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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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50
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250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 576 |
KCM
576
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $6.07B | -$638M | -10% | 2.78% | 65.8% | 544 | 12.13% |
|
| 577 |
APF
577
Alaska Permanent Fund
Juneau,
Alaska
| $6.02B | +$519M | +9% | 2.71% | 44.2% | 359 | 7.52% |
|
| 578 |
AWS
578
Atria Wealth Solutions
New York
| $6.01B | – | – | 3.32% | 63.8% | 1,723 | – |
|
| 579 |
X
579
Xponance
Philadelphia,
Pennsylvania
| $6.01B | -$362M | -6% | 4.64% | 110% | 1,204 | 5.73% |
|
| 580 |
OSAM
580
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $6.01B | +$381M | +7% | 0.78% | 104% | 1,427 | 22.49% |
|
| 581 |
CCP
581
Clarkston Capital Partners
Rochester,
Michigan
| $6.01B | +$175M | +3% | 1.04% | 10.2% | 211 | 17.54% |
|
| 582 |
TFM
582
Trian Fund Management
New York
| $5.97B | -$1.49B | -20% | 9.96% | 87% | 9 | 11.11% |
|
| 583 |
ECU
583
Eisler Capital (UK)
London,
United Kingdom
| $5.95B | +$3.94B | +196% | 5.34% | 3.95% | 593 | 60.54% |
|
| 584 |
PF
584
Phoenix Financial
Givatayim,
Israel
| $5.95B | -$122M | -2% | 5.59% | 111% | 462 | 30.3% |
|
| 585 |
MYLI
585
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $5.93B | +$317M | +6% | 6% | 20.9% | 330 | 19.39% |
|
| 586 |
WT
586
Whittier Trust
South Pasadena,
California
| $5.93B | -$224M | -4% | 4.54% | 93% | 1,777 | 13.11% |
|
| 587 |
MCM
587
MAI Capital Management
Independence,
Ohio
| $5.93B | -$281M | -5% | 5.11% | 66.2% | 1,036 | 16.02% |
|
| 588 |
SCM
588
Steadfast Capital Management
New York
| $5.83B | -$169M | -3% | 3.38% | 138% | 61 | 63.93% |
|
| 589 |
EPFB
589
Employees Provident Fund Board
Shah Alam,
Malaysia
| $5.82B | -$244M | -4% | 3.08% | 81.7% | 114 | 27.19% |
|
| 590 |
MIFH
590
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $5.73B | -$4.62B | -45% | 2.39% | 121% | 727 | 23.25% |
|
| 591 |
NIMI
591
Natixis Investment Managers International
Paris,
France
| $5.72B | +$3.92B | +217% | 6.44% | 34.7% | 479 | 58.46% |
|
| 592 |
BCWM
592
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.72B | -$176M | -3% | 4% | 62.3% | 1,091 | 63.15% |
|
| 593 |
BC
593
Bartlett & Co
Cincinnati,
Ohio
| $5.72B | -$176M | -3% | 4% | 30.8% | 1,092 | 63.1% |
|
| 594 |
AI
594
Atria Investments
Charlotte,
North Carolina
| $5.71B | +$99.6M | +2% | 4.18% | 62.1% | 939 | 19.7% |
|
| 595 |
NSLI
595
Nan Shan Life Insurance
Taipei City,
Taiwan
| $5.71B | -$885M | -13% | 8.07% | 15.5% | 106 | 25.47% |
|
| 596 |
596
Credit Agricole
Montrouge Cedex,
France
| $5.71B | -$565M | -9% | 3.46% | – | 782 | 17.77% |
|
| 597 |
PAS
597
Park Avenue Securities
New York
| $5.7B | +$38.7M | +0.7% | 3.92% | 71% | 1,201 | 14.99% |
|
| 598 |
MC
598
Maverick Capital
Dallas,
Texas
| $5.69B | -$3.16B | -36% | 19.5% | 199% | 418 | 72.01% |
|
| 599 |
VA
599
Valmark Advisers
Akron,
Ohio
| $5.68B | -$125M | -2% | 3.94% | 34.7% | 446 | 13.68% |
|
| 600 |
CM
600
Churchill Management
Los Angeles,
California
| $5.67B | -$1.5B | -21% | 0.7% | 84.4% | 170 | 46.47% |
|