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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Cullen Capital Management
New York
| $1.73B | -$51.4M | -3% | 4.01% | 60% | 132 | 15.91% | 4.4 |
|
| 1077 |
1077
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.72B | +$173M | +11% | 7.76% | 68.2% | 336 | 12.5% | 3.2 |
|
| 1078 |
1078
Iconiq Capital
San Francisco,
California
| $1.72B | +$301M | +21% | 18.6% | 0.88% | 64 | 26.56% | 2.6 |
|
| 1079 |
1079
TownSquare Capital
Provo,
Utah
| $1.72B | +$244M | +17% | 7.33% | 96.9% | 462 | 17.75% | 1.2 |
|
| 1080 |
1080
Timucuan Asset Management
Jacksonville,
Florida
| $1.71B | +$169M | +11% | 8.94% | 61.6% | 31 | 9.68% | 2.6 |
|
| 1081 |
1081
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.71B | +$159M | +10% | 7.83% | 90.4% | 870 | 23.56% | 3.3 |
|
| 1082 |
1082
Adelante Capital Management
Alameda,
California
| $1.7B | +$6.32M | +0.4% | 0.9% | 43.2% | 41 | 12.2% | 3 |
|
| 1083 |
1083
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.7B | +$127M | +8% | 9.35% | 80.3% | 280 | 7.5% | 5 |
|
| 1084 |
1084
Heitman Real Estate Securities
Chicago,
Illinois
| $1.7B | -$118M | -6% | 0.77% | 48.3% | 59 | 8.47% | 2.7 |
|
| 1085 |
1085
WestEnd Advisors
Charlotte,
North Carolina
| $1.7B | +$209M | +14% | 8.25% | 68.9% | 57 | 5.26% | 2.7 |
|
| 1086 |
BAM
1086
Barrett Asset Management
New York
| $1.7B | +$132M | +8% | 9.2% | 78.4% | 397 | 5.54% | 4.6 |
|
| 1087 |
1087
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.69B | +$1.01B | +149% | 4.75% | 79.7% | 360 | 63.33% | 1 |
|
| 1088 |
1088
First American Bank
Dundee,
Illinois
| $1.69B | +$101M | +6% | 4.79% | 114% | 327 | 6.42% | 3.3 |
|
| 1089 |
1089
Payden & Rygel
Los Angeles,
California
| $1.69B | +$116M | +7% | 6.66% | 113% | 129 | 14.73% | 4.1 |
|
| 1090 |
1090
Wealthspire Advisors (New York)
New York
| $1.68B | +$246M | +17% | 6.84% | 59% | 343 | 22.45% | 0.8 |
|
| 1091 |
1091
Praesidium Investment Management Company
New York
| $1.68B | +$137M | +9% | 10.3% | 79% | 17 | 5.88% | 2.3 |
|
| 1092 |
1092
IFP Advisors
Tampa,
Florida
| $1.68B | +$413M | +33% | 6.85% | 80.6% | 3,333 | 15.21% | 2.4 |
|
| 1093 |
1093
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.67B | +$144M | +9% | 9.59% | 86.6% | 871 | 7.23% | 4.5 |
|
| 1094 |
1094
Anglepoint Asset Management
George Town,
Cayman Islands
| $1.67B | +$808M | +94% | 14.3% | – | 35 | 31.43% | 0.4 |
|
| 1095 |
1095
Saratoga Research & Investment Management
Saratoga,
California
| $1.67B | +$83.9M | +5% | 10.9% | 65.1% | 43 | 4.65% | 5.5 |
|
| 1096 |
1096
GAM Holding
Zurich,
Switzerland
| $1.66B | +$52.6M | +3% | 13% | 138% | 378 | 24.6% | 2.9 |
|
| 1097 |
1097
Yiheng Capital Management
San Francisco,
California
| $1.66B | -$346M | -17% | 4.34% | 82% | 27 | 18.52% | 2.5 |
|
| 1098 |
1098
Boothbay Fund Management
New York
| $1.65B | +$191M | +13% | 9.27% | 328% | 1,395 | 60.29% | 0.5 |
|
| 1099 |
1099
Sachem Head Capital Management
New York
| $1.65B | +$245M | +17% | 13.8% | 172% | 24 | 45.83% | 0.5 |
|
| 1100 |
1100
Montag & Caldwell
Atlanta,
Georgia
| $1.65B | +$136M | +9% | 13.3% | 91.3% | 76 | 15.79% | 3.4 |
|