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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 |
AC
1876
Avestar Capital
New York
| $1.18B | +$205M | +21% | 5.84% | 83.6% | 551 | 20.69% |
|
| 1877 |
OFS
1877
OneAscent Financial Services
Birmingham,
Alabama
| $1.18B | +$1.04B | +746% | 0.17% | 47.1% | 478 | 63.81% |
|
| 1878 |
SPC
1878
Silver Point Capital
Greenwich,
Connecticut
| $1.18B | -$275M | -19% | 8.96% | 136% | 15 | 40% |
|
| 1879 |
LCAM
1879
London & Capital Asset Management
London,
United Kingdom
| $1.17B | -$87M | -7% | 1.15% | 58.1% | 101 | 27.72% |
|
| 1880 |
AG
1880
Artal Group
Luxembourg
| $1.17B | -$1.21B | -51% | 12.7% | 144% | 2 | 0% |
|
| 1881 |
IHAM
1881
Integral Health Asset Management
New York
| $1.17B | +$284M | +32% | 8.83% | 485% | 102 | 53.92% |
|
| 1882 |
GI
1882
GAMMA Investing
Foster City,
California
| $1.17B | +$164M | +16% | 3.43% | – | 3,876 | 10.32% |
|
| 1883 |
BFIM
1883
Beese Fulmer Investment Management
Canton,
Ohio
| $1.17B | +$7.83M | +0.7% | 2.58% | 81.1% | 236 | 4.66% |
|
| 1884 |
GIM
1884
Grassi Investment Management
Santa Clara,
California
| $1.17B | +$14.8M | +1% | 4.39% | 170% | 136 | 10.29% |
|
| 1885 |
BOTOTLSJU
1885
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.17B | -$3.42M | -0.3% | 3.76% | 106% | 28 | 28.57% |
|
| 1886 |
LC
1886
L1 Capital
Melbourne VIC 3000,
Australia
| $1.17B | +$6.65M | +0.6% | 2.88% | 139% | 16 | 43.75% |
|
| 1887 |
PMG
1887
ProVise Management Group
Clearwater,
Florida
| $1.17B | -$95.6M | -8% | 0.9% | 58.1% | 301 | 15.95% |
|
| 1888 |
CST
1888
Charles Schwab Trust
Henderson,
Nevada
| $1.16B | +$6.01M | +0.5% | 2.26% | 45.6% | 164 | 11.59% |
|
| 1889 |
BCP
1889
Blue Chip Partners
Farmington Hills,
Michigan
| $1.16B | +$11.9M | +1% | 1.71% | 60.3% | 210 | 32.86% |
|
| 1890 |
PR
1890
Payden & Rygel
Los Angeles,
California
| $1.16B | -$136M | -10% | 2.33% | 89.1% | 134 | 16.42% |
|
| 1891 |
F1I
1891
Fund 1 Investments
Rincon,
Puerto Rico
| $1.16B | +$87.7M | +8% | 9.36% | 78.6% | 102 | 65.69% |
|
| 1892 |
HR
1892
Howe & Rusling
Rochester,
New York
| $1.16B | -$2.91M | -0.3% | 1.82% | 66.1% | 471 | 25.69% |
|
| 1893 |
MIM
1893
Marco Investment Management
Atlanta,
Georgia
| $1.16B | +$1.09M | +0.1% | 2.87% | 92.8% | 233 | 6.87% |
|
| 1894 |
BHWM
1894
Beaird Harris Wealth Management
Dallas,
Texas
| $1.16B | +$13.3M | +1% | 0.56% | 41.3% | 549 | 15.85% |
|
| 1895 |
AFP
1895
Ausdal Financial Partners
Davenport,
Iowa
| $1.16B | +$195M | +20% | 0.43% | 47% | 597 | 17.76% |
|
| 1896 |
HP
1896
Hikari Power
Tokyo,
Japan
| $1.16B | -$46.3M | -4% | 2.57% | 56.5% | 62 | 4.84% |
|
| 1897 |
TSC
1897
Two Seas Capital
Rye,
New York
| $1.16B | +$540M | +87% | 10.8% | 280% | 37 | 43.24% |
|
| 1898 |
HCM
1898
Hilton Capital Management
Garden City,
New York
| $1.16B | -$134M | -10% | 1.2% | 51.5% | 189 | 19.58% |
|
| 1899 |
OAM
1899
Ostrum Asset Management
Paris,
France
| $1.15B | -$53.9M | -4% | 0.76% | 75.2% | 638 | 2.19% |
|
| 1900 |
AIA
1900
Ally Invest Advisors
Charlotte,
North Carolina
| $1.15B | +$26M | +2% | 2.87% | 32.2% | 67 | 0% |
|