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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
RMPT
1876
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $448M | -$110M | -20% | 0.75% | 36.3% | 13 | 38.46% |
|
| 1877 |
NG
1877
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $447M | -$49.8M | -10% | 0.69% | 186% | 139 | 23.02% |
|
| 1878 |
WAM
1878
Winslow Asset Management
Beachwood,
Ohio
| $447M | -$58.6M | -12% | 3.7% | 83.3% | 94 | 7.45% |
|
| 1879 |
PGIM
1879
Pacific Global Investment Management
Glendale,
California
| $446M | +$5.07M | +1% | 2.85% | 48% | 222 | 10.36% |
|
| 1880 |
STCG
1880
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $445M | +$34.6M | +8% | 5.76% | 26.4% | 44 | 2.27% |
|
| 1881 |
HA
1881
Halsey Associates
New Haven,
Connecticut
| $445M | +$12.6M | +3% | 2.83% | 63.8% | 109 | 11.93% |
|
| 1882 |
RCYC
1882
Richard C. Young & Co
Newport,
Rhode Island
| $444M | +$4.97M | +1% | 4.35% | 80.3% | 79 | 18.99% |
|
| 1883 |
HR
1883
Howe & Rusling
Rochester,
New York
| $444M | +$7.9M | +2% | 1.84% | 66.1% | 1,114 | 15.71% |
|
| 1884 |
VC
1884
Vicus Capital
State College,
Pennsylvania
| $443M | +$49.7M | +13% | 1.36% | 48.6% | 225 | 22.22% |
|
| 1885 |
AW
1885
ACG Wealth
Atlanta,
Georgia
| $443M | -$4.29M | -1% | 1.08% | 45.5% | 250 | 20.4% |
|
| 1886 |
MYAM
1886
Meiji Yasuda Asset Management
Tokyo,
Japan
| $442M | +$395K | +0.1% | 1.7% | 72.7% | 382 | 20.94% |
|
| 1887 |
GIA
1887
GHP Investment Advisors
Denver,
Colorado
| $442M | +$27.7M | +7% | 2.97% | 75.2% | 296 | 10.81% |
|
| 1888 |
GWI
1888
Grace & White Inc
Ny,
New York
| $441M | +$10.6M | +2% | 4.96% | 61.5% | 145 | 5.52% |
|
| 1889 |
1889
Pacer Advisors
Malvern,
Pennsylvania
| $441M | +$15.1M | +4% | 1.55% | 46.1% | 893 | 14.56% |
|
| 1890 |
CL
1890
Croft-Leominster
Baltimore,
Maryland
| $441M | -$23.8M | -5% | 0.72% | 38% | 199 | 29.65% |
|
| 1891 |
SAM
1891
Strategy Asset Managers
Pasadena,
California
| $440M | +$315K | +0.1% | 1.42% | 88.1% | 166 | 36.14% |
|
| 1892 |
KFS
1892
Kurt F. Somerville
| $438M | +$232K | +0.1% | 3.17% | 62.7% | 126 | 12.7% |
|
| 1893 |
AGM
1893
Alpine Global Management
New York
| $438M | +$126M | +40% | 5.55% | 100% | 237 | 81.86% |
|
| 1894 |
1IA
1894
1834 Investment Advisors
Milwaukee,
Wisconsin
| $438M | +$12M | +3% | 1.36% | 51.8% | 187 | 14.44% |
|
| 1895 |
ECM
1895
Evergreen Capital Management
Bellevue,
Washington
| $436M | +$18.7M | +4% | 1.48% | 77.2% | 95 | 14.74% |
|
| 1896 |
HEC
1896
Hudson Executive Capital
New York
| $434M | +$117M | +37% | 14.9% | 144% | 12 | 41.67% |
|
| 1897 |
BCM
1897
BTC Capital Management
Des Moines,
Iowa
| $434M | +$6.4M | +1% | 0.13% | – | 179 | 15.08% |
|
| 1898 |
CCT
1898
Chemung Canal Trust
Elmira,
New York
| $434M | +$149K | +0% | 2.84% | 80.9% | 133 | 14.29% |
|
| 1899 |
IGM
1899
Incline Global Management
New York
| $433M | -$54.6M | -11% | 2.22% | 13.6% | 27 | 33.33% |
|
| 1900 |
BRWA
1900
B. Riley Wealth Advisors
Boca Raton,
Florida
| $432M | -$61.5M | -12% | 2.71% | – | 647 | 26.12% |
|