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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
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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 |
EW
1301
Evoke Wealth
Los Angeles,
California
| $1.23B | +$202M | +20% | 6.67% | 55.1% | 1,178 | 14.35% |
|
| 1302 |
RIG
1302
Roosevelt Investment Group
New York
| $1.23B | +$221M | +22% | 9.85% | 57.6% | 231 | 33.77% |
|
| 1303 |
DJSG
1303
D.J. St. Germain
Springfield,
Massachusetts
| $1.23B | +$90.2M | +8% | 6.9% | 65.3% | 225 | 5.33% |
|
| 1304 |
ST
1304
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.23B | +$116M | +10% | 5.44% | 39.8% | 1,183 | 19.7% |
|
| 1305 |
SCM
1305
Sirios Capital Management
Boston,
Massachusetts
| $1.23B | +$528K | +0% | 8.07% | 156% | 98 | 18.37% |
|
| 1306 |
PS
1306
Peter Svennilson
| $1.23B | +$29.8M | +2% | 9.61% | – | 8 | 25% |
|
| 1307 |
SC
1307
Sessa Capital
New York
| $1.23B | +$230M | +23% | 8.94% | 78.7% | 30 | 33.33% |
|
| 1308 |
GC
1308
Greenlight Capital
New York
| $1.22B | +$303M | +33% | 20.8% | 169% | 40 | 52.5% |
|
| 1309 |
OCM
1309
Oribel Capital Management
New York
| $1.22B | -$3.45M | -0.3% | 10.9% | 266% | 127 | 45.67% |
|
| 1310 |
RCW
1310
Rheos Capital Works
Tokyo,
Japan
| $1.22B | -$208M | -15% | 13.6% | 160% | 73 | 10.96% |
|
| 1311 |
MP
1311
MFN Partners
Boston,
Massachusetts
| $1.22B | +$506M | +70% | 3.35% | 200% | 19 | 57.89% |
|
| 1312 |
BCI
1312
Bain Capital Investors
Boston,
Massachusetts
| $1.22B | +$407M | +50% | 57.8% | 87% | 5 | 0% |
|
| 1313 |
ACM
1313
Atika Capital Management
New York
| $1.22B | +$447M | +58% | 30.7% | 553% | 131 | 48.85% |
|
| 1314 |
MCM
1314
Maryland Capital Management
Towson,
Maryland
| $1.22B | +$139M | +13% | 11.8% | 44.5% | 222 | 20.27% |
|
| 1315 |
1315
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.22B | +$141M | +13% | 8.05% | 58.2% | 678 | 15.19% |
|
| 1316 |
MPIA
1316
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.22B | +$89.5M | +8% | 10.3% | 63.4% | 130 | 7.69% |
|
| 1317 |
AG
1317
Alibaba Group
Causeway Bay,
Hong Kong
| $1.22B | +$39.9M | +3% | 6.36% | 4.38% | 8 | 12.5% |
|
| 1318 |
SB
1318
Simmons Bank
Pine Bluff,
Arkansas
| $1.22B | +$7.04M | +0.6% | 5.79% | 73.5% | 351 | 5.41% |
|
| 1319 |
NPIC
1319
Neumeier Poma Investment Counsel
Carmel,
California
| $1.22B | +$105M | +9% | 11.9% | 178% | 42 | 7.14% |
|
| 1320 |
WAMC
1320
Western Asset Management Company
Pasadena,
California
| $1.22B | +$481M | +66% | 0.17% | 2.29% | 268 | 92.16% |
|
| 1321 |
MS
1321
Maven Securities
St Helier,
Jersey
| $1.21B | -$248M | -17% | 21.1% | 103% | 810 | 64.2% |
|
| 1322 |
AWG
1322
Alpha Wave Global
New York
| $1.21B | +$88M | +8% | 18% | 219% | 53 | 50.94% |
|
| 1323 |
HFM
1323
Harvest Fund Management
Beijing,
China
| $1.21B | +$126M | +12% | 18.7% | 202% | 630 | 45.4% |
|
| 1324 |
MIAN
1324
Mariner Independent Advisor Network
Overland Park,
Kansas
| $1.21B | +$121M | +11% | 11.5% | 39.5% | 347 | 21.33% |
|
| 1325 |
SYBT
1325
Stock Yards Bank & Trust
Louisville,
Kentucky
| $1.21B | +$73M | +6% | 8.62% | 70.2% | 236 | 5.93% |
|