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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1326 |
BL
1326
Balentine LLC
Atlanta,
Georgia
| $2.48B | -$154M | -6% | 0.12% | 59.8% | 233 | 9.87% |
|
| 1327 |
SG
1327
Sourcerock Group
Denver,
Colorado
| $2.48B | +$688M | +38% | 44.5% | 59.1% | 52 | 50% |
|
| 1328 |
JC
1328
JB Capital
Wethersfield,
Connecticut
| $2.48B | +$26.2M | +1% | 0.97% | 76% | 279 | 14.34% |
|
| 1329 |
TW
1329
Trajan Wealth
Scottsdale,
Arizona
| $2.48B | +$75.4M | +3% | 3.68% | – | 161 | 11.8% |
|
| 1330 |
SCM
1330
Soleus Capital Management
Greenwich,
Connecticut
| $2.47B | -$242M | -9% | 2.63% | 508% | 119 | 42.02% |
|
| 1331 |
M
1331
Mirova
Paris,
France
| $2.46B | +$1.77B | +255% | 6.28% | 64.6% | 185 | 53.51% |
|
| 1332 |
BW
1332
BIP Wealth
Atlanta,
Georgia
| $2.46B | -$375M | -13% | 1.08% | 47.4% | 508 | 21.06% |
|
| 1333 |
GWM
1333
Greenwich Wealth Management
Greenwich,
Connecticut
| $2.45B | +$208M | +9% | 3.18% | 198% | 318 | 13.52% |
|
| 1334 |
RL
1334
Ruffer LLP
London,
United Kingdom
| $2.44B | +$248M | +11% | 1.21% | 98% | 244 | 64.75% |
|
| 1335 |
QT
1335
Quantbot Technologies
New York
| $2.44B | -$562M | -19% | 0.68% | 33.6% | 2,271 | 54.56% |
|
| 1336 |
TMC
1336
Toyota Motor Corp
Japan
| $2.44B | -$968M | -28% | 26.4% | 78.9% | 4 | 0% |
|
| 1337 |
SOAM
1337
SBI Okasan Asset Management
Tokyo,
Japan
| $2.44B | +$625M | +34% | 1.07% | – | 348 | 19.25% |
|
| 1338 |
LIM
1338
Leavell Investment Management
Mobile,
Alabama
| $2.44B | +$35.1M | +1% | 0.35% | 84.5% | 621 | 8.86% |
|
| 1339 |
KFA
1339
Krane Funds Advisors
New York
| $2.44B | -$646M | -21% | 14.3% | 72.6% | 185 | 20.54% |
|
| 1340 |
BIAS
1340
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.44B | -$15.1M | -0.6% | 0.13% | 83.3% | 789 | 66.67% |
|
| 1341 |
GIA
1341
GHP Investment Advisors
Denver,
Colorado
| $2.43B | -$1.02M | -0% | 0.8% | 75.2% | 1,462 | 34.4% |
|
| 1342 |
BBA
1342
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $2.42B | +$28.6M | +1% | 0.88% | 71.6% | 283 | 6.36% |
|
| 1343 |
PUI
1343
Purpose Unlimited Inc
Toronto,
| $2.42B | +$233M | +11% | 0.17% | – | 618 | 41.42% |
|
| 1344 |
NIM
1344
Northeast Investment Management
Boston,
Massachusetts
| $2.42B | -$142M | -6% | 2.47% | 93.4% | 194 | 5.67% |
|
| 1345 |
GWMR
1345
GC Wealth Management RIA
Cambridge,
Massachusetts
| $2.42B | -$307M | -11% | 9.55% | – | 568 | 18.31% |
|
| 1346 |
SCM
1346
Steele Capital Management
Dubuque,
Iowa
| $2.41B | +$84.2M | +4% | 0.43% | – | 88 | 12.5% |
|
| 1347 |
VF
1347
Virtu Financial
New York
| $2.41B | -$168M | -7% | 6.75% | 160% | 2,591 | 77.54% |
|
| 1348 |
PA
1348
Paralel Advisors
Denver,
Colorado
| $2.41B | -$168M | -7% | 1.93% | 75.4% | 108 | 3.7% |
|
| 1349 |
RAM
1349
RWC Asset Management
London,
United Kingdom
| $2.4B | +$364M | +18% | 1.95% | 65.4% | 170 | 13.53% |
|
| 1350 |
DSCM
1350
Divisadero Street Capital Management
Miami,
Florida
| $2.39B | +$254M | +12% | 2.08% | 718% | 134 | 43.28% |
|