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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Avestar Capital
New York
| $1.56B | +$13.5M | +0.9% | 3.38% | 112% | 558 | 22.22% | 2.4 |
|
| 1752 |
1752
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.56B | -$28.3M | -2% | 0.14% | 58.6% | 289 | 9.69% | 6.2 |
|
| 1753 |
1753
Valley Wealth Managers
Paramus,
New Jersey
| $1.55B | -$7.67M | -0.5% | 3.2% | 118% | 381 | 23.36% | 4.1 |
|
| 1754 |
1754
Boston Common Asset Management
Boston,
Massachusetts
| $1.55B | -$107M | -6% | 0.84% | 61.2% | 203 | 12.32% | 5 |
|
| 1755 |
1755
MUFG Securities Americas
New York
| $1.55B | -$54.2M | -3% | 1.74% | – | 511 | 2.35% | 1.2 |
|
| 1756 |
1756
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.55B | -$182M | -10% | 2.25% | 79.2% | 38 | 31.58% | 3.7 |
|
| 1757 |
1757
Zions Bancorporation, National Association
Salt Lake City,
Utah
| $1.55B | -$613M | -28% | 0.66% | – | 1,587 | 27.47% | 0.6 |
|
| 1758 |
1758
Albion Financial Group
Salt Lake City,
Utah
| $1.55B | -$56.9M | -4% | 2.43% | 79.6% | 785 | 23.18% | 3.4 |
|
| 1759 |
1759
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.55B | -$50.1M | -3% | 0.1% | 71.2% | 109 | 5.5% | 8.1 |
|
| 1760 |
1760
Plante Moran Financial Advisors
Southfield,
Michigan
| $1.55B | -$33.3M | -2% | 2.99% | 62.8% | 882 | 26.64% | 5.9 |
|
| 1761 |
1761
Fifth Third Securities
Cincinnati,
Ohio
| $1.55B | +$16.3M | +1% | 1.31% | 62.7% | 352 | 8.81% | 2.3 |
|
| 1762 |
KNB
1762
Khazanah Nasional Berhad
Kuala Lumpur,
| $1.54B | -$118M | -7% | 3.84% | 73.6% | 161 | 34.78% | 0.4 |
|
| 1763 |
1763
Charles Schwab Trust
Henderson,
Nevada
| $1.54B | +$20.7M | +1% | 0.27% | 52.7% | 187 | 20.32% | 3.8 |
|
| 1764 |
1764
Icon Wealth Advisors
Houston,
Texas
| $1.54B | +$39.1M | +3% | 0.21% | – | 441 | 22.45% | 2.2 |
|
| 1765 |
1765
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.54B | +$25.9M | +2% | 1.85% | 67% | 108 | 2.78% | 4.9 |
|
| 1766 |
1766
Clean Energy Transition
London,
United Kingdom
| $1.54B | +$339M | +28% | 3.35% | 129% | 17 | 41.18% | 1.3 |
|
| 1767 |
1767
Great Hill Capital
New York
| $1.54B | +$530M | +53% | 5% | – | 53 | 16.98% | 0.4 |
|
| 1768 |
1768
Irenic Capital Management
New York
| $1.54B | +$48.7M | +3% | 8.16% | 93.6% | 64 | 59.38% | 0.6 |
|
| 1769 |
1769
Cinctive Capital Management
New York
| $1.53B | -$312M | -17% | 5.83% | 163% | 552 | 66.67% | 0.4 |
|
| 1770 |
1770
Meridiem Capital Partners
Dallas,
Texas
| $1.53B | -$123M | -7% | 7.93% | – | 105 | 71.43% | 0.2 |
|
| 1771 |
1771
FJ Investments
Salt Lake City,
Utah
| $1.53B | -$48.7M | -3% | 1.78% | – | 5 | 0% | 2 |
|
| 1772 |
1772
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.53B | -$51.4M | -3% | 1.97% | 76% | 215 | 12.56% | 4.5 |
|
| 1773 |
1773
Sienna Gestion
Paris,
France
| $1.53B | -$151M | -9% | 1.08% | – | 169 | 30.77% | 1.1 |
|
| 1774 |
1774
Howe & Rusling
Rochester,
New York
| $1.53B | +$20.6M | +1% | 0.16% | 82% | 521 | 16.7% | 4.4 |
|
| 1775 |
1775
Cryder Capital Partners
London,
United Kingdom
| $1.53B | -$161M | -10% | 11% | 67.8% | 10 | 0% | 7.6 |
|