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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
HCMT
1401
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.69B | -$46.3M | -3% | 3.71% | 142% | 373 | 15.82% |
|
| 1402 |
VWM
1402
Venturi Wealth Management
Austin,
Texas
| $1.69B | +$131M | +8% | 2.59% | 101% | 1,556 | 16.45% |
|
| 1403 |
SC
1403
SRB Corp
Boston,
Massachusetts
| $1.69B | -$119M | -7% | 3% | 53.1% | 77 | 77.92% |
|
| 1404 |
CPSAC
1404
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.69B | +$31.3M | +2% | 2.73% | 49.1% | 155 | 9.03% |
|
| 1405 |
MWA
1405
Midland Wealth Advisors
Effingham,
Illinois
| $1.69B | +$62.4M | +4% | 0.74% | – | 229 | 19.65% |
|
| 1406 |
AT
1406
Arvest Trust
Bartlesville,
Oklahoma
| $1.68B | -$78.4M | -4% | 0.15% | – | 184 | 9.24% |
|
| 1407 |
SP
1407
Summit Partners
Boston,
Massachusetts
| $1.68B | -$133M | -7% | 1.47% | 2.13% | 10 | 10% |
|
| 1408 |
ST
1408
Sabal Trust
St. Petersburg,
Florida
| $1.68B | -$42.3M | -2% | 0.55% | 18.4% | 229 | 13.97% |
|
| 1409 |
HAG
1409
HighPoint Advisor Group
Downers Grove,
Illinois
| $1.67B | +$259M | +18% | 6.19% | – | 668 | 6.59% |
|
| 1410 |
SLF
1410
Sun Life Financial
Toronto,
Ontario, Canada
| $1.67B | +$82.8M | +5% | 3.07% | 51.8% | 32 | 9.38% |
|
| 1411 |
OPCM
1411
Osborne Partners Capital Management
San Francisco,
California
| $1.67B | +$46.4M | +3% | 0.43% | 47.6% | 223 | 12.11% |
|
| 1412 |
EI
1412
Ellevest Inc
New York
| $1.67B | +$55.7M | +3% | 1.27% | 54.1% | 433 | 14.32% |
|
| 1413 |
RHJA
1413
Rice Hall James & Associates
San Diego,
California
| $1.67B | -$84.4M | -5% | 2.54% | 117% | 266 | 7.14% |
|
| 1414 |
PHK
1414
Point72 Hong Kong
Hong Kong
| $1.67B | -$339M | -17% | 0.54% | 396% | 769 | 78.02% |
|
| 1415 |
FHA
1415
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.66B | +$107M | +7% | 2.96% | 68.3% | 739 | 14.75% |
|
| 1416 |
ML
1416
McAdam LLC
Philadelphia,
Pennsylvania
| $1.66B | +$103M | +7% | 1.48% | 46.3% | 337 | 15.43% |
|
| 1417 |
GHA
1417
GW Henssler & Associates
Kennesaw,
Georgia
| $1.66B | -$41M | -2% | 0.62% | 54.8% | 179 | 8.94% |
|
| 1418 |
HMC
1418
Harvard Management Company
Boston,
Massachusetts
| $1.66B | +$70.7M | +4% | 9.88% | 156% | 15 | 20% |
|
| 1419 |
RG
1419
Redmile Group
San Francisco,
California
| $1.65B | -$1.07B | -39% | 16.1% | 929% | 77 | 18.18% |
|
| 1420 |
MCM
1420
MKP Capital Management
New York
| $1.65B | +$568M | +53% | 6.71% | 57.5% | 30 | 86.67% |
|
| 1421 |
PCM
1421
Politan Capital Management
New York
| $1.64B | -$282M | -15% | 14.6% | 7.16% | 3 | 0% |
|
| 1422 |
JSP
1422
Jackson Square Partners
Larkspur,
California
| $1.64B | -$765M | -32% | 1.91% | 102% | 85 | 8.24% |
|
| 1423 |
HCL
1423
Heard Capital LLC
Chicago,
Illinois
| $1.64B | +$42.8M | +3% | 3.79% | 97.6% | 24 | 8.33% |
|
| 1424 |
P
1424
Pitcairn
Conshohocken,
Pennsylvania
| $1.64B | +$94.3M | +6% | 2.99% | 111% | 756 | 11.24% |
|
| 1425 |
CIM
1425
Cambria Investment Management
Manhattan Beach,
California
| $1.64B | -$35.9M | -2% | 4.62% | 61.7% | 387 | 23.26% |
|