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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
GLOBALT Investments
Atlanta,
Georgia
| $2.61B | +$162M | +7% | 8.55% | – | 211 | 7.11% | 1.3 |
|
| 1202 |
MC
1202
Martin Currie
Edinburgh,
United Kingdom
| $2.61B | +$128M | +5% | 14.7% | 114% | 58 | 15.52% | 3.8 |
|
| 1203 |
PE
1203
Point72 Europe
London,
United Kingdom
| $2.59B | +$1.13B | +77% | 9.53% | 95.4% | 199 | 62.31% | 0.4 |
|
| 1204 |
1204
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $2.59B | +$132M | +5% | 13.6% | 90.1% | 203 | 39.9% | 1.1 |
|
| 1205 |
SIG
1205
Senator Investment Group
New York
| $2.59B | +$706M | +37% | 28.5% | 252% | 65 | 40% | 0.9 |
|
| 1206 |
1206
Leonteq Securities AG
Zurich,
Switzerland
| $2.59B | +$813M | +46% | 18.1% | 74.7% | 1,335 | 13.18% | 2.4 |
|
| 1207 |
1207
SteelPeak Wealth
Woodland Hills,
California
| $2.59B | +$179M | +7% | 12.8% | 126% | 675 | 22.81% | 1.9 |
|
| 1208 |
1208
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $2.59B | +$361M | +16% | 13.9% | 91.5% | 328 | 14.63% | 3.1 |
|
| 1209 |
1209
Fund Evaluation Group
Cincinnati,
Ohio
| $2.59B | +$274M | +12% | 9.02% | 51.6% | 80 | 41.25% | 1.5 |
|
| 1210 |
1210
First Merchants Corp
Muncie,
Indiana
| $2.58B | +$78.3M | +3% | 5.59% | 55.6% | 388 | 6.44% | 4.5 |
|
| 1211 |
GFA
1211
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $2.58B | -$456M | -15% | 2.31% | 25.1% | 343 | 16.33% | 1.2 |
|
| 1212 |
TA
1212
Trivest Advisors
Hong Kong
| $2.57B | +$1.39B | +118% | 39.1% | 2,977% | 43 | 67.44% | 0.4 |
|
| 1213 |
1213
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.57B | +$356M | +16% | 9.88% | 67.9% | 104 | 33.65% | 5.6 |
|
| 1214 |
1214
Balentine LLC
Atlanta,
Georgia
| $2.57B | +$181M | +8% | 8.68% | 59.8% | 216 | 13.89% | 3.6 |
|
| 1215 |
DAM
1215
Davis Asset Management
Sausalito,
California
| $2.57B | +$165M | +7% | 7.08% | 97.3% | 32 | 6.25% | 5.6 |
|
| 1216 |
AG
1216
Ascent Group
Virginia Beach,
Virginia
| $2.57B | +$239M | +10% | 9.34% | 83.3% | 776 | 18.17% | 1.8 |
|
| 1217 |
1217
Masters Capital Management
Atlanta,
Georgia
| $2.57B | +$533M | +26% | 20.1% | 142% | 92 | 46.74% | 1.1 |
|
| 1218 |
RG
1218
Renaissance Group
Covington,
Kentucky
| $2.57B | +$299M | +13% | 15.9% | 115% | 254 | 11.81% | 3.2 |
|
| 1219 |
1219
Kedalion Capital Management
London,
United Kingdom
| $2.57B | +$68M | +3% | 10.6% | – | 5 | 80% | 0.1 |
|
| 1220 |
GM
1220
GeoWealth Management
Chicago,
Illinois
| $2.56B | +$73.3M | +3% | 8.11% | 58% | 1,302 | 26.11% | 1.4 |
|
| 1221 |
1221
Nantahala Capital Management
New Canaan,
Connecticut
| $2.55B | +$35.6M | +1% | 21% | 341% | 169 | 20.71% | 1.8 |
|
| 1222 |
ORIO
1222
Old Republic International (ORI)
Chicago,
Illinois
| $2.55B | -$23.8M | -0.9% | 0.89% | 50.5% | 57 | 3.51% | 9 |
|
| 1223 |
1223
Krane Funds Advisors
New York
| $2.54B | -$935M | -27% | 1.51% | 72.6% | 147 | 25.17% | 1.7 |
|
| 1224 |
1224
Focus Financial Network
Minneapolis,
Minnesota
| $2.53B | +$87M | +4% | 12.7% | 106% | 735 | 11.16% | 2.8 |
|
| 1225 |
JHP
1225
James Hambro & Partners
London,
United Kingdom
| $2.53B | +$131M | +5% | 11.5% | 79.2% | 54 | 7.41% | 4.4 |
|