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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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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
RIL
1551
Rothschild Investment LLC
Chicago,
Illinois
| $1.44B | +$54.2M | +4% | 2.97% | 78.6% | 2,867 | 23.02% |
|
| 1552 |
EK
1552
Evensky & Katz
Coral Gables,
Florida
| $1.44B | +$19.1M | +1% | 0.8% | 57.1% | 88 | 3.41% |
|
| 1553 |
BAM
1553
Belpointe Asset Management
Reno,
Nevada
| $1.43B | +$98.5M | +7% | 4.17% | 66.7% | 961 | 30.28% |
|
| 1554 |
SCI
1554
S&CO Inc
Boston,
Massachusetts
| $1.43B | +$13.8M | +1% | 0.99% | 58.9% | 226 | 11.06% |
|
| 1555 |
VF
1555
Virtu Financial
New York
| $1.43B | +$124M | +9% | 2.56% | 117% | 2,115 | 75.89% |
|
| 1556 |
ACG
1556
Aventail Capital Group
New York
| $1.43B | +$122M | +9% | 2.06% | 147% | 114 | 57.02% |
|
| 1557 |
AAM
1557
Aureus Asset Management
Boston,
Massachusetts
| $1.43B | -$34.1M | -2% | 3.03% | 80.4% | 214 | 13.08% |
|
| 1558 |
GCP
1558
GSA Capital Partners
London,
United Kingdom
| $1.43B | +$172M | +14% | 1.68% | 64.7% | 2,136 | 53.42% |
|
| 1559 |
PP
1559
Patten & Patten
Chattanooga,
Tennessee
| $1.43B | +$26.2M | +2% | 3.52% | 63.8% | 315 | 5.4% |
|
| 1560 |
ZF
1560
Zhang Financial
Portage,
Michigan
| $1.43B | +$80.2M | +6% | 2.12% | 56.8% | 275 | 6.18% |
|
| 1561 |
MAM
1561
Meeder Asset Management
Dublin,
Ohio
| $1.43B | -$157M | -10% | 5.48% | 121% | 1,044 | 46.55% |
|
| 1562 |
LCG
1562
Luxor Capital Group
New York
| $1.42B | +$45.1M | +3% | 2.89% | 94.6% | 47 | 38.3% |
|
| 1563 |
RAM
1563
RWC Asset Management
London,
United Kingdom
| $1.42B | -$175M | -11% | 0.26% | 60% | 108 | 8.33% |
|
| 1564 |
CA
1564
CSM Advisors
Warrendale,
Pennsylvania
| $1.42B | -$105M | -7% | 2.3% | 78.7% | 137 | 8.76% |
|
| 1565 |
ACA
1565
Abdiel Capital Advisors
New York
| $1.42B | -$182M | -11% | 10.5% | 58.5% | 7 | 0% |
|
| 1566 |
JCM
1566
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.42B | -$87.2M | -6% | 1.3% | 70.7% | 242 | 11.16% |
|
| 1567 |
SQA
1567
Simon Quick Advisors
Morristown,
New Jersey
| $1.42B | +$81.5M | +6% | 3.37% | 62.4% | 454 | 21.81% |
|
| 1568 |
MAS
1568
Meeder Advisory Services
Dublin,
Ohio
| $1.41B | +$430M | +44% | 3.58% | 71.1% | 523 | 16.25% |
|
| 1569 |
HCS
1569
Himension Capital (Singapore)
Singapore
| $1.41B | +$79.1M | +6% | 12.3% | 292% | 60 | 55% |
|
| 1570 |
FRA
1570
Frank Rimerman Advisors
Palo Alto,
California
| $1.41B | +$893M | +172% | 6.57% | 108% | 546 | 39.93% |
|
| 1571 |
LSA
1571
Leonteq Securities AG
Zurich,
Switzerland
| $1.41B | +$69.7M | +5% | 3.48% | 28.6% | 1,310 | 17.48% |
|
| 1572 |
SG
1572
Sourcerock Group
Denver,
Colorado
| $1.41B | +$170M | +14% | 3.86% | 93.4% | 42 | 45.24% |
|
| 1573 |
CGL
1573
Clarius Group LLC
Seattle,
Washington
| $1.41B | -$37.5M | -3% | 0.03% | 92.1% | 502 | 14.54% |
|
| 1574 |
LPT
1574
Legacy Private Trust
Neenah,
Wisconsin
| $1.41B | +$39.7M | +3% | 3.07% | 63.5% | 235 | 5.11% |
|
| 1575 |
NI
1575
NYL Investors
New York
| $1.41B | -$1.37B | -49% | 1.45% | 7.55% | 34 | 0% |
|