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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1051 |
JGC
1051
J. Goldman & Co
New York
| $2.04B | -$57.9M | -3% | 5.23% | 89.5% | 561 | 69.88% |
|
| 1052 |
AM
1052
Ares Management
Los Angeles,
California
| $2.03B | -$121M | -6% | 9.52% | 16% | 43 | 11.63% |
|
| 1053 |
CA
1053
Cornerstone Advisors
Asheville,
North Carolina
| $2.03B | -$10.5M | -0.5% | 6.5% | 82.5% | 205 | 14.63% |
|
| 1054 |
SRIM
1054
Saratoga Research & Investment Management
Saratoga,
California
| $2.02B | +$130M | +7% | 12.4% | 54.3% | 46 | 4.35% |
|
| 1055 |
DFO
1055
Duquesne Family Office
New York
| $2.02B | +$257M | +15% | 10.6% | 281% | 81 | 48.15% |
|
| 1056 |
CL
1056
Choreo LLC
Rockford,
Illinois
| $2.02B | +$286M | +17% | 8.41% | 59.7% | 244 | 16.39% |
|
| 1057 |
SWM
1057
SigFig Wealth Management
San Francisco,
California
| $2.01B | +$107M | +6% | 6.02% | 43.3% | 107 | 10.28% |
|
| 1058 |
CF
1058
Covea Finance
Paris,
France
| $2.01B | +$105M | +6% | 9.82% | 115% | 129 | 5.43% |
|
| 1059 |
PFS
1059
Prospera Financial Services
Dallas,
Texas
| $2B | +$79.6M | +4% | 8.46% | 97.4% | 980 | 24.29% |
|
| 1060 |
FTUS
1060
Flow Traders U.S.
New York
| $1.99B | +$125M | +7% | 8.51% | 43.4% | 1,377 | 60.93% |
|
| 1061 |
CK
1061
Cohen Klingenstein
New York
| $1.99B | +$101M | +5% | 7.68% | 87.7% | 229 | 4.8% |
|
| 1062 |
PAG
1062
Private Advisor Group
Morristown,
New Jersey
| $1.99B | -$6.71B | -77% | 8.23% | 62.2% | 2,035 | 24.08% |
|
| 1063 |
RA
1063
RFG Advisory
Birmingham,
Alabama
| $1.98B | +$224M | +13% | 6.79% | 52.3% | 674 | 18.25% |
|
| 1064 |
IP
1064
Indigo Partners
Phoenix,
Arizona
| $1.98B | +$125M | +7% | 6.86% | 43.8% | 2 | 0% |
|
| 1065 |
BC
1065
Burney Company
Reston,
Virginia
| $1.97B | +$163M | +9% | 12% | 122% | 576 | 11.28% |
|
| 1066 |
KPWS
1066
Kestra Private Wealth Services
Austin,
Texas
| $1.97B | +$246M | +14% | 8.78% | 73.6% | 1,017 | 22.81% |
|
| 1067 |
SAI
1067
Systematic Alpha Investments
Princeton,
New Jersey
| $1.97B | +$315M | +19% | 8.64% | 89.4% | 231 | 16.02% |
|
| 1068 |
ACIM
1068
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $1.97B | +$144M | +8% | 11.5% | 79.8% | 316 | 8.86% |
|
| 1069 |
LW
1069
Linscomb Wealth
Houston,
Texas
| $1.97B | +$323M | +20% | 12% | 61.3% | 339 | 16.22% |
|
| 1070 |
AL
1070
Aspiriant LLC
Los Angeles,
California
| $1.96B | -$82.2M | -4% | 7.95% | 47.1% | 292 | 15.07% |
|
| 1071 |
CH
1071
Cannae Holdings
Las Vegas,
Nevada
| $1.96B | +$16.6M | +0.9% | 3.6% | 88.6% | 6 | 16.67% |
|
| 1072 |
GVAG
1072
Great Valley Advisor Group
Wilmington,
Delaware
| $1.96B | +$171M | +10% | 7.52% | 61.8% | 747 | 16.33% |
|
| 1073 |
BIAS
1073
Beacon Investment Advisory Services
Morristown,
New Jersey
| $1.95B | +$135M | +7% | 12.8% | 83.3% | 292 | 10.96% |
|
| 1074 |
MWM
1074
Merriman Wealth Management
Seattle,
Washington
| $1.95B | +$424M | +28% | 11.4% | 18.3% | 232 | 35.78% |
|
| 1075 |
LCM
1075
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.94B | +$275M | +16% | 11.7% | 98.6% | 541 | 9.43% |
|