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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 |
VGM
1201
Voyager Global Management
New York
| $2.5B | +$193M | +8% | 6.99% | 56.1% | 14 | 21.43% |
|
| 1202 |
BCP
1202
BSN Capital Partners
London,
United Kingdom
| $2.5B | +$1.99B | +387% | 11.6% | 168% | 46 | 91.3% |
|
| 1203 |
NHC
1203
Nicholas Hoffman & Company
Atlanta,
Georgia
| $2.5B | +$128M | +5% | 1.26% | 65.1% | 304 | 9.54% |
|
| 1204 |
FCCPG
1204
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $2.5B | +$1.17B | +88% | 69.6% | 121% | 2 | 0% |
|
| 1205 |
CAL
1205
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $2.49B | +$36.9M | +2% | 0.38% | 51.3% | 1,406 | 14.72% |
|
| 1206 |
TYCC
1206
Texas Yale Capital Corp
St. Petersburg,
Florida
| $2.49B | +$185M | +8% | 9.86% | 175% | 477 | 7.55% |
|
| 1207 |
WPW
1207
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.48B | +$76.5M | +3% | 1.06% | 68.7% | 507 | 20.91% |
|
| 1208 |
KFC
1208
Klingenstein Fields & Co
New York
| $2.48B | -$34.4M | -1% | 3% | 93.4% | 187 | 5.35% |
|
| 1209 |
NI
1209
Nuance Investments
Kansas City,
Missouri
| $2.48B | -$500M | -17% | 8.9% | 3.13% | 60 | 31.67% |
|
| 1210 |
JWCA
1210
J.W. Cole Advisors
Tampa,
Florida
| $2.48B | +$91.5M | +4% | 1.63% | 84.9% | 1,009 | 12.69% |
|
| 1211 |
CCM
1211
Chickasaw Capital Management
Memphis,
Tennessee
| $2.47B | +$138M | +6% | 10% | 94% | 101 | 5.94% |
|
| 1212 |
NAAA
1212
New Age Alpha Advisors
Rye,
New York
| $2.47B | +$2.3B | +1,357% | 1.92% | – | 912 | 83.11% |
|
| 1213 |
SSB
1213
Sandy Spring Bank
Olney,
Maryland
| $2.47B | +$40.8M | +2% | 1.52% | 31.4% | 1,297 | 12.41% |
|
| 1214 |
BFA
1214
Bragg Financial Advisors
Charlotte,
North Carolina
| $2.47B | +$39.2M | +2% | 1.79% | 101% | 335 | 7.46% |
|
| 1215 |
KCM
1215
Kedalion Capital Management
London,
United Kingdom
| $2.47B | – | – | 2.77% | – | 5 | – |
|
| 1216 |
BL
1216
Balentine LLC
Atlanta,
Georgia
| $2.46B | -$75.4M | -3% | 1.29% | 59.8% | 232 | 26.72% |
|
| 1217 |
SW
1217
SteelPeak Wealth
Woodland Hills,
California
| $2.46B | +$166M | +7% | 4.51% | 126% | 647 | 24.88% |
|
| 1218 |
PP
1218
Peconic Partners
New York
| $2.46B | +$69.9M | +3% | 0.91% | 300% | 14 | 71.43% |
|
| 1219 |
ATC
1219
Argent Trust Co
Nashville,
Tennessee
| $2.45B | +$37.3M | +2% | 1.26% | 86.2% | 733 | 8.73% |
|
| 1220 |
CI
1220
Capital International
Los Angeles,
California
| $2.45B | +$131M | +6% | 7.34% | 147% | 152 | 11.84% |
|
| 1221 |
AP
1221
Americana Partners
Houston,
Texas
| $2.45B | +$981M | +67% | 1.98% | 82.9% | 415 | 19.28% |
|
| 1222 |
DAM
1222
Davis Asset Management
Sausalito,
California
| $2.45B | -$48.9M | -2% | 5.16% | 97.3% | 33 | 6.06% |
|
| 1223 |
LFAS
1223
Level Four Advisory Services
Dallas,
Texas
| $2.45B | +$71.2M | +3% | 2.17% | 92.2% | 812 | 13.18% |
|
| 1224 |
KFA
1224
Krane Funds Advisors
New York
| $2.44B | -$338M | -12% | 5.71% | 72.6% | 124 | 31.45% |
|
| 1225 |
EGA
1225
Eagle Global Advisors
Houston,
Texas
| $2.44B | +$428M | +21% | 5.31% | 105% | 283 | 21.91% |
|