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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
500
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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 |
AIM
526
Alphinity Investment Management
Sydney,
Australia
| $6.25B | +$100M | +2% | 0.13% | 110% | 35 | 37.14% |
|
| 527 |
UB
527
UMB Bank
Kansas City,
Missouri
| $6.23B | -$358M | -5% | 2.02% | 80.4% | 1,766 | 9.23% |
|
| 528 |
BG
528
Bellevue Group
Kuesnacht,
Switzerland
| $6.21B | -$804M | -11% | 4.41% | 140% | 166 | 13.25% |
|
| 529 |
HWM
529
HB Wealth Management
Atlanta,
Georgia
| $6.19B | -$71.3M | -1% | 3.2% | 57.6% | 793 | 12.36% |
|
| 530 |
530
Credit Agricole
Montrouge Cedex,
France
| $6.18B | +$655M | +12% | 2.86% | – | 991 | 36.93% |
|
| 531 |
MIH
531
Meitav Investment House
Bene-Beraq,
Israel
| $6.17B | -$60.5M | -1% | 3.26% | 104% | 534 | 38.2% |
|
| 532 |
WI
532
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| $6.17B | +$12.1M | +0.2% | 4.44% | 53.5% | 8 | 0% |
|
| 533 |
GE
533
General Electric
Evendale,
Ohio
| $6.13B | -$3.85B | -39% | 11.6% | 47.5% | 3 | 0% |
|
| 534 |
AC
534
AKO Capital
London,
United Kingdom
| $6.13B | -$485M | -7% | 1.82% | 42.6% | 28 | 17.86% |
|
| 535 |
SC
535
Samlyn Capital
New York
| $6.12B | +$210M | +4% | 3.98% | 115% | 128 | 54.69% |
|
| 536 |
SIMG
536
Stephens Investment Management Group
Houston,
Texas
| $6.09B | -$315M | -5% | 1.85% | 112% | 179 | 4.47% |
|
| 537 |
TIM
537
Thornburg Investment Management
Santa Fe,
New Mexico
| $6.08B | -$87.6M | -1% | 1.21% | 112% | 207 | 16.43% |
|
| 538 |
WANY
538
Wealthspire Advisors (New York)
New York
| $6.06B | -$62.9M | -1% | 3.77% | 47.9% | 626 | 15.81% |
|
| 539 |
WF
539
Welch & Forbes
Boston,
Massachusetts
| $6.05B | -$292M | -5% | 3.61% | 71.6% | 382 | 5.76% |
|
| 540 |
BHM
540
Briar Hall Management
Nashville,
Tennessee
| $6.03B | -$519M | -8% | 7.93% | 6.92% | 1 | 0% |
|
| 541 |
TSW
541
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.03B | -$255M | -4% | 2.14% | 28.8% | 562 | 6.76% |
|
| 542 |
RCG
542
Ruane, Cunniff & Goldfarb
New York
| $6.02B | -$314M | -5% | 1.32% | 70.1% | 37 | 10.81% |
|
| 543 |
DLA
543
Douglas Lane & Associates
New York
| $5.96B | -$234M | -4% | 2.46% | 71.9% | 251 | 9.96% |
|
| 544 |
DCP
544
DSM Capital Partners
Palm Beach Gardens,
Florida
| $5.93B | -$257M | -4% | 0.29% | 126% | 61 | 11.48% |
|
| 545 |
CM
545
Churchill Management
Los Angeles,
California
| $5.92B | -$2.69M | -0% | 2.76% | 84.4% | 176 | 34.09% |
|
| 546 |
RS
546
Robeco Schweiz
Zurich,
Switzerland
| $5.92B | -$798M | -12% | 6.72% | 90.5% | 128 | 10.94% |
|
| 547 |
MU
547
Mirova US
Boston,
Massachusetts
| $5.9B | -$109M | -2% | 4.03% | 80.7% | 29 | 13.79% |
|
| 548 |
PC
548
PointState Capital
New York
| $5.86B | +$1.67B | +40% | 1.3% | 143% | 81 | 61.73% |
|
| 549 |
CGI
549
Comgest Global Investors
Paris,
France
| $5.84B | -$141M | -2% | 0.87% | 60.2% | 68 | 7.35% |
|
| 550 |
CCA
550
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $5.82B | -$480M | -8% | 5.3% | 47.8% | 131 | 6.11% |
|