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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
GH
1101
GAM Holding
Zurich,
Switzerland
| $2.15B | +$463M | +27% | 7.15% | 130% | 358 | 37.15% | 2.4 |
|
| 1102 |
BCM
1102
Bluefin Capital Management
New York
| $2.14B | +$428M | +25% | 6.47% | – | 1,088 | 65.63% | 0.1 |
|
| 1103 |
1103
Ingalls & Snyder LLC
New York
| $2.14B | +$116M | +6% | 9.1% | 217% | 461 | 12.8% | 3.6 |
|
| 1104 |
1104
TD Private Client Wealth
New York
| $2.14B | +$170M | +9% | 6.12% | 57% | 1,218 | 10.67% | 1.1 |
|
| 1105 |
1105
Alphinity Investment Management
Sydney,
Australia
| $2.14B | +$950M | +80% | 8.6% | 151% | 28 | 17.86% | 1.4 |
|
| 1106 |
1106
OneDigital Investment Advisors
Overland Park,
Kansas
| $2.14B | +$219M | +11% | 4.95% | 57.3% | 777 | 21.75% | 1.8 |
|
| 1107 |
1107
Tidal Investments
Milwaukee,
Wisconsin
| $2.14B | +$691M | +48% | 29.7% | 208% | 580 | 31.55% | 0.6 |
|
| 1108 |
1108
Marshfield Associates
Washington,
District of Columbia
| $2.13B | -$11.3M | -0.5% | 9.29% | 59.7% | 19 | 0% | 5.7 |
|
| 1109 |
RA
1109
Rovida Advisors
Fort Lauderdale,
Florida
| $2.13B | +$429M | +25% | 2.75% | 24.8% | 57 | 40.35% | 0.8 |
|
| 1110 |
1110
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.13B | +$173M | +9% | 6.39% | 90.4% | 1,238 | 32.07% | 2.4 |
|
| 1111 |
1111
First Citizens Bank & Trust
Raleigh,
North Carolina
| $2.12B | +$163M | +8% | 8.61% | 69% | 409 | 14.43% | 2.8 |
|
| 1112 |
1112
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $2.12B | +$220M | +12% | 0.25% | 29.1% | 12 | 0% | 2.1 |
|
| 1113 |
1113
Parallel Advisors
San Francisco,
California
| $2.12B | +$277M | +15% | 4.35% | 109% | 3,011 | 14.68% | 2.5 |
|
| 1114 |
HP
1114
Hound Partners
New York
| $2.12B | +$540M | +34% | 9.21% | 19.7% | 283 | 67.49% | 0.2 |
|
| 1115 |
1115
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $2.12B | +$78M | +4% | 3.75% | 45.9% | 177 | 15.25% | 3.1 |
|
| 1116 |
1116
Valley Forge Capital Management
Miami,
Florida
| $2.11B | +$1.04B | +96% | 0.4% | 49% | 10 | 0% | 3.4 |
|
| 1117 |
1117
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $2.11B | +$94M | +5% | 5.43% | 80.3% | 317 | 6.94% | 4.6 |
|
| 1118 |
1118
TCTC Holdings
Dallas,
Texas
| $2.11B | +$239M | +13% | 15.1% | 78.5% | 420 | 8.33% | 2.8 |
|
| 1119 |
BUB
1119
BBVA USA Bancshares
Houston,
Texas
| $2.1B | +$162M | +8% | 7.07% | 66.2% | 552 | 6.7% | 3.8 |
|
| 1120 |
1WCM
1120
12 West Capital Management
New York
| $2.1B | -$230M | -10% | 3.5% | 169% | 18 | 44.44% | 1.8 |
|
| 1121 |
FIG
1121
Fortress Investment Group
New York
| $2.1B | -$150M | -7% | 4.67% | 97.5% | 283 | 72.44% | 0.3 |
|
| 1122 |
1122
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $2.1B | -$9.91M | -0.5% | 7.01% | 210% | 532 | 72.37% | 0.7 |
|
| 1123 |
SCA
1123
Salient Capital Advisors
Houston,
Texas
| $2.09B | +$310M | +17% | 17.4% | 57.3% | 93 | 50.54% | 2.3 |
|
| 1124 |
IP
1124
Innovative Portfolios
Indianapolis,
Indiana
| $2.09B | – | – | 9.3% | – | 50 | – | 0 |
|
| 1125 |
1125
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.09B | +$153M | +8% | 6.91% | 77.8% | 885 | 9.72% | 4.6 |
|