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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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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 |
LBA
526
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $5.55B | +$508M | +10% | 14.9% | 73.8% | 105 | 11.43% |
|
| 527 |
EWA
527
EP Wealth Advisors
Torrance,
California
| $5.55B | +$1.14B | +26% | 6.98% | – | 649 | 51.62% |
|
| 528 |
CG
528
Carmignac Gestion
Paris,
France
| $5.54B | +$883M | +19% | 13.3% | 94.3% | 154 | 29.87% |
|
| 529 |
AAMU
529
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $5.54B | +$590M | +12% | 10.9% | – | 173 | 9.83% |
|
| 530 |
SIM
530
SRS Investment Management
New York
| $5.53B | +$442M | +9% | 12.2% | 135% | 25 | 28% |
|
| 531 |
SIMG
531
Stephens Investment Management Group
Houston,
Texas
| $5.52B | +$243M | +5% | 9.26% | 112% | 177 | 8.47% |
|
| 532 |
CA
532
Cetera Advisors
Denver,
Colorado
| $5.52B | +$1.73B | +46% | 7.62% | 27.6% | 1,700 | 25.82% |
|
| 533 |
BSW
533
Buckingham Strategic Wealth
Clayton,
Missouri
| $5.5B | +$604M | +12% | 9.85% | 16.3% | 671 | 14.46% |
|
| 534 |
WANY
534
Wealthspire Advisors (New York)
New York
| $5.5B | +$711M | +15% | 8.92% | 47.9% | 613 | 22.02% |
|
| 535 |
HWM
535
HB Wealth Management
Atlanta,
Georgia
| $5.49B | +$792M | +17% | 7.45% | 57.6% | 717 | 23.43% |
|
| 536 |
536
Walleye Capital
New York
| $5.48B | +$244M | +5% | 10.3% | 98% | 4,138 | 47.51% |
|
| 537 |
RS
537
Robeco Schweiz
Zurich,
Switzerland
| $5.47B | +$332M | +6% | 8.35% | 90.5% | 161 | 29.19% |
|
| 538 |
NMC
538
New Mountain Capital
New York
| $5.46B | -$853M | -14% | 7.18% | 67.2% | 4 | 0% |
|
| 539 |
NEAM
539
New England Asset Management
Farmington,
Connecticut
| $5.43B | -$446M | -8% | 4.12% | 48.5% | 187 | 39.04% |
|
| 540 |
BF
540
BOK Financial
Tulsa,
Oklahoma
| $5.42B | +$477M | +10% | 11.1% | 74.1% | 958 | 14.3% |
|
| 541 |
EC
541
Eminence Capital
New York
| $5.39B | +$602M | +13% | 8.37% | 37.2% | 74 | 28.38% |
|
| 542 |
GGHC
542
Gilder Gagnon Howe & Co
New York
| $5.36B | -$370M | -6% | 3.89% | 192% | 272 | 19.49% |
|
| 543 |
WI
543
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| $5.35B | +$601M | +13% | 8.32% | 53.5% | 8 | 12.5% |
|
| 544 |
CCA
544
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $5.34B | +$234M | +5% | 8.56% | 47.8% | 138 | 6.52% |
|
| 545 |
LGP
545
Leonard Green & Partners
Los Angeles,
California
| $5.33B | -$311M | -6% | 1.65% | 32.1% | 11 | 0% |
|
| 546 |
VH
546
ValueAct Holdings
San Francisco,
California
| $5.31B | -$594M | -10% | 8.99% | 81.3% | 13 | 38.46% |
|
| 547 |
CCP
547
Clarkston Capital Partners
Rochester,
Michigan
| $5.3B | +$210M | +4% | 11.8% | 10.2% | 186 | 12.37% |
|
| 548 |
DKCM
548
Davidson Kempner Capital Management
New York
| $5.27B | -$396M | -7% | 10% | 140% | 605 | 34.38% |
|
| 549 |
TAM
549
Tocqueville Asset Management
New York
| $5.27B | +$359M | +7% | 11.5% | 96.3% | 641 | 17.78% |
|
| 550 |
TC
550
TwinBeech Capital
Purchase,
New York
| $5.26B | +$1.47B | +39% | 5.77% | 0.53% | 1,008 | 76.29% |
|