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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 576 |
WT
576
Whittier Trust
South Pasadena,
California
| $4.95B | -$979M | -17% | 14.7% | 110% | 1,810 | 9.94% |
|
| 577 |
BCWM
577
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $4.94B | -$785M | -14% | 11.9% | 62.3% | 1,354 | 22.75% |
|
| 578 |
BC
578
Bartlett & Co
Cincinnati,
Ohio
| $4.94B | -$784M | -14% | 11.9% | 30.8% | 1,354 | 22.75% |
|
| 579 |
NIMI
579
Natixis Investment Managers International
Paris,
France
| $4.91B | -$807M | -14% | 14.2% | 34.7% | 515 | 17.67% |
|
| 580 |
WI
580
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| $4.9B | -$421M | -8% | 13.1% | 53.5% | 7 | 0% |
|
| 581 |
PF
581
Phoenix Financial
Givatayim,
Israel
| $4.89B | -$1.06B | -18% | 17.7% | 144% | 445 | 24.72% |
|
| 582 |
HWM
582
HB Wealth Management
Atlanta,
Georgia
| $4.88B | -$518M | -10% | 13.3% | 70.1% | 637 | 17.27% |
|
| 583 |
TAM
583
Troy Asset Management
London,
United Kingdom
| $4.87B | -$748M | -13% | 15% | 53.9% | 37 | 2.7% |
|
| 584 |
DM
584
Deerfield Management
New York
| $4.85B | +$375M | +8% | 2.77% | 277% | 140 | 20% |
|
| 585 |
IHG
585
Insight Holdings Group
New York
| $4.83B | -$2.55B | -35% | 30% | 111% | 24 | 16.67% |
|
| 586 |
CCM
586
Cerberus Capital Management
New York
| $4.82B | -$1.48B | -24% | 18.3% | 22.4% | 7 | 0% |
|
| 587 |
ZP
587
Zimmer Partners
New York
| $4.8B | -$2.18B | -31% | 14.8% | 67.7% | 135 | 53.33% |
|
| 588 |
MIP
588
Mondrian Investment Partners
London,
United Kingdom
| $4.79B | -$82M | -2% | 7.4% | – | 124 | 37.1% |
|
| 589 |
WANY
589
Wealthspire Advisors (New York)
New York
| $4.78B | +$338M | +8% | 13.8% | 59% | 529 | 25.14% |
|
| 590 |
BCI
590
Bain Capital Investors
Boston,
Massachusetts
| $4.78B | -$2.13B | -31% | 27.9% | 91.1% | 5 | 0% |
|
| 591 |
HKAM
591
Horizon Kinetics Asset Management
New York
| $4.78B | -$188M | -4% | 2.11% | 192% | 356 | 8.71% |
|
| 592 |
AI
592
Atria Investments
Charlotte,
North Carolina
| $4.77B | -$943M | -17% | 11.5% | 76.3% | 910 | 24.07% |
|
| 593 |
WPL
593
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $4.76B | +$7.81M | +0.2% | 20.4% | 98.4% | 10 | 10% |
|
| 594 |
NSLI
594
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.76B | -$945M | -17% | 17.4% | 41% | 97 | 18.56% |
|
| 595 |
F
595
Folketrygdfondet
Oslo Norway,
Norway
| $4.76B | +$4.59B | +2,693% | 6.74% | 30.6% | 10 | 0% |
|
| 596 |
HIIFS
596
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $4.75B | -$1.36B | -22% | 17.2% | 126% | 820 | 28.17% |
|
| 597 |
FT
597
Fiduciary Trust
Boston,
Massachusetts
| $4.75B | -$830M | -15% | 13.7% | 76.6% | 690 | 13.19% |
|
| 598 |
EWM
598
Evercore Wealth Management
New York
| $4.74B | -$912M | -16% | 14.1% | 84.8% | 438 | 12.1% |
|
| 599 |
SAM
599
Southeastern Asset Management
Memphis,
Tennessee
| $4.74B | -$916M | -16% | 15.9% | 26.7% | 41 | 19.51% |
|
| 600 |
BPA
600
Beacon Pointe Advisors
Newport Beach,
California
| $4.74B | -$2.56B | -35% | 13.9% | 76.7% | 1,262 | 23.53% |
|