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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1176 |
SSB
1176
Sandy Spring Bank
Olney,
Maryland
| $2.47B | +$40.8M | +2% | 1.52% | 31.4% | 1,297 | 12.49% |
|
| 1177 |
BFA
1177
Bragg Financial Advisors
Charlotte,
North Carolina
| $2.47B | +$39.2M | +2% | 1.79% | 74.6% | 335 | 7.46% |
|
| 1178 |
BL
1178
Balentine LLC
Atlanta,
Georgia
| $2.46B | -$75.4M | -3% | 1.29% | 46.3% | 232 | 26.72% |
|
| 1179 |
SW
1179
SteelPeak Wealth
Woodland Hills,
California
| $2.46B | +$166M | +7% | 4.51% | 126% | 647 | 24.88% |
|
| 1180 |
PP
1180
Peconic Partners
New York
| $2.46B | +$69.9M | +3% | 0.91% | 252% | 14 | 71.43% |
|
| 1181 |
ATC
1181
Argent Trust Co
Nashville,
Tennessee
| $2.45B | +$37.3M | +2% | 1.26% | 70.5% | 733 | 8.73% |
|
| 1182 |
CI
1182
Capital International
Los Angeles,
California
| $2.45B | +$131M | +6% | 7.34% | 124% | 152 | 11.84% |
|
| 1183 |
AP
1183
Americana Partners
Houston,
Texas
| $2.45B | +$981M | +67% | 1.98% | 67.2% | 415 | 19.28% |
|
| 1184 |
DAM
1184
Davis Asset Management
Sausalito,
California
| $2.45B | -$48.9M | -2% | 5.16% | 89.8% | 33 | 6.06% |
|
| 1185 |
LFAS
1185
Level Four Advisory Services
Dallas,
Texas
| $2.45B | +$71.2M | +3% | 2.17% | 68.7% | 812 | 13.18% |
|
| 1186 |
KFA
1186
Krane Funds Advisors
New York
| $2.44B | -$338M | -12% | 5.71% | 35.2% | 124 | 31.45% |
|
| 1187 |
EGA
1187
Eagle Global Advisors
Houston,
Texas
| $2.44B | +$428M | +21% | 5.31% | 92.8% | 283 | 21.91% |
|
| 1188 |
IC
1188
Impactive Capital
New York City,
New York
| $2.44B | -$256M | -9% | 1.43% | 5.02% | 12 | 33.33% |
|
| 1189 |
PL
1189
Plancorp LLC
Saint Louis,
Missouri
| $2.43B | -$15.7M | -0.6% | 0.35% | 67.3% | 339 | 12.98% |
|
| 1190 |
HJGA
1190
Hardman Johnston Global Advisors
Stamford,
Connecticut
| $2.42B | -$128M | -5% | 2.5% | 118% | 84 | 13.1% |
|
| 1191 |
YCM
1191
Yaupon Capital Management
New York
| $2.42B | +$582M | +32% | 3.71% | 106% | 141 | 56.74% |
|
| 1192 |
HH
1192
HSG Holding
Na,
Hong Kong
| $2.42B | -$162M | -6% | 24.3% | 10.6% | 18 | 0% |
|
| 1193 |
RC
1193
RGM Capital
Naples,
Florida
| $2.42B | +$111M | +5% | 0.54% | 48.6% | 21 | 14.29% |
|
| 1194 |
ZIC
1194
ZWJ Investment Counsel
Atlanta,
Georgia
| $2.42B | -$27M | -1% | 0.09% | 115% | 251 | 17.53% |
|
| 1195 |
NP
1195
NS Partners
London,
United Kingdom
| $2.42B | +$47.7M | +2% | 3.59% | 81.7% | 81 | 12.35% |
|
| 1196 |
RG
1196
Renaissance Group
Covington,
Kentucky
| $2.41B | -$16.2M | -0.7% | 7.58% | 92.1% | 263 | 16.35% |
|
| 1197 |
FLSM
1197
Frazier Life Sciences Management
Palo Alto,
California
| $2.41B | -$85.8M | -3% | 13.3% | 879% | 55 | 12.73% |
|
| 1198 |
SCM
1198
Silvant Capital Management
Atlanta,
Georgia
| $2.41B | +$128M | +6% | 8.73% | 148% | 307 | 2.28% |
|
| 1199 |
AG
1199
Atairos Group
Bryn Mawr,
Pennsylvania
| $2.41B | -$237M | -9% | 8.51% | 40.2% | 4 | 0% |
|
| 1200 |
MWM
1200
Merriman Wealth Management
Seattle,
Washington
| $2.4B | -$61.2M | -2% | 1.14% | 18.3% | 234 | 18.8% |
|