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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
AP
1626
Americana Partners
Houston,
Texas
| $1.47B | +$196M | +15% | 5.27% | 82.9% | 386 | 14.51% |
|
| 1627 |
GWM
1627
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.47B | +$101M | +7% | 8.42% | 198% | 255 | 7.84% |
|
| 1628 |
BW
1628
BIP Wealth
Atlanta,
Georgia
| $1.47B | +$247M | +20% | 4.83% | 47.4% | 246 | 21.54% |
|
| 1629 |
BWP
1629
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.47B | +$184M | +14% | 5.95% | 85.9% | 1,182 | 41.03% |
|
| 1630 |
PHK
1630
Point72 Hong Kong
Hong Kong
| $1.47B | -$199M | -12% | 12.4% | 396% | 686 | 74.34% |
|
| 1631 |
JPG
1631
Jordan Park Group
San Francisco,
California
| $1.47B | +$160M | +12% | 5.4% | 43.2% | 69 | 39.13% |
|
| 1632 |
AIMU
1632
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.47B | -$99.3M | -6% | 5.53% | 7.58% | 50 | 6% |
|
| 1633 |
MPIA
1633
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.46B | +$122M | +9% | 9.22% | 79.5% | 143 | 4.2% |
|
| 1634 |
PA
1634
Procyon Advisors
Shelton,
Connecticut
| $1.46B | +$115M | +9% | 6.81% | 84.2% | 560 | 8.93% |
|
| 1635 |
FDP
1635
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.46B | +$186M | +15% | 7.04% | 79.7% | 179 | 26.82% |
|
| 1636 |
SPS
1636
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $1.46B | -$964M | -40% | 11.2% | – | 506 | 32.61% |
|
| 1637 |
PCM
1637
Parsifal Capital Management
Greenwich,
Connecticut
| $1.46B | +$76M | +5% | 13.2% | 154% | 21 | 38.1% |
|
| 1638 |
EP
1638
Eversept Partners
New York
| $1.46B | -$440K | -0% | 16.3% | 321% | 84 | 32.14% |
|
| 1639 |
CC
1639
Courier Capital
Buffalo,
New York
| $1.46B | +$201M | +16% | 6.76% | 64.1% | 369 | 11.38% |
|
| 1640 |
FCM
1640
Fairholme Capital Management
South Miami,
Florida
| $1.46B | +$70.3M | +5% | 6.02% | 36.2% | 7 | 0% |
|
| 1641 |
NPF
1641
Norris Perne & French
Grand Rapids,
Michigan
| $1.46B | +$75.8M | +5% | 6.62% | 79.9% | 150 | 6.67% |
|
| 1642 |
SVGI
1642
Sozo Ventures GP II
Redwood City,
California
| $1.46B | -$1.16B | -44% | 43.2% | 8.44% | 2 | 0% |
|
| 1643 |
SWM
1643
Segment Wealth Management
Houston,
Texas
| $1.46B | +$99.7M | +7% | 8.52% | 102% | 271 | 7.38% |
|
| 1644 |
KF
1644
Krilogy Financial
St. Louis,
Missouri
| $1.45B | +$97.7M | +7% | 6.29% | 71.9% | 235 | 15.32% |
|
| 1645 |
CB
1645
Cadence Bank
Tupelo,
Mississippi
| $1.45B | +$118M | +9% | 4.89% | 70.9% | 343 | 18.08% |
|
| 1646 |
SC
1646
SouthState Corp
Winter Haven,
Florida
| $1.45B | +$81.5M | +6% | 7.46% | 78.9% | 661 | 11.2% |
|
| 1647 |
SPC
1647
Silver Point Capital
Greenwich,
Connecticut
| $1.45B | -$373M | -20% | 11.3% | 108% | 17 | 47.06% |
|
| 1648 |
GAI
1648
General American Investors
New York
| $1.45B | +$13.2M | +0.9% | 5.63% | 129% | 77 | 14.29% |
|
| 1649 |
NSIM
1649
North Star Investment Management
Chicago,
Illinois
| $1.45B | +$83.4M | +6% | 8.37% | 80.6% | 1,225 | 7.92% |
|
| 1650 |
GA
1650
Geller Advisors
New York
| $1.45B | +$98.7M | +7% | 5.45% | 20.4% | 290 | 19.31% |
|