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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
ST
1526
Sabal Trust
St. Petersburg,
Florida
| $1.39B | +$39.2M | +3% | 5.28% | 18.4% | 155 | 9.03% | 4.5 |
|
| 1527 |
SB
1527
Simmons Bank
Pine Bluff,
Arkansas
| $1.38B | +$59.4M | +4% | 6.11% | 92.9% | 383 | 9.4% | 3.5 |
|
| 1528 |
1528
Alpha Cubed Investments
Irvine,
California
| $1.38B | +$97.2M | +8% | 6.79% | 126% | 282 | 13.83% | 3.2 |
|
| 1529 |
BBA
1529
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.38B | +$111M | +9% | 6.74% | 71.6% | 264 | 8.33% | 5.2 |
|
| 1530 |
SRAIM
1530
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.38B | +$80.5M | +6% | 9.74% | 74.2% | 28 | 3.57% | 5.2 |
|
| 1531 |
HIM
1531
HGC Investment Management
Toronto,
Ontario, Canada
| $1.38B | +$59.6M | +5% | 0.06% | 33.2% | 357 | 44.82% | 0.3 |
|
| 1532 |
SRFM
1532
Shannon River Fund Management
New York
| $1.38B | -$100M | -7% | 12.5% | 554% | 73 | 46.58% | 0.5 |
|
| 1533 |
1533
Fidelity National Financial
Jacksonville,
Florida
| $1.38B | -$7.7M | -0.6% | 2.92% | 2.54% | 33 | 15.15% | 3.2 |
|
| 1534 |
CCP
1534
Corient Capital Partners
Newport Beach,
California
| $1.37B | +$201M | +17% | 10% | 39.2% | 688 | 12.06% | 1.9 |
|
| 1535 |
AWM
1535
Altium Wealth Management
Purchase,
New York
| $1.36B | +$118M | +9% | 6.41% | 24.9% | 388 | 4.9% | 2 |
|
| 1536 |
KHLMVGHM
1536
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.36B | +$368M | +37% | 7.41% | 79.4% | 96 | 33.33% | 1.5 |
|
| 1537 |
BFC
1537
Banc Funds Company
Chicago,
Illinois
| $1.36B | +$44.7M | +3% | 2.35% | 69% | 205 | 8.78% | 4.2 |
|
| 1538 |
CFIA
1538
Cantor Fitzgerald Investment Advisors
New York
| $1.36B | +$657M | +93% | 4.68% | 68.3% | 154 | 56.49% | 1.2 |
|
| 1539 |
TC
1539
Trilogy Capital
Irvine,
California
| $1.36B | +$51.3M | +4% | 5.08% | 54.1% | 195 | 37.44% | 1.5 |
|
| 1540 |
IAN
1540
Integrated Advisors Network
Dallas,
Texas
| $1.36B | +$264M | +24% | 5.77% | 97.5% | 616 | 18.99% | 0.9 |
|
| 1541 |
WA
1541
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $1.36B | +$41M | +3% | 15.5% | 89.9% | 10 | 10% | 2.1 |
|
| 1542 |
LSAG
1542
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.35B | +$125M | +10% | 5.86% | 16% | 356 | 14.61% | 2 |
|
| 1543 |
BC
1543
Brahman Capital
New York
| $1.35B | +$173M | +15% | 10.6% | 16.6% | 32 | 31.25% | 1 |
|
| 1544 |
1544
Great Valley Advisor Group
Wilmington,
Delaware
| $1.35B | +$313M | +30% | 6.04% | 73.9% | 561 | 14.97% | 1.3 |
|
| 1545 |
1545
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.35B | +$140M | +12% | 9.22% | 67.9% | 59 | 8.47% | 5.1 |
|
| 1546 |
KC
1546
Kepos Capital
New York
| $1.35B | -$202M | -13% | 1.38% | 21.1% | 587 | 51.11% | 0.4 |
|
| 1547 |
1547
Chicago Partners Investment Group
Chicago,
Illinois
| $1.35B | +$133M | +11% | 7.49% | 75.8% | 571 | 15.76% | 2.6 |
|
| 1548 |
1548
Belvedere Trading
Chicago,
Illinois
| $1.34B | +$129M | +11% | 30.9% | 497% | 508 | 83.86% | 0.1 |
|
| 1549 |
FIM
1549
Freedom Investment Management
Hartford,
Connecticut
| $1.34B | +$55.6M | +4% | 6.88% | 68.5% | 929 | 16.58% | 2.3 |
|
| 1550 |
MAM
1550
Myriad Asset Management
North Point,
Hong Kong
| $1.34B | +$378M | +39% | 5.63% | 149% | 180 | 50% | 0.2 |
|