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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
PL
1526
Parkwood LLC
Cleveland,
Ohio
| $635M | +$21.9M | +4% | 3.13% | 85.8% | 584 | 43.66% |
|
| 1527 |
AIM
1527
Avity Investment Management
Greenwich,
Connecticut
| $635M | +$16.5M | +3% | 4.77% | 104% | 73 | 12.33% |
|
| 1528 |
GLRA
1528
Gerald L. Ray & Associates
Dallas,
Texas
| $633M | +$33.3M | +6% | 7.78% | 38.2% | 315 | 7.62% |
|
| 1529 |
LIC
1529
Lodestar Investment Counsel
Chicago,
Illinois
| $633M | +$38.3M | +6% | 6.64% | 45.1% | 147 | 10.2% |
|
| 1530 |
JFG
1530
Jefferies Financial Group
New York
| $632M | +$85.3M | +16% | 15.6% | 104% | 1 | 0% |
|
| 1531 |
PC
1531
Packer & Co
Cottesloe,
Australia
| $632M | – | – | 9.06% | – | 21 | – |
|
| 1532 |
FNT
1532
First National Trust
Hermitage,
Pennsylvania
| $632M | +$49.1M | +8% | 5.6% | 70.6% | 315 | 13.02% |
|
| 1533 |
PIP
1533
Permian Investment Partners
Dallas,
Texas
| $631M | +$210M | +50% | 4.76% | 81.9% | 27 | 59.26% |
|
| 1534 |
MIM
1534
Martin Investment Management
Palm Beach Gardens,
Florida
| $630M | +$10M | +2% | 6.82% | 44.7% | 45 | 8.89% |
|
| 1535 |
MYLI
1535
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $630M | +$31.5M | +5% | 6.35% | 20.9% | 333 | 24.02% |
|
| 1536 |
VIP
1536
Vantage Investment Partners
Kansas City,
Missouri
| $630M | +$73.9M | +13% | 6.02% | 50.9% | 71 | 19.72% |
|
| 1537 |
PS
1537
Portfolio Solutions
Royal Oak,
Michigan
| $626M | +$45M | +8% | 4.65% | 11.6% | 16 | 50% |
|
| 1538 |
KPAG
1538
KLS Professional Advisors Group
New York
| $624M | +$151M | +32% | 3.97% | 38% | 3 | 33.33% |
|
| 1539 |
PC
1539
PM Capital
Sydney,
Australia
| $624M | +$86.9M | +16% | 6.43% | 105% | 31 | 16.13% |
|
| 1540 |
WB
1540
Webster Bank
Waterbury,
Connecticut
| $623M | +$80.3M | +15% | 6.37% | 77.5% | 224 | 19.2% |
|
| 1541 |
FWM
1541
Frontier Wealth Management
Kansas City,
Missouri
| $623M | -$10.5M | -2% | 2.02% | 42.8% | 382 | 18.32% |
|
| 1542 |
SHGA
1542
Sand Hill Global Advisors
Palo Alto,
California
| $623M | -$2.69M | -0.4% | 6.31% | 48% | 84 | 13.1% |
|
| 1543 |
LM
1543
Lasry Marc
| $623M | -$4.23M | -0.7% | 5.3% | 14.8% | 21 | 23.81% |
|
| 1544 |
NAM
1544
North American Management
Boston,
Massachusetts
| $622M | +$23.2M | +4% | 6.58% | 61.7% | 162 | 9.26% |
|
| 1545 |
JCP
1545
Jabre Capital Partners
Geneva,
Switzerland
| $622M | +$76.7M | +14% | 4.02% | 62.9% | 108 | 54.63% |
|
| 1546 |
PWAG
1546
Polaris Wealth Advisory Group
San Rafael,
California
| $620M | +$131M | +27% | 4.48% | 64% | 147 | 59.18% |
|
| 1547 |
MRCP
1547
Manor Road Capital Partners
New York
| $617M | +$105M | +20% | 0.13% | 78.3% | 13 | 30.77% |
|
| 1548 |
TRCT
1548
Tower Research Capital (TRC)
New York
| $617M | -$413M | -40% | 4.43% | 93.9% | 5,864 | 48.19% |
|
| 1549 |
HVCM
1549
HG Vora Capital Management
New York
| $616M | -$222M | -26% | 2.27% | 10.1% | 22 | 50% |
|
| 1550 |
SC
1550
SRB Corp
Boston,
Massachusetts
| $616M | -$112M | -15% | 7.48% | 53.1% | 169 | 17.16% |
|