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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 576 |
BCWM
576
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $4.97B | +$319M | +7% | 9.06% | 62.3% | 1,237 | 13.26% |
|
| 577 |
BCM
577
Brookstone Capital Management
Wheaton,
Illinois
| $4.94B | +$614M | +14% | 5.82% | 64.2% | 871 | 17.11% |
|
| 578 |
KCM
578
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $4.94B | +$275M | +6% | 10.8% | 65.8% | 527 | 9.49% |
|
| 579 |
SMDAM
579
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $4.93B | +$551M | +13% | 10.1% | 117% | 788 | 5.71% |
|
| 580 |
RCM
580
RA Capital Management
Boston,
Massachusetts
| $4.93B | +$243M | +5% | 31.1% | 589% | 90 | 32.22% |
|
| 581 |
RI
581
RTW Investments
New York
| $4.9B | +$561M | +13% | 18.1% | 384% | 87 | 12.64% |
|
| 582 |
SI
582
Scout Investments
Kansas City,
Missouri
| $4.89B | +$71.5M | +1% | 10.7% | 88% | 230 | 13.48% |
|
| 583 |
SI
583
Stephens Inc
Little Rock,
Arkansas
| $4.88B | +$198M | +4% | 8.21% | 65.6% | 1,264 | 12.42% |
|
| 584 |
AI
584
Atria Investments
Charlotte,
North Carolina
| $4.88B | +$349M | +8% | 8.97% | 62.1% | 817 | 17.01% |
|
| 585 |
DCP
585
D1 Capital Partners
New York
| $4.88B | -$603M | -11% | 1.36% | 63.1% | 38 | 34.21% |
|
| 586 |
TFM
586
Trian Fund Management
New York
| $4.87B | +$1.08B | +28% | 19.4% | 87% | 9 | 22.22% |
|
| 587 |
AAM
587
Advisors Asset Management
Monument,
Colorado
| $4.85B | +$97.5M | +2% | 10.5% | 70.4% | 1,533 | 8.22% |
|
| 588 |
588
Credit Agricole
Montrouge Cedex,
France
| $4.85B | -$431M | -8% | 10.9% | – | 756 | 13.62% |
|
| 589 |
DM
589
Deerfield Management
New York
| $4.83B | -$193M | -4% | 13.3% | 274% | 141 | 36.17% |
|
| 590 |
WI
590
Winder Investment
Singapore
| $4.78B | +$665M | +16% | 16.4% | 3.24% | 3 | 0% |
|
| 591 |
NI
591
Nuance Investments
Kansas City,
Missouri
| $4.77B | +$281M | +6% | 14.1% | 6.33% | 58 | 8.62% |
|
| 592 |
EWM
592
Evercore Wealth Management
New York
| $4.77B | +$339M | +8% | 9.61% | 78.3% | 410 | 11.22% |
|
| 593 |
IHG
593
Insight Holdings Group
New York
| $4.77B | -$214M | -4% | 3.5% | 103% | 25 | 20% |
|
| 594 |
EAM
594
Erste Asset Management
Vienna,
Austria
| $4.74B | +$276M | +6% | 10.2% | 107% | 617 | 17.18% |
|
| 595 |
HA
595
HHLR Advisors
Grand Cayman,
Cayman Islands
| $4.74B | +$934M | +25% | 25.1% | 82.2% | 73 | 24.66% |
|
| 596 |
LAM
596
Lyrical Asset Management
New York
| $4.74B | -$98.8M | -2% | 12.8% | 86.5% | 48 | 22.92% |
|
| 597 |
F
597
Folketrygdfondet
Oslo Norway,
Norway
| $4.72B | +$256M | +6% | 11.7% | 47.8% | 10 | 0% |
|
| 598 |
SCM
598
Smead Capital Management
Phoenix,
Arizona
| $4.68B | +$829M | +22% | 16.7% | 65% | 29 | 17.24% |
|
| 599 |
NC
599
Nicholas Company
Milwaukee,
Wisconsin
| $4.67B | +$306M | +7% | 9.71% | 54.3% | 229 | 7.42% |
|
| 600 |
CF
600
Cantor Fitzgerald
New York
| $4.65B | +$73.5M | +2% | 7.12% | 174% | 934 | 38.44% |
|