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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $6.58B | +$1.05B | +19% | 20.2% | 43.6% | 798 | 16.54% | 13.6 |
|
| 427 |
KKRC
427
Kohlberg Kravis Roberts & Co
New York
| $6.57B | +$1.09B | +20% | 22.7% | 314% | 62 | 22.58% | 3.7 |
|
| 428 |
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $6.54B | +$604M | +10% | 13.3% | 90.1% | 2,182 | 9.76% | 6.5 |
|
| 429 |
429
Holocene Advisors
New York
| $6.53B | +$330M | +5% | 20.3% | 166% | 865 | 55.72% | 1.6 |
|
| 430 |
HFS
430
HL Financial Services
Louisville,
Kentucky
| $6.5B | +$784M | +14% | 11.5% | 42.6% | 767 | 12.13% | 11.5 |
|
| 431 |
431
MML Investors Services
Springfield,
Massachusetts
| $6.46B | +$901M | +16% | 12.1% | 74.5% | 1,654 | 14.21% | 5.3 |
|
| 432 |
O
432
OrbiMed
New York
| $6.46B | +$1.05B | +19% | 33.9% | 393% | 155 | 36.13% | 7.9 |
|
| 433 |
SBH
433
Segall Bryant & Hamill
Chicago,
Illinois
| $6.44B | +$638M | +11% | 14.9% | 115% | 884 | 14.37% | 10.7 |
|
| 434 |
SBAM
434
Santa Barbara Asset Management
Los Angeles,
California
| $6.43B | +$219M | +4% | 12.3% | 41.9% | 58 | 12.07% | 14.7 |
|
| 435 |
SCM
435
Steadfast Capital Management
New York
| $6.35B | +$728M | +13% | 25.8% | 173% | 52 | 32.69% | 6 |
|
| 436 |
TPSF
436
Texas Permanent School Fund
Austin,
Texas
| $6.28B | +$609M | +11% | 14.4% | 44.6% | 1,537 | 3.25% | 19.4 |
|
| 437 |
437
Rafferty Asset Management
New York
| $6.22B | +$1.63B | +36% | 14.5% | 238% | 873 | 39.06% | 8.4 |
|
| 438 |
GKIM
438
GW&K Investment Management
Boston,
Massachusetts
| $6.21B | +$1.14B | +22% | 16.4% | 110% | 317 | 15.14% | 10.8 |
|
| 439 |
WT
439
Wellcome Trust
London,
United Kingdom
| $6.18B | +$896M | +17% | 17.5% | 59.7% | 20 | 5% | 19.5 |
|
| 440 |
SF
440
Synovus Financial
Columbus,
Georgia
| $6.16B | +$644M | +12% | 12.2% | 68.4% | 1,494 | 8.7% | 8.8 |
|
| 441 |
CIMLRA
441
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $6.12B | -$29.2M | -0.5% | 16.8% | 35.2% | 115 | 26.96% | 7.4 |
|
| 442 |
GT
442
Greenleaf Trust
Kalamazoo,
Michigan
| $6.07B | +$1.01B | +20% | 22.5% | 37.2% | 568 | 21.3% | 8.4 |
|
| 443 |
WBC
443
Westpac Banking Corp
Sydney,
Australia
| $6.06B | +$190M | +3% | 15.5% | 127% | 841 | 19.14% | 17.5 |
|
| 444 |
SMDAM
444
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $6.06B | +$521M | +9% | 18.8% | 117% | 806 | 5.58% | 17.1 |
|
| 445 |
HNB
445
Huntington National Bank
Columbus,
Ohio
| $6.05B | +$451M | +8% | 12.9% | 105% | 2,853 | 45.15% | 12.6 |
|
| 446 |
SGI
446
Swan Global Investments
Durango,
Colorado
| $5.99B | +$1.19B | +25% | 12.5% | 62.5% | 34 | 2.94% | 10.7 |
|
| 447 |
MG
447
Markel Group
Glen Allen,
Virginia
| $5.97B | +$733M | +14% | 11.9% | 68% | 133 | 0.75% | 15.2 |
|
| 448 |
LAMI
448
Longview Asset Management (Illinois)
Chicago,
Illinois
| $5.93B | +$515M | +9% | 8.86% | 65.3% | 3 | 0% | 15.7 |
|
| 449 |
CIM
449
Confluence Investment Management
St. Louis,
Missouri
| $5.92B | +$600M | +11% | 13.3% | 37.7% | 332 | 19.88% | 11 |
|
| 450 |
EIP
450
Energy Income Partners
Westport,
Connecticut
| $5.85B | +$830M | +17% | 16.3% | 66.9% | 53 | 15.09% | 16.7 |
|