M | -9% | 0.02% | 8.26% | 142 | 7.75% | 2.5 |
|
| 932 |
932
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $3.28B | +$108M | +3% | 3.45% | 87.5% | 1,181 | 12.53% | 1.9 |
|
| 933 |
933
Capital International Sarl
Los Angeles,
California
| $3.28B | +$259M | +9% | 5.45% | 149% | 280 | 16.43% | 3 |
|
| 934 |
NI
934
Nuance Investments
Kansas City,
Missouri
| $3.27B | -$540M | -14% | 5.38% | 3.13% | 55 | 23.64% | 2.4 |
|
| 935 |
EC
935
EcoR1 Capital
San Francisco,
California
| $3.27B | -$685M | -17% | 12.4% | 310% | 65 | 24.62% | 1.8 |
|
| 936 |
NIG
936
NFJ Investment Group
Dallas,
Texas
| $3.26B | -$404M | -11% | 3.08% | 80.7% | 262 | 14.12% | 1.6 |
|
| 937 |
937
Facet Wealth Inc
Baltimore,
Maryland
| $3.26B | +$290M | +10% | 1.37% | 48.1% | 147 | 21.77% | 1.5 |
|
| 938 |
SGI
938
Swan Global Investments
Durango,
Colorado
| $3.25B | +$45.2M | +1% | 3.13% | 62.5% | 43 | 11.63% | 4.7 |
|
| 939 |
939
ACR Alpine Capital Research
St. Louis,
Missouri
| $3.24B | -$60.1M | -2% | 2.82% | 58.1% | 40 | 15% | 4.9 |
|
| 940 |
940
Associated Banc-Corp
Green Bay,
Wisconsin
| $3.22B | +$60.5M | +2% | 3.3% | 88.8% | 327 | 7.65% | 7.2 |
|
| 941 |
941
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $3.22B | -$13.7M | -0.4% | 1.17% | 55.6% | 191 | 17.8% | 3.4 |
|
| 942 |
KCM
942
Kensico Capital Management
Greenwich,
Connecticut
| $3.21B | +$173M | +6% | 6.34% | 304% | 30 | 36.67% | 2.5 |
|
| 943 |
943
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $3.21B | -$5.06M | -0.2% | 2.96% | 101% | 510 | 11.57% | 5.5 |
|
| 944 |
944
SONA Asset Management (US)
New York
| $3.2B | +$216M | +7% | 0.7% | 41% | 91 | 41.76% | 0.3 |
|
| 945 |
WAP
945
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.2B | +$151M | +5% | 1.74% | 60.4% | 868 | 13.48% | 2.9 |
|
| 946 |
946
Valeo Financial Advisors
Carmel,
Indiana
| $3.2B | +$409M | +15% | 2.95% | 82.7% | 726 | 14.74% | 3.4 |
|
| 947 |
947
Global Retirement Partners
San Rafael,
California
| $3.19B | +$512M | +19% | 2.71% | – | 3,685 | 11.8% | 1.9 |
|
| 948 |
MAMU
948
Marathon Asset Management (UK)
London,
United Kingdom
| $3.19B | -$554M | -15% | 1.89% | 80.8% | 88 | 9.09% | 4.1 |
|
| 949 |
B
949
Braidwell
Stamford,
Connecticut
| $3.19B | +$85M | +3% | 7.84% | 96.5% | 85 | 31.76% | 0.7 |
|
| 950 |
950
Cassaday & Co Wealth Management
Mclean,
Virginia
| $3.18B | +$104M | +3% | 2.77% | 70% | 319 | 16.3% | 1.2 |
|