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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 376 |
AB
376
Amalgamated Bank
New York
| $11.7B | +$47.5M | +0.4% | 4.43% | 132% | 3,186 | 12.4% | 18.8 |
|
| 377 |
377
Kovitz Investment Group Partners
Chicago,
Illinois
| $11.7B | +$3.83B | +49% | 1.43% | 87.5% | 844 | 25% | 8.3 |
|
| 378 |
UCFA
378
United Capital Financial Advisors
Irving,
Texas
| $11.6B | -$496M | -4% | 2.5% | 64.4% | 1,132 | 13.87% | 21.8 |
|
| 379 |
ZIG
379
Zurich Insurance Group
Zurich,
Switzerland
| $11.5B | +$599M | +5% | 8.25% | 258% | 265 | 24.15% | 8.7 |
|
| 380 |
AI
380
Axiom Investors
Greenwich,
Connecticut
| $11.5B | +$15.2M | +0.1% | 11.8% | 302% | 148 | 20.95% | 8.9 |
|
| 381 |
ACM
381
AKRE Capital Management
Middleburg,
Virginia
| $11.4B | -$723M | -6% | 2.76% | 21.6% | 22 | 18.18% | 28.4 |
|
| 382 |
SP
382
Sarasin & Partners
London,
United Kingdom
| $11.3B | +$1.13B | +11% | 6.86% | 78% | 87 | 12.64% | 21.6 |
|
| 383 |
DADC
383
D.A. Davidson & Co
Great Falls,
Montana
| $11.3B | +$180M | +2% | 1.78% | 70.7% | 1,438 | 10.22% | 20.7 |
|
| 384 |
FAF
384
Första AP-fonden
Stockholm,
Sweden
| $11.3B | -$525M | -4% | 5.73% | 140% | 590 | 5.42% | 14.8 |
|
| 385 |
GLA
385
Great Lakes Advisors
Chicago,
Illinois
| $11.3B | -$521M | -4% | 0.27% | 99.5% | 917 | 21.81% | 13.6 |
|
| 386 |
AIM
386
ARK Investment Management
St. Petersburg,
Florida
| $11.3B | -$3.17B | -22% | 4.76% | 250% | 238 | 23.95% | 15.7 |
|
| 387 |
BHCM
387
Brevan Howard Capital Management
St. Helier,
Jersey
| $11.2B | +$94.1M | +0.8% | 0.22% | 148% | 1,482 | 66.19% | 1 |
|
| 388 |
TG
388
TCW Group
Los Angeles,
California
| $11.2B | +$1.31B | +13% | 6.26% | 162% | 372 | 10.22% | 14.7 |
|
| 389 |
TWC
389
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $11.2B | -$2.19B | -16% | 0.98% | 98% | 2,029 | 18.38% | 6.7 |
|
| 390 |
TRSOTSOK
390
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| $11.1B | -$34.2M | -0.3% | 3.29% | 131% | 1,718 | 3.9% | 31.9 |
|
| 391 |
BPC
391
Banque Pictet & Cie
Geneva 73,
Switzerland
| $11B | +$393M | +4% | 4.13% | 74.8% | 360 | 21.39% | 19.8 |
|
| 392 |
392
WorldQuant Millennium Advisors
New York
| $11B | +$2.86B | +35% | 2.98% | 96.6% | 481 | 44.07% | 3.7 |
|
| 393 |
GKIM
393
GW&K Investment Management
Boston,
Massachusetts
| $10.9B | -$402M | -4% | 1.34% | 110% | 955 | 4.29% | 9.8 |
|
| 394 |
OTPPB
394
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| $10.9B | -$651M | -6% | 1.69% | 40% | 542 | 29.34% | 6.6 |
|
| 395 |
IFP
395
Independent Franchise Partners
London,
United Kingdom
| $10.9B | -$1.23B | -10% | 0.17% | 46.2% | 24 | 4.17% | 17.3 |
|
| 396 |
LWCFA
396
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $10.9B | +$798M | +8% | 1.18% | 43.6% | 592 | 11.82% | 22.4 |
|
| 397 |
IC
397
Icahn Carl
Sunny Isles Beach,
Florida
| $10.8B | -$1.07B | -9% | 7.7% | 36.9% | 16 | 25% | 12.8 |
|
| 398 |
VNIM
398
Vaughan Nelson Investment Management
Houston,
Texas
| $10.8B | -$563M | -5% | 0.51% | 142% | 218 | 14.68% | 12.6 |
|
| 399 |
SIAU
399
SB Investment Advisers (UK)
London,
United Kingdom
| $10.8B | +$689M | +7% | 12.1% | 42.4% | 13 | 7.69% | 10.8 |
|
| 400 |
FMI
400
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $10.7B | -$483M | -4% | 1% | 57.6% | 73 | 10.96% | 16.6 |
|