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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
London & Capital Asset Management
London,
United Kingdom
| $1.08B | +$13.8M | +1% | 10.2% | 88.8% | 80 | 11.25% | 2.1 |
|
| 1602 |
1602
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.08B | +$43.2M | +4% | 7.72% | 58.6% | 277 | 12.27% | 5.1 |
|
| 1603 |
1603
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.08B | +$121M | +13% | 8.29% | 69.4% | 451 | 16.85% | 1.7 |
|
| 1604 |
1604
Cadence Bank
Tupelo,
Mississippi
| $1.08B | +$118M | +12% | 10.8% | 70.9% | 350 | 13.71% | 2 |
|
| 1605 |
1605
SouthState Corp
Winter Haven,
Florida
| $1.08B | +$77.9M | +8% | 11.3% | 78.9% | 754 | 17.37% | 3 |
|
| 1606 |
1606
Zazove Associates
Incline Village,
Nevada
| $1.08B | -$24.6M | -2% | 0.04% | 11% | 167 | 19.16% | 1.3 |
|
| 1607 |
1607
First Light Asset Management
Edina,
Minnesota
| $1.08B | +$89.3M | +9% | 18.3% | 364% | 94 | 45.74% | 1.9 |
|
| 1608 |
1608
Valley Wealth Managers
Paramus,
New Jersey
| $1.08B | +$75.2M | +8% | 12% | 118% | 479 | 27.35% | 2.4 |
|
| 1609 |
1609
American Trust
Lexington,
Kentucky
| $1.08B | -$109M | -9% | 8.82% | 59% | 501 | 30.54% | 0.7 |
|
| 1610 |
1610
Neumeier Poma Investment Counsel
Carmel,
California
| $1.08B | +$66.7M | +7% | 11.9% | 229% | 45 | 15.56% | 3.2 |
|
| 1611 |
1611
Cacti Asset Management
Atlanta,
Georgia
| $1.08B | +$75.3M | +8% | 10.3% | 171% | 81 | 2.47% | 6.9 |
|
| 1612 |
1612
Caprock Group
Boise,
Idaho
| $1.07B | +$35.8M | +3% | 8.31% | – | 630 | 21.75% | 2.8 |
|
| 1613 |
1613
Main Management ETF Advisors
San Francisco,
California
| $1.07B | +$200M | +23% | 8.73% | 97.2% | 40 | 47.5% | 1.4 |
|
| 1614 |
1614
Bracebridge Capital LLC
Boston,
Massachusetts
| $1.07B | +$503M | +89% | 12.1% | 156% | 109 | 30.28% | 1.2 |
|
| 1615 |
1615
Mizuho Securities USA
New York
| $1.07B | +$334M | +45% | 4.08% | 99% | 301 | 65.78% | 0.3 |
|
| 1616 |
1616
Investment House LLC
Redondo Beach,
California
| $1.07B | -$2.37M | -0.2% | 5.63% | 137% | 186 | 14.52% | 6.3 |
|
| 1617 |
1617
Neville Rodie & Shaw
New York
| $1.06B | +$47.7M | +5% | 9.19% | 125% | 257 | 5.06% | 6.8 |
|
| 1618 |
1618
Daido Life Insurance Company
Osaka,
Japan
| $1.06B | -$18.1M | -2% | 7.34% | 68.7% | 12 | 0% | 4.4 |
|
| 1619 |
1619
Summit Financial
Parsippany,
New Jersey
| $1.06B | +$7.78M | +0.7% | 7.84% | 81.8% | 270 | 14.44% | 1.5 |
|
| 1620 |
1620
Centaurus Financial
Anaheim,
California
| $1.06B | +$37.7M | +4% | 6.98% | 83.5% | 928 | 18.1% | 2.4 |
|
| 1621 |
1621
Cooper Investors
Melbourne, Victoria,
Australia
| $1.06B | +$4.93M | +0.5% | 11.5% | 57.5% | 46 | 23.91% | 3 |
|
| 1622 |
1622
Advisory Research
Chicago,
Illinois
| $1.06B | +$40.2M | +4% | 11.3% | 144% | 432 | 33.8% | 1.7 |
|
| 1623 |
1623
Technology Crossover Management IX
Menlo Park,
California
| $1.06B | +$64.1M | +6% | 2.26% | 13% | 7 | 0% | 2.9 |
|
| 1624 |
1624
NXG Investment Management
Dallas,
Texas
| $1.06B | +$71.6M | +7% | 8.68% | 121% | 84 | 21.43% | 3 |
|
| 1625 |
1625
Nitorum Capital
New York
| $1.06B | -$88.4M | -8% | 10.7% | 87.1% | 31 | 22.58% | 3.5 |
|