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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 |
AIP
1651
ARS Investment Partners
New York
| $1.71B | +$197M | +13% | 12.4% | 260% | 215 | 13.49% |
|
| 1652 |
R
1652
Rebalance
Palo Alto,
California
| $1.71B | +$53.2M | +3% | 1.25% | 43.3% | 109 | 9.17% |
|
| 1653 |
JIP
1653
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.71B | +$38.9M | +2% | 2.81% | 78.5% | 483 | 15.94% |
|
| 1654 |
CB
1654
Cadence Bank
Tupelo,
Mississippi
| $1.71B | +$60.9M | +4% | 4.2% | 70.9% | 356 | 12.08% |
|
| 1655 |
LPT
1655
Legacy Private Trust
Neenah,
Wisconsin
| $1.7B | +$26.7M | +2% | 2.33% | 63.5% | 267 | 6.74% |
|
| 1656 |
PP
1656
Patten & Patten
Chattanooga,
Tennessee
| $1.7B | +$1.95M | +0.1% | 3.46% | 63.8% | 354 | 6.5% |
|
| 1657 |
BC
1657
Broadwood Capital
New York
| $1.7B | +$40.6M | +2% | 3.94% | 46% | 13 | 15.38% |
|
| 1658 |
FFS
1658
Founders Financial Securities
Towson,
Maryland
| $1.7B | +$227M | +15% | 1.93% | 52.3% | 588 | 19.22% |
|
| 1659 |
SB
1659
Strategic Blueprint
Atlanta,
Georgia
| $1.7B | -$597M | -26% | 2.57% | 76.6% | 797 | 27.35% |
|
| 1660 |
SW
1660
SVB Wealth
Boston,
Massachusetts
| $1.7B | -$162M | -9% | 2.29% | 170% | 419 | 9.31% |
|
| 1661 |
MIM
1661
Morningstar Investment Management
Chicago,
Illinois
| $1.69B | -$1.03B | -38% | 1.66% | 48.2% | 489 | 36.81% |
|
| 1662 |
CCP
1662
Cryder Capital Partners
London,
United Kingdom
| $1.69B | -$119M | -7% | 4.67% | 71.2% | 11 | 9.09% |
|
| 1663 |
SGI
1663
Summit Global Investments
Bountiful,
Utah
| $1.69B | -$20.4M | -1% | 2.52% | 47.3% | 556 | 31.29% |
|
| 1664 |
HH
1664
Hilltop Holdings
Dallas,
Texas
| $1.69B | -$201M | -11% | 2.32% | 72.2% | 1,000 | 21.5% |
|
| 1665 |
SP
1665
Symmetry Partners
Glastonbury,
Connecticut
| $1.69B | +$771M | +84% | 1.25% | 58.5% | 215 | 23.26% |
|
| 1666 |
VCA
1666
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.69B | -$46.7M | -3% | 4.3% | 75.2% | 728 | 13.6% |
|
| 1667 |
ECM
1667
Everence Capital Management
Goshen,
Indiana
| $1.69B | +$20.4M | +1% | 3.61% | 80.4% | 847 | 13.81% |
|
| 1668 |
TFS
1668
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.69B | +$68.2M | +4% | 3.9% | 121% | 607 | 12.19% |
|
| 1669 |
GIP
1669
Granite Investment Partners
El Segundo,
California
| $1.69B | -$74M | -4% | 5.89% | 97.3% | 271 | 18.08% |
|
| 1670 |
EPW
1670
Evolve Private Wealth
Los Angeles,
California
| $1.69B | – | – | 3.93% | – | 924 | – |
|
| 1671 |
GC
1671
Garde Capital
Seattle,
Washington
| $1.69B | -$366M | -18% | 1.89% | 51.5% | 246 | 18.29% |
|
| 1672 |
GL
1672
Governors Lane
New York
| $1.69B | +$380M | +29% | 8.98% | 141% | 212 | 53.3% |
|
| 1673 |
WIM
1673
Weitz Investment Management
Omaha,
Nebraska
| $1.69B | -$156M | -8% | 1.84% | 38.9% | 49 | 12.24% |
|
| 1674 |
SG
1674
Sienna Gestion
Paris,
France
| $1.68B | +$253M | +18% | 4.75% | – | 188 | 35.64% |
|
| 1675 |
DE
1675
Diversified Enterprises
Wilmington,
Delaware
| $1.68B | +$196M | +13% | 2.1% | – | 402 | 22.14% |
|