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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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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
CIMLRA
526
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $5.73B | +$235M | +4% | 6.14% | 35.2% | 133 | 21.8% |
|
| 527 |
LIP
527
Liontrust Investment Partners
London,
United Kingdom
| $5.73B | -$525M | -8% | 7.03% | 86.2% | 252 | 28.57% |
|
| 528 |
PI
528
PGGM Investments
Zeist,
Netherlands
| $5.71B | +$26.1M | +0.5% | 8.05% | 60.4% | 400 | 10% |
|
| 529 |
PCM
529
Pentwater Capital Management
Naples,
Florida
| $5.7B | -$3.24B | -36% | 23.7% | 213% | 186 | 54.84% |
|
| 530 |
GIBU
530
Gulf International Bank (UK)
London,
United Kingdom
| $5.68B | +$376M | +7% | 9.18% | 135% | 705 | 5.96% |
|
| 531 |
GA
531
Greenhaven Associates
Purchase,
New York
| $5.63B | +$880M | +19% | 16.5% | 58% | 32 | 3.13% |
|
| 532 |
PAS
532
Park Avenue Securities
New York
| $5.63B | +$616M | +12% | 7.78% | 71% | 1,232 | 13.07% |
|
| 533 |
BTI
533
Blue Trust Inc
Alpharetta,
Georgia
| $5.59B | -$99.5M | -2% | 6.83% | 48.7% | 2,585 | 16.13% |
|
| 534 |
WF
534
Welch & Forbes
Boston,
Massachusetts
| $5.58B | +$459M | +9% | 11.7% | 73.7% | 389 | 10.28% |
|
| 535 |
LBA
535
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $5.55B | +$508M | +10% | 14.9% | 83.3% | 105 | 11.43% |
|
| 536 |
EWA
536
EP Wealth Advisors
Torrance,
California
| $5.55B | +$1.14B | +26% | 6.98% | – | 649 | 51.62% |
|
| 537 |
PFO
537
Pathstone Family Office
Englewood,
New Jersey
| $5.54B | +$291M | +6% | 8.2% | 38.9% | 1,454 | 25.86% |
|
| 538 |
CG
538
Carmignac Gestion
Paris,
France
| $5.54B | +$883M | +19% | 13.3% | 85.1% | 154 | 29.87% |
|
| 539 |
AAMU
539
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $5.54B | +$590M | +12% | 10.9% | – | 173 | 9.83% |
|
| 540 |
SIM
540
SRS Investment Management
New York
| $5.53B | +$442M | +9% | 12.2% | 166% | 25 | 28% |
|
| 541 |
SIMG
541
Stephens Investment Management Group
Houston,
Texas
| $5.52B | +$243M | +5% | 9.26% | 160% | 177 | 8.47% |
|
| 542 |
CA
542
Cetera Advisors
Denver,
Colorado
| $5.52B | +$1.73B | +46% | 7.62% | 27.6% | 1,700 | 25.82% |
|
| 543 |
BSW
543
Buckingham Strategic Wealth
Clayton,
Missouri
| $5.5B | +$604M | +12% | 9.85% | 16.3% | 671 | 14.46% |
|
| 544 |
WANY
544
Wealthspire Advisors (New York)
New York
| $5.5B | +$711M | +15% | 8.92% | 59% | 613 | 22.02% |
|
| 545 |
HWM
545
HB Wealth Management
Atlanta,
Georgia
| $5.49B | +$792M | +17% | 7.45% | 70.1% | 717 | 23.43% |
|
| 546 |
546
Walleye Capital
New York
| $5.48B | +$244M | +5% | 10.3% | 129% | 4,138 | 47.51% |
|
| 547 |
RS
547
Robeco Schweiz
Zurich,
Switzerland
| $5.47B | +$332M | +6% | 8.35% | 148% | 161 | 29.19% |
|
| 548 |
NMC
548
New Mountain Capital
New York
| $5.46B | -$853M | -14% | 7.18% | 64.8% | 4 | 0% |
|
| 549 |
NEAM
549
New England Asset Management
Farmington,
Connecticut
| $5.43B | -$446M | -8% | 4.12% | 55.6% | 187 | 39.04% |
|
| 550 |
UOC
550
UBS O'Connor
Chicago,
Illinois
| $5.42B | -$3.38B | -38% | 8.61% | 180% | 1,042 | 35.32% |
|