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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
RC
1401
RBF Capital
San Francisco,
California
| $2.25B | +$10.3M | +0.5% | 2.36% | 147% | 616 | 16.4% |
|
| 1402 |
VWM
1402
Venturi Wealth Management
Austin,
Texas
| $2.25B | +$98.3M | +5% | 4.32% | 101% | 643 | 21.62% |
|
| 1403 |
CL
1403
CSS LLC
Chicago,
Illinois
| $2.25B | +$20.4M | +0.9% | 1.03% | 128% | 1,283 | 44.19% |
|
| 1404 |
SAM
1404
Southeastern Asset Management
Memphis,
Tennessee
| $2.25B | +$286M | +15% | 4.47% | 26.7% | 53 | 7.55% |
|
| 1405 |
GWM
1405
Greenwich Wealth Management
Greenwich,
Connecticut
| $2.24B | +$237M | +12% | 3.37% | 198% | 304 | 14.8% |
|
| 1406 |
ET
1406
Equitable Trust
Nashville,
Tennessee
| $2.24B | +$64.5M | +3% | 4.44% | 94.7% | 463 | 10.37% |
|
| 1407 |
GCM
1407
Ghisallo Capital Management
Boston,
Massachusetts
| $2.24B | -$816M | -27% | 1.04% | 122% | 298 | 58.72% |
|
| 1408 |
CI
1408
Cambiar Investors
Denver,
Colorado
| $2.24B | +$38.8M | +2% | 5.65% | 59.2% | 156 | 16.67% |
|
| 1409 |
TC
1409
Trilogy Capital
Irvine,
California
| $2.24B | +$73.3M | +3% | 1.79% | 54.1% | 400 | 10.75% |
|
| 1410 |
FHC
1410
First Horizon Corporation
Memphis,
Tennessee
| $2.24B | +$110M | +5% | 2.67% | – | 1,535 | 11.01% |
|
| 1411 |
SC
1411
SouthState Corp
Winter Haven,
Florida
| $2.24B | +$64.4M | +3% | 2.9% | 78.9% | 1,468 | 19.07% |
|
| 1412 |
CFM
1412
Coronation Fund Managers
Cape Town,
South Africa
| $2.23B | +$314M | +16% | 8.99% | 47.5% | 59 | 28.81% |
|
| 1413 |
PCG
1413
Prosperity Consulting Group
Owings Mills,
Maryland
| $2.22B | +$195M | +10% | 2.31% | 66.8% | 532 | 13.16% |
|
| 1414 |
AIM
1414
Acropolis Investment Management
St. Louis,
Missouri
| $2.22B | +$255M | +13% | 1.66% | 47.6% | 305 | 15.41% |
|
| 1415 |
VWA
1415
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.22B | +$75.7M | +4% | 1.49% | 69.4% | 638 | 11.91% |
|
| 1416 |
SPC
1416
Silver Point Capital
Greenwich,
Connecticut
| $2.22B | +$293M | +15% | 8.57% | 108% | 25 | 28% |
|
| 1417 |
CCPM
1417
Cooper Creek Partners Management
New York
| $2.21B | -$1.05B | -32% | 0.83% | 86.4% | 119 | 44.54% |
|
| 1418 |
CAG
1418
Csenge Advisory Group
Clearwater,
Florida
| $2.21B | +$116M | +6% | 1.81% | 66.3% | 772 | 19.43% |
|
| 1419 |
EPM
1419
Elm Partners Management
Philadelphia,
Pennsylvania
| $2.2B | +$202M | +10% | 1.55% | 48% | 162 | 12.96% |
|
| 1420 |
EC
1420
EcoR1 Capital
San Francisco,
California
| $2.2B | +$120M | +6% | 37.4% | 310% | 41 | 53.66% |
|
| 1421 |
RCM
1421
RNC Capital Management
Los Angeles,
California
| $2.2B | +$23.2M | +1% | 3.07% | 83% | 175 | 5.71% |
|
| 1422 |
PCM
1422
Philosophy Capital Management
Alamo,
California
| $2.2B | -$244M | -10% | 1.9% | 77.5% | 55 | 36.36% |
|
| 1423 |
RL
1423
Ruffer LLP
London,
United Kingdom
| $2.2B | +$397M | +22% | 3.68% | 98% | 184 | 61.41% |
|
| 1424 |
GIM
1424
Generate Investment Management
Auckland,
New Zealand
| $2.19B | +$221M | +11% | 4.76% | – | 102 | 46.08% |
|
| 1425 |
MA
1425
Montag & Associates
Atlanta,
Georgia
| $2.19B | +$17.4M | +0.8% | 3.89% | 82.9% | 1,187 | 25.36% |
|