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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
Spire Wealth Management
Mclean,
Virginia
| $2.57B | +$790M | +44% | 7.78% | 101% | 2,641 | 19.5% | 1.4 |
|
| 952 |
952
DeepCurrents Investment Group
New York
| $2.57B | -$8.54M | -0.3% | 0.45% | 13.5% | 202 | 35.15% | 1 |
|
| 953 |
HCM
953
HMI Capital Management
San Francisco,
California
| $2.56B | +$221M | +9% | 11.5% | 5.95% | 15 | 20% | 1.7 |
|
| 954 |
954
Boston Financial Management
Boston,
Massachusetts
| $2.56B | +$68.6M | +3% | 7.47% | 30.1% | 332 | 10.84% | 4.9 |
|
| 955 |
E
955
Ergoteles
New York
| $2.56B | -$165M | -6% | 3.98% | 76.4% | 2,032 | 72.59% | 0.2 |
|
| 956 |
956
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $2.55B | +$262M | +11% | 12.3% | 110% | 441 | 8.39% | 4.5 |
|
| 957 |
GC
957
GMT Capital
Atlanta,
Georgia
| $2.55B | +$384M | +18% | 13% | 200% | 100 | 54% | 1.3 |
|
| 958 |
DP
958
Dearborn Partners
Chicago,
Illinois
| $2.54B | +$64.4M | +3% | 3.89% | 46.1% | 255 | 9.02% | 5.5 |
|
| 959 |
959
EULAV Asset Management
Sarasota,
Florida
| $2.54B | +$207M | +9% | 12.8% | 90.7% | 199 | 6.53% | 5.4 |
|
| 960 |
WP
960
Warburg Pincus
New York
| $2.54B | +$916M | +57% | 84.8% | 3.59% | 11 | 36.36% | 2.3 |
|
| 961 |
ZCM
961
Ziegler Capital Management
Chicago,
Illinois
| $2.53B | +$150M | +6% | 8.8% | 56% | 427 | 14.52% | 2.9 |
|
| 962 |
962
Becker Capital Management
Portland,
Oregon
| $2.53B | +$383M | +18% | 6.57% | 89.2% | 267 | 34.08% | 3.7 |
|
| 963 |
YCM
963
Yiheng Capital Management
San Francisco,
California
| $2.53B | +$269M | +12% | 4.67% | 82% | 37 | 16.22% | 2.5 |
|
| 964 |
PFM
964
Premier Fund Managers
Guildford,
United Kingdom
| $2.53B | -$40.3M | -2% | 4.99% | 56.6% | 246 | 28.05% | 1.5 |
|
| 965 |
965
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.53B | +$28.6M | +1% | 8.59% | 120% | 3,062 | 2.58% | 5.2 |
|
| 966 |
IP
966
Interval Partners
New York
| $2.52B | +$840M | +50% | 8.28% | 106% | 356 | 66.57% | 0.6 |
|
| 967 |
967
Lasalle Investment Management Securities
Baltimore,
Maryland
| $2.52B | +$83.6M | +3% | 2.97% | 26.3% | 49 | 6.12% | 5.2 |
|
| 968 |
968
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $2.52B | +$41.9M | +2% | 3.63% | 48.1% | 71 | 7.04% | 2.6 |
|
| 969 |
969
Kestra Private Wealth Services
Austin,
Texas
| $2.51B | +$540M | +27% | 6.99% | 91.9% | 1,101 | 22.62% | 1.5 |
|
| 970 |
970
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.51B | +$78.6M | +3% | 4.08% | 77.8% | 1,820 | 7.09% | 3.1 |
|
| 971 |
971
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.51B | +$183M | +8% | 8.23% | 101% | 529 | 8.13% | 4.5 |
|
| 972 |
SGI
972
Swan Global Investments
Durango,
Colorado
| $2.51B | -$47.5M | -2% | 6.55% | 62.5% | 23 | 0% | 7.2 |
|
| 973 |
CM
973
Cercano Management
Bellevue,
Washington
| $2.5B | +$44.7M | +2% | 6.19% | 101% | 139 | 30.94% | 0.2 |
|
| 974 |
974
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.5B | +$160M | +7% | 8.74% | 181% | 1,174 | 11.41% | 3.1 |
|
| 975 |
975
Hancock Whitney
Gulfport,
Mississippi
| $2.49B | -$98.1M | -4% | 6.26% | 100% | 672 | 13.54% | 3.6 |
|