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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
AIM
426
Artemis Investment Management
Edinburgh,
United Kingdom
| $8.17B | -$655M | -7% | 10.3% | 279% | 262 | 34.73% | 6.5 |
|
| 427 |
AAS
427
Avantax Advisory Services
Dallas,
Texas
| $8.16B | +$665M | +9% | 5.34% | 50.7% | 1,557 | 13.42% | 8.7 |
|
| 428 |
OPS
428
Orion Portfolio Solutions
Omaha,
Nebraska
| $8.1B | +$5.25B | +184% | 6.83% | 25.6% | 1,627 | 55.62% | 3.6 |
|
| 429 |
BCI
429
Brinker Capital Investments
Berwyn,
Pennsylvania
| $8.1B | +$3.08B | +61% | 6.83% | 75.8% | 1,688 | 28.14% | 7.5 |
|
| 430 |
VNIM
430
Vaughan Nelson Investment Management
Houston,
Texas
| $8.1B | +$380M | +5% | 9.99% | 142% | 228 | 8.77% | 12 |
|
| 431 |
BAM
431
Burgundy Asset Management
Toronto,
Ontario, Canada
| $8.09B | +$352M | +5% | 6.01% | 84.8% | 111 | 10.81% | 19.8 |
|
| 432 |
OPERF
432
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $8.07B | +$334M | +4% | 6.22% | 124% | 1,751 | 6.4% | 23 |
|
| 433 |
CGPCS
433
Capital Group Private Client Services
Los Angeles,
California
| $8.07B | +$150M | +2% | 7.39% | 112% | 253 | 13.44% | 4.7 |
|
| 434 |
NMIFOAC
434
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| $8.06B | -$102M | -1% | 7.93% | 74.8% | 43 | 2.33% | 29.4 |
|
| 435 |
BBVA
435
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $8.04B | +$1.19B | +17% | 11.1% | 121% | 739 | 6.9% | 9.8 |
|
| 436 |
NA
436
NewEdge Advisors
New Orleans,
Louisiana
| $8B | +$4.29B | +116% | 6.13% | 88% | 4,376 | 24.61% | 4.5 |
|
| 437 |
ZIG
437
Zurich Insurance Group
Zurich,
Switzerland
| $7.97B | +$978M | +14% | 13.4% | 258% | 275 | 27.27% | 8 |
|
| 438 |
SP
438
Sarasin & Partners
London,
United Kingdom
| $7.93B | +$293M | +4% | 10.2% | 78% | 91 | 8.79% | 20.4 |
|
| 439 |
VVP
439
Vulcan Value Partners
Birmingham,
Alabama
| $7.9B | +$460M | +6% | 15.9% | 28.6% | 46 | 17.39% | 11.4 |
|
| 440 |
TB
440
Thoma Bravo
Chicago,
Illinois
| $7.89B | +$265M | +3% | 12.3% | 13.3% | 5 | 0% | 9.8 |
|
| 441 |
MG
441
Markel Group
Glen Allen,
Virginia
| $7.86B | +$402M | +5% | 6.17% | 68% | 136 | 5.15% | 23.9 |
|
| 442 |
TG
442
TCW Group
Los Angeles,
California
| $7.82B | +$832M | +12% | 14% | 162% | 324 | 15.43% | 15.5 |
|
| 443 |
443
SoftBank Group
Tokyo,
Japan
| $7.76B | +$1.1B | +16% | 11.6% | 457% | 35 | 40% | 3.5 |
|
| 444 |
YCM
444
Yousif Capital Management
Bloomfield Hills,
Michigan
| $7.68B | +$64.1M | +0.8% | 8.29% | 119% | 2,015 | 4.62% | 4.7 |
|
| 445 |
VEPM
445
Vista Equity Partners Management
San Francisco,
California
| $7.56B | +$1.03B | +16% | 32.5% | 3.45% | 36 | 30.56% | 6.5 |
|
| 446 |
JIC
446
Johnson Investment Counsel
Cincinnati,
Ohio
| $7.53B | +$205M | +3% | 4.85% | 66.3% | 692 | 9.39% | 20.5 |
|
| 447 |
ZIM
447
Zacks Investment Management
Chicago,
Illinois
| $7.46B | +$298M | +4% | 4.49% | 123% | 719 | 30.18% | 9.1 |
|
| 448 |
MIS
448
Morningstar Investment Services
Chicago,
Illinois
| $7.45B | +$113M | +2% | 4.48% | 22.4% | 240 | 14.58% | 16.6 |
|
| 449 |
WBC
449
Westpac Banking Corp
Sydney,
Australia
| $7.44B | +$674M | +10% | 8.93% | 127% | 830 | 11.69% | 24 |
|
| 450 |
FAF
450
Fjarde Ap-fonden
Stockholm,
Sweden
| $7.41B | +$381M | +5% | 10.3% | – | 542 | 6.83% | 28.3 |
|