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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
KCM
501
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $4.96B | +$746M | +18% | 29.5% | 65.8% | 537 | 16.39% |
|
| 502 |
TSW
502
Thompson Siegel & Walmsley
Richmond,
Virginia
| $4.96B | +$755M | +18% | 20.4% | 28.8% | 727 | 18.98% |
|
| 503 |
JIC
503
Johnson Investment Counsel
Cincinnati,
Ohio
| $4.95B | +$426M | +9% | 18.7% | 66.3% | 606 | 18.32% |
|
| 504 |
BCM
504
Bridgeway Capital Management
Houston,
Texas
| $4.95B | +$579M | +13% | 25.7% | 114% | 1,458 | 24.62% |
|
| 505 |
505
Pacer Advisors
Malvern,
Pennsylvania
| $4.94B | -$30.3M | -0.6% | 19.1% | 46.1% | 1,050 | 39.9% |
|
| 506 |
RG
506
Rathbones Group
Liverpool,
United Kingdom
| $4.93B | +$1.49B | +43% | 26.5% | 79.3% | 365 | 15.07% |
|
| 507 |
WJWM
507
Williams Jones Wealth Management
New York
| $4.88B | +$1.05B | +27% | 24.2% | 68.7% | 450 | 18% |
|
| 508 |
FCAS
508
First Command Advisory Services
Fort Worth,
Texas
| $4.86B | +$1.67B | +52% | 19.5% | 56.9% | 44 | 65.91% |
|
| 509 |
OAM
509
Oppenheimer Asset Management
New York
| $4.85B | +$776M | +19% | 23.6% | 69.2% | 1,541 | 32.64% |
|
| 510 |
TAM
510
Tocqueville Asset Management
New York
| $4.8B | +$770M | +19% | 23.3% | 96.3% | 708 | 17.66% |
|
| 511 |
ECM
511
ETrade Capital Management
Arlington,
Virginia
| $4.79B | +$872M | +22% | 16.7% | 26.3% | 937 | 29.14% |
|
| 512 |
KCM
512
Kensico Capital Management
Greenwich,
Connecticut
| $4.77B | +$1.11B | +30% | 27.5% | 277% | 41 | 48.78% |
|
| 513 |
MC
513
Maverick Capital
Dallas,
Texas
| $4.75B | +$19M | +0.4% | 34.1% | 199% | 731 | 59.23% |
|
| 514 |
AIM
514
Allen Investment Management
New York
| $4.75B | +$1.41B | +42% | 37.9% | 78.1% | 187 | 14.97% |
|
| 515 |
515
Daiwa Securities Group
Tokyo,
Japan
| $4.74B | -$4.89B | -51% | 14% | 66.6% | 1,228 | 3.91% |
|
| 516 |
USAA
516
United Services Automobile Association
San Antonio,
Texas
| $4.74B | -$2.73B | -37% | 14.3% | 36.2% | 267 | 30.71% |
|
| 517 |
MG
517
Meritage Group
San Francisco,
California
| $4.73B | +$1.06B | +29% | 24% | 32.7% | 42 | 45.24% |
|
| 518 |
ACM
518
Altimeter Capital Management
Boston,
Massachusetts
| $4.73B | +$1.39B | +42% | 49.8% | 176% | 29 | 34.48% |
|
| 519 |
DLA
519
Douglas Lane & Associates
New York
| $4.66B | +$855M | +22% | 25.8% | 71.9% | 211 | 7.11% |
|
| 520 |
SCM
520
Suvretta Capital Management
New York
| $4.65B | +$951M | +26% | 29.2% | 296% | 109 | 66.97% |
|
| 521 |
SI
521
Stephens Inc
Little Rock,
Arkansas
| $4.65B | +$897M | +24% | 19.8% | 65.6% | 1,223 | 16.03% |
|
| 522 |
V
522
Veritable
Wilmington,
Delaware
| $4.63B | +$502M | +12% | 20.3% | 48.8% | 799 | 14.52% |
|
| 523 |
GCM
523
Geneva Capital Management
Milwaukee,
Wisconsin
| $4.62B | +$1.1B | +31% | 32.6% | 44.9% | 123 | 4.88% |
|
| 524 |
CP
524
Coho Partners
Berwyn,
Pennsylvania
| $4.6B | +$705M | +18% | 16.9% | 35.6% | 67 | 17.91% |
|
| 525 |
EAM
525
Eventide Asset Management
Boston,
Massachusetts
| $4.6B | +$1.51B | +49% | 54.5% | 247% | 146 | 24.66% |
|