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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
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
V
501
Veritable
Wilmington,
Delaware
| $4.98B | +$227M | +5% | 5.64% | 48.8% | 847 | 14.05% |
|
| 502 |
PIA
502
Piedmont Investment Advisors
Durham,
North Carolina
| $4.97B | +$268M | +6% | 7.53% | 35.4% | 829 | 14.72% |
|
| 503 |
AIM
503
Assured Investment Management
New York
| $4.96B | +$78.2M | +2% | 8.08% | 18.3% | 730 | 48.63% |
|
| 504 |
BIP
504
Brandes Investment Partners
La Jolla,
California
| $4.95B | +$26.5M | +0.5% | 1.39% | 82.7% | 174 | 32.76% |
|
| 505 |
WP
505
Warburg Pincus
New York
| $4.94B | -$1.18B | -19% | 2.97% | 4.99% | 11 | 27.27% |
|
| 506 |
GT
506
Greenleaf Trust
Kalamazoo,
Michigan
| $4.93B | +$370M | +8% | 8.28% | 37.2% | 726 | 9.78% |
|
| 507 |
GC
507
GMT Capital
Atlanta,
Georgia
| $4.9B | -$84.9M | -2% | 7.07% | 172% | 145 | 17.24% |
|
| 508 |
QI
508
QV Investors
Calgary,
Alberta, Canada
| $4.88B | +$248M | +5% | 6.41% | 66.3% | 56 | 10.71% |
|
| 509 |
SA
509
SPO Advisory
San Anselmo,
California
| $4.82B | -$200M | -4% | 4.1% | 28.4% | 16 | 18.75% |
|
| 510 |
CLM
510
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $4.8B | +$177M | +4% | 4.28% | 24% | 191 | 13.09% |
|
| 511 |
CCM
511
Chickasaw Capital Management
Memphis,
Tennessee
| $4.79B | +$134M | +3% | 0.92% | 94% | 112 | 9.82% |
|
| 512 |
NEAM
512
New England Asset Management
Farmington,
Connecticut
| $4.78B | +$374M | +8% | 8.95% | 48.5% | 158 | 10.13% |
|
| 513 |
DADC
513
D.A. Davidson & Co
Great Falls,
Montana
| $4.77B | -$327M | -6% | 5.53% | 70.7% | 1,150 | 10.52% |
|
| 514 |
URS
514
Utah Retirement Systems
Salt Lake City,
Utah
| $4.76B | +$312M | +7% | 6.93% | 99.9% | 990 | 1.31% |
|
| 515 |
NLI
515
Nippon Life Insurance
Tokyo,
Japan
| $4.75B | -$580M | -11% | 6.16% | 26% | 328 | 91.77% |
|
| 516 |
DLA
516
Douglas Lane & Associates
New York
| $4.74B | +$382M | +9% | 8.55% | 71.9% | 222 | 12.61% |
|
| 517 |
AI
517
Advent International
Boston,
Massachusetts
| $4.74B | -$808M | -15% | 1.73% | 15.3% | 21 | 19.05% |
|
| 518 |
ROIC
518
Route One Investment Company
San Francisco,
California
| $4.71B | +$1.25B | +36% | 4.94% | 79.9% | 14 | 7.14% |
|
| 519 |
LM
519
Luminus Management
Houston,
Texas
| $4.71B | +$933M | +25% | 4.91% | 13.1% | 201 | 60.2% |
|
| 520 |
WKKFT
520
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.68B | +$269M | +6% | 8.94% | 25.5% | 6 | 50% |
|
| 521 |
VA
521
Valmark Advisers
Akron,
Ohio
| $4.66B | +$387M | +9% | 3.3% | 34.7% | 191 | 59.16% |
|
| 522 |
FP
522
FPR Partners
San Francisco,
California
| $4.66B | +$43M | +0.9% | 0.88% | 33% | 19 | 5.26% |
|
| 523 |
523
Hudson Bay Capital Management
Stamford,
Connecticut
| $4.65B | +$633M | +16% | 5.92% | 100% | 613 | 61.66% |
|
| 524 |
OAM
524
Oxford Asset Management
Oxford,
United Kingdom
| $4.64B | -$549M | -11% | 6.67% | – | 2,053 | 49.34% |
|
| 525 |
BA
525
Boston Advisors
Boston,
Massachusetts
| $4.63B | +$217M | +5% | 8.49% | 73.8% | 695 | 17.12% |
|