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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
100
250
500
1,000
2,500
5,000
10
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
PCM
2201
Prime Capital Management
Hong Kong
| $1.25B | +$361M | +41% | 72.5% | 579% | 7 | 0% | 4.1 |
|
| 2202 |
PTC
2202
Private Trust Company
Cleveland,
Ohio
| $1.25B | +$131M | +12% | 16.8% | 79.6% | 2,833 | 12.39% | 13 |
|
| 2203 |
HFM
2203
Hartford Funds Management
Wayne,
Pennsylvania
| $1.25B | +$98.5M | +9% | 6.25% | 26.8% | 103 | 11.65% | 9.3 |
|
| 2204 |
FCCPG
2204
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.25B | +$48.9M | +4% | 4.3% | 121% | 2 | 0% | 17.5 |
|
| 2205 |
AC
2205
AWM Capital
Phoenix,
Arizona
| $1.25B | +$144M | +13% | 10.5% | 46.9% | 131 | 20.61% | 10.3 |
|
| 2206 |
SAM
2206
SP Asset Management
Cupertino,
California
| $1.25B | +$114M | +10% | 17.6% | 92.4% | 140 | 17.14% | 17.9 |
|
| 2207 |
JEST
2207
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.25B | +$50.3M | +4% | 8.62% | 88.7% | 318 | 4.72% | 14.7 |
|
| 2208 |
LNB
2208
Ledyard National Bank
| $1.25B | +$93.4M | +8% | 11.5% | 69.8% | 264 | 14.02% | 26.4 |
|
| 2209 |
SFC
2209
SYM Financial Corp
Winona Lake,
Indiana
| $1.24B | +$243M | +24% | 11.6% | 56% | 569 | 33.92% | 6.7 |
|
| 2210 |
LI
2210
LRI Investments
Palm Beach Gardens,
Florida
| $1.24B | +$115M | +10% | 11.9% | – | 2,018 | 33.1% | 4.7 |
|
| 2211 |
EC
2211
E20 Capital
Hong Kong,
| $1.24B | +$174M | +16% | 93.9% | – | 40 | 90% | 0.3 |
|
| 2212 |
DCP
2212
Diameter Capital Partners
New York
| $1.24B | +$172M | +16% | 0.42% | 378% | 45 | 57.78% | 1.7 |
|
| 2213 |
CAC
2213
Certified Advisory Corp
Altamonte Springs,
Florida
| $1.24B | +$125M | +11% | 12.4% | 58.2% | 340 | 10.29% | 16.6 |
|
| 2214 |
USAA
2214
United Services Automobile Association
San Antonio,
Texas
| $1.24B | +$389M | +46% | 1.24% | 31.8% | 15 | 6.67% | 36.8 |
|
| 2215 |
LTAS
2215
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $1.24B | +$202M | +19% | 28.9% | 136% | 552 | 5.8% | 9.4 |
|
| 2216 |
FNT
2216
First Nebraska Trust
Lincoln,
Nebraska
| $1.24B | +$156M | +14% | 18.8% | 67.9% | 236 | 9.75% | 24.7 |
|
| 2217 |
APM
2217
a16z Perennial Management
Menlo Park,
California
| $1.24B | +$32.7M | +3% | 4.97% | – | 173 | 75.72% | 3.2 |
|
| 2218 |
RPC
2218
Rossmore Private Capital
Glastonbury,
Connecticut
| $1.24B | +$97.2M | +9% | 11.6% | 75.4% | 365 | 8.49% | 15.7 |
|
| 2219 |
CT
2219
Caldwell Trust
Venice,
Florida
| $1.24B | +$117M | +10% | 15.4% | 87% | 851 | 12.57% | 17.7 |
|
| 2220 |
CA
2220
Continuum Advisory
Eagle,
Idaho
| $1.24B | +$194M | +19% | 17.1% | 77% | 1,992 | 77.56% | 3.4 |
|
| 2221 |
SPC
2221
Spirepoint Private Client
Vero Beach,
Florida
| $1.23B | +$183M | +17% | 18.1% | – | 347 | 11.53% | 5.7 |
|
| 2222 |
SVCP
2222
Silicon Valley Capital Partners
San Jose,
California
| $1.23B | +$214M | +21% | 27.8% | 103% | 493 | 15.42% | 7.1 |
|
| 2223 |
KA
2223
Kintegral Advisory
New York
| $1.23B | +$178M | +17% | 27.3% | 124% | 234 | 0.43% | 22.8 |
|
| 2224 |
RIM
2224
Rockbridge Investment Management
Syracuse,
New York
| $1.23B | +$119M | +11% | 8.32% | 38.6% | 148 | 8.78% | 16 |
|
| 2225 |
OA
2225
Oxbow Advisors
Austin,
Texas
| $1.23B | +$54.2M | +5% | 0.02% | 66.3% | 280 | 17.86% | 16.5 |
|