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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%
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50
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
PHS
1376
PFM Health Sciences
San Francisco,
California
| $1.67B | -$456M | -21% | 28.1% | 241% | 80 | 30% |
|
| 1377 |
NHC
1377
Nicholas Hoffman & Company
Atlanta,
Georgia
| $1.66B | +$307M | +23% | 10.6% | 65.1% | 289 | 8.3% |
|
| 1378 |
FP
1378
Foundry Partners
Minneapolis,
Minnesota
| $1.66B | +$54.8M | +3% | 12.4% | 44.4% | 320 | 19.06% |
|
| 1379 |
AT
1379
Arvest Trust
Bartlesville,
Oklahoma
| $1.66B | +$127M | +8% | 9.48% | – | 187 | 21.39% |
|
| 1380 |
AIA
1380
Angeles Investment Advisors
Santa Monica,
California
| $1.66B | +$381M | +30% | 10.2% | 71.7% | 206 | 15.05% |
|
| 1381 |
1SB
1381
1ST Source Bank
South Bend,
Indiana
| $1.66B | +$186M | +13% | 15.5% | 80.8% | 257 | 7.78% |
|
| 1382 |
SLF
1382
Sun Life Financial
Toronto,
Ontario, Canada
| $1.65B | +$297M | +22% | 12.7% | 65.7% | 27 | 22.22% |
|
| 1383 |
EGA
1383
Eagle Global Advisors
Houston,
Texas
| $1.65B | +$112M | +7% | 8.37% | 105% | 240 | 8.75% |
|
| 1384 |
CPC
1384
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.65B | +$128M | +8% | 17.2% | 307% | 251 | 35.86% |
|
| 1385 |
RC
1385
RBF Capital
San Francisco,
California
| $1.65B | +$132M | +9% | 15.8% | 147% | 579 | 13.47% |
|
| 1386 |
RAM
1386
RWC Asset Management
London,
United Kingdom
| $1.65B | +$119M | +8% | 12.6% | 65.4% | 131 | 26.72% |
|
| 1387 |
AWM
1387
Avior Wealth Management
Omaha,
Nebraska
| $1.65B | +$172M | +12% | 10.6% | 66% | 1,695 | 16.05% |
|
| 1388 |
RIM
1388
Ranger Investment Management
Dallas,
Texas
| $1.65B | +$143M | +10% | 11.4% | 111% | 114 | 9.65% |
|
| 1389 |
ECP
1389
Empyrean Capital Partners
Los Angeles,
California
| $1.65B | +$28.9M | +2% | 9.66% | 131% | 75 | 30.67% |
|
| 1390 |
GL
1390
GTCR LLC
Chicago,
Illinois
| $1.65B | -$510K | -0% | 3.05% | 6.7% | 3 | 0% |
|
| 1391 |
RSWM
1391
Robertson Stephens Wealth Management
San Francisco,
California
| $1.65B | +$163M | +11% | 11.1% | 103% | 485 | 17.73% |
|
| 1392 |
AIMU
1392
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.64B | +$22.3M | +1% | 8.66% | 7.58% | 38 | 0% |
|
| 1393 |
RVPG
1393
Relative Value Partners Group
| $1.64B | +$148M | +10% | 7.91% | 8.9% | 290 | 12.76% |
|
| 1394 |
FG
1394
Foster Group
West Des Moines,
Iowa
| $1.64B | $0 | 0% | 8.52% | 50.2% | 168 | 0% |
|
| 1395 |
CC
1395
Clearline Capital
New York
| $1.63B | +$467M | +40% | 11.6% | 57.4% | 135 | 32.59% |
|
| 1396 |
JIC
1396
Joel Isaacson & Co
New York
| $1.63B | +$167M | +11% | 10.5% | 72.5% | 325 | 10.15% |
|
| 1397 |
DWP
1397
Daymark Wealth Partners
Cincinnati,
Ohio
| $1.63B | +$177M | +12% | 11.7% | 96.4% | 413 | 10.9% |
|
| 1398 |
CC
1398
Cartenna Capital
Stamford,
Connecticut
| $1.63B | +$647M | +66% | 13.6% | 162% | 50 | 68% |
|
| 1399 |
ST
1399
Sabal Trust
St. Petersburg,
Florida
| $1.63B | +$130M | +9% | 9.77% | 18.4% | 224 | 13.84% |
|
| 1400 |
AWE
1400
Avidian Wealth Enterprises
Houston,
Texas
| $1.63B | +$206M | +14% | 9.26% | 63.7% | 445 | 17.53% |
|