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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
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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 |
FMI
501
Factory Mutual Insurance
Waltham,
Massachusetts
| $6.4B | -$214M | -3% | 10.6% | 103% | 152 | 7.24% |
|
| 502 |
WJWM
502
Williams Jones Wealth Management
New York
| $6.38B | +$412M | +7% | 8.03% | 68.7% | 604 | 9.27% |
|
| 503 |
BHM
503
Briar Hall Management
Nashville,
Tennessee
| $6.37B | +$564M | +10% | 10.5% | 6.92% | 1 | 0% |
|
| 504 |
OSAM
504
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $6.36B | +$227M | +4% | 4.72% | 104% | 1,554 | 16.02% |
|
| 505 |
MCM
505
MAI Capital Management
Independence,
Ohio
| $6.35B | +$396M | +7% | 7.36% | 66.2% | 1,148 | 13.07% |
|
| 506 |
EH
506
Equitable Holdings
New York
| $6.25B | +$508M | +9% | 7.81% | 59% | 1,020 | 16.47% |
|
| 507 |
UB
507
UMB Bank
Kansas City,
Missouri
| $6.25B | -$73.2M | -1% | 3.66% | 80.4% | 1,815 | 10.08% |
|
| 508 |
SPIA
508
Steward Partners Investment Advisory
New York
| $6.25B | +$372M | +6% | 6.39% | 70.8% | 3,482 | 8.73% |
|
| 509 |
RS
509
Robeco Schweiz
Zurich,
Switzerland
| $6.19B | +$714M | +13% | 13% | 90.5% | 128 | 12.5% |
|
| 510 |
TSW
510
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.18B | -$7.04M | -0.1% | 2.37% | 28.8% | 584 | 10.1% |
|
| 511 |
EHC
511
Everett Harris & Co
Los Angeles,
California
| $6.17B | +$352M | +6% | 8.18% | 56.4% | 261 | 5.75% |
|
| 512 |
VH
512
ValueAct Holdings
San Francisco,
California
| $6.14B | +$833M | +16% | 23.2% | 81.3% | 10 | 20% |
|
| 513 |
TGA
513
TPG GP A
Fort Worth,
Texas
| $6.13B | +$1.04B | +20% | 19.8% | 76.3% | 44 | 25% |
|
| 514 |
RCG
514
Ruane, Cunniff & Goldfarb
New York
| $6.12B | -$281M | -4% | 7% | 70.1% | 34 | 14.71% |
|
| 515 |
DS
515
DRW Securities
Chicago,
Illinois
| $6.12B | +$2.4B | +64% | 17.7% | 87.9% | 407 | 61.92% |
|
| 516 |
DCP
516
DSM Capital Partners
Palm Beach Gardens,
Florida
| $6.11B | +$102M | +2% | 12.9% | 126% | 61 | 13.11% |
|
| 517 |
TP
517
Third Point
New York
| $6.11B | +$144M | +2% | 3.76% | 125% | 57 | 43.86% |
|
| 518 |
BTI
518
Blue Trust Inc
Alpharetta,
Georgia
| $6.1B | +$506M | +9% | 4.81% | 48.7% | 2,760 | 21.38% |
|
| 519 |
V
519
Veritable
Wilmington,
Delaware
| $6.09B | +$242M | +4% | 5.91% | 48.8% | 927 | 10.57% |
|
| 520 |
AI
520
Axiom Investors
Greenwich,
Connecticut
| $6.07B | +$989M | +19% | 20.5% | 214% | 143 | 24.48% |
|
| 521 |
TIM
521
Thornburg Investment Management
Santa Fe,
New Mexico
| $6.05B | +$138M | +2% | 7.36% | 112% | 211 | 17.06% |
|
| 522 |
GGHC
522
Gilder Gagnon Howe & Co
New York
| $6.04B | +$675M | +13% | 23% | 192% | 267 | 16.85% |
|
| 523 |
DLA
523
Douglas Lane & Associates
New York
| $6.01B | +$30M | +0.5% | 6.87% | 71.9% | 237 | 6.33% |
|
| 524 |
CG
524
Carmignac Gestion
Paris,
France
| $6.01B | +$471M | +9% | 13.3% | 94.3% | 157 | 22.29% |
|
| 525 |
DKCM
525
Davidson Kempner Capital Management
New York
| $6.01B | +$733M | +14% | 7.72% | 140% | 499 | 35.67% |
|