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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 551 |
LT
551
Lindsell Train
London,
United Kingdom
| $6.9B | -$343M | -5% | 2.06% | 39.9% | 28 | 3.57% |
|
| 552 |
SI
552
Scout Investments
Kansas City,
Missouri
| $6.89B | +$179M | +3% | 7.79% | 88% | 328 | 11.89% |
|
| 553 |
VMPIC
553
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $6.88B | +$329M | +5% | 9.52% | 97.2% | 245 | 20% |
|
| 554 |
BCI
554
Brinker Capital Investments
Berwyn,
Pennsylvania
| $6.88B | +$558M | +9% | 7.5% | 75.8% | 1,474 | 20.35% |
|
| 555 |
RI
555
RTW Investments
New York
| $6.85B | +$217M | +3% | 1.77% | 467% | 136 | 19.85% |
|
| 556 |
DKCM
556
Davidson Kempner Capital Management
New York
| $6.79B | -$204M | -3% | 4.48% | 157% | 681 | 45.23% |
|
| 557 |
CCM
557
Candlestick Capital Management
Greenwich,
Connecticut
| $6.77B | +$1.47B | +28% | 6.42% | 244% | 156 | 55.13% |
|
| 558 |
MSE
558
MUFG Securities EMEA
London,
United Kingdom
| $6.76B | -$2.13B | -24% | 2.19% | 114% | 322 | 60.87% |
|
| 559 |
V
559
Veritable
Wilmington,
Delaware
| $6.75B | +$542M | +9% | 9.32% | 48.8% | 939 | 9.69% |
|
| 560 |
PP
560
Paloma Partners
Greenwich,
Connecticut
| $6.73B | +$2.65B | +65% | 2.04% | 314% | 2,240 | 72.54% |
|
| 561 |
KCM
561
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $6.7B | +$185M | +3% | 8.1% | 78.1% | 551 | 11.98% |
|
| 562 |
ZP
562
Zimmer Partners
New York
| $6.7B | +$345M | +5% | 8.25% | 67.7% | 190 | 64.74% |
|
| 563 |
WF
563
Welch & Forbes
Boston,
Massachusetts
| $6.68B | +$663M | +11% | 12% | 73.7% | 400 | 7% |
|
| 564 |
AAS
564
Avantax Advisory Services
Dallas,
Texas
| $6.64B | +$639M | +11% | 6.96% | 50.7% | 1,293 | 13.07% |
|
| 565 |
NA
565
NewEdge Advisors
New Orleans,
Louisiana
| $6.63B | +$2.59B | +64% | 9.34% | 88% | 1,724 | 39.91% |
|
| 566 |
TCA
566
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.62B | +$431M | +7% | 1.33% | 102% | 172 | 19.77% |
|
| 567 |
SI
567
Stephens Inc
Little Rock,
Arkansas
| $6.61B | +$145M | +2% | 8.02% | 76.1% | 1,448 | 13.67% |
|
| 568 |
SCM
568
Saba Capital Management
New York
| $6.61B | +$2.52B | +62% | 0.27% | 35% | 840 | 50.24% |
|
| 569 |
NSLI
569
Nan Shan Life Insurance
Taipei City,
Taiwan
| $6.59B | +$589M | +10% | 8.29% | 41% | 107 | 14.02% |
|
| 570 |
SPIA
570
Steward Partners Investment Advisory
New York
| $6.58B | +$761M | +13% | 9.49% | 88.5% | 3,429 | 11.2% |
|
| 571 |
571
Cerity Partners
New York
| $6.57B | +$2.03B | +45% | 9.59% | 81% | 1,058 | 39.22% |
|
| 572 |
GLA
572
Great Lakes Advisors
Chicago,
Illinois
| $6.57B | +$158M | +2% | 7.83% | 99.5% | 761 | 18.13% |
|
| 573 |
NEAM
573
New England Asset Management
Farmington,
Connecticut
| $6.51B | +$783M | +14% | 15.3% | 55.6% | 180 | 10% |
|
| 574 |
PA
574
Perceptive Advisors
New York
| $6.49B | -$396M | -6% | 1.57% | 1,707% | 163 | 23.93% |
|
| 575 |
HA
575
HHLR Advisors
Grand Cayman,
Cayman Islands
| $6.47B | -$1.17B | -15% | 12.6% | 137% | 88 | 17.05% |
|