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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 951 |
GA
951
General Atlantic
New York
| $3.18B | -$1.13B | -26% | 1.94% | 168% | 22 | 13.64% |
|
| 952 |
WKKFT
952
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.18B | -$65.1M | -2% | 0.24% | 25.5% | 2 | 0% |
|
| 953 |
DAS
953
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.18B | +$214M | +7% | 2.13% | 64% | 1,007 | 13.11% |
|
| 954 |
PCM
954
PAR Capital Management
Boston,
Massachusetts
| $3.18B | -$39.5M | -1% | 2.26% | 138% | 54 | 16.67% |
|
| 955 |
TPCW
955
TD Private Client Wealth
New York
| $3.18B | +$129M | +4% | 1.55% | 57% | 1,277 | 9.55% |
|
| 956 |
SPC
956
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.16B | -$26M | -0.8% | 3.52% | 87.3% | 1,289 | 12.88% |
|
| 957 |
BFM
957
Boston Financial Management
Boston,
Massachusetts
| $3.14B | +$269K | +0% | 1.68% | 30.1% | 337 | 3.86% |
|
| 958 |
MB
958
MUFG Bank
Tokyo 100-8388,,
Japan
| $3.13B | -$382M | -11% | 7.25% | 74% | 3 | 0% |
|
| 959 |
HCM
959
Highbridge Capital Management
New York
| $3.13B | +$398M | +15% | 1.15% | 55.8% | 359 | 16.16% |
|
| 960 |
APP
960
Avantax Planning Partners
Dubuque,
Iowa
| $3.11B | +$23.5M | +0.8% | 0.8% | 51% | 496 | 11.09% |
|
| 961 |
SIC
961
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.1B | +$54.5M | +2% | 3.9% | 159% | 1,221 | 8.76% |
|
| 962 |
JRP
962
Jasper Ridge Partners
Menlo Park,
California
| $3.09B | -$88.8M | -3% | 0.94% | 84.2% | 154 | 6.49% |
|
| 963 |
AAP
963
Aristotle Atlantic Partners
Sarasota,
Florida
| $3.09B | +$22.6M | +0.7% | 8.54% | 144% | 96 | 6.25% |
|
| 964 |
TAM
964
Troy Asset Management
London,
United Kingdom
| $3.08B | -$227M | -7% | 0.95% | 53.9% | 35 | 11.43% |
|
| 965 |
FI
965
Focused Investors
Los Angeles,
California
| $3.08B | -$114M | -4% | 0.98% | 51.3% | 23 | 0% |
|
| 966 |
RAM
966
Readystate Asset Management
Chicago,
Illinois
| $3.08B | -$3.99B | -56% | 1.75% | 43.4% | 1,155 | 66.23% |
|
| 967 |
RA
967
RFG Advisory
Birmingham,
Alabama
| $3.07B | +$131M | +4% | 1.8% | 52.3% | 753 | 12.75% |
|
| 968 |
AM
968
Atreides Management
Boston,
Massachusetts
| $3.06B | -$1.34B | -30% | 1.54% | 229% | 52 | 50% |
|
| 969 |
AA
969
Alesco Advisors
Pittsford,
New York
| $3.05B | +$10.4M | +0.3% | 0.29% | 46.9% | 192 | 6.25% |
|
| 970 |
CIA
970
Concurrent Investment Advisors
Tampa,
Florida
| $3.04B | +$563M | +23% | 3.35% | – | 1,091 | 24.93% |
|
| 971 |
MWM
971
Moran Wealth Management
Naples,
Florida
| $3.04B | -$47.1M | -2% | 0.25% | 107% | 440 | 19.09% |
|
| 972 |
NL
972
NEPC LLC
Boston,
Massachusetts
| $3.03B | +$127M | +4% | 0.07% | 21.3% | 41 | 2.44% |
|
| 973 |
RWM
973
Ritholtz Wealth Management
New York
| $3.03B | +$132M | +5% | 3.38% | 93% | 882 | 17.46% |
|
| 974 |
BJL
974
Brighton Jones LLC
Seattle,
Washington
| $3.03B | +$255M | +9% | 4.6% | 97.9% | 674 | 12.46% |
|
| 975 |
DWM
975
Destination Wealth Management
Walnut Creek,
California
| $3.03B | +$18.5M | +0.6% | 2.58% | 52.7% | 233 | 9.87% |
|