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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
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 |
QPBE
1551
Quintet Private Bank (Europe)
Luxembourg
| $1.73B | +$29.7M | +2% | 16.5% | 87.2% | 229 | 15.72% |
|
| 1552 |
NIM
1552
NXG Investment Management
Dallas,
Texas
| $1.73B | +$103M | +6% | 3.75% | 136% | 74 | 25.68% |
|
| 1553 |
CFA
1553
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.73B | +$132M | +8% | 8.37% | 54.5% | 184 | 16.85% |
|
| 1554 |
EPM
1554
Elm Partners Management
Philadelphia,
Pennsylvania
| $1.72B | +$169M | +11% | 8.06% | 48% | 100 | 37% |
|
| 1555 |
NL
1555
NWAM LLC
Mercer Island,
Washington
| $1.72B | +$559M | +48% | 14.2% | 112% | 638 | 24.61% |
|
| 1556 |
OCBV
1556
Ownership Capital B.V.
Amsterdam,
Netherlands
| $1.72B | -$462M | -21% | 7.49% | 62.8% | 22 | 4.55% |
|
| 1557 |
TA
1557
Tectonic Advisors
Frisco,
Texas
| $1.72B | +$121M | +8% | 4.61% | 43.4% | 337 | 11.87% |
|
| 1558 |
CGL
1558
Clarius Group LLC
Seattle,
Washington
| $1.72B | +$123M | +8% | 11.1% | 92.1% | 518 | 14.29% |
|
| 1559 |
ABTD
1559
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.71B | +$133M | +8% | 8.75% | – | 202 | 19.31% |
|
| 1560 |
CF
1560
Centaurus Financial
Anaheim,
California
| $1.71B | +$60.7M | +4% | 12.7% | 83.5% | 1,002 | 15.27% |
|
| 1561 |
WIC
1561
Willis Investment Counsel
Gainesville,
Georgia
| $1.71B | +$221M | +15% | 2.56% | 53.3% | 123 | 8.94% |
|
| 1562 |
GD
1562
Grandfield & Dodd
New York
| $1.71B | +$94.7M | +6% | 8.46% | 70.8% | 214 | 8.88% |
|
| 1563 |
ACM
1563
Analog Century Management
New York
| $1.71B | +$472M | +38% | 40.6% | 785% | 27 | 29.63% |
|
| 1564 |
PI
1564
PFG Investments
Woodbury,
New York
| $1.71B | +$147M | +9% | 11.4% | 106% | 1,135 | 18.24% |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| $1.7B | +$171M | +11% | 10.5% | 70% | 113 | 17.7% |
|
| 1566 |
SFI
1566
Siemens Fonds Invest
Munich,
Germany
| $1.7B | +$249M | +17% | 14.2% | 126% | 579 | 4.32% |
|
| 1567 |
CPCPP
1567
Canada Post Corporation Pension Plan
Toronto,
Canada
| $1.7B | +$1.48B | +652% | 13.3% | – | 492 | 91.06% |
|
| 1568 |
FIB
1568
First Interstate Bank
Billings,
Montana
| $1.7B | +$27.2M | +2% | 5.31% | 48.2% | 186 | 11.29% |
|
| 1569 |
SGI
1569
Summit Global Investments
Bountiful,
Utah
| $1.7B | +$322M | +23% | 4.33% | 60.4% | 537 | 35.38% |
|
| 1570 |
SCM
1570
Spyglass Capital Management
San Francisco,
California
| $1.7B | +$239M | +16% | 26.1% | 154% | 28 | 21.43% |
|
| 1571 |
AI
1571
Accredited Investors
Edina,
Minnesota
| $1.69B | +$80.5M | +5% | 9.59% | 74% | 258 | 15.12% |
|
| 1572 |
EC
1572
EcoR1 Capital
San Francisco,
California
| $1.69B | +$3.31M | +0.2% | 16.1% | 310% | 52 | 40.38% |
|
| 1573 |
CWP
1573
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.69B | +$163M | +11% | 11.7% | 83.8% | 497 | 16.3% |
|
| 1574 |
APF
1574
Alaska Permanent Fund
Juneau,
Alaska
| $1.69B | -$5.43B | -76% | 6.18% | 60.8% | 474 | 97.89% |
|
| 1575 |
WWM
1575
Western Wealth Management
Golden,
Colorado
| $1.69B | +$174M | +12% | 11.2% | 82.6% | 750 | 13.2% |
|