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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
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $3.19B | -$26.2M | -0.8% | 0.55% | 77.8% | 1,834 | 5.51% | 4.5 |
|
| 1002 |
1002
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.18B | -$79.9M | -2% | 2.4% | 87.3% | 1,277 | 14.17% | 4.1 |
|
| 1003 |
1003
Alesco Advisors
Pittsford,
New York
| $3.18B | -$52.3M | -2% | 1.8% | 46.9% | 199 | 9.55% | 5.6 |
|
| 1004 |
1004
Aristotle Atlantic Partners
Sarasota,
Florida
| $3.18B | -$35.8M | -1% | 5.51% | 144% | 97 | 9.28% | 4.8 |
|
| 1005 |
1005
DeepCurrents Investment Group
New York
| $3.18B | -$144M | -4% | 0.01% | 13.5% | 183 | 24.59% | 1 |
|
| 1006 |
1006
Caxton Associates (New York)
New York
| $3.18B | +$505M | +19% | 19% | 73.9% | 711 | 60.9% | 0.5 |
|
| 1007 |
1007
Meag Munich Ergo
Munich,
Germany
| $3.17B | -$20.9M | -0.7% | 2.4% | 82.8% | 207 | 7.73% | 2.7 |
|
| 1008 |
FI
1008
Focused Investors
Los Angeles,
California
| $3.17B | -$129M | -4% | 2.35% | 51.3% | 25 | 12% | 7 |
|
| 1009 |
GAMH
1009
Greenwoods Asset Management (HK)
Hong Kong
| $3.17B | +$14.8M | +0.5% | 1.43% | 274% | 41 | 26.83% | 1.5 |
|
| 1010 |
1010
Hancock Whitney
Gulfport,
Mississippi
| $3.16B | +$56.1M | +2% | 2.89% | 100% | 682 | 16.57% | 4.3 |
|
| 1011 |
1011
Jasper Ridge Partners
Menlo Park,
California
| $3.16B | -$352M | -10% | 0.6% | 84.2% | 151 | 9.93% | 4.5 |
|
| 1012 |
1012
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $3.14B | +$1.71B | +119% | 1.67% | 95.1% | 160 | 71.25% | 0.6 |
|
| 1013 |
1013
Moran Wealth Management
Naples,
Florida
| $3.13B | -$116M | -4% | 0.49% | 107% | 465 | 25.16% | 1.2 |
|
| 1014 |
1014
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.13B | +$4.35M | +0.1% | 1.42% | – | 401 | 9.23% | 0.9 |
|
| 1015 |
1015
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $3.13B | +$712M | +30% | 0.58% | 29.1% | 21 | 4.76% | 3.3 |
|
| 1016 |
1016
Cambridge Associates
Boston,
Massachusetts
| $3.12B | +$452M | +17% | 1.11% | 50.1% | 66 | 25.76% | 4.3 |
|
| 1017 |
1017
Aequim Alternative Investments
Mill Valley,
California
| $3.12B | +$261M | +9% | 5.56% | 32.3% | 104 | 9.62% | 1.3 |
|
| 1018 |
1018
WIT LLC
District Of Columbia,
District of Columbia
| $3.12B | -$345M | -10% | 7.55% | 48% | 13 | 0% | 2.8 |
|
| 1019 |
EQF
1019
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $3.12B | +$1.14B | +58% | 6.66% | – | 18 | 50% | 0.3 |
|
| 1020 |
NIG
1020
NFJ Investment Group
Dallas,
Texas
| $3.11B | -$303M | -9% | 3.42% | 80.7% | 283 | 8.83% | 1.7 |
|
| 1021 |
1021
Perfromance Wealth Partners
Hinsdale,
Illinois
| $3.11B | +$207M | +7% | 7.58% | 106% | 210 | 18.1% | 1.9 |
|
| 1022 |
1022
Lincoln National Corp
Radnor,
Pennsylvania
| $3.11B | -$14.2M | -0.5% | 2.86% | 42.9% | 29 | 48.28% | 7.1 |
|
| 1023 |
APSPRSPT
1023
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $3.1B | +$585M | +23% | 3.18% | – | 62 | 83.87% | 0.2 |
|
| 1024 |
1024
IHT Wealth Management
Chicago,
Illinois
| $3.1B | -$425M | -12% | 1.37% | 74.8% | 1,237 | 20.45% | 3.3 |
|
| 1025 |
1025
Heritage Investors Management Corp
Bethesda,
Maryland
| $3.1B | +$96.3M | +3% | 4.59% | 99.7% | 265 | 7.92% | 6.9 |
|