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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 451 |
MIS
451
Morningstar Investment Services
Chicago,
Illinois
| $9.09B | -$8.66B | -49% | 7.87% | 22.4% | 421 | 21.14% |
|
| 452 |
SPIA
452
Steward Partners Investment Advisory
New York
| $9.07B | +$1.67B | +23% | 10.2% | 88.5% | 3,719 | 10.24% |
|
| 453 |
BMSSC
453
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| $9.06B | +$1.23B | +16% | 11.1% | 106% | 787 | 8.89% |
|
| 454 |
FAF
454
Fjarde Ap-fonden
Stockholm,
Sweden
| $9.04B | +$1.05B | +13% | 13.3% | – | 558 | 5.38% |
|
| 455 |
OSAM
455
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $9.03B | +$1.49B | +20% | 12.3% | 131% | 1,944 | 14.3% |
|
| 456 |
YCM
456
Yousif Capital Management
Bloomfield Hills,
Michigan
| $9.02B | +$528M | +6% | 11.7% | 119% | 2,017 | 2.78% |
|
| 457 |
BPA
457
Beacon Pointe Advisors
Newport Beach,
California
| $8.99B | +$625M | +7% | 9.68% | 76.7% | 1,426 | 12.62% |
|
| 458 |
CCM
458
Cullen Capital Management
New York
| $8.98B | +$2.24B | +33% | 6.7% | 60% | 231 | 22.94% |
|
| 459 |
AA
459
Acorns Advisers
Irvine,
California
| $8.95B | +$788M | +10% | 6.67% | 49.7% | 42 | 23.81% |
|
| 460 |
ACH
460
ArrowMark Colorado Holdings
Denver,
Colorado
| $8.91B | -$155M | -2% | 6.39% | 92.5% | 339 | 15.63% |
|
| 461 |
SCM
461
Shaolin Capital Management
Miami,
Florida
| $8.88B | +$5.18B | +140% | 4.26% | 86.1% | 486 | 34.98% |
|
| 462 |
CI
462
Clal Insurance
Tel-Aviv,
Israel
| $8.88B | +$1.24B | +16% | 14.3% | 202% | 147 | 22.45% |
|
| 463 |
EH
463
Equitable Holdings
New York
| $8.88B | +$772M | +10% | 8.64% | 71.8% | 1,217 | 11.67% |
|
| 464 |
AWS
464
Atria Wealth Solutions
New York
| $8.87B | +$879M | +11% | 9.22% | 63.8% | 2,091 | 14.54% |
|
| 465 |
AWM
465
AE Wealth Management
Topeka,
Kansas
| $8.85B | -$10.7B | -55% | 7.62% | 72.5% | 2,078 | 46.87% |
|
| 466 |
GIA
466
Gateway Investment Advisers
Cincinnati,
Ohio
| $8.79B | +$207M | +2% | 13.4% | 127% | 524 | 9.92% |
|
| 467 |
SOADOR
467
State of Alaska Department of Revenue
Juneau,
Alaska
| $8.78B | +$386M | +5% | 10.9% | 118% | 1,616 | 1.98% |
|
| 468 |
CWG
468
C WorldWide Group
Copenhagen,
Denmark
| $8.77B | +$1.32B | +18% | 8.58% | 63.2% | 87 | 5.75% |
|
| 469 |
MNG
469
Manning & Napier Group
Fairport,
New York
| $8.76B | +$342M | +4% | 7.95% | 31.1% | 238 | 6.72% |
|
| 470 |
WAM
470
Wolverine Asset Management
Chicago,
Illinois
| $8.75B | -$2.92B | -25% | 1.72% | 14.5% | 2,026 | 31.34% |
|
| 471 |
OAC
471
OMERS Administration Corp
Toronto,
Ontario, Canada
| $8.74B | +$821M | +10% | 10.4% | 106% | 529 | 59.74% |
|
| 472 |
BBVA
472
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $8.72B | +$274M | +3% | 11.9% | 121% | 785 | 10.19% |
|
| 473 |
SC
473
Savant Capital
Rockford,
Illinois
| $8.71B | +$957M | +12% | 7.49% | 61.2% | 1,131 | 27.67% |
|
| 474 |
FMI
474
Factory Mutual Insurance
Waltham,
Massachusetts
| $8.71B | +$654M | +8% | 10.6% | 103% | 171 | 6.43% |
|
| 475 |
CIM
475
Centersquare Investment Management
Conshohocken,
Pennsylvania
| $8.66B | -$287M | -3% | 1.35% | 37.1% | 79 | 13.92% |
|