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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1101 |
NAM
1101
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $3.21B | -$1.27B | -28% | 0.92% | 120% | 882 | 20.75% |
|
| 1102 |
KIM
1102
Karpus Investment Management
Pittsford,
New York
| $3.21B | -$50.8M | -2% | 1.71% | 24.7% | 254 | 24.8% |
|
| 1103 |
YCM
1103
Yaupon Capital Management
New York
| $3.2B | +$438M | +16% | 21.5% | 122% | 148 | 61.49% |
|
| 1104 |
SC
1104
SummitTX Capital
Fort Worth,
Texas
| $3.2B | -$116M | -4% | 3.58% | – | 1,023 | 61.49% |
|
| 1105 |
HCM
1105
Himalaya Capital Management
Seattle,
Washington
| $3.2B | -$368M | -10% | 7.09% | 116% | 14 | 35.71% |
|
| 1106 |
BIG
1106
Brooklyn Investment Group
Brooklyn,
New York
| $3.2B | +$1.03B | +48% | 1.57% | – | 2,041 | 37.09% |
|
| 1107 |
BC
1107
Burney Company
Reston,
Virginia
| $3.2B | -$9.16M | -0.3% | 0.51% | 122% | 665 | 21.65% |
|
| 1108 |
DCM
1108
DME Capital Management
New York
| $3.19B | +$341M | +12% | 3.01% | – | 52 | 34.62% |
|
| 1109 |
MPW
1109
MASECO Private Wealth
London,
| $3.19B | +$892M | +39% | 0.44% | – | 598 | 43.81% |
|
| 1110 |
FAM
1110
Foxhaven Asset Management
Charlottesville,
Virginia
| $3.19B | -$873M | -22% | 11.2% | 88.2% | 17 | 23.53% |
|
| 1111 |
DWP
1111
Daymark Wealth Partners
Cincinnati,
Ohio
| $3.18B | +$41.2M | +1% | 0.66% | 96.4% | 761 | 23.65% |
|
| 1112 |
CVA
1112
Ceredex Value Advisors
Orlando,
Florida
| $3.18B | -$148M | -4% | 10.4% | 82.3% | 207 | 45.41% |
|
| 1113 |
DAS
1113
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.17B | +$56.7M | +2% | 0.59% | 64% | 1,003 | 11.07% |
|
| 1114 |
ACM
1114
Argent Capital Management
St Louis,
Missouri
| $3.17B | -$356M | -10% | 1.73% | 110% | 178 | 21.91% |
|
| 1115 |
BFA
1115
Bragg Financial Advisors
Charlotte,
North Carolina
| $3.16B | +$89.4M | +3% | 2.66% | 101% | 366 | 6.28% |
|
| 1116 |
FTUS
1116
Flow Traders U.S.
New York
| $3.16B | +$109M | +4% | 0.16% | 86.5% | 1,402 | 66.33% |
|
| 1117 |
AWE
1117
Avidian Wealth Enterprises
Houston,
Texas
| $3.16B | +$413M | +15% | 1.21% | 63.7% | 698 | 20.63% |
|
| 1118 |
EA
1118
Emerald Advisers
Leola,
Pennsylvania
| $3.16B | -$85.6M | -3% | 8.71% | 487% | 263 | 12.17% |
|
| 1119 |
HIMCH
1119
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.16B | -$185M | -6% | 1.77% | 132% | 504 | 3.17% |
|
| 1120 |
BP
1120
BNP Paribas
Paris,
France
| $3.15B | -$350M | -10% | 2.49% | – | 374 | 17.91% |
|
| 1121 |
GKWIM
1121
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $3.14B | +$276M | +10% | 3.62% | 91.5% | 374 | 17.11% |
|
| 1122 |
BI
1122
BVF Inc
San Francisco,
California
| $3.14B | +$168M | +6% | 14.3% | 592% | 45 | 17.78% |
|
| 1123 |
HAM
1123
Hyperion Asset Management
Brisbane,
Australia
| $3.14B | -$441M | -12% | 7.19% | 138% | 19 | 10.53% |
|
| 1124 |
LT
1124
Lindsell Train
London,
United Kingdom
| $3.14B | -$807M | -20% | 11.5% | 39.9% | 28 | 3.57% |
|
| 1125 |
LFG
1125
Larson Financial Group
St Louis,
Missouri
| $3.13B | +$127M | +4% | 0.62% | 81.2% | 3,830 | 15.25% |
|