We are live on
!
Find out more
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 |
501
Kovitz Investment Group Partners
Chicago,
Illinois
| $6.82B | +$1.06B | +18% | 8.3% | 68.3% | 453 | 18.32% |
|
| 502 |
TGA
502
TPG GP A
Fort Worth,
Texas
| $6.81B | +$677M | +11% | 12.7% | 76.3% | 43 | 13.95% |
|
| 503 |
OAM
503
Oppenheimer Asset Management
New York
| $6.8B | +$306M | +5% | 6.89% | 69.2% | 1,183 | 8.88% |
|
| 504 |
MCM
504
MAI Capital Management
Independence,
Ohio
| $6.8B | +$448M | +7% | 7.66% | 66.2% | 1,177 | 13.68% |
|
| 505 |
AIM
505
Allen Investment Management
New York
| $6.79B | +$831M | +14% | 10.6% | 78.1% | 221 | 6.33% |
|
| 506 |
FMI
506
Factory Mutual Insurance
Waltham,
Massachusetts
| $6.78B | +$381M | +6% | 9.72% | 103% | 149 | 6.04% |
|
| 507 |
SLAM
507
Swiss Life Asset Management
Zurich,
| $6.76B | +$116M | +2% | 8.13% | 96.2% | 628 | 6.85% |
|
| 508 |
OSAM
508
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $6.74B | +$382M | +6% | 7.45% | 104% | 1,605 | 15.26% |
|
| 509 |
TSS
509
Two Sigma Securities
New York
| $6.72B | +$1.74B | +35% | 9.86% | 86.8% | 3,576 | 51.51% |
|
| 510 |
AI
510
Axiom Investors
Greenwich,
Connecticut
| $6.72B | +$649M | +11% | 14.7% | 214% | 148 | 25% |
|
| 511 |
RS
511
Robeco Schweiz
Zurich,
Switzerland
| $6.71B | +$525M | +8% | 6.66% | 90.5% | 126 | 8.73% |
|
| 512 |
WJWM
512
Williams Jones Wealth Management
New York
| $6.68B | +$293M | +5% | 7.13% | 68.7% | 592 | 11.32% |
|
| 513 |
SPIA
513
Steward Partners Investment Advisory
New York
| $6.67B | +$419M | +7% | 6.5% | 70.8% | 3,437 | 7.13% |
|
| 514 |
BCI
514
Bain Capital Investors
Boston,
Massachusetts
| $6.67B | +$1.17B | +21% | 23.2% | 87% | 5 | 0% |
|
| 515 |
MS
515
Maven Securities
St Helier,
Jersey
| $6.64B | +$1.84B | +38% | 7.05% | 103% | 1,115 | 44.39% |
|
| 516 |
AC
516
AKO Capital
London,
United Kingdom
| $6.62B | +$43.8M | +0.7% | 8.56% | 42.6% | 25 | 8% |
|
| 517 |
UB
517
UMB Bank
Kansas City,
Missouri
| $6.59B | +$336M | +5% | 7.18% | 80.4% | 1,767 | 8.94% |
|
| 518 |
EHC
518
Everett Harris & Co
Los Angeles,
California
| $6.59B | +$420M | +7% | 8.35% | 56.4% | 260 | 5.38% |
|
| 519 |
TCA
519
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.56B | -$96.6M | -1% | 2.97% | 98.1% | 107 | 9.35% |
|
| 520 |
BHM
520
Briar Hall Management
Nashville,
Tennessee
| $6.55B | +$176M | +3% | 2.76% | 6.92% | 1 | 0% |
|
| 521 |
SMDAM
521
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $6.53B | +$977M | +18% | 7.93% | 117% | 795 | 4.15% |
|
| 522 |
V
522
Veritable
Wilmington,
Delaware
| $6.46B | +$369M | +6% | 6.87% | 48.8% | 926 | 7.45% |
|
| 523 |
MBI
523
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $6.46B | +$1.62B | +33% | 6.63% | 88.9% | 71 | 18.31% |
|
| 524 |
VH
524
ValueAct Holdings
San Francisco,
California
| $6.43B | +$290M | +5% | 6.17% | 81.3% | 9 | 0% |
|
| 525 |
OAC
525
OMERS Administration Corp
Toronto,
Ontario, Canada
| $6.43B | -$59.8M | -0.9% | 5.11% | 76.3% | 314 | 28.34% |
|