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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
HTC
401
Haverford Trust Company
Radnor,
Pennsylvania
| $8.12B | +$822M | +11% | 11.9% | 55.5% | 346 | 8.09% | 21.9 |
|
| 402 |
GIA
402
Gateway Investment Advisers
Cincinnati,
Ohio
| $8.1B | +$94.8M | +1% | 9.64% | 127% | 549 | 9.65% | 25.1 |
|
| 403 |
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $8.08B | +$393M | +5% | 8.49% | 43.6% | 617 | 7.78% | 18.1 |
|
| 404 |
SOADOR
404
State of Alaska Department of Revenue
Juneau,
Alaska
| $8.04B | +$600M | +8% | 9.82% | 118% | 1,662 | 3.25% | 19.7 |
|
| 405 |
MOACM
405
Mutual of America Capital Management
New York
| $8.03B | +$627M | +8% | 10.3% | 123% | 1,675 | 15.94% | 25.7 |
|
| 406 |
PP
406
Prudential plc
London, England,
United Kingdom
| $7.97B | +$1.65B | +26% | 6.48% | 61.4% | 931 | 16.97% | 7.5 |
|
| 407 |
CS
407
Clear Street
New York
| $7.92B | +$3.61B | +84% | 0.38% | 297% | 1,716 | 52.39% | 1.4 |
|
| 408 |
CGPCS
408
Capital Group Private Client Services
Los Angeles,
California
| $7.92B | +$790M | +11% | 12.1% | 112% | 252 | 12.7% | 4.1 |
|
| 409 |
CAM
409
Cresset Asset Management
Chicago,
Illinois
| $7.9B | -$9.65M | -0.1% | 4.57% | 113% | 933 | 26.9% | 8.6 |
|
| 410 |
GT
410
Greenleaf Trust
Kalamazoo,
Michigan
| $7.9B | +$1.14B | +17% | 16.2% | 37.2% | 784 | 14.92% | 14.2 |
|
| 411 |
CCM
411
Cullen Capital Management
New York
| $7.79B | -$1.54B | -17% | 12.7% | 60% | 295 | 36.95% | 11.7 |
|
| 412 |
412
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $7.77B | +$785M | +11% | 7.56% | 77.1% | 382 | 34.29% | 8.5 |
|
| 413 |
OPERF
413
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $7.74B | +$712M | +10% | 10.1% | 124% | 1,754 | 6.5% | 22.2 |
|
| 414 |
BAM
414
Burgundy Asset Management
Toronto,
Ontario, Canada
| $7.73B | +$563M | +8% | 11.6% | 84.8% | 114 | 10.53% | 19.3 |
|
| 415 |
VNIM
415
Vaughan Nelson Investment Management
Houston,
Texas
| $7.72B | +$814M | +12% | 9.58% | 142% | 226 | 12.39% | 11.3 |
|
| 416 |
SP
416
Sarasin & Partners
London,
United Kingdom
| $7.64B | +$416M | +6% | 8.8% | 78% | 91 | 3.3% | 19.1 |
|
| 417 |
TB
417
Thoma Bravo
Chicago,
Illinois
| $7.63B | +$466M | +7% | 7.1% | 13.3% | 5 | 0% | 8.8 |
|
| 418 |
YCM
418
Yousif Capital Management
Bloomfield Hills,
Michigan
| $7.62B | +$581M | +8% | 10.6% | 119% | 1,999 | 3.25% | 3.9 |
|
| 419 |
SUT
419
SC US (TTGP)
Menlo Park,
California
| $7.58B | -$1.07B | -12% | 6.83% | 65.2% | 24 | 4.17% | 6.8 |
|
| 420 |
GA
420
General Atlantic
New York
| $7.56B | -$935M | -11% | 10.8% | 168% | 42 | 28.57% | 5.2 |
|
| 421 |
CWG
421
C WorldWide Group
Copenhagen,
Denmark
| $7.54B | +$285M | +4% | 7.19% | 63.2% | 86 | 2.33% | 14.9 |
|
| 422 |
BG
422
Bellevue Group
Kuesnacht,
Switzerland
| $7.53B | +$567M | +8% | 13.8% | 159% | 184 | 11.41% | 13.1 |
|
| 423 |
AS
423
Akuna Securities
Chicago,
Illinois
| $7.5B | -$8.85B | -54% | 3.57% | 62.7% | 24 | 41.67% | 1.6 |
|
| 424 |
AAS
424
Avantax Advisory Services
Dallas,
Texas
| $7.5B | +$985M | +15% | 7.44% | 50.7% | 1,484 | 14.69% | 8.3 |
|
| 425 |
WP
425
Woodline Partners
San Francisco,
California
| $7.47B | +$318M | +4% | 13.7% | 155% | 988 | 49.49% | 2.4 |
|