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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1151 |
WA
1151
Waverly Advisors
Birmingham,
Alabama
| $1.92B | +$114M | +6% | 4.89% | 54.1% | 315 | 18.73% |
|
| 1152 |
AL
1152
Aspiriant LLC
Los Angeles,
California
| $1.91B | -$51.8M | -3% | 4.18% | 47.1% | 296 | 12.84% |
|
| 1153 |
LFDLE
1153
La Financiere de L'Echiquier
Paris,
France
| $1.91B | +$322M | +20% | 15.3% | 27.9% | 103 | 20.39% |
|
| 1154 |
LW
1154
Linscomb Wealth
Houston,
Texas
| $1.91B | -$63.2M | -3% | 4.05% | 61.3% | 336 | 15.18% |
|
| 1155 |
FB
1155
Fulton Bank
Lancaster,
Pennsylvania
| $1.91B | +$129M | +7% | 3.47% | 44.5% | 579 | 13.3% |
|
| 1156 |
CIM
1156
Contrarius Investment Management
St. Helier,
Jersey
| $1.9B | +$259M | +16% | 21.7% | 112% | 58 | 48.28% |
|
| 1157 |
SAI
1157
Systematic Alpha Investments
Princeton,
New Jersey
| $1.9B | -$70.9M | -4% | 7.41% | 89.4% | 314 | 35.03% |
|
| 1158 |
AL
1158
Appaloosa LP
Short Hills,
New Jersey
| $1.89B | +$545M | +40% | 18.7% | 189% | 30 | 23.33% |
|
| 1159 |
NC
1159
NZS Capital
Denver,
Colorado
| $1.89B | +$720M | +62% | 20.9% | 93.7% | 68 | 10.29% |
|
| 1160 |
GRP
1160
Global Retirement Partners
San Rafael,
California
| $1.88B | +$427M | +29% | 6.13% | – | 3,406 | 17.7% |
|
| 1161 |
CCP
1161
Cryder Capital Partners
London,
United Kingdom
| $1.88B | +$263M | +16% | 19% | 71.2% | 10 | 0% |
|
| 1162 |
FNT
1162
First National Trust
Hermitage,
Pennsylvania
| $1.88B | -$11.4M | -0.6% | 5.07% | 70.6% | 392 | 7.14% |
|
| 1163 |
CI
1163
CX Institutional
Auburn,
Indiana
| $1.88B | +$232M | +14% | 4.75% | 56.8% | 609 | 39.9% |
|
| 1164 |
CCM
1164
Chickasaw Capital Management
Memphis,
Tennessee
| $1.88B | -$14.1M | -0.7% | 1.89% | 94% | 86 | 6.98% |
|
| 1165 |
CCM
1165
CAAS Capital Management
New York
| $1.87B | +$221M | +13% | 0.45% | 11% | 1,043 | 62.03% |
|
| 1166 |
AAM
1166
Alpine Associates Management
Palm Beach,
Florida
| $1.87B | -$319M | -15% | 15.2% | 369% | 60 | 68.33% |
|
| 1167 |
CGIM
1167
Capital Group Investment Management
Raffles Quay,
Singapore
| $1.87B | -$729M | -28% | 11% | 120% | 209 | 9.57% |
|
| 1168 |
AAS
1168
Annex Advisory Services
Brookfield,
Wisconsin
| $1.87B | +$90.9M | +5% | 6.14% | 77.9% | 266 | 13.91% |
|
| 1169 |
SHGA
1169
Sand Hill Global Advisors
Palo Alto,
California
| $1.86B | +$91.7M | +5% | 6.82% | 48% | 167 | 11.38% |
|
| 1170 |
LPC
1170
Long Pond Capital
New York
| $1.86B | +$228M | +14% | 2.54% | 22.9% | 51 | 49.02% |
|
| 1171 |
PCM
1171
Palestra Capital Management
New York
| $1.86B | +$39.4M | +2% | 18.5% | 164% | 29 | 62.07% |
|
| 1172 |
CA
1172
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.85B | +$250M | +16% | 10.3% | 83.8% | 136 | 13.97% |
|
| 1173 |
BAAM
1173
Baker Avenue Asset Management
San Francisco,
California
| $1.85B | +$182M | +11% | 10.2% | 71.1% | 1,780 | 22.25% |
|
| 1174 |
BAM
1174
Belpointe Asset Management
Reno,
Nevada
| $1.85B | +$197M | +12% | 7.83% | 66.7% | 3,941 | 12.23% |
|
| 1175 |
RP
1175
Reinhart Partners
Mequon,
Wisconsin
| $1.85B | +$2.97M | +0.2% | 5.88% | 112% | 82 | 10.98% |
|