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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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50
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1126 |
GI
1126
GLOBALT Investments
Atlanta,
Georgia
| $2.51B | +$107M | +4% | 7.61% | – | 214 | 8.41% |
|
| 1127 |
LA
1127
LBP AM
Paris,
France
| $2.51B | -$2.03B | -45% | 14.4% | 137% | 453 | 37.75% |
|
| 1128 |
CW
1128
CreativeOne Wealth
Overland Park,
Kansas
| $2.51B | +$947M | +61% | 7.26% | 67.6% | 900 | 34.11% |
|
| 1129 |
XL
1129
XN LP
New York
| $2.5B | +$991M | +65% | 17.4% | 172% | 25 | 32% |
|
| 1130 |
FFA
1130
First Foundation Advisors
Irvine,
California
| $2.5B | +$305M | +14% | 8.55% | 70.4% | 463 | 13.39% |
|
| 1131 |
IWM
1131
IHT Wealth Management
Chicago,
Illinois
| $2.49B | +$252M | +11% | 8.95% | 74.8% | 1,077 | 15.88% |
|
| 1132 |
SAI
1132
Systematic Alpha Investments
Princeton,
New Jersey
| $2.49B | +$264M | +12% | 14.2% | 117% | 288 | 23.96% |
|
| 1133 |
EA
1133
Emerald Advisers
Leola,
Pennsylvania
| $2.49B | +$149M | +6% | 19.6% | 487% | 268 | 19.03% |
|
| 1134 |
PIM
1134
Platinum Investment Management
Sydney Australia 2000,
Australia
| $2.48B | +$17.8M | +0.7% | 9.65% | 190% | 157 | 21.02% |
|
| 1135 |
CIA
1135
Concurrent Investment Advisors
Tampa,
Florida
| $2.48B | +$363M | +17% | 9% | – | 1,018 | 26.33% |
|
| 1136 |
RC
1136
RGM Capital
Naples,
Florida
| $2.48B | +$39.3M | +2% | 8.28% | 48.6% | 19 | 0% |
|
| 1137 |
SIM
1137
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $2.47B | +$170M | +7% | 4.76% | 45.5% | 37 | 10.81% |
|
| 1138 |
GC
1138
Giverny Capital
Montreal,
Quebec, Canada
| $2.46B | +$334M | +16% | 13.4% | 69.2% | 62 | 19.35% |
|
| 1139 |
FNT
1139
First National Trust
Hermitage,
Pennsylvania
| $2.46B | +$185M | +8% | 10% | 82.9% | 398 | 7.79% |
|
| 1140 |
PAI
1140
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.46B | +$230M | +10% | 11.2% | 63.4% | 457 | 12.91% |
|
| 1141 |
RP
1141
Reinhart Partners
Mequon,
Wisconsin
| $2.46B | +$183M | +8% | 9.18% | 112% | 84 | 8.33% |
|
| 1142 |
ACM
1142
Alua Capital Management
New York
| $2.44B | +$720M | +42% | 19.3% | 99.4% | 24 | 16.67% |
|
| 1143 |
FB
1143
Fulton Bank
Lancaster,
Pennsylvania
| $2.44B | +$220M | +10% | 5.2% | 44.5% | 644 | 11.96% |
|
| 1144 |
AA
1144
Advisory Alpha
Holland,
Michigan
| $2.44B | +$253M | +12% | 5.61% | 50.3% | 399 | 17.29% |
|
| 1145 |
KFA
1145
Krane Funds Advisors
New York
| $2.43B | +$36.2M | +2% | 2.86% | 72.6% | 120 | 40% |
|
| 1146 |
AAS
1146
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.43B | +$613M | +34% | 7.51% | 68.7% | 921 | 32.14% |
|
| 1147 |
LIMS
1147
Lasalle Investment Management Securities
Baltimore,
Maryland
| $2.42B | -$107M | -4% | 2.12% | 26.3% | 49 | 12.24% |
|
| 1148 |
ACIM
1148
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.42B | +$205M | +9% | 11.4% | 103% | 317 | 7.57% |
|
| 1149 |
AL
1149
Aspiriant LLC
Los Angeles,
California
| $2.42B | +$196M | +9% | 5.66% | 47.1% | 327 | 8.87% |
|
| 1150 |
CA
1150
Cornerstone Advisors
Asheville,
North Carolina
| $2.42B | +$143M | +6% | 11.4% | 108% | 319 | 8.46% |
|