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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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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 |
OIA
476
OneDigital Investment Advisors
Overland Park,
Kansas
| $10.2B | +$26.1M | +0.3% | 1.11% | 57.3% | 1,616 | 16.52% |
|
| 477 |
CRM
477
Cardano Risk Management
Rotterdam,
Netherlands
| $10.2B | +$284M | +3% | 5.77% | 170% | 44 | 20.45% |
|
| 478 |
478
Vanguard Personalized Indexing Management
Oakland,
California
| $10.2B | -$62M | -0.6% | 0.43% | 147% | 2,261 | 16.9% |
|
| 479 |
GT
479
Greenleaf Trust
Kalamazoo,
Michigan
| $10.2B | -$732M | -7% | 4.47% | 37.2% | 862 | 12.06% |
|
| 480 |
ACA
480
Avoro Capital Advisors
New York
| $10.2B | -$9.59M | -0.1% | 9.22% | 512% | 39 | 30.77% |
|
| 481 |
IIM
481
INTECH Investment Management
West Palm Beach,
Florida
| $10.2B | -$1.03B | -9% | 1.11% | 122% | 2,397 | 16.35% |
|
| 482 |
GI
482
GAMCO Investors
Greenwich,
Connecticut
| $10.2B | -$255M | -2% | 4.89% | 104% | 1,079 | 11.12% |
|
| 483 |
RA
483
Royce & Associates
New York
| $10.1B | +$269M | +3% | 8.12% | 130% | 817 | 12.12% |
|
| 484 |
BEI
484
Benjamin Edwards Inc
Clayton,
Missouri
| $10.1B | +$1.02B | +11% | 0.31% | 66.5% | 1,432 | 14.04% |
|
| 485 |
RI
485
RTW Investments
New York
| $10B | +$66.4M | +0.7% | 13.5% | 467% | 98 | 17.35% |
|
| 486 |
MG
486
Mather Group
Chicago,
Illinois
| $10B | +$313M | +3% | 0.33% | 48.5% | 1,901 | 66.44% |
|
| 487 |
LWCFA
487
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $9.98B | -$1.06B | -10% | 7.83% | 43.6% | 578 | 10.73% |
|
| 488 |
HRCM
488
Hood River Capital Management
Palm Beach Gardens,
Florida
| $9.98B | +$855M | +9% | 17% | 696% | 206 | 33.98% |
|
| 489 |
VNIM
489
Vaughan Nelson Investment Management
Houston,
Texas
| $9.96B | -$273M | -3% | 6.37% | 142% | 254 | 28.35% |
|
| 490 |
OAM
490
OP Asset Management
Helsinki,
| $9.95B | +$1.52B | +18% | 3.02% | – | 895 | 25.81% |
|
| 491 |
FPAS
491
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $9.92B | +$1.77B | +22% | 1.25% | 63.9% | 1,388 | 31.63% |
|
| 492 |
HI
492
HBK Investments
Dallas,
Texas
| $9.85B | -$2.87B | -23% | 7.97% | 192% | 428 | 59.35% |
|
| 493 |
MF
493
Magnetar Financial
Evanston,
Illinois
| $9.84B | -$362M | -4% | 7.2% | 334% | 1,493 | 64.77% |
|
| 494 |
MPI
494
Mairs & Power Inc
St Paul,
Minnesota
| $9.79B | -$604M | -6% | 1.49% | 83.6% | 263 | 14.45% |
|
| 495 |
URS
495
Utah Retirement Systems
Salt Lake City,
Utah
| $9.78B | -$727M | -7% | 1.37% | 130% | 1,001 | 4.5% |
|
| 496 |
CCM
496
Cullen Capital Management
New York
| $9.75B | +$596M | +7% | 6.21% | 60% | 244 | 20.49% |
|
| 497 |
FCM
497
Frontier Capital Management
Boston,
Massachusetts
| $9.73B | +$306M | +3% | 9.06% | 184% | 324 | 19.14% |
|
| 498 |
HL
498
Harding Loevner
Bridgewater,
New Jersey
| $9.72B | -$1.65B | -14% | 1.03% | 79.1% | 79 | 11.39% |
|
| 499 |
DCP
499
Durable Capital Partners
Bethesda,
Maryland
| $9.71B | -$854M | -8% | 1.17% | 128% | 48 | 39.58% |
|
| 500 |
QCM
500
QRG Capital Management
Chicago,
Illinois
| $9.69B | +$709M | +8% | 1.34% | 143% | 1,201 | 15.57% |
|