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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
CC
1176
Clearline Capital
New York
| $2.68B | +$1.01B | +61% | 20.6% | 57.4% | 147 | 46.94% | 1.1 |
|
| 1177 |
1177
First National Trust
Hermitage,
Pennsylvania
| $2.67B | +$193M | +8% | 9.35% | 82.9% | 403 | 7.2% | 6.8 |
|
| 1178 |
1178
Venture Visionary Partners
Sylvania,
Ohio
| $2.66B | +$276M | +12% | 12.1% | 95.4% | 663 | 20.36% | 3 |
|
| 1179 |
1179
Greenoaks Capital Partners
Orinda,
California
| $2.66B | +$857M | +47% | 52% | 311% | 7 | 0% | 2.6 |
|
| 1180 |
1180
MUFG Securities EMEA
London,
United Kingdom
| $2.66B | -$1.76B | -40% | 13% | 114% | 569 | 81.02% | 0.2 |
|
| 1181 |
1181
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.65B | +$229M | +9% | 7.1% | 96.2% | 721 | 62.27% | 0.3 |
|
| 1182 |
ATC
1182
Argent Trust Co
Nashville,
Tennessee
| $2.65B | +$213M | +9% | 9.11% | 86.2% | 736 | 8.97% | 4.7 |
|
| 1183 |
1183
SurgoCap Partners
New York
| $2.65B | +$624M | +31% | 23.5% | – | 15 | 33.33% | 0.8 |
|
| 1184 |
1184
Atomi Financial Group
New York
| $2.65B | +$451M | +21% | 19.1% | 139% | 1,183 | 18.43% | 1.1 |
|
| 1185 |
1185
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $2.65B | -$41.5M | -2% | 14.1% | 105% | 447 | 26.62% | 1.1 |
|
| 1186 |
LFCM
1186
Long Focus Capital Management
San Juan,
Puerto Rico
| $2.64B | -$353M | -12% | 8.11% | 120% | 108 | 22.22% | 2 |
|
| 1187 |
1187
SageView Advisory Group
Newport Beach,
California
| $2.64B | +$299M | +13% | 8.51% | 52.3% | 645 | 11.94% | 1.2 |
|
| 1188 |
SCM
1188
Silvant Capital Management
Atlanta,
Georgia
| $2.64B | +$469M | +22% | 26.1% | 168% | 320 | 10.31% | 5.3 |
|
| 1189 |
PD
1189
Point72 (DIFC)
Dubai,
United Arab Emirates
| $2.64B | +$206M | +8% | 11.2% | – | 2,202 | 58.76% | 0.5 |
|
| 1190 |
1190
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $2.64B | +$70.3M | +3% | 9.36% | 58.1% | 110 | 10.91% | 3.1 |
|
| 1191 |
1191
Alpha Cubed Investments
Irvine,
California
| $2.64B | +$395M | +18% | 18.1% | 126% | 328 | 17.68% | 4.5 |
|
| 1192 |
OBAM
1192
ODDO BHF Asset Management
Paris,
France
| $2.63B | +$194M | +8% | 22% | – | 428 | 20.33% | 0.5 |
|
| 1193 |
1193
MASECO Private Wealth
London,
| $2.63B | – | – | 7.39% | – | 509 | – | 0 |
|
| 1194 |
1194
AlphaCore Capital
La Jolla,
California
| $2.63B | +$1.45B | +123% | 9.42% | 85.9% | 1,098 | 33.79% | 0.6 |
|
| 1195 |
1195
Daymark Wealth Partners
Cincinnati,
Ohio
| $2.63B | +$302M | +13% | 11.2% | 96.4% | 572 | 15.03% | 1.6 |
|
| 1196 |
1196
Pallas Capital Advisors
Braintree,
Massachusetts
| $2.63B | +$217M | +9% | 9.01% | 71.8% | 947 | 28.93% | 1.3 |
|
| 1197 |
1197
BlueCrest Capital Management
St Helier,
Jersey
| $2.62B | +$301M | +13% | 9.39% | 59.1% | 132 | 59.85% | 0.7 |
|
| 1198 |
1198
Diversify Advisory Services
Sandy,
Utah
| $2.61B | +$1.01B | +63% | 16.9% | – | 873 | 33.1% | 0.7 |
|
| 1199 |
1199
Tokio Marine Asset Management
Tokyo,
Japan
| $2.61B | -$144M | -5% | 13.4% | 129% | 575 | 8.35% | 5 |
|
| 1200 |
1200
Capital International
Los Angeles,
California
| $2.61B | +$317M | +14% | 20.3% | 147% | 157 | 12.74% | 4.5 |
|