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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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2,500
5,000
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2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
COLIM
1876
City of London Investment Management
London,
United Kingdom
| $1.38B | +$42.8M | +3% | 6.08% | 58.4% | 106 | 29.25% |
|
| 1877 |
BWP
1877
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.38B | -$187M | -12% | 0.95% | 85.9% | 259 | 20.85% |
|
| 1878 |
NRS
1878
Neville Rodie & Shaw
New York
| $1.38B | -$39.8M | -3% | 1.96% | 115% | 253 | 6.32% |
|
| 1879 |
SMC
1879
Smith, Moore & Co
Clayton,
Missouri
| $1.37B | +$52M | +4% | 0.24% | 55.8% | 581 | 13.43% |
|
| 1880 |
AIM
1880
Avity Investment Management
Greenwich,
Connecticut
| $1.37B | -$50.8M | -4% | 0.81% | 104% | 117 | 11.11% |
|
| 1881 |
MM
1881
Main Management
San Francisco,
California
| $1.37B | -$15.6M | -1% | 3.04% | 51.3% | 114 | 19.3% |
|
| 1882 |
CIAS
1882
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.37B | -$43.3M | -3% | 0.57% | 69.3% | 1,255 | 11.55% |
|
| 1883 |
HR
1883
Hardy Reed
Tupelo,
Mississippi
| $1.37B | -$31.5M | -2% | 2.04% | 57.7% | 258 | 13.18% |
|
| 1884 |
NGA
1884
Naples Global Advisors
Naples,
Florida
| $1.37B | +$32.2M | +2% | 2.56% | 103% | 453 | 6.18% |
|
| 1885 |
HPC
1885
Hill Path Capital
New York
| $1.37B | -$184M | -12% | 11.2% | 34.7% | 7 | 0% |
|
| 1886 |
RI
1886
RWWM Inc
Rocklin,
California
| $1.37B | -$85.5M | -6% | 8.07% | 37% | 37 | 16.22% |
|
| 1887 |
EFG
1887
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.37B | +$15.1M | +1% | 0.53% | 49.7% | 581 | 15.49% |
|
| 1888 |
ICM
1888
Ionic Capital Management
New York
| $1.37B | +$582M | +74% | 0.17% | 103% | 216 | 55.56% |
|
| 1889 |
MFM
1889
MHR Fund Management
New York
| $1.37B | +$206M | +18% | 18.6% | 195% | 11 | 18.18% |
|
| 1890 |
SOS
1890
Silver Oak Securities
Jackson,
Tennessee
| $1.37B | -$112M | -8% | 1% | 54.6% | 877 | 18.81% |
|
| 1891 |
MAWA
1891
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.37B | -$12.2M | -0.9% | 0.88% | 50.6% | 291 | 17.18% |
|
| 1892 |
PP
1892
Pertento Partners
London,
United Kingdom
| $1.37B | +$302M | +28% | 3.74% | 141% | 23 | 39.13% |
|
| 1893 |
BOF
1893
Bank of Finland
Helsinki,
Finland
| $1.37B | -$73.3M | -5% | 5.15% | 55.9% | 4 | 0% |
|
| 1894 |
AF
1894
Aquamarine Financial
George Town,
| $1.37B | +$137M | +11% | 9.59% | – | 17 | 23.53% |
|
| 1895 |
KRS
1895
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.37B | -$2.33B | -63% | 2.05% | 109% | 714 | 59.66% |
|
| 1896 |
QF
1896
QVT Financial
New York
| $1.37B | +$199M | +17% | 17.6% | 281% | 88 | 51.14% |
|
| 1897 |
PGP
1897
Prescott General Partners
Boca Raton,
Florida
| $1.37B | -$35.7M | -3% | 4.46% | 67.1% | 12 | 33.33% |
|
| 1898 |
DC
1898
Dendur Capital
New York
| $1.36B | +$358M | +36% | 4.41% | 81.3% | 25 | 52% |
|
| 1899 |
FC
1899
FORA Capital
Miami,
Florida
| $1.36B | +$538M | +65% | 0.18% | 120% | 636 | 70.44% |
|
| 1900 |
BFG
1900
Bouchey Financial Group
Troy,
New York
| $1.36B | +$29.5M | +2% | 2.54% | 46.5% | 179 | 12.29% |
|