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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
CP
551
Coho Partners
Berwyn,
Pennsylvania
| $5.79B | -$111M | -2% | 0.59% | 35.6% | 78 | 12.82% | 6 |
|
| 552 |
552
PFS Investments
Duluth,
Georgia
| $5.77B | +$414M | +8% | 4.49% | 36.3% | 540 | 24.44% | 1.7 |
|
| 553 |
553
HB Wealth Management
Atlanta,
Georgia
| $5.76B | +$271M | +5% | 5.41% | 70.1% | 743 | 10.9% | 0.9 |
|
| 554 |
554
Kovitz Investment Group Partners
Chicago,
Illinois
| $5.76B | +$698M | +14% | 9.48% | 87.5% | 433 | 13.86% | 3.1 |
|
| 555 |
LT
555
Lindsell Train
London,
United Kingdom
| $5.73B | +$471M | +9% | 10.7% | 39.9% | 29 | 0% | 4.6 |
|
| 556 |
556
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $5.73B | +$194M | +4% | 12.1% | – | 171 | 8.19% | 3.3 |
|
| 557 |
OCBV
557
Ownership Capital B.V.
Amsterdam,
Netherlands
| $5.68B | +$588M | +12% | 14.5% | 62.8% | 20 | 0% | 3.5 |
|
| 558 |
558
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $5.68B | -$48.8M | -0.9% | 1.2% | 35.2% | 120 | 9.17% | 3.1 |
|
| 559 |
LGP
559
Leonard Green & Partners
Los Angeles,
California
| $5.66B | +$337M | +6% | 11.8% | 53.9% | 11 | 9.09% | 2.7 |
|
| 560 |
HA
560
HHLR Advisors
Grand Cayman,
Cayman Islands
| $5.64B | +$903M | +19% | 13.4% | 137% | 81 | 30.86% | 1.7 |
|
| 561 |
561
Mather Group
Chicago,
Illinois
| $5.63B | +$436M | +8% | 5.7% | 54.1% | 525 | 12.19% | 1.7 |
|
| 562 |
NMO
562
Newlands Management Operations
Dallas,
Texas
| $5.59B | +$1.79B | +47% | 43.2% | 164% | 26 | 3.85% | 0.2 |
|
| 563 |
AAM
563
Ardevora Asset Management
London,
United Kingdom
| $5.57B | -$304M | -5% | 8.7% | 39.4% | 140 | 21.43% | 1.5 |
|
| 564 |
564
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $5.55B | +$616M | +12% | 8.09% | 117% | 790 | 4.05% | 6.6 |
|
| 565 |
BI
565
BlueSpruce Investments
Chicago,
Illinois
| $5.53B | +$326M | +6% | 12.7% | 59.6% | 10 | 0% | 1.5 |
|
| 566 |
566
Mirova US
Boston,
Massachusetts
| $5.51B | +$534M | +11% | 14% | 90.9% | 32 | 18.75% | 2.5 |
|
| 567 |
567
Samlyn Capital
New York
| $5.51B | +$403M | +8% | 12.7% | 148% | 129 | 58.91% | 0.7 |
|
| 568 |
568
Buckingham Strategic Wealth
Clayton,
Missouri
| $5.5B | -$2.56M | -0% | 4.48% | 16.3% | 631 | 0.48% | 4 |
|
| 569 |
569
Bain Capital Investors
Boston,
Massachusetts
| $5.49B | +$881M | +19% | 34.4% | 91.1% | 5 | 0% | 2.8 |
|
| 570 |
570
Whittier Trust
South Pasadena,
California
| $5.49B | +$352M | +7% | 9.35% | 110% | 1,653 | 4.84% | 5.5 |
|
| 571 |
571
Cullen/Frost Bankers
San Antonio,
Texas
| $5.47B | +$231M | +4% | 7.92% | 91.1% | 1,273 | 19.09% | 3.9 |
|
| 572 |
572
Eventide Asset Management
Boston,
Massachusetts
| $5.45B | +$379M | +7% | 9.88% | 313% | 161 | 19.88% | 2.3 |
|
| 573 |
573
WorldQuant Millennium Advisors
New York
| $5.4B | +$1.01B | +23% | 7.81% | 96.6% | 422 | 42.18% | 0.9 |
|
| 574 |
574
Fiduciary Trust
Boston,
Massachusetts
| $5.39B | +$253M | +5% | 6.29% | 76.6% | 643 | 7.31% | 5.4 |
|
| 575 |
575
Savant Capital
Rockford,
Illinois
| $5.37B | +$1.28B | +31% | 4.34% | 61.2% | 743 | 21.13% | 3.5 |
|