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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Weiss Asset Management
Boston,
Massachusetts
| $9.5B | +$3.6B | +61% | 35.2% | 138% | 902 | 75.28% | 0.2 |
|
| 577 |
577
MUFG Securities EMEA
London,
United Kingdom
| $9.5B | +$2.83B | +42% | 30.6% | 114% | 601 | 12.65% | 1.1 |
|
| 578 |
578
Vest Financial
Mclean,
Virginia
| $9.5B | +$1.2B | +14% | 18.1% | 68.4% | 444 | 12.16% | 2 |
|
| 579 |
579
Allianz
Munich,
Germany
| $9.49B | +$466M | +5% | 9.35% | – | 555 | 21.26% | 1.3 |
|
| 580 |
580
Advisors Capital Management
Ridgewood,
New Jersey
| $9.45B | +$864M | +10% | 14.2% | 92.3% | 652 | 15.95% | 3.5 |
|
| 581 |
581
Valmark Advisers
Akron,
Ohio
| $9.42B | +$1.01B | +12% | 9.8% | 43.2% | 743 | 10.9% | 3.9 |
|
| 582 |
582
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $9.38B | +$1.83B | +24% | 29% | – | 193 | 26.94% | 3.6 |
|
| 583 |
583
OP Asset Management
Helsinki,
| $9.38B | -$2.18B | -19% | 27.5% | – | 841 | 15.81% | 1 |
|
| 584 |
584
Modera Wealth Management
Westwood,
New Jersey
| $9.37B | +$1.03B | +12% | 13% | 68.2% | 681 | 11.31% | 4.1 |
|
| 585 |
585
Oppenheimer & Co
New York
| $9.37B | +$1.16B | +14% | 19.9% | 114% | 1,860 | 14.95% | 4.8 |
|
| 586 |
586
Stephens Investment Management Group
Houston,
Texas
| $9.33B | +$2.03B | +28% | 33% | 160% | 187 | 13.37% | 4.9 |
|
| 587 |
587
Cantor Fitzgerald
New York
| $9.31B | +$2.53B | +37% | 84.9% | 373% | 384 | 49.22% | 0.5 |
|
| 588 |
588
Mirova US
Boston,
Massachusetts
| $9.3B | +$488M | +6% | 17.4% | 90.9% | 47 | 14.89% | 3.2 |
|
| 589 |
589
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $9.26B | +$1.69B | +22% | 26.1% | 124% | 1,547 | 4.85% | 8.5 |
|
| 590 |
590
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $9.25B | +$1.11B | +14% | 18.1% | 109% | 489 | 18% | 4.7 |
|
| 591 |
591
Causeway Capital Management
Los Angeles,
California
| $9.24B | +$1.09B | +13% | 8.29% | 72.8% | 129 | 22.48% | 2.7 |
|
| 592 |
592
Fiduciary Trust
Boston,
Massachusetts
| $9.19B | +$737M | +9% | 13.7% | 76.6% | 930 | 11.08% | 5.3 |
|
| 593 |
593
Pinnacle Associates
New York
| $9.16B | +$1.38B | +18% | 28.9% | 149% | 1,026 | 12.67% | 5.9 |
|
| 594 |
594
Union Bancaire Privee
Geneva 1,
Switzerland
| $9.16B | +$1.96B | +27% | 23.2% | – | 538 | 19.52% | 1.1 |
|
| 595 |
595
Horizon Investments
Charlotte,
North Carolina
| $9.15B | +$154M | +2% | 18.9% | 89.2% | 1,518 | 15.28% | 2.3 |
|
| 596 |
596
Summit Financial
Parsippany,
New Jersey
| $9.12B | +$1.27B | +16% | 15.9% | 81.8% | 1,639 | 18.49% | 1.5 |
|
| 597 |
597
Choreo LLC
Rockford,
Illinois
| $9.11B | +$968M | +12% | 15.7% | 74.7% | 1,803 | 16.81% | 2.4 |
|
| 598 |
598
Kestra Private Wealth Services
Austin,
Texas
| $9.1B | +$983M | +12% | 17.8% | 91.9% | 1,939 | 15.42% | 2.6 |
|
| 599 |
599
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $9.05B | +$246M | +3% | 7.27% | 34.6% | 30 | 6.67% | 4 |
|
| 600 |
600
Wellcome Trust
London,
United Kingdom
| $9.01B | +$918M | +11% | 12.7% | 59.7% | 21 | 4.76% | 8 |
|