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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
501
Madison Asset Management
Madison,
Wisconsin
| $6.85B | +$270M | +4% | 5.88% | 54.2% | 321 | 9.03% | 2.3 |
|
| 502 |
502
First Pacific Advisors
El Segundo,
California
| $6.85B | +$407M | +6% | 12.1% | 85.4% | 154 | 16.23% | 2.7 |
|
| 503 |
503
Clayton Dubilier & Rice
New York
| $6.83B | -$2.4B | -26% | 20.7% | 176% | 7 | 0% | 4 |
|
| 504 |
504
Third Point
New York
| $6.82B | +$713M | +12% | 8.58% | 159% | 58 | 43.1% | 1.1 |
|
| 505 |
505
Kovitz Investment Group Partners
Chicago,
Illinois
| $6.82B | +$1.06B | +18% | 8.3% | 87.5% | 453 | 18.32% | 3.2 |
|
| 506 |
506
TPG GP A
Fort Worth,
Texas
| $6.81B | +$677M | +11% | 12.7% | 101% | 43 | 13.95% | 1.1 |
|
| 507 |
507
Oppenheimer Asset Management
New York
| $6.8B | +$306M | +5% | 6.89% | 85% | 1,183 | 8.88% | 3.9 |
|
| 508 |
508
MAI Capital Management
Independence,
Ohio
| $6.8B | +$448M | +7% | 7.66% | 74.7% | 1,177 | 13.68% | 3 |
|
| 509 |
AIM
509
Allen Investment Management
New York
| $6.79B | +$831M | +14% | 10.6% | 92.4% | 221 | 6.33% | 4.1 |
|
| 510 |
510
Factory Mutual Insurance
Waltham,
Massachusetts
| $6.78B | +$381M | +6% | 9.72% | 103% | 149 | 6.04% | 5.6 |
|
| 511 |
511
Swiss Life Asset Management
Zurich,
| $6.76B | +$116M | +2% | 8.13% | 124% | 628 | 6.85% | 3.5 |
|
| 512 |
512
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $6.74B | +$382M | +6% | 7.45% | 131% | 1,605 | 15.26% | 2.4 |
|
| 513 |
513
Two Sigma Securities
New York
| $6.72B | +$1.74B | +35% | 9.86% | 109% | 3,576 | 51.37% | 0.7 |
|
| 514 |
514
Axiom Investors
Greenwich,
Connecticut
| $6.72B | +$649M | +11% | 14.7% | 302% | 148 | 25% | 2 |
|
| 515 |
515
Robeco Schweiz
Zurich,
Switzerland
| $6.71B | +$525M | +8% | 6.66% | 148% | 126 | 8.73% | 3.8 |
|
| 516 |
516
Williams Jones Wealth Management
New York
| $6.68B | +$293M | +5% | 7.13% | 79.1% | 592 | 11.32% | 2.6 |
|
| 517 |
517
Steward Partners Investment Advisory
New York
| $6.67B | +$419M | +7% | 6.5% | 88.5% | 3,437 | 7.13% | 3.4 |
|
| 518 |
518
Bain Capital Investors
Boston,
Massachusetts
| $6.67B | +$1.17B | +21% | 23.2% | 91.1% | 5 | 0% | 3 |
|
| 519 |
519
Maven Securities
St Helier,
Jersey
| $6.64B | +$1.84B | +38% | 7.05% | 135% | 1,115 | 44.39% | 0.8 |
|
| 520 |
520
AKO Capital
London,
United Kingdom
| $6.62B | +$43.8M | +0.7% | 8.56% | 44.6% | 25 | 8% | 3.5 |
|
| 521 |
521
UMB Bank
Kansas City,
Missouri
| $6.59B | +$336M | +5% | 7.18% | 97.8% | 1,767 | 8.94% | 2.5 |
|
| 522 |
522
Everett Harris & Co
Los Angeles,
California
| $6.59B | +$420M | +7% | 8.35% | 55.6% | 260 | 5.38% | 6.1 |
|
| 523 |
523
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.56B | -$96.6M | -1% | 2.97% | 102% | 107 | 9.35% | 4.8 |
|
| 524 |
BHM
524
Briar Hall Management
Nashville,
Tennessee
| $6.55B | +$176M | +3% | 2.76% | 8.12% | 1 | 0% | 5.5 |
|
| 525 |
525
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $6.53B | +$977M | +18% | 7.93% | 129% | 795 | 4.15% | 6.8 |
|