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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Legacy Private Trust
Neenah,
Wisconsin
| $1.37B | +$110M | +9% | 8.33% | 71.1% | 234 | 7.69% | 5.6 |
|
| 1627 |
1627
BIP Wealth
Atlanta,
Georgia
| $1.37B | +$96.7M | +8% | 5.64% | 51.8% | 228 | 15.79% | 0.8 |
|
| 1628 |
6CM
1628
683 Capital Management
New York
| $1.37B | +$146M | +12% | 23.8% | 311% | 283 | 60.78% | 1.8 |
|
| 1629 |
1629
NBT Bank
Norwich,
New York
| $1.37B | +$89.2M | +7% | 8.07% | 77% | 631 | 8.24% | 3.1 |
|
| 1630 |
CCM
1630
CAAS Capital Management
New York
| $1.36B | +$417M | +44% | 16.5% | 11% | 684 | 57.16% | 0.7 |
|
| 1631 |
1631
Zions Bancorporation
Salt Lake City,
Utah
| $1.36B | -$96M | -7% | 9.09% | 22.9% | 934 | 6.64% | 4.6 |
|
| 1632 |
1632
Hill City Capital
Boston,
Massachusetts
| $1.36B | +$225M | +20% | 11.9% | 194% | 22 | 9.09% | 1.8 |
|
| 1633 |
1633
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.36B | +$93.7M | +7% | 6.68% | 50.4% | 25 | 12% | 4.6 |
|
| 1634 |
1634
No Street GP LP
San Francisco,
California
| $1.36B | +$354M | +35% | 23.3% | 246% | 40 | 40% | 0.8 |
|
| 1635 |
1635
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.35B | +$28.8M | +2% | 2.91% | 74.2% | 33 | 3.03% | 6.6 |
|
| 1636 |
1636
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.35B | +$131M | +11% | 13.7% | 130% | 175 | 12% | 5.7 |
|
| 1637 |
1637
Clean Energy Transition
London,
United Kingdom
| $1.35B | +$342M | +34% | 13.8% | 129% | 18 | 61.11% | 0.8 |
|
| 1638 |
1638
BIT Capital
Berlin,
Germany
| $1.35B | +$334M | +33% | 26.7% | 1,162% | 143 | 58.04% | 0.8 |
|
| 1639 |
1639
Zhang Financial
Portage,
Michigan
| $1.35B | +$186M | +16% | 8.52% | 67.9% | 276 | 11.59% | 3.5 |
|
| 1640 |
1640
BSN Capital Partners
London,
United Kingdom
| $1.35B | -$499M | -27% | 28.3% | 183% | 10 | 50% | 0.4 |
|
| 1641 |
1641
Soleus Capital Management
Greenwich,
Connecticut
| $1.35B | +$446M | +50% | 36.6% | 508% | 104 | 42.31% | 0.9 |
|
| 1642 |
1642
Cantor Fitzgerald Investment Advisors
New York
| $1.35B | +$52.7M | +4% | 7.36% | 73.4% | 152 | 5.26% | 3.3 |
|
| 1643 |
1643
Casdin Capital
New York
| $1.35B | +$326M | +32% | 25.2% | 370% | 42 | 21.43% | 2.4 |
|
| 1644 |
1644
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.35B | +$101M | +8% | 7.96% | 80.4% | 56 | 5.36% | 3 |
|
| 1645 |
1645
First Trust Direct Indexing
Boston,
Massachusetts
| $1.34B | +$228M | +20% | 13.3% | 69% | 858 | 18.18% | 2 |
|
| 1646 |
1646
Summit Global Investments
Bountiful,
Utah
| $1.34B | -$183M | -12% | 8.27% | 68.4% | 620 | 39.68% | 1.2 |
|
| 1647 |
1647
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.34B | -$447M | -25% | 8.3% | 125% | 6 | 66.67% | 1.3 |
|
| 1648 |
1648
BOK Financial Private Wealth
Denver,
Colorado
| $1.34B | +$112M | +9% | 8.02% | 61.8% | 561 | 28.16% | 2.6 |
|
| 1649 |
1649
Evanson Asset Management
Carmel,
California
| $1.34B | +$112M | +9% | 6.32% | 66.6% | 324 | 13.27% | 5 |
|
| 1650 |
1650
Leonteq Securities AG
Zurich,
Switzerland
| $1.34B | -$411M | -23% | 3.94% | 102% | 1,305 | 17.47% | 2 |
|