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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 |
EA
1676
Efficient Advisors
Mason,
Ohio
| $1.71B | -$61.5M | -3% | 1.46% | 30.6% | 59 | 3.39% |
|
| 1677 |
PAIM
1677
Punch & Associates Investment Management
Edina,
Minnesota
| $1.71B | -$12.3M | -0.7% | 1.66% | 97.5% | 167 | 10.78% |
|
| 1678 |
MIG
1678
Mariner Investment Group
Harrison,
New York
| $1.71B | +$1.38B | +418% | 2.13% | – | 130 | 55.38% |
|
| 1679 |
AIP
1679
ARS Investment Partners
New York
| $1.71B | +$197M | +13% | 12.4% | 260% | 215 | 13.49% |
|
| 1680 |
R
1680
Rebalance
Palo Alto,
California
| $1.71B | +$53.2M | +3% | 1.25% | 43.3% | 109 | 9.17% |
|
| 1681 |
JIP
1681
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.71B | +$38.9M | +2% | 2.81% | 78.5% | 483 | 15.94% |
|
| 1682 |
CB
1682
Cadence Bank
Tupelo,
Mississippi
| $1.71B | +$60.9M | +4% | 4.2% | 70.9% | 356 | 12.08% |
|
| 1683 |
LPT
1683
Legacy Private Trust
Neenah,
Wisconsin
| $1.7B | +$26.7M | +2% | 2.33% | 63.5% | 267 | 6.74% |
|
| 1684 |
PP
1684
Patten & Patten
Chattanooga,
Tennessee
| $1.7B | +$1.95M | +0.1% | 3.46% | 74.1% | 354 | 6.5% |
|
| 1685 |
BC
1685
Broadwood Capital
New York
| $1.7B | +$40.6M | +2% | 3.94% | 110% | 13 | 15.38% |
|
| 1686 |
FFS
1686
Founders Financial Securities
Towson,
Maryland
| $1.7B | +$227M | +15% | 1.93% | 64.3% | 588 | 19.22% |
|
| 1687 |
SB
1687
Strategic Blueprint
Atlanta,
Georgia
| $1.7B | -$597M | -26% | 2.57% | 76.6% | 797 | 27.35% |
|
| 1688 |
SW
1688
SVB Wealth
Boston,
Massachusetts
| $1.7B | -$162M | -9% | 2.29% | 170% | 419 | 9.31% |
|
| 1689 |
MIM
1689
Morningstar Investment Management
Chicago,
Illinois
| $1.69B | -$1.03B | -38% | 1.66% | 48.2% | 489 | 36.81% |
|
| 1690 |
CCP
1690
Cryder Capital Partners
London,
United Kingdom
| $1.69B | -$119M | -7% | 4.67% | 55.7% | 11 | 9.09% |
|
| 1691 |
SGI
1691
Summit Global Investments
Bountiful,
Utah
| $1.69B | -$20.4M | -1% | 2.52% | 60.4% | 556 | 31.29% |
|
| 1692 |
HH
1692
Hilltop Holdings
Dallas,
Texas
| $1.69B | -$201M | -11% | 2.32% | 96.7% | 1,000 | 21.5% |
|
| 1693 |
SP
1693
Symmetry Partners
Glastonbury,
Connecticut
| $1.69B | +$771M | +84% | 1.25% | 58.5% | 215 | 23.26% |
|
| 1694 |
VCA
1694
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.69B | -$46.7M | -3% | 4.3% | 97.1% | 728 | 13.6% |
|
| 1695 |
ECM
1695
Everence Capital Management
Goshen,
Indiana
| $1.69B | +$20.4M | +1% | 3.61% | 108% | 847 | 13.81% |
|
| 1696 |
TFS
1696
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.69B | +$68.2M | +4% | 3.9% | 166% | 607 | 12.19% |
|
| 1697 |
GIP
1697
Granite Investment Partners
El Segundo,
California
| $1.69B | -$74M | -4% | 5.89% | 131% | 271 | 18.08% |
|
| 1698 |
EPW
1698
Evolve Private Wealth
Los Angeles,
California
| $1.69B | – | – | 3.93% | – | 924 | – |
|
| 1699 |
GC
1699
Garde Capital
Seattle,
Washington
| $1.69B | -$366M | -18% | 1.89% | 57.6% | 246 | 18.29% |
|
| 1700 |
GL
1700
Governors Lane
New York
| $1.69B | +$380M | +29% | 8.98% | 133% | 212 | 53.3% |
|