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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
Encompass Capital Advisors
New York
| $3.34B | +$888M | +36% | 31% | 364% | 83 | 66.27% | 0.7 |
|
| 1077 |
1077
Carrhae Capital
London,
United Kingdom
| $3.34B | +$694M | +26% | 2.21% | 159% | 45 | 57.78% | 0.9 |
|
| 1078 |
1078
Hancock Prospecting
West Perth,
Australia
| $3.33B | +$75.2M | +2% | 0.52% | – | 37 | 18.92% | 0.7 |
|
| 1079 |
AIIMS
1079
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $3.3B | -$129M | -4% | 4.21% | 99.4% | 147 | 14.97% | 4.3 |
|
| 1080 |
1080
SCGE Management
Menlo Park,
California
| $3.3B | -$1.09B | -25% | 15.1% | 154% | 22 | 13.64% | 2 |
|
| 1081 |
1081
Freestone Capital Holdings
Seattle,
Washington
| $3.3B | -$82.3M | -2% | 3.1% | 86.9% | 630 | 21.11% | 3.7 |
|
| 1082 |
1082
Heritage Investors Management Corp
Bethesda,
Maryland
| $3.29B | -$138M | -4% | 1.31% | 99.7% | 255 | 6.27% | 7.8 |
|
| 1083 |
1083
Prana Capital Management
Greenwich,
Connecticut
| $3.29B | +$530M | +19% | 10.2% | 36.6% | 166 | 51.81% | 0.9 |
|
| 1084 |
1084
Park National Corp
Newark,
Ohio
| $3.28B | +$75.4M | +2% | 0.1% | 92.7% | 411 | 30.66% | 5.7 |
|
| 1085 |
1085
EverSource Wealth Advisors
Birmingham,
Alabama
| $3.28B | +$563M | +21% | 0.47% | 89.7% | 4,537 | 9.17% | 2.3 |
|
| 1086 |
1086
CX Institutional
Auburn,
Indiana
| $3.28B | -$74.7M | -2% | 0.83% | 62.9% | 1,687 | 18.38% | 1.8 |
|
| 1087 |
1087
SteelPeak Wealth
Woodland Hills,
California
| $3.27B | +$206M | +7% | 1.82% | 140% | 664 | 28.31% | 2.1 |
|
| 1088 |
1088
Bain Capital Investors
Boston,
Massachusetts
| $3.27B | -$1.35B | -29% | 26.2% | 91.1% | 8 | 25% | 3.3 |
|
| 1089 |
1089
Moran Wealth Management
Naples,
Florida
| $3.27B | +$4.12M | +0.1% | 3.09% | 107% | 571 | 32.05% | 1.5 |
|
| 1090 |
1090
Matson Money Inc
Mason,
Ohio
| $3.26B | +$96.3M | +3% | 0.17% | 34.2% | 9 | 0% | 6.2 |
|
| 1091 |
1091
Atomi Financial Group
New York
| $3.26B | -$150M | -4% | 0.97% | 139% | 1,343 | 20.18% | 1.5 |
|
| 1092 |
1092
Fund Evaluation Group
Cincinnati,
Ohio
| $3.25B | +$232M | +8% | 3.14% | 51.6% | 76 | 22.37% | 2.1 |
|
| 1093 |
1093
Ameritas Investment Partners
Lincoln,
Nebraska
| $3.25B | -$31M | -0.9% | 0.51% | 120% | 3,168 | 2.97% | 6.7 |
|
| 1094 |
1094
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $3.25B | -$98.2M | -3% | 0.21% | 126% | 915 | 1.75% | 8.2 |
|
| 1095 |
1095
Scharf Investments
Los Gatos,
California
| $3.24B | -$478M | -13% | 0.13% | 55% | 80 | 22.5% | 3.3 |
|
| 1096 |
1096
First National Bank of Omaha
Omaha,
Nebraska
| $3.24B | -$136M | -4% | 0.24% | 70.9% | 524 | 9.16% | 4.4 |
|
| 1097 |
RPGK
1097
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $3.23B | +$183M | +6% | 0.83% | 49.7% | 510 | 23.14% | 2 |
|
| 1098 |
1098
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $3.22B | +$51.4M | +2% | 0.11% | 58% | 606 | 15.68% | 3.8 |
|
| 1099 |
1099
Meyer Handelman Company
Rye Brook,
New York
| $3.22B | +$22.8M | +0.7% | 3.82% | 83.8% | 226 | 7.96% | 8.4 |
|
| 1100 |
1100
Stock Yards Bank & Trust
Louisville,
Kentucky
| $3.21B | -$52.8M | -2% | 0.47% | 82.8% | 413 | 7.99% | 6.3 |
|