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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
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $4.17B | +$1.17B | +39% | 5.55% | 105% | 486 | 48.77% | 1.2 |
|
| 952 |
952
Hamlin Capital Management
New York
| $4.17B | -$225M | -5% | 1.13% | 67.9% | 31 | 19.35% | 3.8 |
|
| 953 |
953
Locust Wood Capital Advisers
New York
| $4.14B | +$132M | +3% | 6.9% | 111% | 57 | 38.6% | 4.4 |
|
| 954 |
954
Tower Research Capital (TRC)
New York
| $4.13B | +$508M | +14% | 3.76% | 144% | 5,776 | 21.55% | 3.7 |
|
| 955 |
955
Banque Transatlantique
Paris,
France
| $4.13B | +$27.8M | +0.7% | 4.67% | – | 281 | 15.66% | 0.8 |
|
| 956 |
956
CreativeOne Wealth
Overland Park,
Kansas
| $4.12B | +$28.4M | +0.7% | 2.1% | 67.6% | 1,278 | 18.86% | 2.3 |
|
| 957 |
JWCA
957
J.W. Cole Advisors
Tampa,
Florida
| $4.12B | -$1.1B | -21% | 2.25% | 84.9% | 1,623 | 15.4% | 2.2 |
|
| 958 |
958
Independent Advisor Alliance
Charlotte,
North Carolina
| $4.12B | +$269M | +7% | 3.81% | 135% | 1,060 | 16.6% | 2.7 |
|
| 959 |
959
IHT Wealth Management
Chicago,
Illinois
| $4.12B | +$162M | +4% | 2.59% | 74.8% | 1,272 | 14.94% | 3.6 |
|
| 960 |
960
Munich Reinsurance
Munich,
| $4.11B | +$125M | +3% | 3.79% | – | 228 | 29.39% | 0.2 |
|
| 961 |
961
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $4.1B | +$246M | +6% | 3.77% | 77.5% | 1,064 | 15.6% | 2.2 |
|
| 962 |
962
Kestra Investment Management
Austin,
Texas
| $4.09B | +$364M | +10% | 1.78% | – | 479 | 20.04% | 0.9 |
|
| 963 |
963
Geneos Wealth Management
Englewood,
Colorado
| $4.09B | +$147M | +4% | 2.21% | 66.7% | 2,581 | 9.34% | 5.1 |
|
| 964 |
964
Kedalion Capital Management
London,
United Kingdom
| $4.07B | +$1.41B | +53% | 2.37% | – | 6 | 66.67% | 0.4 |
|
| 965 |
FAM
965
Foxhaven Asset Management
Charlottesville,
Virginia
| $4.06B | -$284M | -7% | 7.38% | 88.2% | 23 | 43.48% | 3.6 |
|
| 966 |
966
Chicago Partners Investment Group
Chicago,
Illinois
| $4.06B | +$236M | +6% | 2.45% | 75.8% | 1,347 | 13.59% | 3 |
|
| 967 |
967
Chicago Capital
Chicago,
Illinois
| $4.05B | -$14.8M | -0.4% | 2.28% | 137% | 380 | 11.84% | 4 |
|
| 968 |
GAMH
968
Greenwoods Asset Management (HK)
Hong Kong
| $4.04B | -$396M | -9% | 0.99% | 274% | 31 | 12.9% | 2 |
|
| 969 |
969
Cary Street Partners
Richmond,
Virginia
| $4.04B | +$185M | +5% | 2.52% | – | 1,023 | 14.37% | 0.8 |
|
| 970 |
BG
970
Bollard Group
Boston,
Massachusetts
| $4B | -$254M | -6% | 4.01% | 64.4% | 300 | 12.67% | 7.4 |
|
| 971 |
971
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.99B | -$8.6M | -0.2% | 4.74% | 134% | 163 | 14.11% | 6.6 |
|
| 972 |
972
Trian Fund Management
New York
| $3.98B | -$123M | -3% | 4.42% | 106% | 7 | 0% | 6.1 |
|
| 973 |
OIMU
973
Osmosis Investment Management UK
London,
United Kingdom
| $3.97B | – | – | 3.52% | – | 368 | – | 0 |
|
| 974 |
BAM
974
BCV Asset Management
Winnipeg,
| $3.95B | – | – | 5.44% | – | 73 | – | 0 |
|
| 975 |
CAM
975
Camden Asset Management
Los Angeles,
California
| $3.95B | -$582M | -13% | 0.17% | 15.2% | 73 | 2.74% | 1.7 |
|