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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
S
1876
Seeyond
Paris,
France
| $1.08B | +$42.2M | +4% | 11.3% | 21.3% | 610 | 3.11% |
|
| 1877 |
AHC
1877
Adell Harriman & Carpenter
Houston,
Texas
| $1.08B | +$117M | +12% | 12.7% | 176% | 185 | 7.57% |
|
| 1878 |
AGC
1878
Angelo Gordon & Co
New York
| $1.08B | -$709M | -40% | 5.12% | 90.1% | 304 | 44.08% |
|
| 1879 |
RCAG
1879
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.08B | +$20.5M | +2% | 7.29% | 64.6% | 600 | 16.17% |
|
| 1880 |
FWI
1880
Facet Wealth Inc
Baltimore,
Maryland
| $1.08B | +$201M | +23% | 3.49% | 48.1% | 72 | 18.06% |
|
| 1881 |
CC
1881
Courier Capital
Buffalo,
New York
| $1.08B | +$24.6M | +2% | 8.57% | 64.1% | 317 | 5.99% |
|
| 1882 |
KRSITF
1882
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.08B | +$127M | +13% | 12.4% | 115% | 495 | 2.22% |
|
| 1883 |
TF
1883
Trek Financial
Scottsdale,
Arizona
| $1.07B | +$110M | +11% | 6.78% | 144% | 250 | 30% |
|
| 1884 |
PPC
1884
Park Presidio Capital
San Francisco,
California
| $1.07B | +$78.8M | +8% | 4.92% | 94.1% | 17 | 23.53% |
|
| 1885 |
LCS
1885
Levin Capital Strategies
New York
| $1.07B | +$69.5M | +7% | 6.79% | 88.6% | 468 | 49.79% |
|
| 1886 |
HP
1886
Hikari Power
Tokyo,
Japan
| $1.07B | +$73.4M | +7% | 7.3% | 53.5% | 69 | 5.8% |
|
| 1887 |
GF
1887
Greenhouse Funds
Baltimore,
Maryland
| $1.07B | +$78.1M | +8% | 5.12% | 90.7% | 54 | 53.7% |
|
| 1888 |
SCM
1888
Steadview Capital Management
London,
United Kingdom
| $1.07B | -$181M | -14% | 17% | 930% | 17 | 23.53% |
|
| 1889 |
LNWTC
1889
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $1.07B | +$90.8M | +9% | 9.64% | 88.1% | 206 | 13.11% |
|
| 1890 |
FBA
1890
Front Barnett Associates
Chicago,
Illinois
| $1.07B | +$92.9M | +10% | 12.4% | 40.5% | 124 | 8.87% |
|
| 1891 |
CGA
1891
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.07B | +$125M | +13% | 4.83% | 61.1% | 313 | 21.41% |
|
| 1892 |
HMC
1892
Harvard Management Company
Boston,
Massachusetts
| $1.07B | -$641M | -38% | 4.52% | 123% | 55 | 43.64% |
|
| 1893 |
HVM
1893
Harvest Volatility Management
Norwalk,
Connecticut
| $1.06B | -$1.07B | -50% | 6.05% | 24.3% | 143 | 29.37% |
|
| 1894 |
NWM
1894
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.06B | +$92M | +9% | 8.88% | 56.1% | 126 | 14.29% |
|
| 1895 |
CC
1895
Cassaday & Co
Mclean,
Virginia
| $1.06B | +$130M | +14% | 7.67% | 62.5% | 35 | 2.86% |
|
| 1896 |
TAM
1896
Taurus Asset Management
New York
| $1.06B | +$99.5M | +10% | 11.2% | 26.9% | 97 | 6.19% |
|
| 1897 |
JWA
1897
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.06B | +$86.3M | +9% | 6.63% | 54.8% | 1,953 | 58.68% |
|
| 1898 |
SCM
1898
Scopia Capital Management
New York
| $1.06B | +$134M | +14% | 6.15% | 58.7% | 21 | 42.86% |
|
| 1899 |
LC
1899
Linse Capital
San Juan,
Puerto Rico
| $1.06B | – | – | 3.99% | – | 2 | – |
|
| 1900 |
JIP
1900
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.06B | +$118M | +13% | 8.54% | 78.5% | 395 | 20.76% |
|