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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1026 |
AAS
1026
Annex Advisory Services
Brookfield,
Wisconsin
| $2.84B | +$23.8M | +0.8% | 1.44% | 77.9% | 307 | 14.98% |
|
| 1027 |
SWM
1027
Spire Wealth Management
Mclean,
Virginia
| $2.83B | -$2.67B | -49% | 3.49% | 101% | 2,425 | 14.39% |
|
| 1028 |
GCP
1028
Garda Capital Partners
Wayzata,
Minnesota
| $2.83B | +$453M | +19% | 0.57% | 12.5% | 498 | 34.94% |
|
| 1029 |
PD
1029
Point72 (DIFC)
Dubai,
United Arab Emirates
| $2.81B | -$361M | -11% | 0.29% | – | 2,019 | 59.73% |
|
| 1030 |
FCH
1030
Freestone Capital Holdings
Seattle,
Washington
| $2.8B | +$114M | +4% | 4.56% | 69.8% | 488 | 13.32% |
|
| 1031 |
WS
1031
Wedbush Securities
Los Angeles,
California
| $2.8B | +$117M | +4% | 5.97% | 79.8% | 1,313 | 15.31% |
|
| 1032 |
LWCA
1032
Locust Wood Capital Advisers
New York
| $2.79B | +$1.46M | +0.1% | 3.11% | 115% | 51 | 27.45% |
|
| 1033 |
MC
1033
Martin Currie
Edinburgh,
United Kingdom
| $2.79B | -$463M | -14% | 4.58% | 114% | 55 | 9.09% |
|
| 1034 |
TC
1034
Tairen Capital
Hong Kong
| $2.79B | +$1.15B | +70% | 13% | 303% | 49 | 71.43% |
|
| 1035 |
KIA
1035
KCM Investment Advisors
Greenbrae,
California
| $2.79B | +$78.9M | +3% | 4.47% | 71.2% | 382 | 5.5% |
|
| 1036 |
CCM
1036
Context Capital Management
Lajolla,
California
| $2.78B | +$683M | +33% | 0.1% | 3.38% | 297 | 25.93% |
|
| 1037 |
CI
1037
Conning Inc
Hartford,
Connecticut
| $2.78B | -$274M | -9% | 0.33% | 45.1% | 364 | 6.87% |
|
| 1038 |
ECM
1038
Evergreen Capital Management
Bellevue,
Washington
| $2.76B | +$118M | +4% | 1.74% | 77.2% | 1,004 | 18.13% |
|
| 1039 |
CK
1039
Cohen Klingenstein
New York
| $2.76B | +$68.9M | +3% | 4.61% | 87.7% | 224 | 1.79% |
|
| 1040 |
AP
1040
Antipodes Partners
Royal Exchange,
Australia
| $2.75B | -$409M | -13% | 3.08% | 104% | 89 | 32.58% |
|
| 1041 |
AAI
1041
Aequim Alternative Investments
Mill Valley,
California
| $2.75B | +$57.6M | +2% | 2.24% | 24.5% | 107 | 7.48% |
|
| 1042 |
NM
1042
NWI Management
New York
| $2.75B | -$530M | -16% | 9.92% | 170% | 54 | 37.04% |
|
| 1043 |
WT
1043
Washington Trust
Westerly,
Rhode Island
| $2.73B | +$11.8M | +0.4% | 3.99% | 74.3% | 914 | 12.8% |
|
| 1044 |
MC
1044
Metropolis Capital
Amersham,
United Kingdom
| $2.73B | -$59M | -2% | 0.56% | 54.4% | 17 | 5.88% |
|
| 1045 |
WCA
1045
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $2.73B | -$614M | -18% | 2.32% | 178% | 185 | 58.92% |
|
| 1046 |
SCM
1046
Suvretta Capital Management
New York
| $2.72B | +$29.7M | +1% | 6.22% | 296% | 110 | 19.09% |
|
| 1047 |
FNBT
1047
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.71B | +$23.2M | +0.9% | 2.57% | 69.8% | 455 | 10.55% |
|
| 1048 |
PWP
1048
Perfromance Wealth Partners
Hinsdale,
Illinois
| $2.71B | +$331M | +14% | 14.2% | 97.8% | 184 | 20.65% |
|
| 1049 |
HH
1049
HSG Holding
Na,
Hong Kong
| $2.71B | +$1.63B | +151% | 13.5% | 10.6% | 18 | 5.56% |
|
| 1050 |
ACM
1050
Aquatic Capital Management
Chicago,
Illinois
| $2.71B | -$351M | -11% | 3.94% | 37.5% | 1,680 | 60.83% |
|