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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 |
IFP
376
Independent Franchise Partners
London,
United Kingdom
| $15.7B | +$554M | +4% | 3.45% | 46.2% | 30 | 13.33% | 16.8 |
|
| 377 |
RFC
377
Regions Financial Corp
Birmingham,
Alabama
| $15.6B | +$267M | +2% | 2.95% | 77% | 876 | 8.79% | 27.6 |
|
| 378 |
PSCM
378
Pershing Square Capital Management
New York
| $15.5B | +$883M | +6% | 1.74% | 50.8% | 12 | 16.67% | 14.9 |
|
| 379 |
CI
379
Clal Insurance
Tel-Aviv,
Israel
| $15.5B | +$2.39B | +18% | 12.5% | 202% | 232 | 14.66% | 8.5 |
|
| 380 |
380
SoftBank Group
Tokyo,
Japan
| $15.5B | -$10.5B | -40% | 4.87% | 457% | 34 | 20.59% | 7.4 |
|
| 381 |
HWM
381
HB Wealth Management
Atlanta,
Georgia
| $15.5B | +$693M | +5% | 2.58% | 70.1% | 1,457 | 11.67% | 7.9 |
|
| 382 |
CWP
382
Capital Wealth Planning
Naples,
Florida
| $15.4B | +$1.26B | +9% | 4.1% | 73.9% | 176 | 25.57% | 9.5 |
|
| 383 |
CNB
383
Czech National Bank
Prague,
Czech Republic
| $15.4B | +$921M | +6% | 4.05% | 133% | 509 | 2.36% | 12.2 |
|
| 384 |
AIM
384
ARK Investment Management
St. Petersburg,
Florida
| $15.1B | -$1.73B | -10% | 2.53% | 250% | 204 | 7.84% | 17.9 |
|
| 385 |
BGIM
385
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| $14.9B | +$334M | +2% | 4.26% | 61.2% | 666 | 20.12% | 11.8 |
|
| 386 |
GF
386
Gabelli Funds
Rye,
New York
| $14.8B | -$1.84M | -0% | 4.36% | 102% | 1,323 | 12.32% | 25.9 |
|
| 387 |
DCM
387
Driehaus Capital Management
Chicago,
Illinois
| $14.7B | +$761M | +5% | 28.7% | 939% | 518 | 38.8% | 4 |
|
| 388 |
EH
388
Equitable Holdings
New York
| $14.6B | +$1.03B | +8% | 2.18% | 71.8% | 1,668 | 13.97% | 11.3 |
|
| 389 |
CM
389
Caption Management
Oklahoma City,
Oklahoma
| $14.6B | +$1.76B | +14% | 8.37% | 227% | 2,182 | 57.06% | 1.8 |
|
| 390 |
SAM
390
Silvercrest Asset Management
New York
| $14.6B | -$562M | -4% | 3.34% | 97.3% | 898 | 12.47% | 20.8 |
|
| 391 |
SGA
391
Sustainable Growth Advisers
Stamford,
Connecticut
| $14.4B | -$2.66B | -16% | 0.74% | 42.2% | 61 | 14.75% | 19.4 |
|
| 392 |
GIM
392
Generation Investment Management
London,
United Kingdom
| $14.4B | -$678M | -4% | 3.32% | 39.5% | 37 | 21.62% | 14 |
|
| 393 |
ZIG
393
Zurich Insurance Group
Zurich,
Switzerland
| $14.4B | +$411M | +3% | 8.12% | 258% | 341 | 35.48% | 6.1 |
|
| 394 |
BBVA
394
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $14.4B | +$1.28B | +10% | 3.7% | 121% | 756 | 8.07% | 16.1 |
|
| 395 |
FCAS
395
First Command Advisory Services
Fort Worth,
Texas
| $14.3B | +$550M | +4% | 1.99% | 65.8% | 822 | 28.35% | 4.8 |
|
| 396 |
SCP
396
Soroban Capital Partners
New York
| $14.3B | +$1.07B | +8% | 1.37% | 67% | 33 | 21.21% | 8 |
|
| 397 |
LCIP
397
Life Cycle Investment Partners
London,
| $14.3B | – | – | 5.89% | – | 118 | – | 0 |
|
| 398 |
BPA
398
Beacon Pointe Advisors
Newport Beach,
California
| $14.3B | +$2.46B | +21% | 2.28% | 76.7% | 1,577 | 17.25% | 11.1 |
|
| 399 |
CAM
399
Congress Asset Management
Boston,
Massachusetts
| $14.2B | -$820M | -5% | 0.81% | 143% | 408 | 10.54% | 18.6 |
|
| 400 |
OAC
400
OMERS Administration Corp
Toronto,
Ontario, Canada
| $14B | +$69M | +0.5% | 4.3% | 106% | 1,428 | 48.39% | 5 |
|