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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
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
JEST
1576
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.53B | +$36M | +2% | 4.59% | 88.7% | 344 | 6.1% |
|
| 1577 |
TA
1577
Tectonic Advisors
Frisco,
Texas
| $1.53B | +$143M | +10% | 7% | 43.4% | 317 | 9.78% |
|
| 1578 |
SCI
1578
S&CO Inc
Boston,
Massachusetts
| $1.53B | +$96.8M | +7% | 6.63% | 68.8% | 225 | 6.22% |
|
| 1579 |
RCAG
1579
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.53B | +$134M | +10% | 6.89% | 64.6% | 607 | 7.58% |
|
| 1580 |
SSWM
1580
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.53B | +$136M | +10% | 6.31% | 106% | 246 | 13.01% |
|
| 1581 |
AAM
1581
Aureus Asset Management
Boston,
Massachusetts
| $1.53B | +$97.9M | +7% | 7.58% | 93.9% | 223 | 15.25% |
|
| 1582 |
RIL
1582
Rothschild Investment LLC
Chicago,
Illinois
| $1.53B | +$90.9M | +6% | 6.79% | 99.4% | 3,025 | 11.67% |
|
| 1583 |
SCM
1583
Spyglass Capital Management
San Francisco,
California
| $1.52B | +$157M | +11% | 16.4% | 154% | 27 | 14.81% |
|
| 1584 |
GC
1584
Garde Capital
Seattle,
Washington
| $1.52B | +$81.4M | +6% | 6.11% | 57.6% | 278 | 9.35% |
|
| 1585 |
AE
1585
American Express
New York
| $1.52B | -$64.8M | -4% | 4.38% | – | 3 | 0% |
|
| 1586 |
CCM
1586
Carronade Capital Management
Darien,
Connecticut
| $1.52B | -$383M | -20% | 19.9% | 215% | 39 | 38.46% |
|
| 1587 |
AG
1587
Avala Global
New York
| $1.52B | +$145M | +11% | 8.96% | 552% | 32 | 34.38% |
|
| 1588 |
UF
1588
Univest Financial
Souderton,
Pennsylvania
| $1.52B | +$1.16B | +322% | 7.26% | 82.6% | 283 | 54.06% |
|
| 1589 |
TCCM
1589
Two Creeks Capital Management
New York
| $1.52B | -$91.8M | -6% | 6.56% | 38.8% | 18 | 0% |
|
| 1590 |
AF
1590
Apexium Financial
Dallas,
Texas
| $1.52B | +$117M | +8% | 5.52% | 89.6% | 244 | 10.25% |
|
| 1591 |
HCC
1591
Hill City Capital
Boston,
Massachusetts
| $1.51B | +$123M | +9% | 9.34% | 194% | 24 | 8.33% |
|
| 1592 |
KOCAA
1592
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.51B | -$20.9M | -1% | 10% | 137% | 448 | 22.54% |
|
| 1593 |
TW
1593
Transform Wealth
Greenwood Village,
Colorado
| $1.51B | +$177M | +13% | 17.9% | 48.4% | 237 | 18.99% |
|
| 1594 |
CIP
1594
CAS Investment Partners
Westport,
Connecticut
| $1.51B | +$227M | +18% | 24.5% | 527% | 5 | 0% |
|
| 1595 |
AP
1595
Adero Partners
Pleasanton,
California
| $1.51B | +$136M | +10% | 6.33% | 27.7% | 248 | 15.32% |
|
| 1596 |
PP
1596
Patten & Patten
Chattanooga,
Tennessee
| $1.51B | +$76.6M | +5% | 6.52% | 74.1% | 323 | 7.43% |
|
| 1597 |
SG
1597
Sienna Gestion
Paris,
France
| $1.5B | +$376M | +33% | 6.79% | – | 209 | 24.88% |
|
| 1598 |
LOAMU
1598
Lombard Odier Asset Management (USA)
New York
| $1.5B | +$149M | +11% | 7.24% | 96.8% | 380 | 66.58% |
|
| 1599 |
PGP
1599
Prescott General Partners
Boca Raton,
Florida
| $1.5B | -$135M | -8% | 7.51% | 76.8% | 9 | 0% |
|
| 1600 |
CC
1600
Casdin Capital
New York
| $1.5B | +$190M | +15% | 15.2% | 370% | 38 | 7.89% |
|