We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 476 |
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $5.45B | +$268M | +5% | 5.84% | 45.3% | 946 | 21.25% |
|
| 477 |
HIMCH
477
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $5.4B | +$99.3M | +2% | 6.79% | 132% | 638 | 12.54% |
|
| 478 |
478
Truist Financial
Charlotte,
North Carolina
| $5.35B | +$199M | +4% | 5.95% | 62.9% | 830 | 8.67% |
|
| 479 |
FQ
479
First Quadrant
Glendale,
California
| $5.33B | +$160M | +3% | 6.28% | 90.6% | 1,025 | 20.49% |
|
| 480 |
FC
480
Fairpointe Capital
Chicago,
Illinois
| $5.3B | +$245M | +5% | 6.15% | 48.1% | 87 | 32.18% |
|
| 481 |
MG
481
Markel Group
Glen Allen,
Virginia
| $5.3B | +$274M | +5% | 7.41% | 61.3% | 140 | 2.14% |
|
| 482 |
RRAM
482
River Road Asset Management
Louisville,
Kentucky
| $5.27B | +$170M | +3% | 3.87% | 50.8% | 185 | 21.62% |
|
| 483 |
CCI
483
Columbus Circle Investors
| $5.27B | -$602M | -10% | 12.7% | 366% | 320 | 56.88% |
|
| 484 |
484
MML Investors Services
Springfield,
Massachusetts
| $5.26B | +$417M | +9% | 4.64% | 59.7% | 1,461 | 15.06% |
|
| 485 |
ACM
485
Advent Capital Management
New York
| $5.22B | -$59.7M | -1% | 0.45% | 1.05% | 340 | 39.71% |
|
| 486 |
NM
486
Nokota Management
New York
| $5.21B | +$1.12B | +27% | 4.54% | – | 92 | 43.48% |
|
| 487 |
PA
487
Pinnacle Associates
New York
| $5.2B | -$219M | -4% | 4.15% | 102% | 708 | 9.89% |
|
| 488 |
RP
488
Riverbridge Partners
Minneapolis,
Minnesota
| $5.17B | +$94M | +2% | 7.22% | 40.4% | 145 | 8.97% |
|
| 489 |
HFS
489
HL Financial Services
Louisville,
Kentucky
| $5.17B | -$7.08M | -0.1% | 7.81% | 42.6% | 720 | 21.81% |
|
| 490 |
DILIC
490
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $5.15B | +$443M | +9% | 5.52% | 89.5% | 541 | 13.31% |
|
| 491 |
SP
491
Sarasin & Partners
London,
United Kingdom
| $5.15B | +$186M | +4% | 6.18% | 78% | 112 | 6.25% |
|
| 492 |
PC
492
Paulson & Co
New York
| $5.12B | -$448M | -8% | 6.3% | 233% | 66 | 37.88% |
|
| 493 |
HTC
493
Haverford Trust Company
Radnor,
Pennsylvania
| $5.09B | +$305M | +6% | 5.86% | 50.3% | 298 | 12.08% |
|
| 494 |
ID
494
Integral Derivatives
New York
| $5.09B | -$414M | -8% | 5.14% | 45.8% | 1,386 | 40.76% |
|
| 495 |
DGI
495
Disciplined Growth Investors
Minneapolis,
Minnesota
| $5.07B | +$302M | +6% | 9.24% | 190% | 89 | 2.25% |
|
| 496 |
SAM
496
Shell Asset Management
The Hague,
Netherlands
| $5.04B | +$541M | +12% | 6.79% | – | 1,143 | 7.79% |
|
| 497 |
KCM
497
Kensico Capital Management
Greenwich,
Connecticut
| $5.02B | -$1.57B | -24% | 8.49% | 277% | 33 | 42.42% |
|
| 498 |
BPC
498
Banque Pictet & Cie
Geneva 73,
Switzerland
| $5.01B | +$591M | +13% | 7.33% | 74.8% | 375 | 12.53% |
|
| 499 |
SFM
499
Systematic Financial Management
Teaneck,
New Jersey
| $5B | +$74.9M | +2% | 7.55% | 82.4% | 695 | 17.55% |
|
| 500 |
MIS
500
Morningstar Investment Services
Chicago,
Illinois
| $4.98B | +$395M | +9% | 2.59% | 22.4% | 204 | 7.35% |
|