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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 376 |
376
Virginia Retirement Systems
Richmond,
Virginia
| $15.4B | +$925M | +6% | 9.8% | – | 1,074 | 26.91% | 2.8 |
|
| 377 |
377
Regions Financial Corp
Birmingham,
Alabama
| $15.4B | +$832M | +6% | 7.56% | 77% | 895 | 11.73% | 6.8 |
|
| 378 |
378
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $15.3B | +$1.38B | +10% | 10% | 112% | 2,172 | 13.12% | 2.4 |
|
| 379 |
379
Independent Franchise Partners
London,
United Kingdom
| $15.2B | +$138M | +0.9% | 2.84% | 46.2% | 29 | 13.79% | 4.3 |
|
| 380 |
380
Silvercrest Asset Management
New York
| $15.1B | +$226M | +2% | 8.25% | 97.3% | 876 | 10.5% | 5.3 |
|
| 381 |
381
Generation Investment Management
London,
United Kingdom
| $15.1B | -$635M | -4% | 3.83% | 39.5% | 38 | 15.79% | 4.1 |
|
| 382 |
382
Congress Asset Management
Boston,
Massachusetts
| $15B | +$448M | +3% | 11.1% | 143% | 413 | 12.59% | 4.4 |
|
| 383 |
383
Linden Advisors
New York
| $15B | -$1.29B | -8% | 0.44% | 3.64% | 451 | 29.93% | 0.8 |
|
| 384 |
384
Gabelli Funds
Rye,
New York
| $14.8B | +$689M | +5% | 10.2% | 102% | 1,326 | 13.5% | 6.4 |
|
| 385 |
385
HB Wealth Management
Atlanta,
Georgia
| $14.8B | +$2.19B | +17% | 7.64% | 70.1% | 1,380 | 19.42% | 1.9 |
|
| 386 |
386
H&H International Investment
Palo Alto,
California
| $14.7B | +$3.14B | +27% | 21.2% | 52.7% | 11 | 9.09% | 3.2 |
|
| 387 |
387
Pershing Square Capital Management
New York
| $14.6B | +$914M | +7% | 10.4% | 50.8% | 11 | 0% | 4.3 |
|
| 388 |
388
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| $14.6B | +$379M | +3% | 6.75% | 61.2% | 665 | 24.06% | 3 |
|
| 389 |
389
Czech National Bank
Prague,
Czech Republic
| $14.5B | +$1.66B | +13% | 10.1% | 151% | 512 | 3.32% | 2.8 |
|
| 390 |
390
Capital Wealth Planning
Naples,
Florida
| $14.2B | +$1.51B | +12% | 7.99% | 73.9% | 176 | 34.09% | 2.3 |
|
| 391 |
391
Marex Group
London,
| $14.2B | +$2.62B | +23% | 11.5% | 254% | 1,046 | 58.22% | 0.5 |
|
| 392 |
392
Westwood Holdings Group
Dallas,
Texas
| $14B | +$117M | +0.8% | 5.31% | 66.4% | 522 | 15.33% | 3.3 |
|
| 393 |
393
Zurich Insurance Group
Zurich,
Switzerland
| $14B | +$1.06B | +8% | 15% | 258% | 336 | 44.35% | 1.6 |
|
| 394 |
394
Amalgamated Bank
New York
| $14B | +$1.04B | +8% | 10.2% | 132% | 3,041 | 2.4% | 5.6 |
|
| 395 |
395
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| $14B | +$1.05B | +8% | 6.98% | 75.3% | 676 | 40.68% | 2.2 |
|
| 396 |
396
OMERS Administration Corp
Toronto,
Ontario, Canada
| $14B | +$1.23B | +10% | 8.3% | 106% | 1,235 | 38.22% | 1 |
|
| 397 |
397
Driehaus Capital Management
Chicago,
Illinois
| $14B | +$1.46B | +12% | 33% | 939% | 531 | 40.49% | 0.9 |
|
| 398 |
398
United Capital Financial Advisors
Irving,
Texas
| $13.9B | +$1.53B | +12% | 6.72% | 64.4% | 1,231 | 13.73% | 5.4 |
|
| 399 |
BBA
399
Baker Bros. Advisors
New York
| $13.8B | +$3.53B | +34% | 50.2% | 449% | 100 | 19% | 3.1 |
|
| 400 |
400
First Command Advisory Services
Fort Worth,
Texas
| $13.8B | +$2.18B | +19% | 7.36% | 65.8% | 674 | 16.32% | 1.3 |
|