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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
General Atlantic
New York
| $3.18B | -$1.13B | -26% | 1.94% | 168% | 22 | 13.64% | 2.9 |
|
| 952 |
952
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.18B | -$65.1M | -2% | 0.24% | 25.5% | 2 | 0% | 5.8 |
|
| 953 |
953
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.18B | +$214M | +7% | 2.13% | 70.9% | 1,007 | 13.11% | 3.1 |
|
| 954 |
954
PAR Capital Management
Boston,
Massachusetts
| $3.18B | -$39.5M | -1% | 2.26% | 138% | 54 | 16.67% | 3 |
|
| 955 |
955
TD Private Client Wealth
New York
| $3.18B | +$129M | +4% | 1.55% | 57% | 1,277 | 9.55% | 3.4 |
|
| 956 |
956
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.16B | -$26M | -0.8% | 3.52% | 87.3% | 1,289 | 12.88% | 3.7 |
|
| 957 |
957
Boston Financial Management
Boston,
Massachusetts
| $3.14B | +$269K | +0% | 1.68% | 30.1% | 337 | 3.86% | 5.4 |
|
| 958 |
958
MUFG Bank
Tokyo 100-8388,,
Japan
| $3.13B | -$382M | -11% | 7.25% | 74% | 3 | 0% | 1.8 |
|
| 959 |
959
Highbridge Capital Management
New York
| $3.13B | +$398M | +15% | 1.15% | 55.8% | 359 | 16.16% | 1.1 |
|
| 960 |
960
Avantax Planning Partners
Dubuque,
Iowa
| $3.11B | +$23.5M | +0.8% | 0.8% | 51% | 496 | 11.09% | 3.5 |
|
| 961 |
961
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.1B | +$54.5M | +2% | 3.9% | 181% | 1,221 | 8.76% | 3.7 |
|
| 962 |
962
Jasper Ridge Partners
Menlo Park,
California
| $3.09B | -$88.8M | -3% | 0.94% | 84.2% | 154 | 6.49% | 4.4 |
|
| 963 |
963
Aristotle Atlantic Partners
Sarasota,
Florida
| $3.09B | +$22.6M | +0.7% | 8.54% | 144% | 96 | 6.25% | 4.3 |
|
| 964 |
964
Troy Asset Management
London,
United Kingdom
| $3.08B | -$227M | -7% | 0.95% | 53.9% | 35 | 11.43% | 4.9 |
|
| 965 |
FI
965
Focused Investors
Los Angeles,
California
| $3.08B | -$114M | -4% | 0.98% | 51.3% | 23 | 0% | 7.3 |
|
| 966 |
966
Readystate Asset Management
Chicago,
Illinois
| $3.08B | -$3.99B | -56% | 1.75% | 43.4% | 1,155 | 66.23% | 0.4 |
|
| 967 |
967
RFG Advisory
Birmingham,
Alabama
| $3.07B | +$131M | +4% | 1.8% | 52.3% | 753 | 12.75% | 2.8 |
|
| 968 |
968
Atreides Management
Boston,
Massachusetts
| $3.06B | -$1.34B | -30% | 1.54% | 229% | 52 | 50% | 0.8 |
|
| 969 |
969
Alesco Advisors
Pittsford,
New York
| $3.05B | +$10.4M | +0.3% | 0.29% | 46.9% | 192 | 6.25% | 5.5 |
|
| 970 |
970
Concurrent Investment Advisors
Tampa,
Florida
| $3.04B | +$563M | +23% | 3.35% | – | 1,091 | 24.93% | 0.4 |
|
| 971 |
971
Moran Wealth Management
Naples,
Florida
| $3.04B | -$47.1M | -2% | 0.25% | 107% | 440 | 19.09% | 1 |
|
| 972 |
972
NEPC LLC
Boston,
Massachusetts
| $3.03B | +$127M | +4% | 0.07% | 21.3% | 41 | 2.44% | 2.3 |
|
| 973 |
973
Ritholtz Wealth Management
New York
| $3.03B | +$132M | +5% | 3.38% | 93% | 882 | 17.46% | 2.2 |
|
| 974 |
974
Brighton Jones LLC
Seattle,
Washington
| $3.03B | +$255M | +9% | 4.6% | 97.9% | 674 | 12.46% | 3.5 |
|
| 975 |
975
Destination Wealth Management
Walnut Creek,
California
| $3.03B | +$18.5M | +0.6% | 2.58% | 52.7% | 233 | 9.87% | 5.3 |
|