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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 |
AIM
501
Allen Investment Management
New York
| $8.42B | +$187M | +2% | 4.5% | 92.4% | 224 | 8.04% | 4.7 |
|
| 502 |
GGHC
502
Gilder Gagnon Howe & Co
New York
| $8.36B | +$377M | +5% | 11% | 244% | 277 | 19.13% | 3.4 |
|
| 503 |
503
CMT Capital Markets Trading
Frankfurt,
Germany
| $8.36B | +$674M | +9% | 4.42% | 107% | 303 | 15.51% | 3.3 |
|
| 504 |
504
Erste Asset Management
Vienna,
Austria
| $8.35B | +$800M | +11% | 6.55% | 143% | 584 | 12.33% | 3.3 |
|
| 505 |
TC
505
TownSquare Capital
Provo,
Utah
| $8.35B | +$1.02B | +14% | 6.51% | 96.9% | 1,553 | 20.61% | 2 |
|
| 506 |
506
Railway Pension Investments
London,
United Kingdom
| $8.34B | -$25.8M | -0.3% | 8.03% | 90.8% | 232 | 12.93% | 3 |
|
| 507 |
507
Oppenheimer Asset Management
New York
| $8.31B | +$478M | +6% | 7.23% | 85% | 1,222 | 11.13% | 4.3 |
|
| 508 |
508
DF Dent & Co
Baltimore,
Maryland
| $8.22B | +$486M | +6% | 9.33% | 47.1% | 272 | 14.34% | 5.7 |
|
| 509 |
509
Wellcome Trust
London,
United Kingdom
| $8.21B | +$397M | +5% | 6.32% | 59.7% | 24 | 12.5% | 5.9 |
|
| 510 |
510
Integrated Wealth Concepts
Waltham,
Massachusetts
| $8.21B | +$885M | +12% | 5.64% | 69.4% | 1,742 | 9.82% | 2.4 |
|
| 511 |
511
IEQ Capital
Foster City,
California
| $8.15B | +$721M | +10% | 5.72% | 236% | 1,206 | 20.73% | 2.1 |
|
| 512 |
512
Everett Harris & Co
Los Angeles,
California
| $8.06B | +$247M | +3% | 4.84% | 55.6% | 280 | 6.43% | 6.4 |
|
| 513 |
513
Atria Investments
Charlotte,
North Carolina
| $8.05B | +$328M | +4% | 6.78% | 76.3% | 2,074 | 16.68% | 1.7 |
|
| 514 |
514
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $8.04B | +$290M | +4% | 8.08% | 53.6% | 28 | 0% | 2.2 |
|
| 515 |
515
RWA Wealth Partners
Newton,
Massachusetts
| $8.01B | +$431M | +6% | 5.9% | 58.4% | 586 | 11.95% | 2.5 |
|
| 516 |
516
Capital International Inc
Los Angeles,
California
| $7.93B | +$413M | +5% | 9.32% | 132% | 320 | 9.06% | 3.8 |
|
| 517 |
517
Thoma Bravo
Chicago,
Illinois
| $7.92B | -$2.22B | -22% | 7.79% | 13.3% | 5 | 0% | 3.1 |
|
| 518 |
518
Trexquant Investment
Stamford,
Connecticut
| $7.9B | +$1.34B | +21% | 7.98% | 112% | 1,950 | 47.69% | 0.5 |
|
| 519 |
519
Welch & Forbes
Boston,
Massachusetts
| $7.86B | +$364M | +5% | 6.91% | 73.7% | 377 | 3.98% | 7.1 |
|
| 520 |
520
Modera Wealth Management
Westwood,
New Jersey
| $7.86B | +$1.07B | +16% | 6.05% | 68.2% | 626 | 11.98% | 3 |
|
| 521 |
521
PGGM Investments
Zeist,
Netherlands
| $7.81B | +$822M | +12% | 11.3% | 60.4% | 367 | 11.44% | 3.7 |
|
| 522 |
522
ArrowMark Colorado Holdings
Denver,
Colorado
| $7.81B | -$579M | -7% | 10.6% | 92.5% | 338 | 18.64% | 3.4 |
|
| 523 |
523
Mather Group
Chicago,
Illinois
| $7.79B | -$335M | -4% | 6.21% | 54.1% | 2,284 | 28.77% | 1.2 |
|
| 524 |
524
Tortoise Capital Advisors
Overland Park,
Kansas
| $7.76B | +$202M | +3% | 7.49% | 102% | 86 | 8.14% | 5.3 |
|
| 525 |
525
Sterling Capital Management
Charlotte,
North Carolina
| $7.74B | – | – | 7.38% | – | 3,274 | – | 1.6 |
|