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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Ares Management
Los Angeles,
California
| $1.75B | -$452M | -21% | 18.1% | 2.02% | 39 | 20.51% | 3.1 |
|
| 1652 |
1652
LMCG Investments
Boston,
Massachusetts
| $1.75B | +$48.1M | +3% | 7.5% | 135% | 226 | 4.87% | 7.3 |
|
| 1653 |
1653
Main Street Research
Lakeville,
Connecticut
| $1.75B | -$103M | -6% | 4.75% | 232% | 146 | 23.29% | 4.2 |
|
| 1654 |
1654
NXG Investment Management
Dallas,
Texas
| $1.74B | -$17.9M | -1% | 0.86% | 121% | 67 | 22.39% | 3.7 |
|
| 1655 |
1655
Intesa Sanpaolo SpA.
Turin,
Italy
| $1.74B | – | – | 1.58% | – | 213 | – | 0 |
|
| 1656 |
1656
Aprio Wealth Management
Atlanta,
Georgia
| $1.74B | +$737M | +73% | 2.07% | 66.1% | 565 | 26.9% | 1.5 |
|
| 1657 |
1657
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.74B | +$92.8M | +6% | 1.95% | – | 12 | 50% | 0.8 |
|
| 1658 |
1658
Premier Fund Managers
Guildford,
United Kingdom
| $1.74B | -$698M | -29% | 0.23% | 56.6% | 194 | 30.93% | 2.5 |
|
| 1659 |
ACG
1659
Aventail Capital Group
New York
| $1.74B | -$421M | -20% | 0.39% | 154% | 176 | 30.11% | 0.9 |
|
| 1660 |
1660
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.74B | +$36.9M | +2% | 1.42% | 50.4% | 31 | 6.45% | 5.2 |
|
| 1661 |
1661
Regal Partners
Sydney, NSW,
Australia
| $1.73B | +$337M | +24% | 12.2% | 146% | 125 | 52.8% | 0.7 |
|
| 1662 |
1662
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.73B | +$520M | +43% | 0.98% | 81.9% | 355 | 32.68% | 1.8 |
|
| 1663 |
1663
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.73B | +$39.9M | +2% | 4.95% | 79.2% | 36 | 22.22% | 3.8 |
|
| 1664 |
1664
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.73B | +$61.9M | +4% | 5.51% | 102% | 110 | 4.55% | 5.2 |
|
| 1665 |
1665
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.73B | +$64.2M | +4% | 5.09% | 85% | 267 | 7.12% | 7.2 |
|
| 1666 |
1666
Berger Financial Group
Plymouth,
Minnesota
| $1.73B | +$55M | +3% | 2.56% | 59.9% | 491 | 9.78% | 2.3 |
|
| 1667 |
1667
Trek Financial
Scottsdale,
Arizona
| $1.73B | +$45.9M | +3% | 6.13% | 152% | 521 | 30.52% | 2 |
|
| 1668 |
1668
DNCA Finance
Paris,
France
| $1.73B | +$266M | +18% | 2.74% | – | 116 | 15.52% | 1.1 |
|
| 1669 |
1669
Jordan Park Group
San Francisco,
California
| $1.73B | -$27M | -2% | 1.28% | 43.2% | 70 | 8.57% | 2.5 |
|
| 1670 |
1670
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.73B | +$82.7M | +5% | 2.91% | 76.6% | 625 | 7.68% | 4.9 |
|
| 1671 |
1671
Segment Wealth Management
Houston,
Texas
| $1.72B | +$55.8M | +3% | 2.91% | 108% | 322 | 13.35% | 4.4 |
|
| 1672 |
1672
Quintet Private Bank (Europe)
Luxembourg
| $1.72B | -$62.4M | -3% | 4.68% | 111% | 212 | 15.57% | 2.5 |
|
| 1673 |
1673
Kontiki Capital Management (HK)
Hong Kong
| $1.72B | -$159M | -8% | 3.99% | 90.6% | 8 | 12.5% | 2.1 |
|
| 1674 |
1674
Hills Bank & Trust
North Liberty,
Iowa
| $1.72B | +$20.4M | +1% | 1.5% | 52.8% | 356 | 13.76% | 5.2 |
|
| 1675 |
1675
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.72B | +$110M | +7% | 2.42% | 78.2% | 240 | 11.25% | 3.1 |
|