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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
HGC Investment Management
Toronto,
Ontario, Canada
| $1.62B | +$227M | +16% | 0.28% | 33.2% | 415 | 45.54% | 0.4 |
|
| 1452 |
1452
Oak Hill Advisors
New York
| $1.61B | +$491M | +44% | 3.02% | 42.4% | 20 | 20% | 1.5 |
|
| 1453 |
1453
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.61B | +$100M | +7% | 5.56% | 50% | 1,125 | 5.87% | 4.5 |
|
| 1454 |
MI
1454
MMCAP International
Grand Cayman,
Cayman Islands
| $1.61B | +$187M | +13% | 0.08% | 184% | 584 | 53.25% | 0.4 |
|
| 1455 |
1455
TDAM USA
Toronto,
Ontario, Canada
| $1.61B | +$91.8M | +6% | 10.6% | 104% | 241 | 3.32% | 5.9 |
|
| 1456 |
1456
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.61B | +$181M | +13% | 10.1% | 67.9% | 56 | 3.57% | 5.3 |
|
| 1457 |
1457
Ritholtz Wealth Management
New York
| $1.61B | +$166M | +12% | 7.75% | 93% | 596 | 20.81% | 1.4 |
|
| 1458 |
1458
Avidian Wealth Enterprises
Houston,
Texas
| $1.61B | +$294M | +22% | 5.9% | 71.7% | 572 | 38.29% | 1.2 |
|
| 1459 |
1459
Edgestream Partners
Princeton,
New Jersey
| $1.6B | -$13.4M | -0.8% | 7.2% | 41.7% | 613 | 46% | 0.5 |
|
| 1460 |
1460
Belpointe Asset Management
Reno,
Nevada
| $1.6B | +$138M | +9% | 8.33% | 80.1% | 1,285 | 16.5% | 1.7 |
|
| 1461 |
1461
Rose Park Advisors
Boston,
Massachusetts
| $1.6B | – | – | 5.49% | 11.8% | 1 | – | 0 |
|
| 1462 |
1462
Jump Financial
Chicago,
Illinois
| $1.59B | +$209M | +15% | 5.18% | 125% | 1,885 | 73.69% | 0.2 |
|
| 1463 |
1463
CQS (US)
New York
| $1.59B | -$158M | -9% | 1.25% | 15% | 131 | 27.48% | 0.8 |
|
| 1464 |
1464
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.59B | +$250M | +19% | 1.14% | 142% | 51 | 33.33% | 1.1 |
|
| 1465 |
1465
Westwood Global Investments
Boston,
Massachusetts
| $1.59B | +$32.1M | +2% | 3.91% | 112% | 15 | 6.67% | 3.7 |
|
| 1466 |
1466
Financial Advocates Investment Management
Olympia,
Washington
| $1.59B | +$107M | +7% | 6.35% | 89.9% | 831 | 19.01% | 1.9 |
|
| 1467 |
1467
Eagle Global Advisors
Houston,
Texas
| $1.59B | +$72.5M | +5% | 7.22% | 106% | 283 | 12.37% | 3.5 |
|
| 1468 |
1468
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.59B | +$652M | +70% | 5.13% | 16% | 299 | 29.43% | 1.2 |
|
| 1469 |
1469
Trust Company of Vermont
Brattleboro,
Vermont
| $1.59B | +$178M | +13% | 10.9% | – | 811 | 62.89% | 2.7 |
|
| 1470 |
1470
Cooper Investors
Melbourne, Victoria,
Australia
| $1.58B | +$73.5M | +5% | 8.43% | 57.5% | 47 | 19.15% | 2.5 |
|
| 1471 |
1471
Bain Capital Venture Investors
Boston,
Massachusetts
| $1.58B | -$7.64M | -0.5% | 24.1% | 34.2% | 8 | 50% | 0.3 |
|
| 1472 |
1472
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.58B | +$210M | +15% | 4.84% | 397% | 221 | 26.7% | 1.2 |
|
| 1473 |
CDH
1473
Charles D. Hyman
| $1.58B | +$148M | +10% | 10.7% | 36.8% | 239 | 5.44% | 4.8 |
|
| 1474 |
1474
Plancorp LLC
Saint Louis,
Missouri
| $1.58B | +$130M | +9% | 7.48% | 73.1% | 248 | 6.05% | 3 |
|
| 1475 |
1475
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.58B | +$106M | +7% | 5.66% | 58.1% | 860 | 13.26% | 3.4 |
|