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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 401 |
CAM
401
Cresset Asset Management
Chicago,
Illinois
| $7.9B | -$9.65M | -0.1% | 4.57% | 93% | 933 | 26.9% |
|
| 402 |
GT
402
Greenleaf Trust
Kalamazoo,
Michigan
| $7.9B | +$1.14B | +17% | 16.2% | 37.2% | 784 | 14.92% |
|
| 403 |
CCM
403
Cullen Capital Management
New York
| $7.79B | -$1.54B | -17% | 12.7% | 48.8% | 295 | 36.95% |
|
| 404 |
404
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $7.77B | +$785M | +11% | 7.56% | 77.1% | 382 | 34.29% |
|
| 405 |
OPERF
405
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $7.74B | +$712M | +10% | 10.1% | 91.8% | 1,754 | 6.5% |
|
| 406 |
BAM
406
Burgundy Asset Management
Toronto,
Ontario, Canada
| $7.73B | +$563M | +8% | 11.6% | 84.8% | 114 | 10.53% |
|
| 407 |
VNIM
407
Vaughan Nelson Investment Management
Houston,
Texas
| $7.72B | +$814M | +12% | 9.58% | 142% | 226 | 12.39% |
|
| 408 |
SP
408
Sarasin & Partners
London,
United Kingdom
| $7.64B | +$416M | +6% | 8.8% | 78% | 91 | 3.3% |
|
| 409 |
TB
409
Thoma Bravo
Chicago,
Illinois
| $7.63B | +$466M | +7% | 7.1% | 12.7% | 5 | 0% |
|
| 410 |
YCM
410
Yousif Capital Management
Bloomfield Hills,
Michigan
| $7.62B | +$581M | +8% | 10.6% | 119% | 1,999 | 3.25% |
|
| 411 |
SUT
411
SC US (TTGP)
Menlo Park,
California
| $7.58B | -$1.07B | -12% | 6.83% | 96% | 24 | 4.17% |
|
| 412 |
GA
412
General Atlantic
New York
| $7.56B | -$935M | -11% | 10.8% | 186% | 42 | 28.57% |
|
| 413 |
CWG
413
C WorldWide Group
Copenhagen,
Denmark
| $7.54B | +$285M | +4% | 7.19% | 62.2% | 86 | 2.33% |
|
| 414 |
BG
414
Bellevue Group
Kuesnacht,
Switzerland
| $7.53B | +$567M | +8% | 13.8% | 140% | 184 | 11.41% |
|
| 415 |
AAS
415
Avantax Advisory Services
Dallas,
Texas
| $7.5B | +$985M | +15% | 7.44% | 50.7% | 1,484 | 14.69% |
|
| 416 |
WP
416
Woodline Partners
San Francisco,
California
| $7.47B | +$318M | +4% | 13.7% | 131% | 988 | 49.49% |
|
| 417 |
MG
417
Markel Group
Glen Allen,
Virginia
| $7.46B | +$683M | +10% | 10.7% | 61.3% | 137 | 6.57% |
|
| 418 |
VVP
418
Vulcan Value Partners
Birmingham,
Alabama
| $7.44B | -$1.1B | -13% | 9.62% | 29.6% | 43 | 18.6% |
|
| 419 |
CM
419
Capula Management
Grand Cayman,
Cayman Islands
| $7.42B | +$10.4M | +0.1% | 9.96% | 85.7% | 950 | 64% |
|
| 420 |
SW
420
SVB Wealth
Boston,
Massachusetts
| $7.41B | +$560M | +8% | 7.22% | 170% | 1,138 | 19.07% |
|
| 421 |
SCM
421
Saba Capital Management
New York
| $7.39B | -$1.48B | -17% | 2.55% | 26.5% | 1,203 | 29.84% |
|
| 422 |
MIS
422
Morningstar Investment Services
Chicago,
Illinois
| $7.34B | +$265M | +4% | 9.24% | 22.4% | 226 | 7.52% |
|
| 423 |
JIC
423
Johnson Investment Counsel
Cincinnati,
Ohio
| $7.33B | +$581M | +9% | 9.91% | 66.3% | 687 | 10.19% |
|
| 424 |
RIM
424
Rakuten Investment Management
Tokyo,
Japan
| $7.31B | +$1.17B | +19% | 7.1% | – | 21 | 0% |
|
| 425 |
RRAM
425
River Road Asset Management
Louisville,
Kentucky
| $7.3B | +$585M | +9% | 10.8% | 50.8% | 184 | 13.59% |
|