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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
1,000
2,500
5,000
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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 |
MG
1126
Meritage Group
San Francisco,
California
| $3.22B | -$287M | -8% | 1.26% | 22.1% | 11 | 9.09% |
|
| 1127 |
5NCM
1127
59 North Capital Management
Houston,
Texas
| $3.21B | +$2.89M | +0.1% | 0.02% | 81.4% | 14 | 7.14% |
|
| 1128 |
YC
1128
Yarbrough Capital
Franklin,
Tennessee
| $3.21B | -$1.22M | -0% | 4.16% | 154% | 176 | 21.59% |
|
| 1129 |
AWM
1129
Avior Wealth Management
Omaha,
Nebraska
| $3.21B | +$104M | +3% | 1.78% | 66% | 785 | 15.29% |
|
| 1130 |
BC
1130
Burney Company
Reston,
Virginia
| $3.21B | +$63.5M | +2% | 3.6% | 122% | 639 | 13.46% |
|
| 1131 |
PNC
1131
Park National Corp
Newark,
Ohio
| $3.21B | +$9.49M | +0.3% | 1.54% | 80.6% | 322 | 9.01% |
|
| 1132 |
SAI
1132
Systematic Alpha Investments
Princeton,
New Jersey
| $3.21B | +$165M | +5% | 7.43% | 117% | 242 | 11.57% |
|
| 1133 |
FNBT
1133
FineMark National Bank & Trust
Fort Myers,
Florida
| $3.2B | +$141M | +5% | 3.92% | 69.8% | 474 | 8.86% |
|
| 1134 |
MHC
1134
Meyer Handelman Company
Rye Brook,
New York
| $3.19B | +$31.2M | +1% | 2.83% | 83.8% | 221 | 6.33% |
|
| 1135 |
MB
1135
MUFG Bank
Tokyo 100-8388,,
Japan
| $3.18B | +$78.3M | +3% | 3.98% | 74% | 4 | 0% |
|
| 1136 |
BCP
1136
BDT Capital Partners
Chicago,
Illinois
| $3.18B | +$2.86B | +911% | 16.3% | 25.5% | 3 | 33.33% |
|
| 1137 |
EWA
1137
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $3.17B | +$97.5M | +3% | 2.81% | 58% | 573 | 12.57% |
|
| 1138 |
MMI
1138
Matson Money Inc
Mason,
Ohio
| $3.16B | +$126M | +4% | 1.67% | 34.2% | 9 | 0% |
|
| 1139 |
DAS
1139
Diversify Advisory Services
Sandy,
Utah
| $3.16B | +$180M | +6% | 2.79% | – | 979 | 17.67% |
|
| 1140 |
DCM
1140
Donaldson Capital Management
Evansville,
Indiana
| $3.14B | -$13.9M | -0.4% | 2.5% | 77.7% | 244 | 10.25% |
|
| 1141 |
SSM
1141
Sound Shore Management
Greenwich,
Connecticut
| $3.14B | +$117M | +4% | 10.6% | 91.4% | 41 | 17.07% |
|
| 1142 |
FI
1142
Focused Investors
Los Angeles,
California
| $3.14B | -$127M | -4% | 2.82% | 51.3% | 23 | 4.35% |
|
| 1143 |
DWP
1143
Daymark Wealth Partners
Cincinnati,
Ohio
| $3.14B | +$193M | +7% | 2.9% | 96.4% | 634 | 10.25% |
|
| 1144 |
HCM
1144
Highbridge Capital Management
New York
| $3.14B | +$841M | +37% | 7.6% | 55.8% | 351 | 39.03% |
|
| 1145 |
MC
1145
Metropolis Capital
Amersham,
United Kingdom
| $3.13B | -$49.6M | -2% | 0.94% | 54.4% | 16 | 6.25% |
|
| 1146 |
B
1146
Braidwell
Stamford,
Connecticut
| $3.13B | -$243M | -7% | 25% | 96.5% | 89 | 40.45% |
|
| 1147 |
KIA
1147
KCM Investment Advisors
Greenbrae,
California
| $3.12B | +$13.8M | +0.4% | 2.75% | 85.7% | 404 | 7.67% |
|
| 1148 |
BCL
1148
Bracebridge Capital LLC
Boston,
Massachusetts
| $3.12B | +$1.21B | +64% | 6.43% | 156% | 45 | 35.56% |
|
| 1149 |
DAS
1149
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.12B | -$329M | -10% | 2.05% | 64% | 1,009 | 15.26% |
|
| 1150 |
HA
1150
HHLR Advisors
Grand Cayman,
Cayman Islands
| $3.1B | -$987M | -24% | 13% | 137% | 39 | 30.77% |
|