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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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2,500
5,000
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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
AWM
551
AE Wealth Management
Topeka,
Kansas
| $4.61B | +$1.15B | +33% | 6.39% | 72.5% | 1,192 | 22.57% | 4.3 |
|
| 552 |
ACA
552
Anchor Capital Advisors
Boston,
Massachusetts
| $4.61B | +$1.83B | +66% | 5.91% | 64.3% | 261 | 8.05% | 14.5 |
|
| 553 |
PA
553
Pinnacle Associates
New York
| $4.57B | +$321M | +8% | 13.5% | 139% | 760 | 13.82% | 15.6 |
|
| 554 |
SAM
554
Securian Asset Management
St Paul,
Minnesota
| $4.53B | +$170M | +4% | 6.45% | 104% | 1,044 | 4.5% | 20.1 |
|
| 555 |
OSAM
555
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.5B | +$299M | +7% | 8.62% | 131% | 1,973 | 48.81% | 2.9 |
|
| 556 |
NAM
556
Nissay Asset Management
Tokyo,
Japan
| $4.5B | +$410M | +10% | 9.43% | 129% | 759 | 7.51% | 7.2 |
|
| 557 |
WF
557
Welch & Forbes
Boston,
Massachusetts
| $4.49B | +$304M | +7% | 7.91% | 73.7% | 361 | 6.37% | 17.5 |
|
| 558 |
RCWMU
558
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $4.49B | +$474M | +12% | 9.74% | 43.3% | 41 | 0% | 14.9 |
|
| 559 |
559
Hudson Bay Capital Management
Stamford,
Connecticut
| $4.49B | +$864M | +24% | 9.06% | 132% | 572 | 57.69% | 2.1 |
|
| 560 |
GA
560
Greenhaven Associates
Purchase,
New York
| $4.48B | -$463M | -9% | 4.68% | 58% | 22 | 9.09% | 16.1 |
|
| 561 |
ACM
561
Altimeter Capital Management
Boston,
Massachusetts
| $4.48B | +$377M | +9% | 4.7% | 187% | 31 | 16.13% | 6.7 |
|
| 562 |
DCM
562
Dupont Capital Management
Wilmington,
Delaware
| $4.46B | +$109M | +2% | 9.08% | 137% | 1,348 | 20.25% | 7.6 |
|
| 563 |
ECM
563
ETrade Capital Management
Arlington,
Virginia
| $4.45B | +$482M | +12% | 6.75% | 26.3% | 858 | 17.02% | 9.9 |
|
| 564 |
AAM
564
Ardevora Asset Management
London,
United Kingdom
| $4.45B | +$859M | +24% | 9.38% | 39.4% | 108 | 5.56% | 7.1 |
|
| 565 |
DKCM
565
Davidson Kempner Capital Management
New York
| $4.44B | -$651M | -13% | 9.1% | 157% | 226 | 53.98% | 2.1 |
|
| 566 |
BF
566
BOK Financial
Tulsa,
Oklahoma
| $4.42B | +$273M | +7% | 7.5% | 91.8% | 970 | 11.55% | 14.8 |
|
| 567 |
EHC
567
Everett Harris & Co
Los Angeles,
California
| $4.42B | +$377M | +9% | 9.07% | 55.6% | 267 | 8.24% | 17.7 |
|
| 568 |
DILIC
568
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $4.42B | +$233M | +6% | 7.74% | 128% | 553 | 9.22% | 9.3 |
|
| 569 |
CRC
569
Cedar Rock Capital
London,
United Kingdom
| $4.42B | +$102M | +2% | 4.88% | 90.7% | 7 | 0% | 19.9 |
|
| 570 |
SCM
570
Suvretta Capital Management
New York
| $4.4B | +$532M | +14% | 11.9% | 364% | 60 | 65% | 1.7 |
|
| 571 |
TPI
571
Tesco Pension Investment
London,
United Kingdom
| $4.4B | +$308M | +8% | 10.7% | 2% | 37 | 5.41% | 9.5 |
|
| 572 |
CAM
572
ClariVest Asset Management
San Diego,
California
| $4.36B | -$93.8M | -2% | 13.7% | 106% | 760 | 24.21% | 7 |
|
| 573 |
WKKFT
573
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.34B | +$263M | +6% | 7.48% | 25.5% | 3 | 66.67% | 13 |
|
| 574 |
AAS
574
Avantax Advisory Services
Dallas,
Texas
| $4.31B | +$1.84B | +74% | 6.27% | 50.7% | 858 | 35.31% | 2.1 |
|
| 575 |
AI
575
Axiom Investors
Greenwich,
Connecticut
| $4.3B | +$589M | +16% | 16% | 302% | 132 | 21.97% | 7.9 |
|