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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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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 |
PAS
551
Park Avenue Securities
New York
| $5.02B | -$144M | -3% | 5.78% | 71% | 1,184 | 11.82% |
|
| 552 |
552
Cetera Investment Advisers
Schaumburg,
Illinois
| $5.01B | -$1.28B | -20% | 5.19% | 58.2% | 1,908 | 13.78% |
|
| 553 |
IHG
553
Insight Holdings Group
New York
| $4.98B | +$150M | +3% | 6.24% | 103% | 22 | 0% |
|
| 554 |
KKRC
554
Kohlberg Kravis Roberts & Co
New York
| $4.98B | -$2.54B | -34% | 12.8% | 298% | 263 | 18.25% |
|
| 555 |
VA
555
Valmark Advisers
Akron,
Ohio
| $4.97B | -$183M | -4% | 5.91% | 34.7% | 429 | 9.56% |
|
| 556 |
HKAM
556
Horizon Kinetics Asset Management
New York
| $4.97B | +$192M | +4% | 8.56% | 185% | 353 | 11.61% |
|
| 557 |
ICA
557
Infrastructure Capital Advisors
New York
| $4.95B | +$3.81B | +332% | 1.61% | 49% | 103 | 36.89% |
|
| 558 |
AAMU
558
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $4.95B | -$364M | -7% | 4.59% | – | 172 | 4.65% |
|
| 559 |
BF
559
BOK Financial
Tulsa,
Oklahoma
| $4.94B | -$274M | -5% | 4.34% | 74.1% | 956 | 12.45% |
|
| 560 |
LT
560
Lindsell Train
London,
United Kingdom
| $4.92B | -$176M | -3% | 0.68% | 39.9% | 29 | 0% |
|
| 561 |
APM
561
Avidity Partners Management
Dallas,
Texas
| $4.92B | +$563M | +13% | 18.1% | 461% | 111 | 38.74% |
|
| 562 |
NB
562
Norinchukin Bank
Tokyo,
Japan
| $4.91B | -$200M | -4% | 4.7% | 71.7% | 544 | 2.02% |
|
| 563 |
TAM
563
Tocqueville Asset Management
New York
| $4.91B | -$562M | -10% | 3.95% | 96.3% | 674 | 13.8% |
|
| 564 |
PGFC
564
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $4.9B | +$529M | +12% | 4.47% | 63.1% | 723 | 15.21% |
|
| 565 |
BSW
565
Buckingham Strategic Wealth
Clayton,
Missouri
| $4.9B | -$165M | -3% | 5.38% | 16.3% | 652 | 12.73% |
|
| 566 |
BI
566
BlueSpruce Investments
Chicago,
Illinois
| $4.89B | -$299M | -6% | 3.82% | 47.7% | 13 | 23.08% |
|
| 567 |
BCI
567
Brinker Capital Investments
Berwyn,
Pennsylvania
| $4.84B | -$442M | -8% | 4.68% | 58.9% | 1,423 | 12.37% |
|
| 568 |
LAM
568
Lyrical Asset Management
New York
| $4.83B | -$918M | -16% | 4.26% | 86.5% | 43 | 16.28% |
|
| 569 |
TAF
569
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $4.83B | +$852M | +21% | 3.29% | 98.9% | 519 | 44.7% |
|
| 570 |
SI
570
Scout Investments
Kansas City,
Missouri
| $4.82B | -$230M | -5% | 0.52% | 88% | 234 | 11.54% |
|
| 571 |
CW
571
Connectus Wealth
Cincinnati,
Ohio
| $4.8B | +$418M | +10% | 3.64% | 37.8% | 539 | 30.24% |
|
| 572 |
EC
572
Eminence Capital
New York
| $4.79B | -$246M | -5% | 0.06% | 37.2% | 75 | 32% |
|
| 573 |
WANY
573
Wealthspire Advisors (New York)
New York
| $4.78B | +$1.18M | +0% | 6.31% | 47.9% | 549 | 16.58% |
|
| 574 |
WT
574
Whittier Trust
South Pasadena,
California
| $4.77B | -$180M | -4% | 4.96% | 93% | 1,800 | 9.67% |
|
| 575 |
AI
575
Axiom Investors
Greenwich,
Connecticut
| $4.77B | +$1.44B | +43% | 2.3% | 214% | 129 | 19.38% |
|