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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1201 |
RP
1201
Reinhart Partners
Mequon,
Wisconsin
| $2.08B | +$115M | +6% | 6.25% | 112% | 85 | 8.24% |
|
| 1202 |
DY
1202
Dowling & Yahnke
San Diego,
California
| $2.08B | +$273M | +15% | 9.47% | 34.8% | 390 | 7.95% |
|
| 1203 |
TPM
1203
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $2.07B | +$199M | +11% | 9.41% | 210% | 175 | 24% |
|
| 1204 |
AAM
1204
AMI Asset Management
Los Angeles,
California
| $2.07B | +$70.2M | +4% | 11.2% | 81.6% | 99 | 7.07% |
|
| 1205 |
EWA
1205
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.07B | -$237M | -10% | 8.98% | 58% | 487 | 36.55% |
|
| 1206 |
TA
1206
Tiedemann Advisors
New York
| $2.05B | +$174M | +9% | 7.74% | 31.5% | 307 | 13.03% |
|
| 1207 |
NIM
1207
Northeast Investment Management
Boston,
Massachusetts
| $2.05B | +$178M | +10% | 12.1% | 93.4% | 211 | 10.9% |
|
| 1208 |
CL
1208
Choreo LLC
Rockford,
Illinois
| $2.05B | +$178M | +10% | 7.26% | 59.7% | 240 | 10.83% |
|
| 1209 |
NLI
1209
Nippon Life Insurance
Tokyo,
Japan
| $2.04B | +$210M | +11% | 11.6% | 26% | 3 | 0% |
|
| 1210 |
HWAM
1210
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $2.04B | +$132M | +7% | 6.26% | 93.9% | 802 | 18.95% |
|
| 1211 |
MA
1211
Montag & Associates
Atlanta,
Georgia
| $2.03B | +$166M | +9% | 9.7% | 68% | 936 | 12.18% |
|
| 1212 |
WPW
1212
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.03B | +$309M | +18% | 7.47% | 68.7% | 394 | 9.39% |
|
| 1213 |
IAA
1213
Independent Advisor Alliance
Charlotte,
North Carolina
| $2.03B | +$229M | +13% | 11.8% | 99.5% | 718 | 17.69% |
|
| 1214 |
GIM
1214
Genesis Investment Management
London,
United Kingdom
| $2.03B | -$942M | -32% | 9.77% | 47.4% | 19 | 15.79% |
|
| 1215 |
CW
1215
CreativeOne Wealth
Overland Park,
Kansas
| $2.03B | +$323M | +19% | 5.4% | 51.6% | 804 | 21.77% |
|
| 1216 |
C
1216
Consulta
London,
United Kingdom
| $2.03B | +$18.3M | +0.9% | 3.35% | 33.6% | 10 | 0% |
|
| 1217 |
AC
1217
Antara Capital
New York
| $2.02B | +$717M | +55% | 0.64% | 39.8% | 297 | 61.62% |
|
| 1218 |
SC
1218
Sessa Capital
New York
| $2.02B | -$12.1M | -0.6% | 11.9% | 78.7% | 57 | 40.35% |
|
| 1219 |
GCM
1219
Ghisallo Capital Management
Boston,
Massachusetts
| $2.02B | -$610M | -23% | 2.07% | 103% | 593 | 47.89% |
|
| 1220 |
BHIA
1220
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.02B | +$159M | +9% | 11.3% | 73.7% | 172 | 4.07% |
|
| 1221 |
RCM
1221
RNC Capital Management
Los Angeles,
California
| $2.02B | +$139M | +7% | 8.76% | 63.6% | 200 | 14% |
|
| 1222 |
PFA
1222
Pure Financial Advisors
San Diego,
California
| $2.02B | +$721M | +56% | 4.15% | 37.2% | 214 | 9.81% |
|
| 1223 |
PSAMP
1223
P. Schoenfeld Asset Management (PSAM)
New York
| $2.01B | +$428M | +27% | 5.07% | 270% | 470 | 36.81% |
|
| 1224 |
TAL
1224
TIG Advisors LLC
New York
| $2.01B | -$170M | -8% | 12.4% | 366% | 417 | 54.2% |
|
| 1225 |
CCA
1225
Castle Creek Arbitrage
Avon,
Colorado
| $2.01B | +$240M | +14% | 0.43% | 17.2% | 778 | 28.02% |
|