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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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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1801 |
BI
1801
Bramshill Investments
Naples,
Florida
| $1.46B | +$508M | +53% | 1.62% | 0.88% | 174 | 27.59% |
|
| 1802 |
HRES
1802
Heitman Real Estate Securities
Chicago,
Illinois
| $1.46B | +$53M | +4% | 3.64% | 35.8% | 67 | 31.34% |
|
| 1803 |
VIP
1803
Vantage Investment Partners
Kansas City,
Missouri
| $1.46B | +$89.7M | +7% | 7.96% | 50.9% | 67 | 10.45% |
|
| 1804 |
HI
1804
Helikon Investments
London,
United Kingdom
| $1.46B | -$152M | -9% | 9.64% | 330% | 21 | 28.57% |
|
| 1805 |
DF
1805
DNCA Finance
Paris,
France
| $1.46B | +$151M | +12% | 7.68% | – | 115 | 10.43% |
|
| 1806 |
RIM
1806
Rush Island Management
New York
| $1.46B | -$90.9M | -6% | 2.78% | 2.61% | 24 | 54.17% |
|
| 1807 |
HR
1807
Howe & Rusling
Rochester,
New York
| $1.46B | +$105M | +8% | 6.27% | 66.1% | 496 | 13.71% |
|
| 1808 |
C
1808
Certuity
North Palm Beach,
Florida
| $1.46B | +$394M | +37% | 10.6% | 190% | 575 | 28.7% |
|
| 1809 |
SVWAG
1809
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.45B | +$102M | +8% | 7.41% | 60.5% | 436 | 6.19% |
|
| 1810 |
TAM
1810
Trust Asset Management
Houston,
Texas
| $1.45B | +$106M | +8% | 8.57% | 91.1% | 232 | 4.31% |
|
| 1811 |
VCM
1811
Valiant Capital Management
San Francisco,
California
| $1.45B | -$374M | -20% | 10.6% | 302% | 37 | 21.62% |
|
| 1812 |
MTIM
1812
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.45B | +$616M | +74% | 17.1% | 106% | 365 | 42.19% |
|
| 1813 |
CA
1813
CapWealth Advisors
Franklin,
Tennessee
| $1.45B | +$437M | +43% | 8.84% | 143% | 126 | 21.43% |
|
| 1814 |
EP
1814
Eversept Partners
New York
| $1.45B | +$364M | +33% | 63.9% | 281% | 99 | 44.44% |
|
| 1815 |
CAM
1815
Cormorant Asset Management
Boston,
Massachusetts
| $1.45B | +$107M | +8% | 163% | 5,257% | 44 | 22.73% |
|
| 1816 |
BCM
1816
BTC Capital Management
Des Moines,
Iowa
| $1.45B | +$224M | +18% | 8.97% | – | 216 | 13.43% |
|
| 1817 |
ACM
1817
Alua Capital Management
New York
| $1.45B | -$9.44M | -0.6% | 0.86% | 93.7% | 26 | 50% |
|
| 1818 |
SS
1818
Sunbelt Securities
Houston,
Texas
| $1.45B | +$316M | +28% | 8.02% | 83.5% | 2,900 | 44.62% |
|
| 1819 |
BFIM
1819
Beese Fulmer Investment Management
Canton,
Ohio
| $1.45B | +$105M | +8% | 8.78% | 81.1% | 297 | 8.08% |
|
| 1820 |
SIA
1820
Soltis Investment Advisors
St. George,
Utah
| $1.45B | +$174M | +14% | 8.89% | 67% | 489 | 21.47% |
|
| 1821 |
PP
1821
PDS Planning
Dublin,
Ohio
| $1.45B | +$104M | +8% | 6.94% | 48.6% | 562 | 12.1% |
|
| 1822 |
KCM
1822
Kanawha Capital Management
Richmond,
Virginia
| $1.45B | +$96.3M | +7% | 8.51% | 62.5% | 224 | 8.48% |
|
| 1823 |
NPF
1823
Norris Perne & French
Grand Rapids,
Michigan
| $1.44B | +$8.03M | +0.6% | 5.74% | 78.3% | 165 | 7.88% |
|
| 1824 |
SWA
1824
SFMG Wealth Advisors
Plano,
Texas
| $1.44B | +$110M | +8% | 7.23% | 63.3% | 313 | 13.1% |
|
| 1825 |
BA
1825
Bridgewater Advisors
New York
| $1.44B | +$127M | +10% | 6.94% | 49.8% | 455 | 10.55% |
|