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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
NONA
1626
Ninety One North America
New York
| $913M | -$49.6M | -5% | 8.41% | 62.9% | 108 | 16.67% |
|
| 1627 |
SGDR
1627
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $913M | +$324M | +55% | 8.85% | 98.1% | 137 | 81.02% |
|
| 1628 |
WAP
1628
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $912M | +$110M | +14% | 6.5% | 60.4% | 375 | 17.87% |
|
| 1629 |
UM
1629
Ulysses Management
New York
| $912M | +$211M | +30% | 9.53% | 51.8% | 65 | 52.31% |
|
| 1630 |
MYAM
1630
Meiji Yasuda Asset Management
Tokyo,
Japan
| $910M | -$144M | -14% | 9.91% | 93.9% | 469 | 21.54% |
|
| 1631 |
ECM
1631
Everence Capital Management
Goshen,
Indiana
| $909M | +$60.4M | +7% | 7.75% | 108% | 785 | 29.17% |
|
| 1632 |
VWM
1632
Valley Wealth Managers
Paramus,
New Jersey
| $908M | +$16.3M | +2% | 5.17% | 107% | 172 | 15.12% |
|
| 1633 |
CWM
1633
Connecticut Wealth Management
Farmington,
Connecticut
| $906M | +$101M | +12% | 6.97% | 63.1% | 206 | 34.95% |
|
| 1634 |
AP
1634
Appleton Partners
Boston,
Massachusetts
| $906M | +$70.5M | +8% | 9.06% | 101% | 267 | 5.62% |
|
| 1635 |
BHWM
1635
Bar Harbor Wealth Management
Concord,
New Hampshire
| $905M | +$39.9M | +5% | 9.11% | 79.2% | 240 | 7.92% |
|
| 1636 |
HIM
1636
HGC Investment Management
Toronto,
Ontario, Canada
| $903M | +$202M | +29% | 2.72% | 33.2% | 190 | 57.89% |
|
| 1637 |
CCA
1637
Checchi Capital Advisers
Beverly Hills,
California
| $902M | +$65.2M | +8% | 8.37% | 68% | 490 | 13.88% |
|
| 1638 |
WAM
1638
Wellesley Asset Management
Portsmouth,
New Hampshire
| $902M | +$69.5M | +8% | 0% | 0% | 40 | 0% |
|
| 1639 |
NP
1639
NorthRock Partners
Minneapolis,
Minnesota
| $902M | +$57.5M | +7% | 8.75% | 62.8% | 239 | 18.41% |
|
| 1640 |
MAM
1640
Melqart Asset Management
London,
United Kingdom
| $900M | +$92.5M | +11% | 19.3% | 248% | 77 | 58.44% |
|
| 1641 |
B
1641
Brightworth
Atlanta,
Georgia
| $900M | +$180M | +25% | 8.84% | 21.7% | 88 | 9.09% |
|
| 1642 |
BAM
1642
Belpointe Asset Management
Reno,
Nevada
| $899M | +$126M | +16% | 9.48% | 80.1% | 831 | 19.01% |
|
| 1643 |
1643
Walleye Capital
New York
| $897M | +$449M | +100% | 7.43% | 129% | 1,086 | 68.32% |
|
| 1644 |
WIA
1644
Wealthstreet Investment Advisors
Dallas,
Texas
| $895M | +$78.5M | +10% | 9.44% | 75.8% | 349 | 10.6% |
|
| 1645 |
AIL
1645
AGF Investments LLC
Toronto,
Ontario, Canada
| $895M | -$89.5M | -9% | 7.71% | 28.5% | 632 | 21.2% |
|
| 1646 |
CP
1646
Centerbridge Partners
New York
| $894M | +$426M | +91% | 17.1% | 15.9% | 16 | 37.5% |
|
| 1647 |
ES
1647
Equitec Specialists
Chicago,
Illinois
| $893M | +$231M | +35% | 5.61% | 65.4% | 207 | 51.21% |
|
| 1648 |
KCM
1648
Kingdon Capital Management
New York
| $891M | -$209M | -19% | 11.3% | 217% | 74 | 47.3% |
|
| 1649 |
RWM
1649
Ritholtz Wealth Management
New York
| $890M | +$114M | +15% | 7.61% | 93% | 359 | 25.63% |
|
| 1650 |
AGC
1650
Angelo Gordon & Co
New York
| $890M | +$159M | +22% | 2.87% | 90.1% | 122 | 71.31% |
|