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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
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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 |
WPL
551
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $10.1B | +$771M | +8% | 8.08% | 98.4% | 11 | 0% |
|
| 552 |
SOADOR
552
State of Alaska Department of Revenue
Juneau,
Alaska
| $10.1B | +$823M | +9% | 26.2% | 118% | 2,212 | 2.67% |
|
| 553 |
AI
553
Ariel Investments
Chicago,
Illinois
| $10B | +$1.09B | +12% | 19.3% | 78.1% | 114 | 14.04% |
|
| 554 |
OIAM
554
OFI Invest Asset Management
Paris,
France
| $10B | +$2.46B | +32% | 35.5% | – | 394 | 19.29% |
|
| 555 |
AC
555
Allstate Corporation
Northbrook,
Illinois
| $10B | +$662M | +7% | 19.4% | 59.7% | 1,451 | 30.32% |
|
| 556 |
NW
556
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $10B | +$1.61B | +19% | 18% | 98.9% | 1,278 | 15.65% |
|
| 557 |
LA
557
LBP AM
Paris,
France
| $10B | +$2.69B | +37% | 32.2% | 137% | 453 | 14.13% |
|
| 558 |
CG
558
Carlyle Group
Washington,
District of Columbia
| $10B | -$618M | -6% | 4.39% | 7.98% | 23 | 30.43% |
|
| 559 |
BCM
559
Brookstone Capital Management
Wheaton,
Illinois
| $9.99B | +$1.24B | +14% | 14.9% | 64.2% | 1,382 | 18.23% |
|
| 560 |
AI
560
Atria Investments
Charlotte,
North Carolina
| $9.98B | +$1.04B | +12% | 15.1% | 76.3% | 2,287 | 19.02% |
|
| 561 |
SWP
561
Stratos Wealth Partners
Beachwood,
Ohio
| $9.93B | +$1.14B | +13% | 17.3% | 83.3% | 1,786 | 14.73% |
|
| 562 |
LAMI
562
Longview Asset Management (Illinois)
Chicago,
Illinois
| $9.89B | +$329M | +3% | 3.64% | 65.3% | 4 | 25% |
|
| 563 |
TCA
563
Tortoise Capital Advisors
Overland Park,
Kansas
| $9.84B | +$237M | +2% | 4.79% | 102% | 99 | 17.17% |
|
| 564 |
ACM
564
Altimeter Capital Management
Boston,
Massachusetts
| $9.83B | +$4.13B | +72% | 29% | 187% | 23 | 56.52% |
|
| 565 |
HTC
565
Hershey Trust Company
Hershey,
Pennsylvania
| $9.82B | -$1.94B | -17% | 0.37% | 0.86% | 3 | 33.33% |
|
| 566 |
PVI
566
Partners Value Investments
Hamilton,
Bermuda
| $9.8B | +$452M | +5% | 4.39% | 80.7% | 7 | 14.29% |
|
| 567 |
FIA
567
Foundations Investment Advisors
Phoenix,
Arizona
| $9.72B | +$1.64B | +20% | 15.6% | 80.9% | 1,342 | 23.99% |
|
| 568 |
AV
568
ASR Vermogensbeheer
Utrecht,
Netherlands
| $9.71B | +$1.2B | +14% | 24.7% | – | 569 | 25.66% |
|
| 569 |
SC
569
Starlite Capital
Dallas,
Texas
| $9.7B | – | – | 14.1% | – | 14 | – |
|
| 570 |
570
Edgewood Management
Greenwich,
Connecticut
| $9.69B | -$5.8B | -37% | 16.3% | 73.9% | 93 | 9.68% |
|
| 571 |
GGHC
571
Gilder Gagnon Howe & Co
New York
| $9.69B | +$1.35B | +16% | 37.5% | 244% | 302 | 25.83% |
|
| 572 |
OAM
572
Oppenheimer Asset Management
New York
| $9.63B | +$865M | +10% | 16.9% | 85% | 1,196 | 12.12% |
|
| 573 |
DM
573
Deerfield Management
New York
| $9.59B | +$1.11B | +13% | 17.6% | 277% | 94 | 24.47% |
|
| 574 |
BTI
574
Blue Trust Inc
Alpharetta,
Georgia
| $9.54B | +$803M | +9% | 12.1% | 48.7% | 2,688 | 15.96% |
|
| 575 |
WAM
575
Weiss Asset Management
Boston,
Massachusetts
| $9.54B | +$3.6B | +61% | 35.2% | 138% | 902 | 75.28% |
|