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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1651 |
KAM
1651
Kensington Asset Management
Austin,
Texas
| $1.67B | +$344M | +26% | 5.15% | 43% | 38 | 26.32% |
|
| 1652 |
APF
1652
Alaska Permanent Fund
Juneau,
Alaska
| $1.67B | -$17.5M | -1% | 6.98% | 44.2% | 10 | 30% |
|
| 1653 |
BHWM
1653
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.67B | +$103M | +7% | 7.46% | 79.2% | 264 | 6.06% |
|
| 1654 |
SP
1654
Steelhead Partners
Seattle,
Washington
| $1.67B | -$320M | -16% | 0% | 0.04% | 31 | 6.45% |
|
| 1655 |
BC
1655
Broadwood Capital
New York
| $1.66B | +$91.9M | +6% | 17.1% | 46% | 13 | 7.69% |
|
| 1656 |
R
1656
Rebalance
Palo Alto,
California
| $1.66B | +$186M | +13% | 5.6% | 43.3% | 105 | 11.43% |
|
| 1657 |
AAM
1657
Alpine Associates Management
Palm Beach,
Florida
| $1.66B | -$218M | -12% | 21.5% | 369% | 98 | 80.61% |
|
| 1658 |
AFG
1658
Albion Financial Group
Salt Lake City,
Utah
| $1.66B | +$125M | +8% | 7.81% | 68% | 670 | 15.52% |
|
| 1659 |
KWA
1659
Kingswood Wealth Advisors
San Diego,
California
| $1.65B | +$386M | +31% | 9.14% | 123% | 858 | 21.33% |
|
| 1660 |
CB
1660
Cadence Bank
Tupelo,
Mississippi
| $1.65B | +$129M | +8% | 7.55% | 70.9% | 352 | 8.24% |
|
| 1661 |
MAM
1661
Monaco Asset Management
Monaco
| $1.65B | +$1.08B | +189% | 21.7% | 97% | 113 | 44.25% |
|
| 1662 |
CIM
1662
Cambria Investment Management
Manhattan Beach,
California
| $1.65B | +$163M | +11% | 9.76% | 61.7% | 570 | 29.12% |
|
| 1663 |
AHC
1663
Adell Harriman & Carpenter
Houston,
Texas
| $1.65B | +$139M | +9% | 10.5% | 128% | 180 | 8.89% |
|
| 1664 |
JSAM
1664
J. Safra Asset Management
New York
| $1.65B | +$210M | +15% | 8.74% | 68.9% | 505 | 34.46% |
|
| 1665 |
TCC
1665
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.65B | +$177M | +12% | 7.42% | – | 14 | 28.57% |
|
| 1666 |
JCM
1666
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.64B | +$136M | +9% | 6.81% | 62.7% | 616 | 8.28% |
|
| 1667 |
OA
1667
Oak Associates
Akron,
Ohio
| $1.64B | +$107M | +7% | 10.6% | 112% | 139 | 12.23% |
|
| 1668 |
BOF
1668
Bank of Finland
Helsinki,
Finland
| $1.63B | +$103M | +7% | 6.52% | 55.9% | 4 | 0% |
|
| 1669 |
SCI
1669
S&CO Inc
Boston,
Massachusetts
| $1.63B | +$74M | +5% | 6.38% | 58.9% | 230 | 6.52% |
|
| 1670 |
MA
1670
MCF Advisors
Covington,
Kentucky
| $1.63B | +$120M | +8% | 5.75% | 41.5% | 1,012 | 15.91% |
|
| 1671 |
AWM
1671
Angeles Wealth Management
Santa Monica,
California
| $1.63B | +$173M | +12% | 7.51% | 70.4% | 452 | 14.82% |
|
| 1672 |
HCS
1672
Himension Capital (Singapore)
Singapore
| $1.63B | +$351M | +27% | 23.8% | 292% | 97 | 42.27% |
|
| 1673 |
KP
1673
Keel Point
Huntsville,
Alabama
| $1.63B | +$113M | +8% | 6.97% | 65.1% | 559 | 13.6% |
|
| 1674 |
RFP
1674
Root Financial Partners
Encinitas,
California
| $1.62B | +$588M | +57% | 6.9% | 45.9% | 2,300 | 89% |
|
| 1675 |
DCP
1675
Diameter Capital Partners
New York
| $1.62B | +$746M | +85% | 97.3% | 415% | 51 | 72.55% |
|