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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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50
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250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 376 |
EWA
376
EP Wealth Advisors
Torrance,
California
| $12.5B | +$264M | +2% | 2.07% | – | 1,383 | 18.08% |
|
| 377 |
DADC
377
D.A. Davidson & Co
Great Falls,
Montana
| $12.5B | +$163M | +1% | 0.83% | 70.7% | 1,515 | 13.47% |
|
| 378 |
OSAM
378
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $12.5B | +$661M | +6% | 0.44% | 104% | 2,421 | 14.37% |
|
| 379 |
LP
379
Longview Partners
St Peter Port,
Guernsey
| $12.4B | -$963M | -7% | 1.43% | 28.5% | 25 | 4% |
|
| 380 |
BPC
380
Banque Pictet & Cie
Geneva 73,
Switzerland
| $12.4B | -$2.58B | -17% | 3.8% | 74.8% | 423 | 30.26% |
|
| 381 |
EIG
381
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $12.3B | -$315M | -2% | 1.46% | 53% | 46 | 26.09% |
|
| 382 |
ZIG
382
Zurich Insurance Group
Zurich,
Switzerland
| $12.3B | +$81.3M | +0.7% | 0.47% | 211% | 302 | 39.07% |
|
| 383 |
TI
383
Tidal Investments
Milwaukee,
Wisconsin
| $12.3B | -$426M | -3% | 3.94% | 159% | 2,093 | 24.65% |
|
| 384 |
TWC
384
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $12.2B | -$179M | -1% | 0.01% | 77.3% | 2,102 | 13.37% |
|
| 385 |
HHII
385
H&H International Investment
Palo Alto,
California
| $12B | -$2.51B | -17% | 1.01% | 62.4% | 11 | 27.27% |
|
| 386 |
GAM
386
Gotham Asset Management
New York
| $12B | +$1.44B | +14% | 2.92% | 81.7% | 1,689 | 24.63% |
|
| 387 |
HWM
387
HB Wealth Management
Atlanta,
Georgia
| $11.9B | +$2.16B | +22% | 2.35% | 57.6% | 1,290 | 21.4% |
|
| 388 |
PSCM
388
Pershing Square Capital Management
New York
| $11.9B | -$730M | -6% | 2.82% | 64.7% | 12 | 16.67% |
|
| 389 |
PCM
389
Pentwater Capital Management
Naples,
Florida
| $11.9B | +$2.85B | +31% | 13.6% | 180% | 140 | 62.14% |
|
| 390 |
AWM
390
AE Wealth Management
Topeka,
Kansas
| $11.9B | +$103M | +0.9% | 1.4% | 56.2% | 2,310 | 15.41% |
|
| 391 |
SC
391
Savant Capital
Rockford,
Illinois
| $11.8B | -$912M | -7% | 0.42% | 51.8% | 1,480 | 31.15% |
|
| 392 |
UCFA
392
United Capital Financial Advisors
Irving,
Texas
| $11.7B | -$159M | -1% | 1.32% | 50.9% | 1,121 | 10.7% |
|
| 393 |
AB
393
Amalgamated Bank
New York
| $11.7B | -$497M | -4% | 3.12% | 132% | 2,998 | 1.27% |
|
| 394 |
VMPIC
394
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $11.6B | -$1.54B | -12% | 2.58% | 78.2% | 326 | 4.29% |
|
| 395 |
LPC
395
Lone Pine Capital
Greenwich,
Connecticut
| $11.6B | -$1.89B | -14% | 6.22% | 215% | 36 | 50% |
|
| 396 |
CWP
396
Capital Wealth Planning
Naples,
Florida
| $11.5B | +$721M | +7% | 2.6% | 66% | 162 | 30.86% |
|
| 397 |
UE
397
Unisphere Establishment
Vaduz,
Liechtenstein
| $11.5B | -$18.3M | -0.2% | 2.18% | – | 72 | 27.78% |
|
| 398 |
OAC
398
OMERS Administration Corp
Toronto,
Ontario, Canada
| $11.4B | -$5.94M | -0.1% | 2.69% | 76.3% | 1,167 | 30.25% |
|
| 399 |
CS
399
Clear Street
New York
| $11.3B | +$1.34B | +13% | 11.9% | 120% | 713 | 34.36% |
|
| 400 |
JFG
400
Jefferies Financial Group
New York
| $11.3B | -$5.38B | -32% | 1.06% | 104% | 2,086 | 50.81% |
|