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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
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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 |
V
526
Veritable
Wilmington,
Delaware
| $6.46B | +$369M | +6% | 6.87% | 48.8% | 926 | 7.45% |
|
| 527 |
MBI
527
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $6.46B | +$1.62B | +33% | 6.63% | 88.9% | 71 | 18.31% |
|
| 528 |
VH
528
ValueAct Holdings
San Francisco,
California
| $6.43B | +$290M | +5% | 6.17% | 78.7% | 9 | 0% |
|
| 529 |
OAC
529
OMERS Administration Corp
Toronto,
Ontario, Canada
| $6.43B | -$59.8M | -0.9% | 5.11% | 106% | 314 | 28.34% |
|
| 530 |
SFM
530
Soros Fund Management
New York
| $6.41B | -$75.4M | -1% | 2.77% | 90.1% | 226 | 43.81% |
|
| 531 |
SIMG
531
Stephens Investment Management Group
Houston,
Texas
| $6.41B | +$433M | +7% | 8.71% | 160% | 181 | 9.94% |
|
| 532 |
SC
532
Savant Capital
Rockford,
Illinois
| $6.39B | +$1.02B | +19% | 4.04% | 61.2% | 813 | 13.78% |
|
| 533 |
GA
533
General Atlantic
New York
| $6.34B | -$2.26B | -26% | 11% | 168% | 33 | 15.15% |
|
| 534 |
CA
534
Cetera Advisors
Denver,
Colorado
| $6.34B | +$339M | +6% | 5.62% | 27.6% | 1,803 | 16.81% |
|
| 535 |
WF
535
Welch & Forbes
Boston,
Massachusetts
| $6.34B | +$434M | +7% | 8.96% | 73.7% | 381 | 5.77% |
|
| 536 |
RCG
536
Ruane, Cunniff & Goldfarb
New York
| $6.34B | +$219M | +4% | 9.79% | 79.3% | 34 | 8.82% |
|
| 537 |
LAMI
537
Longview Asset Management (Illinois)
Chicago,
Illinois
| $6.34B | -$370M | -6% | 5.5% | 65.3% | 2 | 0% |
|
| 538 |
PAS
538
Park Avenue Securities
New York
| $6.32B | +$500M | +9% | 4.88% | 71% | 757 | 13.34% |
|
| 539 |
BTI
539
Blue Trust Inc
Alpharetta,
Georgia
| $6.3B | +$209M | +3% | 3.02% | 48.7% | 2,684 | 26.79% |
|
| 540 |
CCA
540
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $6.3B | +$328M | +5% | 7.89% | 47.8% | 131 | 5.34% |
|
| 541 |
TSW
541
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.28B | +$98.2M | +2% | 3.96% | 32.4% | 569 | 8.61% |
|
| 542 |
WCM
542
Wedge Capital Management
Charlotte,
North Carolina
| $6.28B | +$353M | +6% | 8.8% | 139% | 536 | 26.31% |
|
| 543 |
MG
543
Mather Group
Chicago,
Illinois
| $6.27B | +$643M | +11% | 5.74% | 48.5% | 660 | 28.79% |
|
| 544 |
HWM
544
HB Wealth Management
Atlanta,
Georgia
| $6.27B | +$501M | +9% | 6.26% | 70.1% | 766 | 11.49% |
|
| 545 |
FCAS
545
First Command Advisory Services
Fort Worth,
Texas
| $6.23B | +$385M | +7% | 8.45% | 65.8% | 187 | 81.82% |
|
| 546 |
MIH
546
Meitav Investment House
Bene-Beraq,
Israel
| $6.23B | +$442M | +8% | 7.25% | 131% | 548 | 38.5% |
|
| 547 |
CVA
547
Ceredex Value Advisors
Orlando,
Florida
| $6.21B | -$217M | -3% | 3.42% | 82.3% | 192 | 35.94% |
|
| 548 |
DLA
548
Douglas Lane & Associates
New York
| $6.19B | +$180M | +3% | 7.05% | 71.9% | 241 | 5.39% |
|
| 549 |
DCP
549
DSM Capital Partners
Palm Beach Gardens,
Florida
| $6.18B | +$69M | +1% | 11.5% | 148% | 59 | 6.78% |
|
| 550 |
AAMU
550
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $6.18B | +$453M | +8% | 11.1% | – | 167 | 6.59% |
|