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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
CB
1601
Cadence Bank
Tupelo,
Mississippi
| $1.37B | +$142M | +12% | 11.2% | 70.9% | 348 | 8.33% |
|
| 1602 |
SCM
1602
Sandler Capital Management
New York
| $1.37B | +$165M | +14% | 17% | 288% | 175 | 58.29% |
|
| 1603 |
AG
1603
Avala Global
New York
| $1.37B | +$73.2M | +6% | 25.3% | 369% | 30 | 33.33% |
|
| 1604 |
WPC
1604
Wedmont Private Capital
West Chester,
Pennsylvania
| $1.37B | +$146M | +12% | 8.41% | 78.4% | 631 | 13.95% |
|
| 1605 |
PA
1605
PFG Advisors
Phoenix,
Arizona
| $1.37B | +$130M | +10% | 8.58% | 77.4% | 670 | 13.28% |
|
| 1606 |
LPT
1606
Legacy Private Trust
Neenah,
Wisconsin
| $1.37B | +$110M | +9% | 8.33% | 63.5% | 234 | 7.69% |
|
| 1607 |
BW
1607
BIP Wealth
Atlanta,
Georgia
| $1.37B | +$96.7M | +8% | 5.64% | 36.9% | 228 | 15.79% |
|
| 1608 |
6CM
1608
683 Capital Management
New York
| $1.37B | +$146M | +12% | 23.8% | 282% | 283 | 60.78% |
|
| 1609 |
NB
1609
NBT Bank
Norwich,
New York
| $1.37B | +$89.2M | +7% | 8.07% | 56.7% | 631 | 8.24% |
|
| 1610 |
CCM
1610
CAAS Capital Management
New York
| $1.36B | +$417M | +44% | 16.5% | 11% | 684 | 57.16% |
|
| 1611 |
ZB
1611
Zions Bancorporation
Salt Lake City,
Utah
| $1.36B | -$96M | -7% | 9.09% | 22.9% | 934 | 6.64% |
|
| 1612 |
HCC
1612
Hill City Capital
Boston,
Massachusetts
| $1.36B | +$225M | +20% | 11.9% | 153% | 22 | 9.09% |
|
| 1613 |
LWMT
1613
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.36B | +$93.7M | +7% | 6.68% | 46.9% | 25 | 12% |
|
| 1614 |
NSGL
1614
No Street GP LP
San Francisco,
California
| $1.36B | +$354M | +35% | 23.3% | 222% | 40 | 40% |
|
| 1615 |
SRAIM
1615
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.35B | +$28.8M | +2% | 2.91% | 63.7% | 33 | 3.03% |
|
| 1616 |
FSA
1616
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.35B | +$131M | +11% | 13.7% | 113% | 175 | 12% |
|
| 1617 |
CET
1617
Clean Energy Transition
London,
United Kingdom
| $1.35B | +$342M | +34% | 13.8% | 111% | 18 | 61.11% |
|
| 1618 |
BC
1618
BIT Capital
Berlin,
Germany
| $1.35B | +$334M | +33% | 26.7% | 782% | 143 | 58.04% |
|
| 1619 |
ZF
1619
Zhang Financial
Portage,
Michigan
| $1.35B | +$186M | +16% | 8.52% | 56.8% | 276 | 11.59% |
|
| 1620 |
BCP
1620
BSN Capital Partners
London,
United Kingdom
| $1.35B | -$499M | -27% | 28.3% | – | 10 | 50% |
|
| 1621 |
SCM
1621
Soleus Capital Management
Greenwich,
Connecticut
| $1.35B | +$446M | +50% | 36.6% | 436% | 104 | 42.31% |
|
| 1622 |
CFIA
1622
Cantor Fitzgerald Investment Advisors
New York
| $1.35B | +$52.7M | +4% | 7.36% | – | 152 | 5.26% |
|
| 1623 |
CC
1623
Casdin Capital
New York
| $1.35B | +$326M | +32% | 25.2% | 219% | 42 | 21.43% |
|
| 1624 |
GACM
1624
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.35B | +$101M | +8% | 7.96% | 61.1% | 56 | 5.36% |
|
| 1625 |
FTDI
1625
First Trust Direct Indexing
Boston,
Massachusetts
| $1.34B | +$228M | +20% | 13.3% | 69% | 858 | 18.18% |
|