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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
Atria Investments
Charlotte,
North Carolina
| $8.47B | +$667M | +9% | 9.97% | 83.9% | 2,101 | 15.71% | 2.2 |
|
| 527 |
527
Horizon Kinetics Asset Management
New York
| $8.43B | -$382M | -4% | 1.05% | 192% | 363 | 7.71% | 4 |
|
| 528 |
528
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $8.42B | +$1.3B | +18% | 16.9% | 174% | 461 | 34.27% | 3.5 |
|
| 529 |
529
Moneta Group Investment Advisors
St Louis,
Missouri
| $8.4B | +$1.14B | +16% | 9.53% | 64% | 734 | 12.67% | 3.7 |
|
| 530 |
530
Manning & Napier Advisors
Fairport,
New York
| $8.39B | +$288M | +4% | 8.84% | – | 343 | 27.7% | 3.1 |
|
| 531 |
531
Williams Jones Wealth Management
New York
| $8.36B | +$537M | +7% | 11.1% | 79.1% | 534 | 10.49% | 3.9 |
|
| 532 |
532
Mediolanum International Funds
Dublin 1,
Ireland
| $8.35B | +$1.14B | +16% | 15.5% | – | 451 | 17.07% | 1 |
|
| 533 |
533
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $8.31B | +$412M | +5% | 5.22% | 34.6% | 48 | 10.42% | 3.1 |
|
| 534 |
534
Eminence Capital
New York
| $8.31B | +$2.32B | +39% | 10.1% | 37.2% | 60 | 43.33% | 2.1 |
|
| 535 |
535
Whittier Trust
South Pasadena,
California
| $8.29B | +$1.11B | +16% | 14.6% | 110% | 1,559 | 7.31% | 6.8 |
|
| 536 |
536
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $8.18B | +$2.34B | +40% | 14% | 159% | 1,524 | 25.46% | 2 |
|
| 537 |
537
Synovus Financial
Columbus,
Georgia
| $8.17B | +$441M | +6% | 6.25% | 68.4% | 948 | 9.6% | 5.7 |
|
| 538 |
538
Fiduciary Trust
Boston,
Massachusetts
| $8.13B | +$492M | +6% | 9.82% | 76.6% | 865 | 9.94% | 5.1 |
|
| 539 |
539
NEOS Investment Management
Westport,
Connecticut
| $8.08B | +$2.81B | +53% | 16.4% | 163% | 626 | 6.23% | 1.4 |
|
| 540 |
540
Modera Wealth Management
Westwood,
New Jersey
| $8.08B | +$685M | +9% | 9.23% | 68.2% | 657 | 9.28% | 3.4 |
|
| 541 |
541
Engineers Gate Manager
New York
| $8.04B | +$2.11B | +35% | 8.73% | 51.9% | 2,627 | 39.25% | 0.9 |
|
| 542 |
542
Welch & Forbes
Boston,
Massachusetts
| $8.01B | +$365M | +5% | 7.79% | 73.7% | 383 | 6.27% | 7.5 |
|
| 543 |
543
RWA Wealth Partners
Newton,
Massachusetts
| $7.99B | +$61.8M | +0.8% | 8.22% | 58.4% | 621 | 17.39% | 2.9 |
|
| 544 |
544
Moore Capital Management
New York
| $7.98B | +$3.14B | +65% | 17.8% | 195% | 714 | 59.1% | 0.7 |
|
| 545 |
545
LGT Group Foundation
Vaduz,
Liechtenstein
| $7.98B | +$726M | +10% | 14.4% | 107% | 309 | 12.94% | 2.2 |
|
| 546 |
546
Cullen/Frost Bankers
San Antonio,
Texas
| $7.98B | +$840M | +12% | 11.3% | 91.1% | 1,447 | 22.46% | 4 |
|
| 547 |
547
Adapt Investment Managers
Geneva,
Switzerland
| $7.97B | +$5.04B | +172% | 27.7% | – | 112 | 67.86% | 0.1 |
|
| 548 |
548
Soros Fund Management
New York
| $7.97B | +$1.26B | +19% | 10.5% | 90.1% | 285 | 54.39% | 0.8 |
|
| 549 |
549
AKO Capital
London,
United Kingdom
| $7.92B | +$216M | +3% | 12% | 44.6% | 26 | 3.85% | 3.7 |
|
| 550 |
550
Icahn Carl
Sunny Isles Beach,
Florida
| $7.89B | +$399M | +5% | 4.99% | 36.9% | 14 | 14.29% | 4.3 |
|