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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
476
Blue Trust Inc
Alpharetta,
Georgia
| $6.43B | – | – | 12.3% | 53% | 2,063 | – | 0 |
|
| 477 |
477
UMB Bank
Kansas City,
Missouri
| $6.42B | -$1.13B | -15% | 13.4% | 97.8% | 2,097 | 10.82% | 1.5 |
|
| 478 |
SPF
478
Steven Patrick Farmer
| $6.42B | – | – | 10.9% | – | 310 | – | 0 |
|
| 479 |
479
Confluence Investment Management
St. Louis,
Missouri
| $6.42B | -$733M | -10% | 10.9% | 37.7% | 326 | 9.82% | 4.2 |
|
| 480 |
480
Madison Asset Management
Madison,
Wisconsin
| $6.41B | -$584M | -8% | 11.5% | 54.2% | 386 | 25.13% | 1.5 |
|
| 481 |
481
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.4B | -$1.13B | -15% | 10.5% | 102% | 160 | 6.25% | 3.2 |
|
| 482 |
482
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $6.38B | -$816M | -11% | 14.5% | 35.2% | 129 | 17.05% | 2.9 |
|
| 483 |
483
Cetera Investment Advisers
Schaumburg,
Illinois
| $6.29B | -$676M | -10% | 12.9% | 73.4% | 1,994 | 15.2% | 2 |
|
| 484 |
484
First Command Advisory Services
Fort Worth,
Texas
| $6.29B | -$400M | -6% | 13.3% | 65.8% | 157 | 81.53% | 0.5 |
|
| 485 |
485
Wedge Capital Management
Charlotte,
North Carolina
| $6.28B | -$1.14B | -15% | 11.4% | 150% | 451 | 17.29% | 3.5 |
|
| 486 |
486
ValueAct Holdings
San Francisco,
California
| $6.27B | -$995M | -14% | 15.8% | 78.7% | 16 | 18.75% | 3.2 |
|
| 487 |
TPSF
487
Texas Permanent School Fund
Austin,
Texas
| $6.27B | -$1.09B | -15% | 14.1% | 44.6% | 1,529 | 2.68% | 7.2 |
|
| 488 |
488
Riverbridge Partners
Minneapolis,
Minnesota
| $6.25B | -$2.6B | -29% | 17.3% | 40.4% | 204 | 25.49% | 3.6 |
|
| 489 |
489
Utah Retirement Systems
Salt Lake City,
Utah
| $6.25B | -$1.27B | -17% | 15% | 130% | 1,026 | 8.19% | 6.4 |
|
| 490 |
490
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $6.23B | -$2.41B | -28% | 15.9% | 97.2% | 239 | 35.56% | 1.6 |
|
| 491 |
491
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.22B | -$809M | -12% | 10.9% | 32.4% | 653 | 15.47% | 4.9 |
|
| 492 |
492
Swiss Life Asset Management
Zurich,
| $6.18B | -$939M | -13% | 13.3% | 124% | 676 | 22.04% | 2.8 |
|
| 493 |
493
Williams Jones Wealth Management
New York
| $6.18B | -$1,000M | -14% | 14.3% | 79.1% | 635 | 21.89% | 1.7 |
|
| 494 |
AIM
494
Allen Investment Management
New York
| $6.18B | -$1.28B | -17% | 15.2% | 92.4% | 242 | 11.98% | 3.5 |
|
| 495 |
495
Driehaus Capital Management
Chicago,
Illinois
| $6.17B | -$1.97B | -24% | 10.3% | 939% | 470 | 44.68% | 0.9 |
|
| 496 |
AAM
496
Ardevora Asset Management
London,
United Kingdom
| $6.11B | -$1.57B | -20% | 14% | 39.4% | 150 | 32.67% | 1.5 |
|
| 497 |
497
Factory Mutual Insurance
Waltham,
Massachusetts
| $6.1B | -$1.29B | -18% | 14.6% | 103% | 147 | 9.52% | 5 |
|
| 498 |
498
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| $6.1B | -$1.37B | -18% | 14.2% | 106% | 791 | 13.15% | 1.2 |
|
| 499 |
499
NewEdge Advisors
New Orleans,
Louisiana
| $6.04B | -$181M | -3% | 11.7% | 88% | 1,645 | 35.5% | 1.6 |
|
| 500 |
500
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $6B | -$1.29B | -18% | 13.9% | 53.6% | 25 | 4% | 0.6 |
|