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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
Savant Capital
Rockford,
Illinois
| $6.7B | +$308M | +5% | 2.82% | 61.2% | 837 | 10.27% | 3.6 |
|
| 502 |
502
Colony Group
Boston,
Massachusetts
| $6.66B | -$387M | -5% | 2.48% | 33.2% | 791 | 8.6% | 4.1 |
|
| 503 |
503
OMERS Administration Corp
Toronto,
Ontario, Canada
| $6.64B | +$214M | +3% | 4.26% | 106% | 292 | 36.3% | 1.9 |
|
| 504 |
504
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| $6.64B | -$751M | -10% | 2.9% | 106% | 760 | 8.29% | 2.2 |
|
| 505 |
505
Third Point
New York
| $6.59B | -$232M | -3% | 0.25% | 159% | 55 | 41.82% | 1.2 |
|
| 506 |
GGHC
506
Gilder Gagnon Howe & Co
New York
| $6.57B | -$731M | -10% | 4.12% | 244% | 361 | 34.07% | 3.4 |
|
| 507 |
507
Trian Fund Management
New York
| $6.57B | +$2.69B | +69% | 5.75% | 106% | 10 | 30% | 3.2 |
|
| 508 |
VVP
508
Vulcan Value Partners
Birmingham,
Alabama
| $6.57B | -$1.4B | -18% | 3.17% | 28.6% | 47 | 10.64% | 3.1 |
|
| 509 |
509
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.56B | +$6.05M | +0.1% | 3.07% | 102% | 102 | 7.84% | 5.1 |
|
| 510 |
510
Blue Trust Inc
Alpharetta,
Georgia
| $6.55B | +$248M | +4% | 3.39% | 48.7% | 2,373 | 21.41% | 1 |
|
| 511 |
511
Armistice Capital
New York
| $6.53B | -$382M | -6% | 7.28% | 79.7% | 305 | 43.28% | 0.8 |
|
| 512 |
BCM
512
Brown Capital Management
Baltimore,
Maryland
| $6.52B | -$525M | -7% | 3.96% | 79.2% | 130 | 6.15% | 5.7 |
|
| 513 |
513
Oppenheimer Asset Management
New York
| $6.52B | -$282M | -4% | 3.2% | 85% | 1,180 | 8.47% | 4.1 |
|
| 514 |
514
Williams Jones Wealth Management
New York
| $6.51B | -$170M | -3% | 2.1% | 79.1% | 582 | 12.03% | 2.7 |
|
| 515 |
515
Steward Partners Investment Advisory
New York
| $6.5B | -$164M | -2% | 2.86% | 88.5% | 3,498 | 8.43% | 3.5 |
|
| 516 |
516
Caption Management
Oklahoma City,
Oklahoma
| $6.49B | +$847M | +15% | 3.11% | 227% | 1,654 | 61% | 0.4 |
|
| 517 |
517
Longview Asset Management (Illinois)
Chicago,
Illinois
| $6.49B | +$150M | +2% | 2.39% | 65.3% | 2 | 0% | 10.3 |
|
| 518 |
518
General Atlantic
New York
| $6.48B | +$134M | +2% | 10.5% | 168% | 30 | 3.33% | 1.9 |
|
| 519 |
519
WorldQuant Millennium Advisors
New York
| $6.48B | +$569M | +10% | 3.51% | 96.6% | 437 | 40.05% | 0.9 |
|
| 520 |
520
Swiss Life Asset Management
Zurich,
| $6.46B | -$297M | -4% | 2.75% | 124% | 654 | 12.08% | 3.6 |
|
| 521 |
521
Confluence Investment Management
St. Louis,
Missouri
| $6.46B | -$403M | -6% | 3.69% | 37.7% | 314 | 12.74% | 4.4 |
|
| 522 |
522
Park Avenue Securities
New York
| $6.45B | +$136M | +2% | 3.38% | 71% | 1,280 | 45.55% | 1.6 |
|
| 523 |
523
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $6.45B | -$75.7M | -1% | 2.55% | 117% | 795 | 4.28% | 7 |
|
| 524 |
524
EP Wealth Advisors
Torrance,
California
| $6.45B | -$490M | -7% | 4% | – | 782 | 16.37% | 1.9 |
|
| 525 |
525
TimesSquare Capital Management
New York
| $6.42B | -$551M | -8% | 3.05% | 132% | 182 | 18.68% | 3.2 |
|