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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
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 |
VVP
501
Vulcan Value Partners
Birmingham,
Alabama
| $6.57B | -$1.4B | -18% | 3.17% | 29.6% | 47 | 10.64% |
|
| 502 |
TCA
502
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.56B | +$6.05M | +0.1% | 3.07% | 98.1% | 102 | 7.84% |
|
| 503 |
BTI
503
Blue Trust Inc
Alpharetta,
Georgia
| $6.55B | +$248M | +4% | 3.39% | 48.7% | 2,373 | 21.45% |
|
| 504 |
AC
504
Armistice Capital
New York
| $6.53B | -$382M | -6% | 7.28% | 44.1% | 305 | 43.61% |
|
| 505 |
BCM
505
Brown Capital Management
Baltimore,
Maryland
| $6.52B | -$525M | -7% | 3.96% | 49.5% | 130 | 6.15% |
|
| 506 |
OAM
506
Oppenheimer Asset Management
New York
| $6.52B | -$282M | -4% | 3.2% | 69.2% | 1,180 | 8.47% |
|
| 507 |
WJWM
507
Williams Jones Wealth Management
New York
| $6.51B | -$170M | -3% | 2.1% | 68.7% | 582 | 12.03% |
|
| 508 |
SPIA
508
Steward Partners Investment Advisory
New York
| $6.5B | -$164M | -2% | 2.86% | 70.8% | 3,498 | 8.43% |
|
| 509 |
CM
509
Caption Management
Oklahoma City,
Oklahoma
| $6.49B | +$847M | +15% | 3.11% | 176% | 1,654 | 61% |
|
| 510 |
LAMI
510
Longview Asset Management (Illinois)
Chicago,
Illinois
| $6.49B | +$150M | +2% | 2.39% | 50.7% | 2 | 0% |
|
| 511 |
GA
511
General Atlantic
New York
| $6.48B | +$134M | +2% | 10.5% | 186% | 30 | 3.33% |
|
| 512 |
512
WorldQuant Millennium Advisors
New York
| $6.48B | +$569M | +10% | 3.51% | 73.7% | 437 | 40.05% |
|
| 513 |
SLAM
513
Swiss Life Asset Management
Zurich,
| $6.46B | -$297M | -4% | 2.75% | 96.2% | 654 | 12.08% |
|
| 514 |
CIM
514
Confluence Investment Management
St. Louis,
Missouri
| $6.46B | -$403M | -6% | 3.69% | 34.8% | 314 | 12.74% |
|
| 515 |
PAS
515
Park Avenue Securities
New York
| $6.45B | +$136M | +2% | 3.38% | 71% | 1,280 | 45.55% |
|
| 516 |
SMDAM
516
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $6.45B | -$75.7M | -1% | 2.55% | 117% | 795 | 4.28% |
|
| 517 |
EWA
517
EP Wealth Advisors
Torrance,
California
| $6.45B | -$490M | -7% | 4% | – | 782 | 16.37% |
|
| 518 |
TCM
518
TimesSquare Capital Management
New York
| $6.42B | -$551M | -8% | 3.05% | 88.6% | 182 | 18.68% |
|
| 519 |
FIS
519
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $6.42B | -$436M | -6% | 5.11% | 41.8% | 27 | 7.41% |
|
| 520 |
EHC
520
Everett Harris & Co
Los Angeles,
California
| $6.41B | -$176M | -3% | 1% | 56.4% | 261 | 6.9% |
|
| 521 |
ACA
521
Avoro Capital Advisors
New York
| $6.41B | -$960M | -13% | 1.82% | 425% | 50 | 22% |
|
| 522 |
CA
522
Cetera Advisors
Denver,
Colorado
| $6.4B | +$57.9M | +0.9% | 3% | 27.6% | 1,824 | 16.17% |
|
| 523 |
FPA
523
First Pacific Advisors
El Segundo,
California
| $6.38B | -$470M | -7% | 0.63% | 86.2% | 140 | 38.57% |
|
| 524 |
CNB
524
Czech National Bank
Prague,
Czech Republic
| $6.28B | +$1.88B | +43% | 2.74% | 133% | 506 | 1.19% |
|
| 525 |
LIP
525
Liontrust Investment Partners
London,
United Kingdom
| $6.26B | -$690M | -10% | 4.24% | 74.7% | 229 | 27.95% |
|