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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
CapitalatWork SA
Auderghem,
| $3.09B | +$150M | +5% | 3.71% | – | 81 | 7.41% | 0.9 |
|
| 1027 |
FHB
1027
First Hawaiian Bank
Honolulu,
Hawaii
| $3.08B | -$46M | -1% | 0.71% | 72.7% | 914 | 8.97% | 3.7 |
|
| 1028 |
LFCM
1028
Long Focus Capital Management
San Juan,
Puerto Rico
| $3.08B | +$228M | +8% | 27.2% | 120% | 115 | 23.48% | 1.9 |
|
| 1029 |
1029
Evelyn Partners Investment Management
London,
| $3.08B | – | – | 2.9% | – | 416 | – | 0 |
|
| 1030 |
1030
Ameritas Investment Partners
Lincoln,
Nebraska
| $3.08B | +$3.73M | +0.1% | 3.34% | 120% | 3,181 | 3.05% | 6 |
|
| 1031 |
1031
Cary Street Partners
Richmond,
Virginia
| $3.07B | – | – | 0.39% | – | 829 | – | 0 |
|
| 1032 |
1032
Evergreen Capital Management
Bellevue,
Washington
| $3.07B | +$92.1M | +3% | 0.98% | 77.2% | 1,130 | 16.9% | 2.7 |
|
| 1033 |
1033
NorthRock Partners
Minneapolis,
Minnesota
| $3.07B | +$28.5M | +0.9% | 1.64% | 62.8% | 881 | 17.48% | 2.1 |
|
| 1034 |
USAA
1034
United Services Automobile Association
San Antonio,
Texas
| $3.07B | -$855M | -22% | 0.44% | 31.8% | 405 | 9.88% | 3.3 |
|
| 1035 |
1035
ARGA Investment Management
Stamford,
Connecticut
| $3.06B | +$43.3M | +1% | 2.41% | 78.1% | 132 | 10.61% | 2.4 |
|
| 1036 |
1036
Becker Capital Management
Portland,
Oregon
| $3.06B | -$13.3M | -0.4% | 1.66% | 89.2% | 284 | 7.39% | 4.7 |
|
| 1037 |
1037
Caprock Group
Boise,
Idaho
| $3.06B | +$311M | +11% | 4.3% | – | 1,062 | 21.28% | 2.5 |
|
| 1038 |
GM
1038
GeoWealth Management
Chicago,
Illinois
| $3.06B | +$226M | +8% | 0.46% | 58% | 1,908 | 17.4% | 0.9 |
|
| 1039 |
1039
Quotient Wealth Partners
Dallas,
Texas
| $3.06B | +$14.6M | +0.5% | 1.16% | – | 340 | 12.06% | 0.8 |
|
| 1040 |
1040
IFP Advisors
Tampa,
Florida
| $3.05B | +$279M | +10% | 1.18% | 73.2% | 4,699 | 24.13% | 3.3 |
|
| 1041 |
1041
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.05B | +$14.5M | +0.5% | 4.32% | 132% | 500 | 2% | 9.3 |
|
| 1042 |
BRWA
1042
B. Riley Wealth Advisors
Boca Raton,
Florida
| $3.05B | -$545M | -15% | 2.98% | 118% | 1,323 | 18.67% | 4.5 |
|
| 1043 |
1043
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.05B | -$272M | -8% | 3.07% | 181% | 1,285 | 14.01% | 3.9 |
|
| 1044 |
1044
Aristeia Capital
Greenwich,
Connecticut
| $3.05B | -$1.76B | -37% | 10.1% | 73.2% | 503 | 48.91% | 0.6 |
|
| 1045 |
1045
Busey Bank
Urbana,
Illinois
| $3.05B | -$17.1M | -0.6% | 1.69% | 94.2% | 362 | 10.77% | 6 |
|
| 1046 |
1046
Miller Howard Investments
Kingston,
New York
| $3.04B | -$201M | -6% | 3.29% | 73.4% | 203 | 36.95% | 4.7 |
|
| 1047 |
MIHAS
1047
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $3.04B | -$729M | -19% | 2.71% | 92.8% | 41 | 7.32% | 3.1 |
|
| 1048 |
1048
Troy Asset Management
London,
United Kingdom
| $3.04B | -$137M | -4% | 4.86% | 53.9% | 33 | 0% | 5.4 |
|
| 1049 |
1049
Dana Investment Advisors
Waukesha,
Wisconsin
| $3.03B | +$8.15M | +0.3% | 4.4% | 117% | 560 | 8.93% | 2.9 |
|
| 1050 |
SSM
1050
Sound Shore Management
Greenwich,
Connecticut
| $3.03B | -$45.7M | -1% | 2.26% | 91.4% | 49 | 36.73% | 1.9 |
|