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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 351 |
CM
351
Caption Management
Oklahoma City,
Oklahoma
| $21.5B | +$4.34B | +25% | 24.9% | 227% | 2,170 | 58.11% |
|
| 352 |
AWM
352
AE Wealth Management
Topeka,
Kansas
| $21.5B | +$2.96B | +16% | 16.5% | 72.5% | 2,827 | 14.08% |
|
| 353 |
LCIP
353
Life Cycle Investment Partners
London,
| $21.4B | +$5.76B | +37% | 25.7% | – | 165 | 25.45% |
|
| 354 |
AA
354
ALPS Advisors
Denver,
Colorado
| $21.3B | +$77.9M | +0.4% | 1.98% | 73.7% | 1,233 | 21.01% |
|
| 355 |
RAM
355
Resona Asset Management
Koto-Ku,tokyo,
Japan
| $21.3B | +$1.22B | +6% | 23.7% | – | 810 | 5.31% |
|
| 356 |
FAF
356
Fjarde Ap-fonden
Stockholm,
Sweden
| $20.9B | +$2.59B | +14% | 25.9% | – | 542 | 3.87% |
|
| 357 |
357
Envestnet Portfolio Solutions
Chicago,
Illinois
| $20.9B | +$2.8B | +15% | 12.4% | 53.1% | 1,443 | 16.01% |
|
| 358 |
HNB
358
Huntington National Bank
Columbus,
Ohio
| $20.6B | +$2.47B | +14% | 20.9% | 105% | 4,576 | 4.57% |
|
| 359 |
COPPSERS
359
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| $20.6B | +$961M | +5% | 21.6% | 107% | 1,912 | 16.21% |
|
| 360 |
HIIFS
360
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $20.6B | +$5.83B | +40% | 24.9% | 126% | 578 | 20.24% |
|
| 361 |
IWC
361
Integrated Wealth Concepts
Waltham,
Massachusetts
| $20.5B | +$7.98B | +64% | 14.8% | 68.2% | 5,921 | 61.51% |
|
| 362 |
IG
362
ING Group
Amsterdam,
Netherlands
| $20.5B | +$4.11B | +25% | 30.9% | 147% | 618 | 35.44% |
|
| 363 |
DC
363
Davenport & Co
Richmond,
Virginia
| $20.4B | +$1.97B | +11% | 12.7% | 63.3% | 1,418 | 12.55% |
|
| 364 |
SA
364
Situational Awareness
San Francisco,
California
| $20.2B | +$6.57B | +48% | 185% | – | 46 | 52.17% |
|
| 365 |
365
Select Equity Group
New York
| $20.2B | +$691M | +4% | 12.5% | 76.1% | 197 | 29.44% |
|
| 366 |
JAM
366
Jupiter Asset Management
London,
United Kingdom
| $20.2B | +$1.4B | +7% | 12.4% | 103% | 647 | 42.66% |
|
| 367 |
MGP
367
M&G plc
London,
United Kingdom
| $20.1B | +$761M | +4% | 7.47% | – | 407 | 14.5% |
|
| 368 |
SFA
368
Sequoia Financial Advisors
Akron,
Ohio
| $20.1B | +$2.18B | +12% | 13.4% | 78.3% | 2,266 | 19.77% |
|
| 369 |
CWP
369
Capital Wealth Planning
Naples,
Florida
| $20B | +$1.89B | +10% | 7.8% | 73.9% | 170 | 20.59% |
|
| 370 |
BBA
370
Baker Bros. Advisors
New York
| $20B | +$2.54B | +15% | 22.2% | 449% | 92 | 18.48% |
|
| 371 |
ASRS
371
Arizona State Retirement System
Phoenix,
Arizona
| $19.9B | +$2.79B | +16% | 27.1% | 138% | 2,131 | 6.57% |
|
| 372 |
FWIA
372
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $19.9B | +$1.81B | +10% | 14.5% | 77.9% | 444 | 11.04% |
|
| 373 |
373
Verition Fund Management
Greenwich,
Connecticut
| $19.7B | +$4.27B | +28% | 18% | 110% | 2,672 | 40.04% |
|
| 374 |
SPIA
374
Steward Partners Investment Advisory
New York
| $19.6B | -$20.8M | -0.1% | 17.5% | 88.5% | 4,911 | 15.48% |
|
| 375 |
PSCM
375
Pershing Square Capital Management
New York
| $19.5B | +$5.75B | +42% | 2.79% | 50.8% | 16 | 43.75% |
|