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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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250
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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 |
FI
1126
Focused Investors
Los Angeles,
California
| $3.14B | -$127M | -4% | 2.82% | 46.1% | 23 | 4.35% |
|
| 1127 |
DWP
1127
Daymark Wealth Partners
Cincinnati,
Ohio
| $3.14B | +$193M | +7% | 2.9% | 82.6% | 634 | 10.25% |
|
| 1128 |
HCM
1128
Highbridge Capital Management
New York
| $3.14B | +$841M | +37% | 7.6% | 54.5% | 351 | 39.03% |
|
| 1129 |
MC
1129
Metropolis Capital
Amersham,
United Kingdom
| $3.13B | -$49.6M | -2% | 0.94% | 54.4% | 16 | 6.25% |
|
| 1130 |
B
1130
Braidwell
Stamford,
Connecticut
| $3.13B | -$243M | -7% | 25% | 56.1% | 89 | 40.45% |
|
| 1131 |
KIA
1131
KCM Investment Advisors
Greenbrae,
California
| $3.12B | +$13.8M | +0.4% | 2.75% | 71.2% | 404 | 7.67% |
|
| 1132 |
BCL
1132
Bracebridge Capital LLC
Boston,
Massachusetts
| $3.12B | +$1.21B | +64% | 6.43% | 127% | 45 | 35.56% |
|
| 1133 |
DAS
1133
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.12B | -$329M | -10% | 2.05% | 64% | 1,009 | 15.26% |
|
| 1134 |
HA
1134
HHLR Advisors
Grand Cayman,
Cayman Islands
| $3.1B | -$987M | -24% | 13% | 82.2% | 39 | 30.77% |
|
| 1135 |
SAI
1135
Savvy Advisors Inc
New York
| $3.1B | +$920M | +42% | 2.52% | – | 1,094 | 30.9% |
|
| 1136 |
GFA
1136
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $3.09B | +$365M | +13% | 3.54% | 33.7% | 330 | 8.79% |
|
| 1137 |
BSA
1137
Braun Stacey Associates
New York
| $3.09B | +$32.7M | +1% | 5.6% | 184% | 116 | 4.31% |
|
| 1138 |
KFA
1138
Krane Funds Advisors
New York
| $3.08B | -$437M | -12% | 12.8% | 35.2% | 177 | 32.77% |
|
| 1139 |
TAM
1139
Timucuan Asset Management
Jacksonville,
Florida
| $3.08B | -$332M | -10% | 0.12% | 65.7% | 30 | 13.33% |
|
| 1140 |
GIBU
1140
Gulf International Bank (UK)
London,
United Kingdom
| $3.08B | +$34.4M | +1% | 3.99% | 105% | 605 | 4.63% |
|
| 1141 |
BFA
1141
Bragg Financial Advisors
Charlotte,
North Carolina
| $3.07B | +$48.9M | +2% | 1.84% | 74.6% | 358 | 6.98% |
|
| 1142 |
SW
1142
SteelPeak Wealth
Woodland Hills,
California
| $3.07B | +$66M | +2% | 4.62% | 126% | 668 | 30.54% |
|
| 1143 |
VVP
1143
Venture Visionary Partners
Sylvania,
Ohio
| $3.07B | +$155M | +5% | 2.55% | 86.3% | 711 | 17.58% |
|
| 1144 |
1144
Members Trust
Tampa,
Florida
| $3.07B | +$24.9M | +0.8% | 1.15% | 23.5% | 152 | 6.58% |
|
| 1145 |
WT
1145
Washington Trust
Westerly,
Rhode Island
| $3.06B | +$11.8M | +0.4% | 2.93% | 74.3% | 282 | 4.61% |
|
| 1146 |
LFAS
1146
Level Four Advisory Services
Dallas,
Texas
| $3.06B | +$136M | +5% | 3.31% | 68.7% | 878 | 12.76% |
|
| 1147 |
FTUS
1147
Flow Traders U.S.
New York
| $3.05B | +$586M | +24% | 1.25% | 43.4% | 1,358 | 66.57% |
|
| 1148 |
DIG
1148
DeepCurrents Investment Group
New York
| $3.05B | -$846M | -22% | 0.07% | 13.1% | 183 | 34.43% |
|
| 1149 |
RPGK
1149
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $3.04B | +$164M | +6% | 1.96% | 39.9% | 438 | 10.96% |
|
| 1150 |
CF
1150
Covea Finance
Paris,
France
| $3.03B | +$165M | +6% | 3.81% | 115% | 133 | 12.03% |
|