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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
Wolverine Asset Management
Chicago,
Illinois
| $8.37B | -$1.63B | -16% | 1.04% | 14.5% | 1,893 | 33.44% | 1.3 |
|
| 502 |
502
Fjarde Ap-fonden
Stockholm,
Sweden
| $8.34B | -$1.55B | -16% | 1.88% | – | 538 | 3.35% | 8.3 |
|
| 503 |
503
Congress Wealth Management
Boston,
Massachusetts
| $8.34B | +$1.07B | +15% | 1.25% | 69.1% | 1,137 | 29.82% | 1.4 |
|
| 504 |
504
Atria Wealth Solutions
New York
| $8.32B | -$830M | -9% | 1.24% | 63.8% | 2,120 | 20.09% | 2.1 |
|
| 505 |
505
Perpetual Ltd
Sydney, New South Wales,
Australia
| $8.28B | -$238M | -3% | 3.08% | 104% | 446 | 16.14% | 2.5 |
|
| 506 |
506
Tortoise Capital Advisors
Overland Park,
Kansas
| $8.27B | +$460M | +6% | 6.54% | 102% | 54 | 12.96% | 6.5 |
|
| 507 |
507
Capital International Inc
Los Angeles,
California
| $8.25B | -$232M | -3% | 0.95% | 132% | 322 | 10.56% | 3.9 |
|
| 508 |
508
Magellan Asset Management
Sydney,
Australia
| $8.22B | -$877M | -10% | 0.43% | 50.1% | 88 | 2.27% | 7.5 |
|
| 509 |
509
Waverly Advisors
Birmingham,
Alabama
| $8.2B | +$1.73B | +27% | 1.51% | 67.6% | 1,134 | 15.52% | 1.8 |
|
| 510 |
510
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $8.15B | +$1.37B | +20% | 3.73% | 109% | 510 | 22.16% | 4.3 |
|
| 511 |
511
Park Avenue Securities
New York
| $8.14B | -$1.59B | -16% | 0.46% | 71% | 1,564 | 32.8% | 2.4 |
|
| 512 |
512
Manning & Napier Advisors
Fairport,
New York
| $8.1B | -$656M | -7% | 1.89% | – | 299 | 12.71% | 3.4 |
|
| 513 |
513
Oppenheimer Asset Management
New York
| $8.06B | -$169M | -2% | 0.56% | 85% | 1,218 | 13.38% | 4.6 |
|
| 514 |
514
C WorldWide Group
Copenhagen,
Denmark
| $8.06B | -$138M | -2% | 0.04% | 63.2% | 96 | 9.38% | 4.3 |
|
| 515 |
515
Wellcome Trust
London,
United Kingdom
| $8B | -$279M | -3% | 1.11% | 59.7% | 21 | 4.76% | 7 |
|
| 516 |
516
Longview Asset Management (Illinois)
Chicago,
Illinois
| $7.97B | +$213M | +3% | 2.92% | 65.3% | 3 | 0% | 8.1 |
|
| 517 |
517
RWA Wealth Partners
Newton,
Massachusetts
| $7.93B | -$185M | -2% | 0.3% | 58.4% | 595 | 14.96% | 2.9 |
|
| 518 |
518
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $7.9B | +$643M | +9% | 1% | 34.6% | 51 | 13.73% | 2.9 |
|
| 519 |
519
Churchill Management
Los Angeles,
California
| $7.88B | -$1.28B | -14% | 3.24% | 84.4% | 185 | 27.03% | 2.1 |
|
| 520 |
520
SCS Capital Management
Boston,
Massachusetts
| $7.86B | +$3.01B | +62% | 1.04% | 53.1% | 513 | 86.55% | 0.6 |
|
| 521 |
521
Williams Jones Wealth Management
New York
| $7.83B | -$465M | -6% | 1.98% | 79.1% | 525 | 8.38% | 3.8 |
|
| 522 |
522
Blue Trust Inc
Alpharetta,
Georgia
| $7.8B | -$4.9M | -0.1% | 0.41% | 53% | 2,588 | 10.55% | 1.9 |
|
| 523 |
523
Atria Investments
Charlotte,
North Carolina
| $7.8B | -$234M | -3% | 0.88% | 83.9% | 2,028 | 15.78% | 2.1 |
|
| 524 |
524
Erste Asset Management
Vienna,
Austria
| $7.79B | -$363M | -4% | 1.78% | 143% | 578 | 12.46% | 3.6 |
|
| 525 |
525
Everett Harris & Co
Los Angeles,
California
| $7.79B | -$131M | -2% | 0.25% | 55.6% | 329 | 16.72% | 5.8 |
|