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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 |
NYLIM
426
New York Life Investment Management
New York
| $9.95B | -$98.8M | -1% | 3.62% | 100% | 1,383 | 42.81% | 6.3 |
|
| 427 |
UE
427
Unisphere Establishment
Vaduz,
Liechtenstein
| $9.93B | +$35.6M | +0.4% | 0.96% | – | 68 | 14.71% | 1.6 |
|
| 428 |
ECU
428
Egerton Capital (UK)
London,
United Kingdom
| $9.9B | -$445M | -4% | 1.57% | 137% | 28 | 28.57% | 8.7 |
|
| 429 |
II
429
IFM Investors
Melbourne,
Australia
| $9.86B | +$694M | +8% | 5.69% | 131% | 702 | 13.39% | 19.5 |
|
| 430 |
X
430
Xponance
Philadelphia,
Pennsylvania
| $9.78B | +$239M | +3% | 6.8% | 144% | 1,386 | 10.53% | 12 |
|
| 431 |
OSAM
431
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $9.68B | +$651M | +7% | 2.58% | 131% | 2,062 | 14.5% | 9.9 |
|
| 432 |
BSW
432
Buckingham Strategic Wealth
Clayton,
Missouri
| $9.66B | +$188M | +2% | 0.08% | 16.3% | 856 | 16.94% | 15.5 |
|
| 433 |
FCAS
433
First Command Advisory Services
Fort Worth,
Texas
| $9.64B | +$99.8M | +1% | 2.54% | 65.8% | 671 | 36.36% | 2.8 |
|
| 434 |
CI
434
Clal Insurance
Tel-Aviv,
Israel
| $9.57B | +$684M | +8% | 4.99% | 202% | 150 | 24.67% | 11.3 |
|
| 435 |
CWP
435
Capital Wealth Planning
Naples,
Florida
| $9.54B | +$189M | +2% | 0.47% | 73.9% | 158 | 31.65% | 8.6 |
|
| 436 |
MBI
436
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $9.53B | +$137M | +1% | 3.01% | 88.9% | 59 | 3.39% | 19.7 |
|
| 437 |
BBVA
437
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $9.53B | +$810M | +9% | 4.67% | 121% | 786 | 10.81% | 13.4 |
|
| 438 |
EH
438
Equitable Holdings
New York
| $9.51B | +$627M | +7% | 3.06% | 71.8% | 1,254 | 10.93% | 9.9 |
|
| 439 |
HTC
439
Haverford Trust Company
Radnor,
Pennsylvania
| $9.5B | -$70.8M | -0.7% | 2.05% | 55.5% | 409 | 10.27% | 22.2 |
|
| 440 |
JIC
440
Johnson Investment Counsel
Cincinnati,
Ohio
| $9.49B | +$291M | +3% | 2.24% | 66.3% | 796 | 8.17% | 20.8 |
|
| 441 |
SPIA
441
Steward Partners Investment Advisory
New York
| $9.49B | +$425M | +5% | 3.48% | 88.5% | 3,765 | 9.38% | 14.9 |
|
| 442 |
BAM
442
Burgundy Asset Management
Toronto,
Ontario, Canada
| $9.48B | -$221M | -2% | 1.59% | 84.8% | 107 | 9.35% | 21.5 |
|
| 443 |
BCI
443
Brinker Capital Investments
Berwyn,
Pennsylvania
| $9.47B | +$130M | +1% | 2.03% | 75.8% | 1,831 | 14.75% | 10 |
|
| 444 |
OPS
444
Orion Portfolio Solutions
Omaha,
Nebraska
| $9.47B | +$130M | +1% | 2.03% | 25.6% | 1,831 | 14.75% | 7 |
|
| 445 |
GRQ
445
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| $9.47B | -$281M | -3% | 1.03% | 56.5% | 83 | 9.64% | 33.5 |
|
| 446 |
AIMCA
446
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| $9.45B | -$433M | -4% | 0.54% | 75.3% | 1,076 | 40.71% | 12.6 |
|
| 447 |
PAM
447
PineStone Asset Management
Montreal,
Quebec, Canada
| $9.42B | +$3.14B | +50% | 3.8% | 78.6% | 47 | 14.89% | 4.7 |
|
| 448 |
JFG
448
Jefferies Financial Group
New York
| $9.41B | -$1.41B | -13% | 1.85% | 135% | 1,981 | 52.35% | 2.4 |
|
| 449 |
EWA
449
EP Wealth Advisors
Torrance,
California
| $9.41B | +$858M | +10% | 3.51% | – | 896 | 11.16% | 9.1 |
|
| 450 |
AA
450
Acorns Advisers
Irvine,
California
| $9.34B | +$388M | +4% | 1.16% | 49.7% | 46 | 8.7% | 8.3 |
|