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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
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
SIS
1676
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.2B | +$17.4M | +1% | 6.86% | 31.2% | 1,423 | 26.28% |
|
| 1677 |
FAB
1677
First American Bank
Dundee,
Illinois
| $1.2B | +$91.1M | +8% | 11.3% | 99.7% | 173 | 7.51% |
|
| 1678 |
LCM
1678
Lakewood Capital Management
New York
| $1.19B | +$95.7M | +9% | 12.6% | 41% | 45 | 22.22% |
|
| 1679 |
TA
1679
Tectonic Advisors
Frisco,
Texas
| $1.19B | +$128M | +12% | 7.64% | 43.4% | 297 | 10.44% |
|
| 1680 |
CTC
1680
Chai Trust Company
Chicago,
Illinois
| $1.19B | -$147M | -11% | 7.94% | 20.2% | 14 | 7.14% |
|
| 1681 |
RIL
1681
Rothschild Investment LLC
Chicago,
Illinois
| $1.19B | +$7.16M | +0.6% | 12% | 78.6% | 1,460 | 73.56% |
|
| 1682 |
LCAM
1682
London & Capital Asset Management
London,
United Kingdom
| $1.19B | +$96.9M | +9% | 10.3% | 58.1% | 83 | 14.46% |
|
| 1683 |
CIM
1683
Corda Investment Management
Houston,
Texas
| $1.19B | +$87.9M | +8% | 9.57% | 50.5% | 62 | 6.45% |
|
| 1684 |
SC
1684
Sepio Capital
Salt Lake City,
Utah
| $1.19B | +$32.3M | +3% | 10.8% | 75.2% | 319 | 17.24% |
|
| 1685 |
GCP
1685
GSA Capital Partners
London,
United Kingdom
| $1.19B | +$22.1M | +2% | 13.9% | 64.7% | 2,047 | 59.75% |
|
| 1686 |
HMC
1686
Harvard Management Company
Boston,
Massachusetts
| $1.19B | +$303M | +34% | 13.6% | 156% | 22 | 36.36% |
|
| 1687 |
TCM
1687
Tributary Capital Management
Omaha,
Nebraska
| $1.19B | +$132M | +12% | 14.4% | 82.3% | 166 | 5.42% |
|
| 1688 |
KI
1688
Keystone Investors
Singapore
| $1.19B | +$346M | +41% | 19.3% | 732% | 57 | 47.37% |
|
| 1689 |
PWP
1689
Private Wealth Partners
Mill Valley,
California
| $1.18B | +$137M | +13% | 12.1% | 92.8% | 174 | 10.92% |
|
| 1690 |
RMC
1690
Ribbit Management Company
Palo Alto,
California
| $1.18B | – | – | 30.1% | – | 8 | – |
|
| 1691 |
AWA
1691
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1.18B | +$129M | +12% | 10.7% | 73.7% | 789 | 15.46% |
|
| 1692 |
CAM
1692
Cacti Asset Management
Atlanta,
Georgia
| $1.18B | +$98.6M | +9% | 11.7% | 168% | 80 | 0% |
|
| 1693 |
ACG
1693
Aventail Capital Group
New York
| $1.18B | -$256M | -18% | 0% | 147% | 96 | 54.17% |
|
| 1694 |
MP
1694
MSD Partners
New York
| $1.18B | -$58.6M | -5% | 2.34% | 8.08% | 71 | 46.48% |
|
| 1695 |
FCM
1695
Fernbridge Capital Management
Los Angeles,
California
| $1.18B | +$145M | +14% | 19.7% | 27.9% | 25 | 32% |
|
| 1696 |
PMG
1696
ProVise Management Group
Clearwater,
Florida
| $1.18B | +$104M | +10% | 9.58% | 58.1% | 355 | 9.3% |
|
| 1697 |
AP
1697
Adero Partners
Pleasanton,
California
| $1.18B | +$141M | +14% | 12.9% | 27.7% | 200 | 13% |
|
| 1698 |
PA
1698
Procyon Advisors
Shelton,
Connecticut
| $1.18B | +$202M | +21% | 11.1% | 84.2% | 526 | 13.12% |
|
| 1699 |
JWA
1699
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.18B | +$117M | +11% | 9.57% | 54.8% | 2,069 | 8.41% |
|
| 1700 |
IP
1700
Indigo Partners
Phoenix,
Arizona
| $1.18B | +$195M | +20% | 17.1% | 43.8% | 2 | 0% |
|