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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 251 |
CIP
251
Champlain Investment Partners
Burlington,
Vermont
| $13.9B | +$2.83B | +25% | 28.1% | 32.7% | 126 | 9.52% |
|
| 252 |
WA
252
Wasatch Advisors
Salt Lake City,
Utah
| $13.8B | +$4.22B | +44% | 50.5% | 87.7% | 264 | 19.32% |
|
| 253 |
UCFA
253
United Capital Financial Advisors
Irving,
Texas
| $13.7B | +$1.64B | +14% | 16.9% | 50.9% | 1,283 | 15.43% |
|
| 254 |
VAM
254
Veritas Asset Management
London,
United Kingdom
| $13.7B | +$1.07B | +8% | 15.5% | 26.6% | 34 | 17.65% |
|
| 255 |
SGA
255
Sustainable Growth Advisers
Stamford,
Connecticut
| $13.7B | +$4.4B | +47% | 29.5% | 42.3% | 60 | 8.33% |
|
| 256 |
256
Mawer Investment Management
Calgary,
Alberta, Canada
| $13.6B | +$2.7B | +25% | 20.1% | 49.3% | 99 | 14.14% |
|
| 257 |
257
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $13.5B | +$1.48B | +12% | 23.4% | 71.2% | 871 | 29.39% |
|
| 258 |
ECU
258
Egerton Capital (UK)
London,
United Kingdom
| $13.5B | +$3.79B | +39% | 29.2% | 137% | 32 | 31.25% |
|
| 259 |
DCP
259
D1 Capital Partners
New York
| $13.4B | +$3.74B | +39% | 23% | 63.1% | 56 | 55.36% |
|
| 260 |
BG
260
Bahl & Gaynor
Cincinnati,
Ohio
| $13.3B | +$1.82B | +16% | 16.4% | 64% | 350 | 12% |
|
| 261 |
261
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $13.3B | +$2.87B | +28% | 19% | 66.1% | 2,557 | 15.17% |
|
| 262 |
BBHC
262
Brown Brothers Harriman & Co
New York
| $13.3B | +$1.04B | +8% | 17% | 66% | 1,287 | 29.6% |
|
| 263 |
OAG
263
Orbis Allan Gray
Hamilton,
Bermuda
| $13.3B | +$2.78B | +27% | 32.3% | 132% | 72 | 27.78% |
|
| 264 |
ACM
264
AKRE Capital Management
Middleburg,
Virginia
| $13.3B | +$2.98B | +29% | 25.8% | 32.6% | 28 | 0% |
|
| 265 |
265
Comerica Bank
Dallas,
Texas
| $13B | +$2.08B | +19% | 23.4% | – | 2,336 | 6.34% |
|
| 266 |
CTA
266
Carillon Tower Advisers
St. Petersburg,
Florida
| $13B | +$2.78B | +27% | 36.4% | 147% | 487 | 15.2% |
|
| 267 |
GC
267
Guggenheim Capital
Chicago,
Illinois
| $12.9B | +$2.99B | +30% | 20.8% | 83.4% | 2,001 | 14.99% |
|
| 268 |
268
Wealthfront Advisers
Palo Alto,
California
| $12.9B | +$1.88B | +17% | 16.7% | 48.6% | 509 | 16.5% |
|
| 269 |
N
269
Natixis
Paris,
France
| $12.9B | +$151M | +1% | 26.3% | 97.7% | 917 | 47.33% |
|
| 270 |
LCOV
270
London Company of Virginia
Richmond,
Virginia
| $12.9B | +$2.41B | +23% | 19.7% | 53.5% | 164 | 18.29% |
|
| 271 |
FPP
271
Findlay Park Partners
London,
United Kingdom
| $12.8B | +$2.39B | +23% | 21.9% | 69.9% | 51 | 11.76% |
|
| 272 |
GGHC
272
Gilder Gagnon Howe & Co
New York
| $12.8B | +$4.44B | +53% | 58.1% | 192% | 339 | 20.06% |
|
| 273 |
VVP
273
Vulcan Value Partners
Birmingham,
Alabama
| $12.7B | +$3.06B | +32% | 29.2% | 29.6% | 46 | 21.74% |
|
| 274 |
274
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12.5B | $0 | 0% | 16.8% | 52.7% | 3,076 | 1.76% |
|
| 275 |
MSL
275
Mackay Shields LLC
New York
| $12.5B | +$1.73B | +16% | 20.4% | 7.81% | 1,650 | 28.36% |
|