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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
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1076 |
NAM
1076
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $3.89B | +$682M | +21% | 22.1% | 120% | 977 | 26.31% |
|
| 1077 |
CIP
1077
Champlain Investment Partners
Burlington,
Vermont
| $3.89B | -$3.99B | -51% | 20.1% | 48.5% | 137 | 10.95% |
|
| 1078 |
BOK
1078
Bank of Korea
Seoul,
South Korea
| $3.89B | -$247M | -6% | 10.8% | – | 4 | 25% |
|
| 1079 |
SC
1079
SummitTX Capital
Fort Worth,
Texas
| $3.89B | +$683M | +21% | 23.3% | – | 1,074 | 59.78% |
|
| 1080 |
IP
1080
Interval Partners
New York
| $3.88B | +$60.4M | +2% | 13.9% | 106% | 386 | 54.92% |
|
| 1081 |
WS
1081
Wedbush Securities
Los Angeles,
California
| $3.88B | +$446M | +13% | 19.8% | 99.9% | 1,379 | 15.37% |
|
| 1082 |
JGC
1082
J. Goldman & Co
New York
| $3.87B | +$430M | +12% | 18.8% | 106% | 984 | 65.24% |
|
| 1083 |
MPWT
1083
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.87B | +$197M | +5% | 13.4% | 77.9% | 2,555 | 10.41% |
|
| 1084 |
SW
1084
SteelPeak Wealth
Woodland Hills,
California
| $3.86B | +$588M | +18% | 31.5% | 126% | 713 | 25.95% |
|
| 1085 |
FCH
1085
Freestone Capital Holdings
Seattle,
Washington
| $3.86B | +$560M | +17% | 17.5% | 86.9% | 692 | 27.02% |
|
| 1086 |
NC
1086
NZS Capital
Denver,
Colorado
| $3.86B | +$857M | +29% | 34.9% | 134% | 65 | 16.92% |
|
| 1087 |
DIA
1087
Dana Investment Advisors
Waukesha,
Wisconsin
| $3.84B | +$488M | +15% | 21.7% | 117% | 599 | 11.69% |
|
| 1088 |
AFG
1088
Atomi Financial Group
New York
| $3.84B | +$580M | +18% | 17.2% | 139% | 1,342 | 16.02% |
|
| 1089 |
MCM
1089
Marsico Capital Management
Denver,
Colorado
| $3.83B | +$429M | +13% | 36% | 288% | 80 | 32.5% |
|
| 1090 |
TCMNY
1090
Thrive Capital Management (New York)
New York
| $3.81B | +$3.47B | +1,009% | 12.7% | 205% | 7 | 57.14% |
|
| 1091 |
LFG
1091
Larson Financial Group
St Louis,
Missouri
| $3.81B | +$676M | +22% | 19.2% | 81.2% | 3,978 | 13.95% |
|
| 1092 |
TH
1092
TCTC Holdings
Dallas,
Texas
| $3.81B | +$295M | +8% | 10.4% | 78.5% | 242 | 9.92% |
|
| 1093 |
AWM
1093
Avior Wealth Management
Omaha,
Nebraska
| $3.8B | +$278M | +8% | 14.6% | 66% | 904 | 21.68% |
|
| 1094 |
XL
1094
XN LP
New York
| $3.8B | +$1.08B | +40% | 23.1% | 172% | 31 | 38.71% |
|
| 1095 |
PMG
1095
Private Management Group
Irvine,
California
| $3.8B | +$324M | +9% | 11.3% | 62.2% | 330 | 9.09% |
|
| 1096 |
MSDF
1096
Michael & Susan Dell Foundation
New York
| $3.79B | +$942M | +33% | 56.7% | 238% | 8 | 12.5% |
|
| 1097 |
HAM
1097
Hyperion Asset Management
Brisbane,
Australia
| $3.77B | +$636M | +20% | 20.9% | 138% | 21 | 19.05% |
|
| 1098 |
SWM
1098
SigFig Wealth Management
San Francisco,
California
| $3.77B | +$361M | +11% | 9.44% | 43.3% | 147 | 8.84% |
|
| 1099 |
MHI
1099
Miller Howard Investments
Kingston,
New York
| $3.77B | +$111M | +3% | 4.03% | 73.4% | 153 | 11.11% |
|
| 1100 |
FG
1100
Foster Group
West Des Moines,
Iowa
| $3.76B | +$403M | +12% | 11.4% | 50.2% | 333 | 19.22% |
|