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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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50
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1476 |
AF
1476
Apexium Financial
Dallas,
Texas
| $1.68B | +$29.3M | +2% | 4.44% | 89.6% | 287 | 12.89% |
|
| 1477 |
BFMH
1477
Baring Fintech Manager Holding
Castel,
Guernsey
| $1.68B | -$33.6M | -2% | 1.96% | – | 1 | 0% |
|
| 1478 |
FIB
1478
First Interstate Bank
Billings,
Montana
| $1.67B | +$23.1M | +1% | 2.12% | 48.2% | 185 | 11.35% |
|
| 1479 |
HCMT
1479
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.67B | -$77.4M | -4% | 3.09% | 142% | 433 | 23.09% |
|
| 1480 |
MAS
1480
Meeder Advisory Services
Dublin,
Ohio
| $1.67B | +$65M | +4% | 0.58% | 91.4% | 601 | 11.81% |
|
| 1481 |
BMCM
1481
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $1.67B | -$188M | -10% | 0.51% | 71.4% | 443 | 19.64% |
|
| 1482 |
PAME
1482
Parvus Asset Management Europe
London,
United Kingdom
| $1.67B | -$480M | -22% | 14.3% | – | 1 | 0% |
|
| 1483 |
VWA
1483
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.67B | -$39.7M | -2% | 1.59% | 69.4% | 569 | 11.07% |
|
| 1484 |
RC
1484
RBF Capital
San Francisco,
California
| $1.67B | -$267M | -14% | 2.49% | 147% | 619 | 19.06% |
|
| 1485 |
CC
1485
Clearline Capital
New York
| $1.66B | +$906M | +120% | 16.9% | 57.4% | 133 | 42.11% |
|
| 1486 |
P
1486
Pitcairn
Conshohocken,
Pennsylvania
| $1.66B | -$34.9M | -2% | 0.69% | 111% | 752 | 12.63% |
|
| 1487 |
TA
1487
TruWealth Advisors
Metairie,
Louisiana
| $1.66B | -$1.75M | -0.1% | 1.77% | 56.3% | 171 | 12.28% |
|
| 1488 |
MIAS
1488
Mason Investment Advisory Services
Reston,
Virginia
| $1.66B | -$48.7M | -3% | 2.6% | 76.1% | 75 | 6.67% |
|
| 1489 |
CP
1489
Coho Partners
Berwyn,
Pennsylvania
| $1.66B | -$518M | -24% | 5.33% | 35.6% | 41 | 17.07% |
|
| 1490 |
EF
1490
Empirical Finance
Havertown,
Pennsylvania
| $1.66B | -$72.5M | -4% | 2.88% | 124% | 514 | 4.67% |
|
| 1491 |
PA
1491
Procyon Advisors
Shelton,
Connecticut
| $1.65B | +$79M | +5% | 1.97% | 84.2% | 624 | 16.51% |
|
| 1492 |
AUB
1492
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.65B | -$65.3M | -4% | 1.67% | 78.9% | 325 | 10.77% |
|
| 1493 |
PVI
1493
Pine Valley Investments
Marlton,
New Jersey
| $1.65B | -$19.6M | -1% | 0.56% | 93.9% | 594 | 9.76% |
|
| 1494 |
HC
1494
Hamilton Capital
Columbus,
Ohio
| $1.65B | +$337M | +26% | 2.69% | – | 147 | 19.05% |
|
| 1495 |
CF
1495
Centaurus Financial
Anaheim,
California
| $1.65B | +$14M | +0.9% | 3.92% | 83.5% | 947 | 14.99% |
|
| 1496 |
TW
1496
Transform Wealth
Greenwood Village,
Colorado
| $1.65B | -$151M | -8% | 5.14% | 48.4% | 275 | 16% |
|
| 1497 |
PH
1497
Permira Holdings
St. Peter Port,
Guernsey
| $1.65B | -$703M | -30% | 28.8% | – | 2 | 0% |
|
| 1498 |
ESBC
1498
E.S. Barr & Co
Lexington,
Kentucky
| $1.65B | -$43.6M | -3% | 0.93% | 73.5% | 112 | 9.82% |
|
| 1499 |
CC
1499
Cartenna Capital
Stamford,
Connecticut
| $1.65B | -$426M | -21% | 4.92% | 162% | 57 | 75.44% |
|
| 1500 |
WG
1500
Winton Group
London,
United Kingdom
| $1.64B | +$136M | +9% | 0.23% | 128% | 825 | 48.48% |
|