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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Foster Group
West Des Moines,
Iowa
| $1.64B | -$31.3M | -2% | 3.16% | 54.4% | 175 | 6.29% | 2 |
|
| 1302 |
1302
Meridian Wealth Management
Lexington,
Kentucky
| $1.63B | +$446M | +38% | 2.74% | 117% | 567 | 8.47% | 2.5 |
|
| 1303 |
DACG
1303
Donor Advised Charitable Giving
San Francisco,
California
| $1.63B | +$86.3M | +6% | 2.38% | 365% | 29 | 17.24% | 3 |
|
| 1304 |
PE
1304
Point72 Europe
London,
United Kingdom
| $1.63B | +$868M | +114% | 1.8% | 95.4% | 134 | 61.19% | 0.3 |
|
| 1305 |
UH
1305
Unigestion Holding
Geneva,
Switzerland
| $1.63B | -$101M | -6% | 2.24% | 25% | 222 | 19.82% | 2.2 |
|
| 1306 |
1306
Clearstead Advisors
Cleveland,
Ohio
| $1.63B | -$22M | -1% | 3.38% | 71.4% | 1,546 | 15.46% | 2.5 |
|
| 1307 |
1307
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.63B | -$28.6M | -2% | 3.36% | 50% | 1,048 | 6.11% | 5.9 |
|
| 1308 |
1308
Nippon Life Global Investors Americas
New York
| $1.63B | +$150M | +10% | 0.87% | 173% | 147 | 19.73% | 2.9 |
|
| 1309 |
DPCM
1309
Darlington Partners Capital Management
Greenbrae,
California
| $1.62B | +$165M | +11% | 1.74% | 18.1% | 16 | 12.5% | 1.4 |
|
| 1310 |
1310
Empyrean Capital Partners
Los Angeles,
California
| $1.62B | -$587M | -27% | 5.45% | 131% | 82 | 26.83% | 1.6 |
|
| 1311 |
1311
Bogart Wealth LLC
Mclean,
Virginia
| $1.62B | +$41M | +3% | 2.11% | 60.5% | 1,112 | 9.8% | 2.5 |
|
| 1312 |
AIMU
1312
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.62B | -$85M | -5% | 5.62% | 7.58% | 38 | 10.53% | 2.1 |
|
| 1313 |
AAM
1313
AMI Asset Management
Los Angeles,
California
| $1.61B | -$65.6M | -4% | 3.84% | 81.6% | 85 | 12.94% | 4.2 |
|
| 1314 |
1314
RNC Capital Management
Los Angeles,
California
| $1.61B | -$197M | -11% | 2.27% | 83% | 193 | 26.42% | 5.3 |
|
| 1315 |
FP
1315
Foundry Partners
Minneapolis,
Minnesota
| $1.61B | -$27.9M | -2% | 0.96% | 44.4% | 337 | 21.66% | 3 |
|
| 1316 |
PEP
1316
Providence Equity Partners
Providence,
Rhode Island
| $1.61B | -$1.16B | -42% | 29.4% | 12.4% | 3 | 0% | 2.1 |
|
| 1317 |
1317
Encompass Capital Advisors
New York
| $1.6B | -$103M | -6% | 7.97% | 364% | 65 | 53.85% | 0.8 |
|
| 1318 |
BAM
1318
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.6B | -$82.2M | -5% | 3.94% | 70.4% | 232 | 5.6% | 4.1 |
|
| 1319 |
PC
1319
Port Capital
Chicago,
Illinois
| $1.6B | -$60M | -4% | 1.22% | 74.4% | 84 | 9.52% | 3.9 |
|
| 1320 |
1320
Cornerstone Investment Partners
Atlanta,
Georgia
| $1.6B | -$26M | -2% | 1.78% | 166% | 248 | 35.89% | 1.7 |
|
| 1321 |
AIIMS
1321
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.6B | +$107M | +7% | 2.83% | 99.4% | 104 | 6.73% | 4.5 |
|
| 1322 |
1322
Northeast Financial Consultants
Westport,
Connecticut
| $1.6B | -$33.2M | -2% | 2.99% | 63.8% | 298 | 7.72% | 4 |
|
| 1323 |
RC
1323
Rivulet Capital
Summit,
New Jersey
| $1.6B | -$46.5M | -3% | 4.44% | 27.4% | 15 | 13.33% | 1.6 |
|
| 1324 |
1324
SteelPeak Wealth
Woodland Hills,
California
| $1.59B | -$93M | -6% | 3.64% | 140% | 522 | 22.41% | 1.6 |
|
| 1325 |
1325
Sowell Financial Services
North Little Rock,
Arkansas
| $1.59B | -$200M | -11% | 2.87% | 85.9% | 603 | 24.88% | 1.5 |
|