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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1301 |
TW
1301
Trajan Wealth
Scottsdale,
Arizona
| $2.48B | +$75.4M | +3% | 3.68% | – | 161 | 11.8% |
|
| 1302 |
SCM
1302
Soleus Capital Management
Greenwich,
Connecticut
| $2.47B | -$242M | -9% | 2.63% | 436% | 119 | 42.02% |
|
| 1303 |
M
1303
Mirova
Paris,
France
| $2.46B | +$1.77B | +255% | 6.28% | 32% | 185 | 53.51% |
|
| 1304 |
BW
1304
BIP Wealth
Atlanta,
Georgia
| $2.46B | -$375M | -13% | 1.08% | 36.9% | 508 | 21.06% |
|
| 1305 |
GWM
1305
Greenwich Wealth Management
Greenwich,
Connecticut
| $2.45B | +$208M | +9% | 3.18% | 163% | 318 | 13.52% |
|
| 1306 |
RL
1306
Ruffer LLP
London,
United Kingdom
| $2.44B | +$248M | +11% | 1.21% | 106% | 244 | 64.75% |
|
| 1307 |
QT
1307
Quantbot Technologies
New York
| $2.44B | -$562M | -19% | 0.68% | 22.2% | 2,271 | 54.51% |
|
| 1308 |
TMC
1308
Toyota Motor Corp
Japan
| $2.44B | -$968M | -28% | 26.4% | 194% | 4 | 0% |
|
| 1309 |
SOAM
1309
SBI Okasan Asset Management
Tokyo,
Japan
| $2.44B | +$625M | +34% | 1.07% | – | 348 | 19.25% |
|
| 1310 |
LIM
1310
Leavell Investment Management
Mobile,
Alabama
| $2.44B | +$35.1M | +1% | 0.35% | 84.5% | 621 | 8.86% |
|
| 1311 |
KFA
1311
Krane Funds Advisors
New York
| $2.44B | -$646M | -21% | 14.3% | 35.2% | 185 | 20.54% |
|
| 1312 |
BIAS
1312
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.44B | -$15.1M | -0.6% | 0.13% | 83.3% | 789 | 66.79% |
|
| 1313 |
GIA
1313
GHP Investment Advisors
Denver,
Colorado
| $2.43B | -$1.02M | -0% | 0.8% | 75.2% | 1,462 | 34.4% |
|
| 1314 |
BBA
1314
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $2.42B | +$28.6M | +1% | 0.88% | 60.7% | 283 | 6.36% |
|
| 1315 |
PUI
1315
Purpose Unlimited Inc
Toronto,
| $2.42B | +$233M | +11% | 0.17% | – | 618 | 41.42% |
|
| 1316 |
NIM
1316
Northeast Investment Management
Boston,
Massachusetts
| $2.42B | -$142M | -6% | 2.47% | 93.4% | 194 | 5.67% |
|
| 1317 |
GWMR
1317
GC Wealth Management RIA
Cambridge,
Massachusetts
| $2.42B | -$307M | -11% | 9.55% | – | 568 | 18.31% |
|
| 1318 |
SCM
1318
Steele Capital Management
Dubuque,
Iowa
| $2.41B | +$84.2M | +4% | 0.43% | – | 88 | 12.5% |
|
| 1319 |
VF
1319
Virtu Financial
New York
| $2.41B | -$168M | -7% | 6.75% | 117% | 2,591 | 77.54% |
|
| 1320 |
PA
1320
Paralel Advisors
Denver,
Colorado
| $2.41B | -$168M | -7% | 1.93% | 69.3% | 108 | 3.7% |
|
| 1321 |
RAM
1321
RWC Asset Management
London,
United Kingdom
| $2.4B | +$364M | +18% | 1.95% | 60% | 170 | 13.53% |
|
| 1322 |
DSCM
1322
Divisadero Street Capital Management
Miami,
Florida
| $2.39B | +$254M | +12% | 2.08% | 640% | 134 | 43.28% |
|
| 1323 |
CTA
1323
Chesley Taft & Associates
Chicago,
Illinois
| $2.39B | -$142M | -6% | 2.41% | 80.9% | 394 | 11.93% |
|
| 1324 |
FHC
1324
First Horizon Corporation
Memphis,
Tennessee
| $2.39B | +$154M | +7% | 0.12% | – | 1,558 | 10.85% |
|
| 1325 |
MAS
1325
Meeder Advisory Services
Dublin,
Ohio
| $2.39B | +$61M | +3% | 0.38% | 71.1% | 731 | 15.05% |
|