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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%
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1076 |
PSC
1076
Portman Square Capital
London,
United Kingdom
| $2.79B | +$106M | +4% | 1.02% | 20% | 322 | 28.57% |
|
| 1077 |
SC
1077
Sessa Capital
New York
| $2.79B | +$76.4M | +3% | 2.88% | 78.7% | 35 | 31.43% |
|
| 1078 |
WT
1078
Washington Trust
Westerly,
Rhode Island
| $2.79B | -$64.8M | -2% | 2.8% | 74.3% | 893 | 10.19% |
|
| 1079 |
MMI
1079
Matson Money Inc
Mason,
Ohio
| $2.79B | -$126M | -4% | 3.63% | 34.2% | 9 | 0% |
|
| 1080 |
TH
1080
TCTC Holdings
Dallas,
Texas
| $2.78B | -$168M | -6% | 4.09% | 65.1% | 724 | 28.45% |
|
| 1081 |
CSIC
1081
Clifford Swan Investment Counsel
Pasadena,
California
| $2.78B | -$40.9M | -1% | 0.74% | 60.8% | 315 | 4.13% |
|
| 1082 |
SIC
1082
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.78B | -$36.3M | -1% | 0.65% | 67.3% | 133 | 5.26% |
|
| 1083 |
APP
1083
Avantax Planning Partners
Dubuque,
Iowa
| $2.77B | -$14.1M | -0.5% | 1.11% | 42.2% | 460 | 10.22% |
|
| 1084 |
PMG
1084
Private Management Group
Irvine,
California
| $2.77B | -$77.6M | -3% | 0.1% | 52.1% | 223 | 9.87% |
|
| 1085 |
AL
1085
Aspiriant LLC
Los Angeles,
California
| $2.77B | +$134M | +5% | 1.34% | 47.1% | 311 | 13.5% |
|
| 1086 |
MSC
1086
MUFG Securities (Canada)
New York
| $2.77B | +$532M | +24% | 1.31% | – | 42 | 0% |
|
| 1087 |
RL
1087
Ruffer LLP
London,
United Kingdom
| $2.77B | -$405M | -13% | 6.63% | 106% | 104 | 49.04% |
|
| 1088 |
FFA
1088
Farther Finance Advisors
San Francisco,
California
| $2.77B | +$100M | +4% | 0.63% | 74.1% | 4,242 | 10.8% |
|
| 1089 |
SWM
1089
SigFig Wealth Management
San Francisco,
California
| $2.76B | +$8.11M | +0.3% | 1.96% | 43.3% | 129 | 12.4% |
|
| 1090 |
PAI
1090
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.75B | +$82.9M | +3% | 4.31% | 53.2% | 475 | 12.42% |
|
| 1091 |
TCIM
1091
TOMS Capital Investment Management
New York
| $2.75B | +$58.3M | +2% | 3.26% | 105% | 32 | 75% |
|
| 1092 |
PA
1092
Profund Advisors
Bethesda,
Maryland
| $2.74B | +$95.7M | +4% | 6.43% | 155% | 1,201 | 13.91% |
|
| 1093 |
QT
1093
Quantbot Technologies
New York
| $2.74B | +$202M | +8% | 1.5% | 22.2% | 1,929 | 53.6% |
|
| 1094 |
GC
1094
Giverny Capital
Montreal,
Quebec, Canada
| $2.74B | +$106M | +4% | 3.4% | 73% | 63 | 19.05% |
|
| 1095 |
AWM
1095
Avior Wealth Management
Omaha,
Nebraska
| $2.73B | +$222M | +9% | 0.88% | 66% | 2,568 | 14.25% |
|
| 1096 |
AIIMS
1096
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $2.73B | +$129M | +5% | 2.98% | 70% | 136 | 5.88% |
|
| 1097 |
EWA
1097
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.73B | -$54.5M | -2% | 0.73% | 58% | 519 | 9.63% |
|
| 1098 |
PNC
1098
Park National Corp
Newark,
Ohio
| $2.73B | -$127M | -4% | 1.02% | 80.6% | 307 | 10.42% |
|
| 1099 |
PD
1099
Point72 (DIFC)
Dubai,
United Arab Emirates
| $2.72B | -$230M | -8% | 3.26% | – | 1,993 | 56.2% |
|
| 1100 |
SHIM
1100
Spruce House Investment Management
New York
| $2.72B | +$681M | +33% | 59.4% | 1,495% | 11 | 9.09% |
|