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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $3.01B | +$494M | +20% | 10.4% | 92.4% | 253 | 23.72% | 2.5 |
|
| 1002 |
1002
TCTC Holdings
Dallas,
Texas
| $3.01B | +$270M | +10% | 9.76% | 78.5% | 550 | 10.36% | 4.1 |
|
| 1003 |
SC
1003
Sylebra Capital
Palo Alto,
California
| $3.01B | +$370M | +14% | 10.9% | 362% | 29 | 17.24% | 0.4 |
|
| 1004 |
1004
Destination Wealth Management
Walnut Creek,
California
| $3.01B | +$124M | +4% | 6.36% | 52.7% | 237 | 13.08% | 5 |
|
| 1005 |
1005
Dana Investment Advisors
Waukesha,
Wisconsin
| $3.01B | +$936M | +45% | 12.7% | 117% | 566 | 33.22% | 2.5 |
|
| 1006 |
1006
CapitalatWork SA
Auderghem,
| $2.99B | +$233M | +8% | 8.28% | – | 80 | 10% | 0.2 |
|
| 1007 |
1007
Citizens Financial Group
Providence,
Rhode Island
| $2.99B | +$95.4M | +3% | 10.1% | 83.7% | 436 | 16.51% | 4.2 |
|
| 1008 |
1008
SONA Asset Management (US)
New York
| $2.99B | -$71.3M | -2% | 1% | 41% | 73 | 31.51% | 0.2 |
|
| 1009 |
1009
ARGA Investment Management
Stamford,
Connecticut
| $2.98B | +$101M | +3% | 4.44% | 78.1% | 160 | 23.75% | 1.8 |
|
| 1010 |
1010
Facet Wealth Inc
Baltimore,
Maryland
| $2.97B | +$358M | +14% | 6.01% | 48.1% | 130 | 20.77% | 1.5 |
|
| 1011 |
TAM
1011
Timucuan Asset Management
Jacksonville,
Florida
| $2.96B | +$100M | +4% | 12.6% | 61.6% | 25 | 8% | 5.3 |
|
| 1012 |
1012
Dynamic Advisor Solutions
Phoenix,
Arizona
| $2.96B | +$279M | +10% | 7.25% | 70.9% | 975 | 11.59% | 2.9 |
|
| 1013 |
1013
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.96B | +$220M | +8% | 8.46% | 77.8% | 1,780 | 3.71% | 4 |
|
| 1014 |
NAM
1014
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $2.94B | +$295M | +11% | 13.3% | 135% | 526 | 6.08% | 1.7 |
|
| 1015 |
1015
RFG Advisory
Birmingham,
Alabama
| $2.94B | +$373M | +15% | 6.46% | 52.3% | 751 | 19.44% | 2.6 |
|
| 1016 |
1016
Sanibel Captiva Trust Company
Sanibel,
Florida
| $2.94B | +$224M | +8% | 9.3% | – | 367 | 5.99% | 0.2 |
|
| 1017 |
1017
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.92B | -$30.5M | -1% | 10.4% | 101% | 1,329 | 11.29% | 2.4 |
|
| 1018 |
1018
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.92B | +$183M | +7% | 11.1% | 120% | 3,120 | 2.85% | 5.7 |
|
| 1019 |
1019
Becker Capital Management
Portland,
Oregon
| $2.91B | +$137M | +5% | 8.22% | 89.2% | 274 | 8.03% | 4.3 |
|
| 1020 |
1020
Weiss Asset Management
Boston,
Massachusetts
| $2.91B | +$816M | +39% | 7.8% | 138% | 523 | 70.36% | 0.5 |
|
| 1021 |
1021
Summit Partners Public Asset Management
Boston,
Massachusetts
| $2.91B | +$500M | +21% | 23.6% | 1,167% | 196 | 71.94% | 0.4 |
|
| 1022 |
1022
NEPC LLC
Boston,
Massachusetts
| $2.91B | +$1.1B | +61% | 1.86% | 21.3% | 40 | 5% | 2.1 |
|
| 1023 |
1023
Ritholtz Wealth Management
New York
| $2.9B | +$321M | +12% | 8.9% | 93% | 833 | 15.13% | 2.1 |
|
| 1024 |
1024
Hardman Johnston Global Advisors
Stamford,
Connecticut
| $2.9B | -$216M | -7% | 11.3% | 129% | 82 | 17.07% | 5.6 |
|
| 1025 |
1025
Hancock Whitney
Gulfport,
Mississippi
| $2.9B | +$201M | +7% | 11.4% | 100% | 693 | 17.46% | 4 |
|