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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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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1426 |
IFA
1426
Index Fund Advisors
Irvine,
California
| $2.52B | +$297M | +13% | 12.1% | 58.2% | 143 | 16.78% |
|
| 1427 |
LCG
1427
Luxor Capital Group
New York
| $2.52B | +$1.08B | +76% | 13.5% | 131% | 62 | 37.1% |
|
| 1428 |
NLGIA
1428
Nippon Life Global Investors Americas
New York
| $2.51B | +$297M | +13% | 29.8% | 173% | 119 | 26.05% |
|
| 1429 |
ET
1429
Entropy Technologies
New York
| $2.51B | +$345M | +16% | 13.2% | – | 1,282 | 60.69% |
|
| 1430 |
BCM
1430
Basswood Capital Management
New York
| $2.51B | +$393M | +19% | 15.1% | 111% | 118 | 14.41% |
|
| 1431 |
ECP
1431
Electron Capital Partners
New York
| $2.5B | -$50M | -2% | 30% | 333% | 56 | 35.71% |
|
| 1432 |
ST
1432
Smithfield Trust
Pittsburgh,
Pennsylvania
| $2.5B | +$208M | +9% | 11.6% | 50% | 1,105 | 3.98% |
|
| 1433 |
DAL
1433
Delta Accumulation LLC
Sausalito,
California
| $2.5B | +$1.35B | +117% | 30.1% | 96.5% | 170 | 57.06% |
|
| 1434 |
ROIC
1434
Route One Investment Company
San Francisco,
California
| $2.49B | +$141M | +6% | 5.85% | 80.9% | 21 | 14.29% |
|
| 1435 |
SW
1435
SoFi Wealth
San Francisco,
California
| $2.48B | +$409M | +20% | 15% | 62.2% | 52 | 0% |
|
| 1436 |
SGM
1436
Seven Grand Managers
Bronxville,
New York
| $2.48B | +$987M | +66% | 18.1% | 281% | 249 | 62.25% |
|
| 1437 |
SG
1437
SCHF (GPE)
Wilson,
Wyoming
| $2.48B | +$1.7B | +218% | 2.52% | – | 6 | 50% |
|
| 1438 |
SG
1438
StoneX Group
New York
| $2.48B | +$623M | +34% | 21% | 85.2% | 1,633 | 54.19% |
|
| 1439 |
KWA
1439
Kingswood Wealth Advisors
San Diego,
California
| $2.48B | +$373M | +18% | 22.4% | 123% | 1,057 | 18.45% |
|
| 1440 |
VCM
1440
Valiant Capital Management
San Francisco,
California
| $2.48B | +$737M | +42% | 31.8% | 348% | 37 | 29.73% |
|
| 1441 |
SQA
1441
Simon Quick Advisors
Morristown,
New Jersey
| $2.48B | +$290M | +13% | 12.6% | 69.5% | 438 | 17.58% |
|
| 1442 |
BHIA
1442
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.47B | +$241M | +11% | 14.2% | 73.7% | 214 | 10.28% |
|
| 1443 |
CAG
1443
Csenge Advisory Group
Clearwater,
Florida
| $2.47B | +$280M | +13% | 14.4% | 66.3% | 857 | 23.69% |
|
| 1444 |
RG
1444
Renaissance Group
Covington,
Kentucky
| $2.46B | +$73.4M | +3% | 20.4% | 115% | 255 | 16.47% |
|
| 1445 |
NDSIB
1445
North Dakota State Investment Board
Bismarck,
North Dakota
| $2.46B | +$150M | +6% | 23.6% | – | 844 | 13.03% |
|
| 1446 |
MAMU
1446
Marathon Asset Management (UK)
London,
United Kingdom
| $2.46B | -$146M | -6% | 15.4% | 80.8% | 76 | 5.26% |
|
| 1447 |
SWA
1447
Sax Wealth Advisors
Parsippany,
New Jersey
| $2.46B | +$395M | +19% | 11.3% | 57.2% | 563 | 19.01% |
|
| 1448 |
SGAM
1448
Smith Group Asset Management
Dallas,
Texas
| $2.46B | +$496M | +25% | 30% | – | 188 | 25.53% |
|
| 1449 |
PC
1449
Port Capital
Chicago,
Illinois
| $2.45B | +$201M | +9% | 12.1% | 74.4% | 109 | 25.69% |
|
| 1450 |
DIA
1450
Davidson Investment Advisors
Great Falls,
Montana
| $2.45B | +$129M | +6% | 11.9% | 69.5% | 130 | 8.46% |
|