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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%
10
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1151 |
SAI
1151
Savvy Advisors Inc
New York
| $3.1B | +$920M | +42% | 2.52% | – | 1,094 | 30.9% |
|
| 1152 |
GFA
1152
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $3.09B | +$365M | +13% | 3.54% | 25.1% | 330 | 8.79% |
|
| 1153 |
BSA
1153
Braun Stacey Associates
New York
| $3.09B | +$32.7M | +1% | 5.6% | 231% | 116 | 4.31% |
|
| 1154 |
KFA
1154
Krane Funds Advisors
New York
| $3.08B | -$437M | -12% | 12.8% | 72.6% | 177 | 32.77% |
|
| 1155 |
TAM
1155
Timucuan Asset Management
Jacksonville,
Florida
| $3.08B | -$332M | -10% | 0.12% | 61.6% | 30 | 13.33% |
|
| 1156 |
GIBU
1156
Gulf International Bank (UK)
London,
United Kingdom
| $3.08B | +$34.4M | +1% | 3.99% | 135% | 605 | 4.63% |
|
| 1157 |
BFA
1157
Bragg Financial Advisors
Charlotte,
North Carolina
| $3.07B | +$48.9M | +2% | 1.84% | 101% | 358 | 6.98% |
|
| 1158 |
SW
1158
SteelPeak Wealth
Woodland Hills,
California
| $3.07B | +$66M | +2% | 4.62% | 126% | 668 | 30.54% |
|
| 1159 |
VVP
1159
Venture Visionary Partners
Sylvania,
Ohio
| $3.07B | +$155M | +5% | 2.55% | 86.3% | 711 | 17.58% |
|
| 1160 |
1160
Members Trust
Tampa,
Florida
| $3.07B | +$24.9M | +0.8% | 1.15% | 31.5% | 152 | 6.58% |
|
| 1161 |
WT
1161
Washington Trust
Westerly,
Rhode Island
| $3.06B | +$11.8M | +0.4% | 2.93% | 90.7% | 282 | 4.61% |
|
| 1162 |
LFAS
1162
Level Four Advisory Services
Dallas,
Texas
| $3.06B | +$136M | +5% | 3.31% | 92.2% | 878 | 12.76% |
|
| 1163 |
DE
1163
Defiance ETFs
New York
| $3.06B | – | – | 4.95% | – | 119 | – |
|
| 1164 |
FTUS
1164
Flow Traders U.S.
New York
| $3.05B | +$586M | +24% | 1.25% | 86.5% | 1,358 | 66.57% |
|
| 1165 |
DIG
1165
DeepCurrents Investment Group
New York
| $3.05B | -$846M | -22% | 0.07% | 13.5% | 183 | 34.43% |
|
| 1166 |
RPGK
1166
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $3.04B | +$164M | +6% | 1.96% | 49.7% | 438 | 10.96% |
|
| 1167 |
CF
1167
Covea Finance
Paris,
France
| $3.03B | +$165M | +6% | 3.81% | 115% | 133 | 12.03% |
|
| 1168 |
DMIC
1168
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $3.03B | +$220M | +8% | 4.82% | 67.9% | 146 | 49.32% |
|
| 1169 |
PCA
1169
Pallas Capital Advisors
Braintree,
Massachusetts
| $3.03B | +$310M | +11% | 9.48% | 71.8% | 971 | 19.57% |
|
| 1170 |
JIC
1170
Joel Isaacson & Co
New York
| $3.03B | +$257M | +9% | 4.66% | 72.5% | 478 | 10.04% |
|
| 1171 |
MRCP
1171
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $3.03B | +$493M | +19% | 22.7% | 602% | 46 | 28.26% |
|
| 1172 |
NCM
1172
Nantahala Capital Management
New Canaan,
Connecticut
| $3.02B | +$145M | +5% | 11.5% | 341% | 173 | 22.54% |
|
| 1173 |
FEG
1173
Fund Evaluation Group
Cincinnati,
Ohio
| $3.02B | +$261M | +9% | 1.67% | 51.6% | 82 | 32.93% |
|
| 1174 |
TCM
1174
TCG Crossover Management
Palo Alto,
California
| $3.02B | +$989M | +49% | 50.4% | 3,013% | 48 | 27.08% |
|
| 1175 |
CLG
1175
Cooperman Leon G
| $3.01B | -$189M | -6% | 0.61% | 147% | 42 | 7.14% |
|