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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Gratus Capital
Atlanta,
Georgia
| $2.5B | +$319M | +15% | 6.56% | 51.4% | 392 | 21.17% | 2.6 |
|
| 1127 |
1127
Independent Financial Group
San Diego,
California
| $2.5B | +$319M | +15% | 6.68% | 149% | 1,160 | 18.71% | 2.1 |
|
| 1128 |
RC
1128
RGM Capital
Naples,
Florida
| $2.5B | +$16.3M | +0.7% | 2.03% | 48.6% | 20 | 5% | 4.4 |
|
| 1129 |
PFM
1129
Premier Fund Managers
Guildford,
United Kingdom
| $2.49B | -$32.2M | -1% | 3.87% | 56.6% | 236 | 28.39% | 2 |
|
| 1130 |
1130
First Merchants Corp
Muncie,
Indiana
| $2.49B | +$1.16B | +87% | 1.71% | 55.6% | 388 | 47.16% | 3.7 |
|
| 1131 |
1131
Eastern Bank
Boston,
Massachusetts
| $2.48B | +$73.5M | +3% | 3.61% | 102% | 205 | 6.34% | 5.8 |
|
| 1132 |
CSPIA
1132
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.47B | +$108M | +5% | 2.21% | 84.1% | 772 | 12.95% | 2 |
|
| 1133 |
1133
Fulton Bank
Lancaster,
Pennsylvania
| $2.47B | +$32.1M | +1% | 1.83% | 48.1% | 657 | 10.65% | 4.4 |
|
| 1134 |
PIM
1134
Platinum Investment Management
Sydney Australia 2000,
Australia
| $2.47B | -$8.91M | -0.4% | 3.67% | 190% | 148 | 15.54% | 2.6 |
|
| 1135 |
DPRC
1135
Deer Park Road Corp
Steamboat Springs,
Colorado
| $2.47B | +$265M | +12% | 16.5% | 20.8% | 5 | 0% | 2.8 |
|
| 1136 |
CA
1136
Cornerstone Advisors
Asheville,
North Carolina
| $2.46B | +$46.8M | +2% | 5.91% | 108% | 319 | 6.27% | 2.2 |
|
| 1137 |
1137
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.46B | +$37M | +2% | 2.73% | 103% | 318 | 7.55% | 1.7 |
|
| 1138 |
MYAM
1138
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.46B | +$110M | +5% | 3.54% | 93.9% | 689 | 8.42% | 4.8 |
|
| 1139 |
1139
Caprock Group
Boise,
Idaho
| $2.46B | +$715M | +41% | 4.41% | – | 919 | 28.73% | 2.6 |
|
| 1140 |
ORIO
1140
Old Republic International (ORI)
Chicago,
Illinois
| $2.46B | -$87M | -3% | 2.73% | 50.5% | 54 | 0% | 8.4 |
|
| 1141 |
1141
Aspiriant LLC
Los Angeles,
California
| $2.45B | +$37.1M | +2% | 0.61% | 47.1% | 330 | 18.79% | 4.7 |
|
| 1142 |
LCM
1142
Lattice Capital Management
Kirkland,
Washington
| $2.45B | +$1.07B | +78% | 18.2% | 187% | 35 | 51.43% | 0.9 |
|
| 1143 |
TAM
1143
Thematics Asset Management
Paris,
France
| $2.45B | +$41.8M | +2% | 2.36% | 113% | 142 | 4.93% | 1.4 |
|
| 1144 |
1144
Castleark Management
Chicago,
Illinois
| $2.45B | +$44.4M | +2% | 8.93% | 248% | 310 | 22.9% | 3.7 |
|
| 1145 |
1145
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $2.45B | +$107M | +5% | 0.18% | 105% | 377 | 78.51% | 0.6 |
|
| 1146 |
1146
NZS Capital
Denver,
Colorado
| $2.44B | +$28.7M | +1% | 4.71% | 134% | 63 | 22.22% | 1.8 |
|
| 1147 |
AIIMS
1147
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $2.44B | +$140M | +6% | 5.48% | 99.4% | 135 | 20% | 3.9 |
|
| 1148 |
1148
LBP AM
Paris,
France
| $2.43B | -$76M | -3% | 6.23% | 137% | 360 | 26.11% | 1.1 |
|
| 1149 |
PAI
1149
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.43B | -$28M | -1% | 0.24% | 63.4% | 465 | 13.12% | 5.5 |
|
| 1150 |
1150
First National Trust
Hermitage,
Pennsylvania
| $2.43B | -$32.7M | -1% | 3.78% | 82.9% | 401 | 6.48% | 6.2 |
|