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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 |
OWP
1401
Obermeyer Wealth Partners
Aspen,
Colorado
| $2.17B | -$16.7M | -0.8% | 2.51% | 80.9% | 311 | 10.93% |
|
| 1402 |
ET
1402
Entropy Technologies
New York
| $2.17B | +$325M | +18% | 1.96% | – | 1,218 | 59.93% |
|
| 1403 |
MMLI
1403
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $2.17B | -$257M | -11% | 9.83% | – | 2 | 0% |
|
| 1404 |
ET
1404
Equitable Trust
Nashville,
Tennessee
| $2.17B | -$73.2M | -3% | 0.83% | 94.7% | 494 | 17.41% |
|
| 1405 |
MIAS
1405
Mason Investment Advisory Services
Reston,
Virginia
| $2.17B | +$58.2M | +3% | 2.85% | 48.2% | 83 | 8.43% |
|
| 1406 |
TAL
1406
TIG Advisors LLC
New York
| $2.16B | +$4.64M | +0.2% | 9.43% | 366% | 127 | 60.63% |
|
| 1407 |
RFP
1407
Root Financial Partners
Encinitas,
California
| $2.16B | +$205M | +10% | 0.64% | 57% | 3,563 | 34.49% |
|
| 1408 |
CI
1408
Cambiar Investors
Denver,
Colorado
| $2.16B | -$79.1M | -4% | 1.12% | 59.2% | 161 | 19.25% |
|
| 1409 |
IIP
1409
Intermede Investment Partners
London,
United Kingdom
| $2.16B | -$276M | -11% | 5.18% | 69.6% | 32 | 15.63% |
|
| 1410 |
MA
1410
Montag & Associates
Atlanta,
Georgia
| $2.15B | -$38.1M | -2% | 1.44% | 82.9% | 990 | 9.39% |
|
| 1411 |
GA
1411
General Atlantic
New York
| $2.15B | -$724M | -25% | 3.91% | 186% | 13 | 7.69% |
|
| 1412 |
NAAA
1412
New Age Alpha Advisors
Rye,
New York
| $2.15B | -$176M | -8% | 2.71% | – | 812 | 12.32% |
|
| 1413 |
PI
1413
PFG Investments
Woodbury,
New York
| $2.15B | +$23.9M | +1% | 0.33% | 106% | 1,279 | 16.97% |
|
| 1414 |
SC
1414
SouthState Corp
Winter Haven,
Florida
| $2.14B | -$92.4M | -4% | 2.22% | 78.9% | 1,405 | 15.02% |
|
| 1415 |
GI
1415
GAMMA Investing
Foster City,
California
| $2.14B | +$151M | +8% | 0.68% | – | 4,288 | 8.68% |
|
| 1416 |
AAP
1416
Aristotle Atlantic Partners
Sarasota,
Florida
| $2.14B | -$50M | -2% | 1.41% | 124% | 123 | 30.08% |
|
| 1417 |
EF
1417
Empirical Finance
Havertown,
Pennsylvania
| $2.13B | +$31.9M | +2% | 0.78% | 97.6% | 503 | 8.35% |
|
| 1418 |
GHA
1418
GW Henssler & Associates
Kennesaw,
Georgia
| $2.12B | +$44.8M | +2% | 1.41% | 62.4% | 249 | 14.06% |
|
| 1419 |
BCM
1419
Basswood Capital Management
New York
| $2.12B | -$352M | -14% | 4.93% | 98% | 125 | 24.8% |
|
| 1420 |
ZA
1420
Zazove Associates
Incline Village,
Nevada
| $2.12B | +$957M | +82% | 0.34% | 11% | 196 | 9.18% |
|
| 1421 |
GS
1421
Gilead Sciences
Foster City,
California
| $2.12B | +$182M | +9% | 21.5% | – | 6 | 0% |
|
| 1422 |
IVAV
1422
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $2.11B | -$1.48B | -41% | 41.2% | 269% | 4 | 25% |
|
| 1423 |
KWA
1423
Kingswood Wealth Advisors
San Diego,
California
| $2.11B | +$37.8M | +2% | 0.31% | 123% | 1,013 | 23% |
|
| 1424 |
HJGA
1424
Hardman Johnston Global Advisors
Stamford,
Connecticut
| $2.1B | +$6.21M | +0.3% | 9.18% | 118% | 78 | 15.38% |
|
| 1425 |
CF
1425
Centaurus Financial
Anaheim,
California
| $2.1B | -$82.7M | -4% | 3.04% | 60.5% | 1,146 | 16.93% |
|