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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
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $3.62B | -$340M | -9% | 3.46% | 128% | 514 | 11.67% | 5.2 |
|
| 927 |
BG
927
Bollard Group
Boston,
Massachusetts
| $3.61B | -$151M | -4% | 3.48% | 64.4% | 307 | 7.17% | 7.2 |
|
| 928 |
WAP
928
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.6B | +$90.9M | +3% | 0.3% | 60.4% | 941 | 13.18% | 3 |
|
| 929 |
929
Valeo Financial Advisors
Carmel,
Indiana
| $3.59B | +$85.8M | +2% | 0.4% | 82.7% | 798 | 19.05% | 3.4 |
|
| 930 |
EW
930
Evoke Wealth
Los Angeles,
California
| $3.59B | -$92M | -2% | 1.33% | 65.2% | 461 | 15.18% | 0.6 |
|
| 931 |
MAMU
931
Marathon Asset Management (UK)
London,
United Kingdom
| $3.58B | -$39.7M | -1% | 1.35% | 80.8% | 84 | 5.95% | 4.1 |
|
| 932 |
932
TD Private Client Wealth
New York
| $3.58B | +$98M | +3% | 0.14% | 57% | 1,361 | 9.48% | 3.5 |
|
| 933 |
933
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $3.57B | -$212M | -6% | 4.48% | 74.9% | 240 | 19.17% | 2.3 |
|
| 934 |
934
First Horizon Advisors
Memphis,
Tennessee
| $3.57B | -$29.1M | -0.8% | 0.36% | 55.2% | 2,442 | 11.26% | 4.4 |
|
| 935 |
935
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.56B | +$53.3M | +2% | 1.61% | 90.4% | 2,421 | 14.25% | 3.2 |
|
| 936 |
936
Oversea-Chinese Banking Corp (OCBC)
Singapore
| $3.56B | -$38.1M | -1% | 4.29% | 143% | 459 | 37.25% | 1 |
|
| 937 |
937
Close Asset Management
London,
United Kingdom
| $3.55B | +$298M | +9% | 3.73% | 114% | 272 | 2.21% | 3.6 |
|
| 938 |
938
BlueCrest Capital Management
St Helier,
Jersey
| $3.55B | +$1.68B | +90% | 4.03% | 59.1% | 122 | 54.1% | 0.8 |
|
| 939 |
ACM
939
Argent Capital Management
St Louis,
Missouri
| $3.54B | -$70.1M | -2% | 1.72% | 123% | 165 | 11.52% | 4.2 |
|
| 940 |
940
RFG Advisory
Birmingham,
Alabama
| $3.54B | +$252M | +8% | 0.06% | 52.3% | 817 | 17.63% | 2.9 |
|
| 941 |
941
Anchor Capital Advisors
Boston,
Massachusetts
| $3.51B | -$257M | -7% | 2.42% | 64.3% | 257 | 10.89% | 5.3 |
|
| 942 |
942
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| $3.5B | – | – | 9.11% | – | 78 | – | 0 |
|
| 943 |
943
Bain Capital Investors
Boston,
Massachusetts
| $3.5B | -$327M | -9% | 1.47% | 91.1% | 5 | 0% | 3.1 |
|
| 944 |
944
Global Retirement Partners
San Rafael,
California
| $3.49B | +$181M | +5% | 2.17% | – | 3,833 | 13.2% | 2.2 |
|
| 945 |
945
Horizon Investments
Charlotte,
North Carolina
| $3.49B | -$283M | -8% | 0.41% | 89.1% | 936 | 18.48% | 2.2 |
|
| 946 |
946
Harbour Investments
Madison,
Wisconsin
| $3.48B | +$160M | +5% | 0.58% | 62.7% | 3,621 | 10.02% | 2.6 |
|
| 947 |
947
Whitebox Advisors
Minneapolis,
Minnesota
| $3.48B | -$207M | -6% | 1.23% | 24.2% | 379 | 41.42% | 1.3 |
|
| 948 |
948
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $3.48B | +$86.8M | +3% | 7.38% | 101% | 488 | 11.68% | 5.8 |
|
| 949 |
949
Grimes & Company
Westborough,
Massachusetts
| $3.47B | -$224M | -6% | 0.8% | 66.2% | 402 | 14.43% | 4.9 |
|
| 950 |
950
Brighton Jones LLC
Seattle,
Washington
| $3.46B | +$803M | +30% | 6.81% | 97.9% | 714 | 22.69% | 3.4 |
|