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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
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
SCM
1076
Saba Capital Management
New York
| $3.9B | +$278M | +8% | 7.84% | 35% | 475 | 34.53% | 4.7 |
|
| 1077 |
MCM
1077
Masters Capital Management
Atlanta,
Georgia
| $3.9B | +$870M | +29% | 15.2% | 142% | 105 | 42.86% | 5.2 |
|
| 1078 |
NAM
1078
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $3.89B | +$682M | +21% | 22.1% | 120% | 977 | 26.31% | 8.2 |
|
| 1079 |
CIP
1079
Champlain Investment Partners
Burlington,
Vermont
| $3.89B | -$3.99B | -51% | 20.1% | 48.5% | 137 | 10.95% | 13 |
|
| 1080 |
BOK
1080
Bank of Korea
Seoul,
South Korea
| $3.89B | -$247M | -6% | 10.8% | – | 4 | 25% | 1.5 |
|
| 1081 |
SC
1081
SummitTX Capital
Fort Worth,
Texas
| $3.89B | +$683M | +21% | 23.3% | – | 1,074 | 59.78% | 1.5 |
|
| 1082 |
IP
1082
Interval Partners
New York
| $3.88B | +$60.4M | +2% | 13.9% | 106% | 386 | 54.92% | 2.5 |
|
| 1083 |
WS
1083
Wedbush Securities
Los Angeles,
California
| $3.88B | +$446M | +13% | 19.8% | 99.9% | 1,379 | 15.37% | 17.9 |
|
| 1084 |
JGC
1084
J. Goldman & Co
New York
| $3.87B | +$430M | +12% | 18.8% | 106% | 984 | 65.24% | 1.5 |
|
| 1085 |
MPWT
1085
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.87B | +$197M | +5% | 13.4% | 90.4% | 2,555 | 10.41% | 16.6 |
|
| 1086 |
SW
1086
SteelPeak Wealth
Woodland Hills,
California
| $3.86B | +$588M | +18% | 31.5% | 126% | 713 | 25.95% | 8.1 |
|
| 1087 |
FCH
1087
Freestone Capital Holdings
Seattle,
Washington
| $3.86B | +$560M | +17% | 17.5% | 86.9% | 692 | 27.02% | 14 |
|
| 1088 |
NC
1088
NZS Capital
Denver,
Colorado
| $3.86B | +$857M | +29% | 34.9% | 134% | 65 | 16.92% | 9.3 |
|
| 1089 |
DIA
1089
Dana Investment Advisors
Waukesha,
Wisconsin
| $3.84B | +$488M | +15% | 21.7% | 117% | 599 | 11.69% | 14.2 |
|
| 1090 |
AFG
1090
Atomi Financial Group
New York
| $3.84B | +$580M | +18% | 17.2% | 139% | 1,342 | 16.02% | 6.5 |
|
| 1091 |
MCM
1091
Marsico Capital Management
Denver,
Colorado
| $3.83B | +$429M | +13% | 36% | 288% | 80 | 32.5% | 11.2 |
|
| 1092 |
TCMNY
1092
Thrive Capital Management (New York)
New York
| $3.81B | +$3.47B | +1,009% | 12.7% | 205% | 7 | 57.14% | 4.6 |
|
| 1093 |
LFG
1093
Larson Financial Group
St Louis,
Missouri
| $3.81B | +$676M | +22% | 19.2% | 81.2% | 3,978 | 13.95% | 9.6 |
|
| 1094 |
TH
1094
TCTC Holdings
Dallas,
Texas
| $3.81B | +$295M | +8% | 10.4% | 78.5% | 242 | 9.92% | 30.8 |
|
| 1095 |
AWM
1095
Avior Wealth Management
Omaha,
Nebraska
| $3.8B | +$278M | +8% | 14.6% | 66% | 904 | 21.68% | 19.3 |
|
| 1096 |
XL
1096
XN LP
New York
| $3.8B | +$1.08B | +40% | 23.1% | 172% | 31 | 38.71% | 5.1 |
|
| 1097 |
PMG
1097
Private Management Group
Irvine,
California
| $3.8B | +$324M | +9% | 11.3% | 62.2% | 330 | 9.09% | 14.3 |
|
| 1098 |
MSDF
1098
Michael & Susan Dell Foundation
New York
| $3.79B | +$942M | +33% | 56.7% | 238% | 8 | 12.5% | 5.1 |
|
| 1099 |
HAM
1099
Hyperion Asset Management
Brisbane,
Australia
| $3.77B | +$636M | +20% | 20.9% | 138% | 21 | 19.05% | 18.2 |
|
| 1100 |
SWM
1100
SigFig Wealth Management
San Francisco,
California
| $3.77B | +$361M | +11% | 9.44% | 49.3% | 147 | 8.84% | 16.7 |
|