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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
Factory Mutual Insurance
Waltham,
Massachusetts
| $9.15B | +$529M | +6% | 13.5% | 103% | 168 | 4.17% | 5.9 |
|
| 502 |
502
Waverly Advisors
Birmingham,
Alabama
| $9.11B | +$913M | +11% | 8.55% | 67.6% | 1,219 | 11.81% | 1.9 |
|
| 503 |
503
CMT Capital Markets Trading
Frankfurt,
Germany
| $9.04B | +$1.49B | +20% | 11.1% | 107% | 341 | 24.93% | 3.2 |
|
| 504 |
504
Caption Management
Oklahoma City,
Oklahoma
| $9.03B | -$1.37B | -13% | 17.5% | 227% | 2,015 | 60.15% | 0.4 |
|
| 505 |
505
SCS Capital Management
Boston,
Massachusetts
| $9.02B | +$1.16B | +15% | 9.2% | 53.1% | 567 | 12.7% | 0.7 |
|
| 506 |
506
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $9.01B | +$1.41B | +18% | 16.1% | 101% | 82 | 32.93% | 3.8 |
|
| 507 |
507
OneDigital Investment Advisors
Overland Park,
Kansas
| $9.01B | +$566M | +7% | 8.2% | 57.3% | 1,521 | 13.28% | 2.8 |
|
| 508 |
508
Merit Financial Group
Alpharetta,
Georgia
| $8.97B | +$2.29B | +34% | 9.71% | 67.3% | 1,758 | 23.83% | 1.5 |
|
| 509 |
509
Vident Advisory
Alpharetta,
Georgia
| $8.91B | +$2.06B | +30% | 19.7% | 164% | 1,721 | 17.14% | 1.2 |
|
| 510 |
510
Ossiam
Paris,
France
| $8.89B | +$1.73B | +24% | 18.8% | 155% | 662 | 9.97% | 3.4 |
|
| 511 |
511
Trexquant Investment
Stamford,
Connecticut
| $8.87B | +$270M | +3% | 13.7% | 112% | 1,974 | 48.38% | 0.7 |
|
| 512 |
512
Vanguard Personalized Indexing Management
Oakland,
California
| $8.86B | +$2.08B | +31% | 15.1% | 147% | 2,054 | 15.77% | 2.6 |
|
| 513 |
513
Empowered Funds
Havertown,
Pennsylvania
| $8.83B | +$1.81B | +26% | 10.2% | 127% | 1,874 | 20.7% | 1.4 |
|
| 514 |
514
Ariel Investments
Chicago,
Illinois
| $8.82B | +$313M | +4% | 8.45% | 78.1% | 108 | 5.56% | 6.2 |
|
| 515 |
515
Weiss Asset Management
Boston,
Massachusetts
| $8.79B | +$3.79B | +76% | 24.3% | 138% | 567 | 75.13% | 0.4 |
|
| 516 |
516
Cullen Capital Management
New York
| $8.78B | +$125M | +1% | 4.51% | 60% | 214 | 11.68% | 4 |
|
| 517 |
517
Magellan Asset Management
Sydney,
Australia
| $8.75B | +$523M | +6% | 9.86% | 50.1% | 89 | 7.87% | 7.8 |
|
| 518 |
518
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $8.74B | +$1.1B | +14% | 15% | 126% | 519 | 23.89% | 3.2 |
|
| 519 |
519
Oppenheimer Asset Management
New York
| $8.72B | +$661M | +8% | 10.4% | 85% | 1,219 | 13.21% | 4.6 |
|
| 520 |
520
Wellcome Trust
London,
United Kingdom
| $8.67B | +$666M | +8% | 9.5% | 59.7% | 20 | 0% | 7.2 |
|
| 521 |
521
Longview Asset Management (Illinois)
Chicago,
Illinois
| $8.61B | +$638M | +8% | 8.94% | 65.3% | 3 | 0% | 8.3 |
|
| 522 |
522
Jensen Investment Management
Lake Oswego,
Oregon
| $8.53B | -$511M | -6% | 9.55% | 42.6% | 87 | 8.05% | 7.2 |
|
| 523 |
523
Perpetual Ltd
Sydney, New South Wales,
Australia
| $8.52B | +$240M | +3% | 15.6% | 104% | 456 | 18.64% | 2.6 |
|
| 524 |
524
Duff & Phelps Investment Management
Chicago,
Illinois
| $8.51B | -$32.3M | -0.4% | 0.57% | 48.1% | 162 | 10.49% | 5.4 |
|
| 525 |
525
Blue Trust Inc
Alpharetta,
Georgia
| $8.48B | +$676M | +9% | 7.23% | 53% | 2,634 | 13.21% | 2.1 |
|