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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
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250
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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
Atwood & Palmer
Kansas City,
Missouri
| $1.46B | -$11.7M | -0.8% | 2.97% | 82.3% | 496 | 10.28% |
|
| 1627 |
SW
1627
SoFi Wealth
San Francisco,
California
| $1.46B | +$99.8M | +7% | 0.26% | 48% | 40 | 72.5% |
|
| 1628 |
VA
1628
VR Adviser
New York
| $1.46B | -$452M | -24% | 13.9% | 1,447% | 41 | 17.07% |
|
| 1629 |
BFO
1629
Boston Family Office
Boston,
Massachusetts
| $1.46B | -$20.4M | -1% | 0.24% | 44.4% | 286 | 7.69% |
|
| 1630 |
TCA
1630
Taconic Capital Advisors
New York
| $1.46B | +$225M | +18% | 6.69% | 249% | 106 | 44.34% |
|
| 1631 |
HMP
1631
HS Management Partners
New York
| $1.46B | -$99.2M | -6% | 4.94% | 23.4% | 23 | 0% |
|
| 1632 |
OC
1632
Oakworth Capital
Birmingham,
Alabama
| $1.45B | +$11M | +0.8% | 0.25% | 64.3% | 694 | 13.11% |
|
| 1633 |
QCG
1633
Quadrant Capital Group
Cincinnati,
Ohio
| $1.45B | +$13.2M | +0.9% | 1.14% | 77.7% | 2,835 | 7.2% |
|
| 1634 |
SC
1634
Shellback Capital
Boston,
Massachusetts
| $1.45B | +$214M | +17% | 11.1% | 174% | 149 | 53.69% |
|
| 1635 |
GG
1635
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.45B | +$247M | +21% | 2.01% | 70.6% | 141 | 31.91% |
|
| 1636 |
LLL
1636
Lynrock Lake LP
Rye Brook,
New York
| $1.45B | +$156M | +12% | 8.19% | 17.7% | 32 | 15.63% |
|
| 1637 |
OA
1637
Oak Associates
Akron,
Ohio
| $1.45B | -$37M | -2% | 2.94% | 112% | 134 | 5.22% |
|
| 1638 |
CC
1638
Courier Capital
Buffalo,
New York
| $1.45B | -$9.85M | -0.7% | 0.08% | 64.1% | 384 | 13.54% |
|
| 1639 |
BFG
1639
Berger Financial Group
Plymouth,
Minnesota
| $1.45B | +$63.5M | +5% | 0.43% | 49.7% | 440 | 17.5% |
|
| 1640 |
CFIA
1640
Cantor Fitzgerald Investment Advisors
New York
| $1.44B | -$26.4M | -2% | 1.54% | – | 191 | 5.76% |
|
| 1641 |
HCS
1641
Himension Capital (Singapore)
Singapore
| $1.44B | +$163M | +13% | 9.71% | 292% | 49 | 30.61% |
|
| 1642 |
TPI
1642
Trust Point Inc
La Crosse,
Wisconsin
| $1.44B | +$109M | +8% | 1.75% | – | 591 | 18.27% |
|
| 1643 |
MAM
1643
Meeder Asset Management
Dublin,
Ohio
| $1.44B | -$55.6M | -4% | 5.29% | 121% | 1,044 | 32.66% |
|
| 1644 |
GAI
1644
General American Investors
New York
| $1.44B | -$9.12M | -0.6% | 2.37% | 115% | 74 | 17.57% |
|
| 1645 |
AHC
1645
Adell Harriman & Carpenter
Houston,
Texas
| $1.44B | +$62.4M | +5% | 7.72% | 128% | 170 | 8.82% |
|
| 1646 |
NSIM
1646
North Star Investment Management
Chicago,
Illinois
| $1.44B | -$10.6M | -0.7% | 1.38% | 80.6% | 1,283 | 12.47% |
|
| 1647 |
NB
1647
NBT Bank
Norwich,
New York
| $1.44B | -$48.2M | -3% | 1.05% | 56.7% | 872 | 12.16% |
|
| 1648 |
RG
1648
Redmile Group
San Francisco,
California
| $1.43B | -$263M | -15% | 49% | 929% | 66 | 10.61% |
|
| 1649 |
CP
1649
Cumberland Partners
Toronto,
Ontario, Canada
| $1.43B | -$6.55M | -0.5% | 2.19% | 88.5% | 197 | 26.4% |
|
| 1650 |
BP
1650
BBR Partners
New York
| $1.43B | +$121M | +9% | 1.9% | 51.6% | 270 | 17.78% |
|