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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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50
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250
500
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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
IG
476
ING Group
Amsterdam,
Netherlands
| $5.52B | -$473M | -8% | 0.21% | 147% | 887 | 35.29% | 4.8 |
|
| 477 |
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $5.5B | +$58M | +1% | 2.31% | 43.6% | 821 | 16.2% | 11.7 |
|
| 478 |
LCS
478
Levin Capital Strategies
New York
| $5.5B | -$422M | -7% | 4.53% | 88.6% | 368 | 32.07% | 8.7 |
|
| 479 |
RP
479
Riverbridge Partners
Minneapolis,
Minnesota
| $5.48B | +$305M | +6% | 8.59% | 40.4% | 142 | 9.15% | 13 |
|
| 480 |
CIA
480
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $5.46B | +$1.49B | +38% | 25.6% | 4.24% | 11 | 18.18% | 8 |
|
| 481 |
CIM
481
Confluence Investment Management
St. Louis,
Missouri
| $5.41B | -$63.8M | -1% | 2.01% | 37.7% | 254 | 15.75% | 12.7 |
|
| 482 |
NEAM
482
New England Asset Management
Farmington,
Connecticut
| $5.36B | +$580M | +12% | 4.01% | 55.6% | 158 | 5.7% | 12.6 |
|
| 483 |
CB
483
Cooke & Bieler
Philadelphia,
Pennsylvania
| $5.35B | -$185M | -3% | 3.35% | 37% | 103 | 6.8% | 11.6 |
|
| 484 |
MG
484
Markel Group
Glen Allen,
Virginia
| $5.26B | -$36M | -0.7% | 0.94% | 68% | 144 | 9.03% | 12.3 |
|
| 485 |
485
Truist Financial
Charlotte,
North Carolina
| $5.24B | -$109M | -2% | 1.05% | 78.7% | 812 | 9.98% | 13.1 |
|
| 486 |
FQ
486
First Quadrant
Glendale,
California
| $5.23B | -$96.2M | -2% | 0.89% | 90.6% | 999 | 26.63% | 9.7 |
|
| 487 |
487
Capstone Investment Advisors
New York
| $5.23B | +$1.69B | +48% | 2.55% | 44% | 633 | 76.94% | 1.9 |
|
| 488 |
UOC
488
UBS O'Connor
Chicago,
Illinois
| $5.19B | -$451M | -8% | 3.64% | 180% | 438 | 65.98% | 2.2 |
|
| 489 |
MIS
489
Morningstar Investment Services
Chicago,
Illinois
| $5.14B | +$164M | +3% | 3.24% | 22.4% | 216 | 16.2% | 9.8 |
|
| 490 |
KCM
490
Kennedy Capital Management
St Louis,
Missouri
| $5.14B | -$445M | -8% | 1.24% | 140% | 813 | 19.19% | 7.4 |
|
| 491 |
EIP
491
Energy Income Partners
Westport,
Connecticut
| $5.13B | -$694M | -12% | 11.5% | 66.9% | 55 | 3.64% | 14.3 |
|
| 492 |
SP
492
Sarasin & Partners
London,
United Kingdom
| $5.11B | -$41.5M | -0.8% | 1.35% | 78% | 114 | 19.3% | 12.8 |
|
| 493 |
493
Handelsbanken Fonder
Stockholm,
Sweden
| $5.1B | +$544M | +12% | 3.18% | 138% | 215 | 20.47% | 5.6 |
|
| 494 |
PA
494
Pinnacle Associates
New York
| $5.1B | -$102M | -2% | 0.19% | 139% | 726 | 12.95% | 12.4 |
|
| 495 |
ACM
495
Advent Capital Management
New York
| $5.09B | -$128M | -2% | 0.26% | 2.9% | 325 | 34.46% | 6.1 |
|
| 496 |
DGI
496
Disciplined Growth Investors
Minneapolis,
Minnesota
| $5.09B | +$12.2M | +0.2% | 4.31% | 186% | 89 | 5.62% | 14.9 |
|
| 497 |
SIM
497
SRS Investment Management
New York
| $5.08B | +$1.23B | +32% | 25% | 166% | 22 | 27.27% | 4.5 |
|
| 498 |
GT
498
Greenleaf Trust
Kalamazoo,
Michigan
| $5.04B | +$107M | +2% | 2.77% | 37.2% | 704 | 27.7% | 6.3 |
|
| 499 |
HIMCH
499
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $5.02B | -$381M | -7% | 0.23% | 132% | 588 | 4.08% | 15.6 |
|
| 500 |
GXMC
500
Global X Management Company
New York
| $5.02B | +$640M | +15% | 4.94% | 33.3% | 1,158 | 11.05% | 9.2 |
|