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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
OSAM
526
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $5.42B | -$592M | -10% | 11% | 104% | 1,403 | 19.81% |
|
| 527 |
SIMG
527
Stephens Investment Management Group
Houston,
Texas
| $5.41B | -$1.42B | -21% | 17.4% | 112% | 189 | 11.64% |
|
| 528 |
KCM
528
Knighthead Capital Management
New York
| $5.4B | -$3.08B | -36% | 28.5% | 51.3% | 18 | 27.78% |
|
| 529 |
CP
529
Coho Partners
Berwyn,
Pennsylvania
| $5.37B | -$709M | -12% | 7.83% | 35.6% | 81 | 16.05% |
|
| 530 |
AWS
530
Atria Wealth Solutions
New York
| $5.33B | -$683M | -11% | 12.5% | 63.8% | 1,947 | 27.73% |
|
| 531 |
AAMU
531
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $5.31B | -$1.46B | -22% | 15.5% | – | 183 | 13.66% |
|
| 532 |
BCI
532
Brinker Capital Investments
Berwyn,
Pennsylvania
| $5.28B | -$1.22B | -19% | 12.8% | 58.9% | 1,449 | 12.01% |
|
| 533 |
AAM
533
Advisors Asset Management
Monument,
Colorado
| $5.27B | -$1.22B | -19% | 13.2% | 70.4% | 1,561 | 9.55% |
|
| 534 |
EH
534
Equitable Holdings
New York
| $5.24B | -$871M | -14% | 15.9% | 59% | 934 | 15.63% |
|
| 535 |
MCM
535
MAI Capital Management
Independence,
Ohio
| $5.24B | -$690M | -12% | 14.1% | 66.2% | 1,033 | 18.59% |
|
| 536 |
BF
536
BOK Financial
Tulsa,
Oklahoma
| $5.22B | -$852M | -14% | 12.7% | 74.1% | 1,018 | 15.62% |
|
| 537 |
BI
537
BlueSpruce Investments
Chicago,
Illinois
| $5.19B | -$975M | -16% | 17.9% | 47.7% | 16 | 37.5% |
|
| 538 |
PAS
538
Park Avenue Securities
New York
| $5.16B | -$539M | -9% | 12.4% | 71% | 1,196 | 12.88% |
|
| 539 |
NA
539
NextCapital Advisers
Chicago,
Illinois
| $5.15B | -$484M | -9% | 11.6% | 6.89% | 14 | 0% |
|
| 540 |
VA
540
Valmark Advisers
Akron,
Ohio
| $5.15B | -$525M | -9% | 11.5% | 34.7% | 442 | 12.22% |
|
| 541 |
CF
541
Cantor Fitzgerald
New York
| $5.15B | +$3.82B | +288% | 10.3% | 174% | 910 | 63.3% |
|
| 542 |
NB
542
Norinchukin Bank
Tokyo,
Japan
| $5.11B | -$2.39B | -32% | 15.5% | 71.7% | 558 | 4.48% |
|
| 543 |
CWP
543
Capital Wealth Planning
Naples,
Florida
| $5.11B | +$157M | +3% | 9.45% | 66% | 99 | 29.29% |
|
| 544 |
SIM
544
SRS Investment Management
New York
| $5.1B | -$3.95B | -44% | 39.6% | 135% | 32 | 34.38% |
|
| 545 |
LT
545
Lindsell Train
London,
United Kingdom
| $5.1B | -$1.25B | -20% | 11.8% | 39.9% | 29 | 0% |
|
| 546 |
CGI
546
Comgest Global Investors
Paris,
France
| $5.09B | -$1.3B | -20% | 14.7% | 60.2% | 62 | 1.61% |
|
| 547 |
BSW
547
Buckingham Strategic Wealth
Clayton,
Missouri
| $5.06B | -$11.5M | -0.2% | 12.7% | 16.3% | 661 | 17.1% |
|
| 548 |
ACA
548
Avoro Capital Advisors
New York
| $5.06B | -$417M | -8% | 0.89% | 425% | 44 | 11.36% |
|
| 549 |
GLA
549
Great Lakes Advisors
Chicago,
Illinois
| $5.06B | -$1.04B | -17% | 11.8% | 85.9% | 771 | 22.31% |
|
| 550 |
550
Verition Fund Management
Greenwich,
Connecticut
| $5.06B | -$3.26B | -39% | 11.5% | 85.7% | 3,355 | 55.26% |
|