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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
VAS
526
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $10.6B | +$1.63B | +18% | 14.6% | 74.8% | 1,544 | 19.24% | 6.4 |
|
| 527 |
FMI
527
Factory Mutual Insurance
Waltham,
Massachusetts
| $10.6B | +$1.75B | +20% | 21% | 103% | 210 | 9.05% | 20.6 |
|
| 528 |
HL
528
Harding Loevner
Bridgewater,
New Jersey
| $10.6B | +$916M | +9% | 12.6% | 79.1% | 87 | 21.84% | 18 |
|
| 529 |
DPIM
529
Duff & Phelps Investment Management
Chicago,
Illinois
| $10.6B | +$966M | +10% | 5.96% | 48.1% | 165 | 12.12% | 22.6 |
|
| 530 |
CA
530
Clearstead Advisors
Cleveland,
Ohio
| $10.6B | -$353M | -3% | 14.7% | 71.4% | 3,754 | 42.94% | 8.1 |
|
| 531 |
SCM
531
SCS Capital Management
Boston,
Massachusetts
| $10.6B | +$1.15B | +12% | 10.7% | 53.1% | 510 | 13.14% | 6.6 |
|
| 532 |
URS
532
Utah Retirement Systems
Salt Lake City,
Utah
| $10.5B | +$730M | +7% | 26.4% | 130% | 1,056 | 10.51% | 33.7 |
|
| 533 |
AAM
533
Alphadyne Asset Management
New York
| $10.5B | +$4.7B | +82% | 23.3% | 158% | 1,149 | 49.17% | 1.4 |
|
| 534 |
TIM
534
Thornburg Investment Management
Santa Fe,
New Mexico
| $10.5B | +$819M | +9% | 8.56% | 117% | 178 | 26.4% | 17.4 |
|
| 535 |
RWP
535
RWA Wealth Partners
Newton,
Massachusetts
| $10.4B | +$1.31B | +14% | 13% | 58.4% | 671 | 11.77% | 13.5 |
|
| 536 |
CMTU
536
Capital Markets Trading (UK)
London,
United Kingdom
| $10.4B | +$2.48B | +31% | 21.9% | 216% | 385 | 27.79% | 10.5 |
|
| 537 |
GT
537
Greenleaf Trust
Kalamazoo,
Michigan
| $10.4B | +$210M | +2% | 7.03% | 37.2% | 910 | 16.37% | 20.3 |
|
| 538 |
ECU
538
Egerton Capital (UK)
London,
United Kingdom
| $10.4B | +$1.34B | +15% | 15.9% | 137% | 29 | 37.93% | 5.6 |
|
| 539 |
PCIA
539
Prime Capital Investment Advisors
Overland Park,
Kansas
| $10.3B | +$1.67B | +19% | 15.4% | 71.3% | 1,139 | 12.73% | 11.9 |
|
| 540 |
BSL
540
Blue Sparrow LLC
Dover,
Delaware
| $10.3B | +$4.46B | +76% | 39.5% | – | 215 | 59.53% | 1.1 |
|
| 541 |
LWCFA
541
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $10.3B | +$326M | +3% | 7.05% | 43.6% | 592 | 9.97% | 26 |
|
| 542 |
HI
542
HBK Investments
Dallas,
Texas
| $10.3B | +$440M | +4% | 8.64% | 192% | 421 | 52.97% | 2.2 |
|
| 543 |
GIM
543
Generation Investment Management
London,
United Kingdom
| $10.3B | -$869M | -8% | 6.53% | 39.5% | 30 | 10% | 14.9 |
|
| 544 |
DCP
544
Durable Capital Partners
Bethesda,
Maryland
| $10.3B | +$568M | +6% | 24.4% | 128% | 41 | 21.95% | 5.6 |
|
| 545 |
NB
545
Norinchukin Bank
Tokyo,
Japan
| $10.3B | +$1.71B | +20% | 22.2% | 93.3% | 576 | 4.34% | 36.6 |
|
| 546 |
MOACM
546
Mutual of America Capital Management
New York
| $10.3B | +$1.47B | +17% | 25.2% | 123% | 1,479 | 9.87% | 31 |
|
| 547 |
SGA
547
Sustainable Growth Advisers
Stamford,
Connecticut
| $10.2B | -$432M | -4% | 9.57% | 42.2% | 54 | 18.52% | 19.6 |
|
| 548 |
WT
548
Whittier Trust
South Pasadena,
California
| $10.2B | +$1.32B | +15% | 19.4% | 110% | 1,418 | 9.73% | 27.9 |
|
| 549 |
CCM
549
Cullen Capital Management
New York
| $10.2B | +$415M | +4% | 9.09% | 60% | 223 | 11.21% | 17.3 |
|
| 550 |
CFB
550
Cullen/Frost Bankers
San Antonio,
Texas
| $10.1B | +$1.34B | +15% | 17.4% | 91.1% | 1,502 | 14.38% | 16.7 |
|