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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
SI
501
Scout Investments
Kansas City,
Missouri
| $5.03B | -$153M | -3% | 2.12% | 88% | 298 | 18.79% |
|
| 502 |
SW
502
SVB Wealth
Boston,
Massachusetts
| $5.02B | +$2.05B | +69% | 1.32% | 170% | 549 | 11.11% |
|
| 503 |
DLA
503
Douglas Lane & Associates
New York
| $5.02B | -$114M | -2% | 0.26% | 71.9% | 229 | 6.99% |
|
| 504 |
JIC
504
Johnson Investment Counsel
Cincinnati,
Ohio
| $5.02B | +$188M | +4% | 3.67% | 66.3% | 664 | 19.28% |
|
| 505 |
PC
505
Paulson & Co
New York
| $4.99B | -$891M | -15% | 5.26% | 251% | 54 | 22.22% |
|
| 506 |
SIMG
506
Stephens Investment Management Group
Houston,
Texas
| $4.99B | -$292M | -6% | 1.28% | 160% | 182 | 9.34% |
|
| 507 |
ZIM
507
Zacks Investment Management
Chicago,
Illinois
| $4.99B | +$116M | +2% | 2.16% | 123% | 625 | 33.28% |
|
| 508 |
GCC
508
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $4.99B | -$151M | -3% | 1.43% | 77.5% | 193 | 24.35% |
|
| 509 |
HA
509
Homestead Advisers
Arlington,
Virginia
| $4.96B | -$323M | -6% | 0.09% | 92.1% | 114 | 12.28% |
|
| 510 |
GA
510
Greenhaven Associates
Purchase,
New York
| $4.95B | -$784M | -14% | 4.85% | 58% | 26 | 19.23% |
|
| 511 |
511
Handelsbanken Fonder
Stockholm,
Sweden
| $4.95B | -$458M | -8% | 0.7% | 138% | 200 | 15.5% |
|
| 512 |
WMSA
512
Weiss Multi-Strategy Advisers
New York
| $4.93B | +$1.15B | +30% | 2.46% | 78.9% | 758 | 61.87% |
|
| 513 |
CGI
513
Comgest Global Investors
Paris,
France
| $4.91B | +$307M | +7% | 0.71% | 60.2% | 50 | 6% |
|
| 514 |
NLI
514
Nippon Life Insurance
Tokyo,
Japan
| $4.89B | +$63.4M | +1% | 0.16% | 26% | 26 | 0% |
|
| 515 |
WJWM
515
Williams Jones Wealth Management
New York
| $4.87B | – | – | 0.64% | 79.1% | 434 | – |
|
| 516 |
MSA
516
Mason Street Advisors
Milwaukee,
Wisconsin
| $4.86B | +$73.6M | +2% | 1.75% | 32% | 1,544 | 5.25% |
|
| 517 |
MIFH
517
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $4.83B | +$914M | +23% | 1.01% | 174% | 804 | 17.66% |
|
| 518 |
PP
518
Paloma Partners
Greenwich,
Connecticut
| $4.82B | -$1.08B | -18% | 0.73% | 314% | 2,488 | 57.32% |
|
| 519 |
GHCM
519
Glen Harbor Capital Management
San Diego,
California
| $4.82B | +$26.4M | +0.6% | 1% | 49.4% | 1,377 | 7.48% |
|
| 520 |
SSM
520
Sound Shore Management
Greenwich,
Connecticut
| $4.81B | -$343M | -7% | 0.65% | 91.4% | 40 | 17.5% |
|
| 521 |
WP
521
Warburg Pincus
New York
| $4.77B | -$1.6B | -25% | 13.9% | 3.59% | 13 | 23.08% |
|
| 522 |
PVI
522
Partners Value Investments
Hamilton,
Bermuda
| $4.77B | +$466M | +11% | 10.9% | 80.7% | 7 | 0% |
|
| 523 |
AB
523
Amalgamated Bank
New York
| $4.76B | +$472M | +11% | 1.75% | 132% | 1,823 | 4.06% |
|
| 524 |
CM
524
Capula Management
Grand Cayman,
Cayman Islands
| $4.7B | +$4.22B | +869% | 7.23% | 90.7% | 321 | 75.08% |
|
| 525 |
CIMLRA
525
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $4.66B | -$89.7M | -2% | 7.32% | 35.2% | 107 | 19.63% |
|