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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%
10
50
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1726 |
FTS
1726
Fifth Third Securities
Cincinnati,
Ohio
| $1.55B | +$16.3M | +1% | 1.31% | 58.9% | 352 | 8.81% |
|
| 1727 |
CST
1727
Charles Schwab Trust
Henderson,
Nevada
| $1.54B | +$20.7M | +1% | 0.27% | 45.6% | 187 | 20.32% |
|
| 1728 |
IWA
1728
Icon Wealth Advisors
Houston,
Texas
| $1.54B | +$39.1M | +3% | 0.21% | – | 441 | 22.45% |
|
| 1729 |
SFG
1729
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.54B | +$25.9M | +2% | 1.85% | 62% | 108 | 2.78% |
|
| 1730 |
CET
1730
Clean Energy Transition
London,
United Kingdom
| $1.54B | +$339M | +28% | 3.35% | 111% | 17 | 41.18% |
|
| 1731 |
GHC
1731
Great Hill Capital
New York
| $1.54B | +$530M | +53% | 5% | – | 53 | 16.98% |
|
| 1732 |
ICM
1732
Irenic Capital Management
New York
| $1.54B | +$48.7M | +3% | 8.16% | 78.4% | 64 | 59.38% |
|
| 1733 |
CCM
1733
Cinctive Capital Management
New York
| $1.53B | -$312M | -17% | 5.83% | 144% | 552 | 66.67% |
|
| 1734 |
MCP
1734
Meridiem Capital Partners
Dallas,
Texas
| $1.53B | -$123M | -7% | 7.93% | – | 105 | 71.43% |
|
| 1735 |
FI
1735
FJ Investments
Salt Lake City,
Utah
| $1.53B | -$48.7M | -3% | 1.78% | – | 5 | 0% |
|
| 1736 |
FBB
1736
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.53B | -$51.4M | -3% | 1.97% | 68% | 215 | 12.56% |
|
| 1737 |
SG
1737
Sienna Gestion
Paris,
France
| $1.53B | -$151M | -9% | 1.08% | – | 169 | 30.77% |
|
| 1738 |
HR
1738
Howe & Rusling
Rochester,
New York
| $1.53B | +$20.6M | +1% | 0.16% | 82% | 521 | 16.7% |
|
| 1739 |
CCP
1739
Cryder Capital Partners
London,
United Kingdom
| $1.53B | -$161M | -10% | 11% | 55.7% | 10 | 0% |
|
| 1740 |
FMLI
1740
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.53B | +$3.78M | +0.2% | 2.25% | 103% | 257 | 12.84% |
|
| 1741 |
AF
1741
Atlas FRM
Greenwich,
Connecticut
| $1.53B | +$503M | +49% | 3.5% | 17.9% | 24 | 54.17% |
|
| 1742 |
NB
1742
NBT Bank
Norwich,
New York
| $1.53B | -$22.4M | -1% | 0.7% | 68.2% | 1,090 | 26.97% |
|
| 1743 |
KHLMVGHM
1743
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.53B | -$6.7M | -0.4% | 2.02% | 79.4% | 64 | 21.88% |
|
| 1744 |
FRA
1744
Frank Rimerman Advisors
Palo Alto,
California
| $1.53B | -$52.7M | -3% | 1.45% | 133% | 649 | 16.64% |
|
| 1745 |
C
1745
Certuity
North Palm Beach,
Florida
| $1.52B | -$64.2M | -4% | 0.3% | 190% | 702 | 22.51% |
|
| 1746 |
PAG
1746
Private Advisory Group
Redmond,
Washington
| $1.52B | +$248M | +19% | 0.54% | 177% | 326 | 38.96% |
|
| 1747 |
GAI
1747
General American Investors
New York
| $1.52B | -$252M | -14% | 3.78% | 129% | 82 | 19.51% |
|
| 1748 |
ACL
1748
Azora Capital LP
Miami,
Florida
| $1.52B | -$67.4M | -4% | 2.2% | 155% | 67 | 62.69% |
|
| 1749 |
KCM
1749
Knighthead Capital Management
New York
| $1.52B | +$134M | +10% | 11.6% | 51.3% | 7 | 42.86% |
|
| 1750 |
MCIL
1750
MFF Capital Investments Ltd
Sydney,
| $1.52B | -$113M | -7% | 12.6% | – | 20 | 10% |
|