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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 |
IFP
401
Independent Franchise Partners
London,
United Kingdom
| $11.3B | +$477M | +4% | 15.4% | 46.2% | 28 | 25% | 16.2 |
|
| 402 |
CI
402
Clal Insurance
Tel-Aviv,
Israel
| $11.3B | +$1.74B | +18% | 5.22% | 202% | 137 | 18.25% | 11.6 |
|
| 403 |
GT
403
Greenleaf Trust
Kalamazoo,
Michigan
| $11.2B | +$697M | +7% | 6.24% | 37.2% | 859 | 10.83% | 17.4 |
|
| 404 |
VNIM
404
Vaughan Nelson Investment Management
Houston,
Texas
| $11.2B | +$404M | +4% | 8.05% | 142% | 222 | 17.12% | 12.5 |
|
| 405 |
OSAM
405
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $11.2B | +$1.52B | +16% | 8.85% | 131% | 2,214 | 16.03% | 9.9 |
|
| 406 |
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $11.2B | +$342M | +3% | 6.3% | 43.6% | 602 | 13.62% | 22.1 |
|
| 407 |
NMIFOAC
407
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| $11.1B | +$1.1B | +11% | 5.03% | 74.8% | 48 | 12.5% | 29.5 |
|
| 408 |
MG
408
Markel Group
Glen Allen,
Virginia
| $11.1B | +$945M | +9% | 9.61% | 68% | 139 | 8.63% | 26.5 |
|
| 409 |
TAF
409
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $11B | +$692M | +7% | 5.62% | 128% | 484 | 4.13% | 12.6 |
|
| 410 |
AWM
410
AE Wealth Management
Topeka,
Kansas
| $11B | +$1.03B | +10% | 5.98% | 72.5% | 1,348 | 17.28% | 15 |
|
| 411 |
CB
411
Cooke & Bieler
Philadelphia,
Pennsylvania
| $11B | +$621M | +6% | 12.1% | 37% | 99 | 7.07% | 19.9 |
|
| 412 |
RA
412
Royce & Associates
New York
| $11B | +$303M | +3% | 8.33% | 130% | 927 | 13.27% | 18.9 |
|
| 413 |
AIM
413
ARK Investment Management
St. Petersburg,
Florida
| $10.9B | -$335M | -3% | 13.3% | 250% | 200 | 11.5% | 16.2 |
|
| 414 |
HTC
414
Hershey Trust Company
Hershey,
Pennsylvania
| $10.9B | +$450M | +4% | 0.16% | 0.86% | 3 | 33.33% | 25 |
|
| 415 |
OAC
415
OMERS Administration Corp
Toronto,
Ontario, Canada
| $10.9B | +$479M | +5% | 7.8% | 106% | 1,143 | 32.11% | 2.8 |
|
| 416 |
SPIA
416
Steward Partners Investment Advisory
New York
| $10.8B | +$1.33B | +14% | 6.56% | 88.5% | 3,899 | 11.16% | 15 |
|
| 417 |
CWP
417
Capital Wealth Planning
Naples,
Florida
| $10.7B | +$1.18B | +12% | 8.12% | 73.9% | 160 | 30% | 8.2 |
|
| 418 |
AA
418
Axiom Advisory
San Diego,
California
| $10.7B | +$1.52B | +17% | 4.68% | 16.4% | 304 | 10.2% | 1.9 |
|
| 419 |
CIM
419
Centersquare Investment Management
Conshohocken,
Pennsylvania
| $10.7B | +$1.42B | +15% | 16.6% | 37.1% | 93 | 24.73% | 13.8 |
|
| 420 |
MPI
420
Mairs & Power Inc
St Paul,
Minnesota
| $10.6B | +$282M | +3% | 5.16% | 83.6% | 235 | 8.51% | 25.9 |
|
| 421 |
FCM
421
Frontier Capital Management
Boston,
Massachusetts
| $10.6B | +$524M | +5% | 12.3% | 184% | 303 | 15.18% | 14.9 |
|
| 422 |
FPP
422
Findlay Park Partners
London,
United Kingdom
| $10.6B | -$7.55M | -0.1% | 8.08% | 80.6% | 62 | 14.52% | 13.3 |
|
| 423 |
SP
423
Sarasin & Partners
London,
United Kingdom
| $10.6B | -$690M | -6% | 7.14% | 78% | 86 | 10.47% | 22.2 |
|
| 424 |
UE
424
Unisphere Establishment
Vaduz,
Liechtenstein
| $10.6B | +$620M | +6% | 6.24% | – | 67 | 16.42% | 2.5 |
|
| 425 |
MCM
425
MAI Capital Management
Independence,
Ohio
| $10.5B | +$294M | +3% | 6.7% | 74.7% | 1,355 | 20% | 14.4 |
|