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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Veritable
Wilmington,
Delaware
| $6.09B | +$242M | +4% | 5.91% | 48.8% | 927 | 10.57% | 5.4 |
|
| 527 |
527
Axiom Investors
Greenwich,
Connecticut
| $6.07B | +$989M | +19% | 20.5% | 302% | 143 | 24.48% | 2.1 |
|
| 528 |
528
Thornburg Investment Management
Santa Fe,
New Mexico
| $6.05B | +$138M | +2% | 7.36% | 117% | 211 | 17.06% | 2.7 |
|
| 529 |
529
Gilder Gagnon Howe & Co
New York
| $6.04B | +$675M | +13% | 23% | 244% | 267 | 16.85% | 3.4 |
|
| 530 |
530
Douglas Lane & Associates
New York
| $6.01B | +$30M | +0.5% | 6.87% | 91.9% | 237 | 6.33% | 4.8 |
|
| 531 |
531
Carmignac Gestion
Paris,
France
| $6.01B | +$471M | +9% | 13.3% | 85.1% | 157 | 22.29% | 1.9 |
|
| 532 |
532
Davidson Kempner Capital Management
New York
| $6.01B | +$733M | +14% | 7.72% | 157% | 499 | 35.67% | 1 |
|
| 533 |
533
Cetera Advisors
Denver,
Colorado
| $6B | +$488M | +9% | 6.12% | 27.6% | 1,748 | 13.84% | 3.1 |
|
| 534 |
534
Capital Markets Trading (UK)
London,
United Kingdom
| $6B | +$1.5B | +33% | 6.24% | 216% | 293 | 36.52% | 2.1 |
|
| 535 |
535
Stephens Investment Management Group
Houston,
Texas
| $5.98B | +$457M | +8% | 11.1% | 160% | 172 | 5.81% | 5.1 |
|
| 536 |
536
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $5.97B | +$627M | +12% | 13.7% | 47.8% | 132 | 2.27% | 5.5 |
|
| 537 |
AIM
537
Allen Investment Management
New York
| $5.96B | -$260M | -4% | 6.28% | 92.4% | 225 | 11.11% | 4 |
|
| 538 |
538
PGGM Investments
Zeist,
Netherlands
| $5.95B | +$231M | +4% | 4.36% | 60.4% | 406 | 11.58% | 3.1 |
|
| 539 |
539
Wedge Capital Management
Charlotte,
North Carolina
| $5.93B | -$282M | -5% | 3.11% | 150% | 454 | 14.1% | 3.5 |
|
| 540 |
540
Welch & Forbes
Boston,
Massachusetts
| $5.91B | +$326M | +6% | 8.91% | 73.7% | 379 | 6.6% | 6.2 |
|
| 541 |
541
Resolution Capital
Sydney, NSW,
Australia
| $5.89B | +$98.6M | +2% | 2.5% | 59.8% | 39 | 20.51% | 2.1 |
|
| 542 |
542
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| $5.87B | +$522M | +10% | 5.87% | 60.1% | 8 | 0% | 3.5 |
|
| 543 |
543
Beacon Pointe Advisors
Newport Beach,
California
| $5.87B | +$711M | +14% | 7.4% | 76.7% | 1,206 | 17.58% | 1.7 |
|
| 544 |
544
First Command Advisory Services
Fort Worth,
Texas
| $5.85B | -$565M | -9% | 6.62% | 65.8% | 276 | 81.88% | 0.5 |
|
| 545 |
545
Baupost Group
Boston,
Massachusetts
| $5.85B | -$283M | -5% | 5.74% | 47.9% | 36 | 22.22% | 3 |
|
| 546 |
546
Wealthspire Advisors (New York)
New York
| $5.83B | +$331M | +6% | 5.24% | 59% | 604 | 15.56% | 1.9 |
|
| 547 |
547
MUFG Securities EMEA
London,
United Kingdom
| $5.82B | -$251M | -4% | 10.7% | 114% | 176 | 43.18% | 1.9 |
|
| 548 |
548
Park Avenue Securities
New York
| $5.82B | +$183M | +3% | 6.32% | 77.7% | 1,217 | 45.36% | 2.5 |
|
| 549 |
549
EP Wealth Advisors
Torrance,
California
| $5.81B | +$265M | +5% | 5.14% | – | 724 | 23.34% | 1.8 |
|
| 550 |
550
Meitav Investment House
Bene-Beraq,
Israel
| $5.79B | -$32.2M | -0.6% | 9.29% | 143% | 381 | 13.65% | 2.3 |
|