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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Lido Advisors
Los Angeles,
California
| $7.16B | -$28.4M | -0.4% | 0.06% | 75% | 1,047 | 22.25% | 1.8 |
|
| 527 |
WJWM
527
Williams Jones Wealth Management
New York
| $7.15B | -$3.45M | -0% | 1.31% | 79.1% | 534 | 11.61% | 1.5 |
|
| 528 |
CIM
528
Confluence Investment Management
St. Louis,
Missouri
| $7.13B | -$398M | -5% | 1.13% | 37.7% | 310 | 6.13% | 3.9 |
|
| 529 |
SIM
529
SRS Investment Management
New York
| $7.11B | +$367M | +5% | 16.5% | 166% | 34 | 35.29% | 1.5 |
|
| 530 |
OAM
530
Oppenheimer Asset Management
New York
| $7.03B | +$10.2M | +0.1% | 0.42% | 85% | 1,256 | 9.71% | 2.9 |
|
| 531 |
AAMU
531
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $7.03B | -$8.58M | -0.1% | 0.96% | – | 182 | 7.14% | 2.4 |
|
| 532 |
DKCM
532
Davidson Kempner Capital Management
New York
| $6.99B | -$5.88B | -46% | 0.8% | 157% | 661 | 39.33% | 0.4 |
|
| 533 |
DLA
533
Douglas Lane & Associates
New York
| $6.99B | -$145M | -2% | 0.95% | 91.9% | 242 | 8.68% | 3.9 |
|
| 534 |
TSW
534
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.93B | -$370M | -5% | 1.25% | 32.4% | 765 | 8.1% | 4 |
|
| 535 |
LBA
535
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $6.91B | -$595M | -8% | 1.13% | 83.3% | 109 | 6.42% | 4.7 |
|
| 536 |
MLICM
536
Metropolitan Life Insurance Company (MetLife)
New York
| $6.9B | -$7.01B | -50% | 0.76% | 50.8% | 3,085 | 17.12% | 5.1 |
|
| 537 |
BMSSC
537
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| $6.9B | +$179M | +3% | 0.62% | 106% | 726 | 10.88% | 0.7 |
|
| 538 |
PA
538
Perceptive Advisors
New York
| $6.88B | -$822M | -11% | 0.31% | 1,707% | 173 | 32.37% | 1.5 |
|
| 539 |
OAC
539
OMERS Administration Corp
Toronto,
Ontario, Canada
| $6.87B | -$110M | -2% | 0.02% | 106% | 537 | 24.95% | 0.7 |
|
| 540 |
MMH
540
Menora Mivtachim Holdings
Ramat Gan,
Israel
| $6.84B | -$104M | -1% | 0.16% | 140% | 61 | 8.2% | 2.3 |
|
| 541 |
MNBTD
541
Moody National Bank Trust Division
Galveston,
Texas
| $6.82B | +$1.93B | +40% | 14.7% | 115% | 421 | 6.89% | 4.2 |
|
| 542 |
542
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.79B | +$579M | +9% | 1.08% | 85.5% | 349 | 42.41% | 1.6 |
|
| 543 |
TAM
543
Tocqueville Asset Management
New York
| $6.75B | -$172M | -2% | 0.44% | 122% | 766 | 9.14% | 3.9 |
|
| 544 |
SI
544
Scout Investments
Kansas City,
Missouri
| $6.71B | -$18.4M | -0.3% | 1.73% | 88% | 322 | 22.36% | 2.5 |
|
| 545 |
CM
545
Churchill Management
Los Angeles,
California
| $6.65B | -$135M | -2% | 0.16% | 84.4% | 165 | 36.36% | 1.5 |
|
| 546 |
RI
546
RTW Investments
New York
| $6.63B | +$3.92M | +0.1% | 4.46% | 467% | 130 | 20.77% | 1.4 |
|
| 547 |
WCA
547
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $6.63B | -$470M | -7% | 2.59% | 192% | 322 | 40.37% | 0.6 |
|
| 548 |
AAM
548
Advisors Asset Management
Monument,
Colorado
| $6.62B | -$498M | -7% | 1.11% | 91.8% | 1,515 | 10.83% | 4.5 |
|
| 549 |
VMPIC
549
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $6.55B | -$209M | -3% | 0.14% | 97.2% | 255 | 22.75% | 1.2 |
|
| 550 |
MCM
550
Moore Capital Management
New York
| $6.55B | -$506M | -7% | 1.58% | 195% | 989 | 38.52% | 0.4 |
|