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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
BC
576
Bartlett & Co
Cincinnati,
Ohio
| $5.78B | +$604M | +12% | 6.08% | 30.8% | 1,221 | 15.72% | 12.5 |
|
| 577 |
BCWM
577
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.78B | +$604M | +12% | 6.08% | 62.3% | 1,221 | 15.72% | 8.6 |
|
| 578 |
PA
578
Pinnacle Associates
New York
| $5.76B | +$874M | +18% | 9.33% | 139% | 849 | 13.55% | 21 |
|
| 579 |
WT
579
Whittier Trust
South Pasadena,
California
| $5.75B | +$260M | +5% | 9.77% | 110% | 1,630 | 5.83% | 23.1 |
|
| 580 |
OCBV
580
Ownership Capital B.V.
Amsterdam,
Netherlands
| $5.71B | +$22.6M | +0.4% | 4.07% | 62.8% | 21 | 9.52% | 14.7 |
|
| 581 |
AS
581
Altshuler Shaham
Tel Aviv,
Israel
| $5.69B | +$1.12B | +24% | 5.02% | 108% | 427 | 40.05% | 4.6 |
|
| 582 |
FT
582
Fiduciary Trust
Boston,
Massachusetts
| $5.68B | +$283M | +5% | 6.46% | 76.6% | 641 | 6.86% | 22 |
|
| 583 |
EAM
583
Erste Asset Management
Vienna,
Austria
| $5.67B | +$449M | +9% | 8.79% | 143% | 617 | 11.35% | 10.5 |
|
| 584 |
CM
584
Caption Management
Oklahoma City,
Oklahoma
| $5.65B | +$471M | +9% | 5.52% | 227% | 1,507 | 61.31% | 1.7 |
|
| 585 |
CIM
585
CCLA Investment Management
London,
United Kingdom
| $5.62B | +$529M | +10% | 7.5% | – | 78 | 10.26% | 9.3 |
|
| 586 |
BG
586
Baupost Group
Boston,
Massachusetts
| $5.61B | -$233M | -4% | 3.24% | 47.9% | 35 | 28.57% | 12.3 |
|
| 587 |
LT
587
Lindsell Train
London,
United Kingdom
| $5.61B | -$118M | -2% | 4.62% | 39.9% | 29 | 0% | 19.4 |
|
| 588 |
PGFC
588
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $5.61B | +$354M | +7% | 5.98% | 77.4% | 735 | 9.39% | 17.8 |
|
| 589 |
TAM
589
Tocqueville Asset Management
New York
| $5.58B | +$291M | +6% | 8% | 122% | 556 | 9.35% | 21.9 |
|
| 590 |
CIMLRA
590
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $5.58B | -$94.7M | -2% | 0% | 35.2% | 121 | 8.26% | 12.5 |
|
| 591 |
PAMP
591
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $5.57B | -$1.01B | -15% | 5.19% | 102% | 1,213 | 35.53% | 4.2 |
|
| 592 |
O
592
Ossiam
Paris,
France
| $5.57B | +$753M | +16% | 10.1% | 155% | 727 | 6.19% | 7.7 |
|
| 593 |
CCP
593
Clarkston Capital Partners
Rochester,
Michigan
| $5.56B | +$199M | +4% | 6% | 8.43% | 169 | 7.69% | 16.7 |
|
| 594 |
SI
594
Stephens Inc
Little Rock,
Arkansas
| $5.56B | +$346M | +7% | 6.42% | 76.1% | 1,300 | 13.92% | 18.1 |
|
| 595 |
VLKIM
595
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $5.55B | +$295M | +6% | 7.12% | 75.9% | 224 | 13.39% | 11.5 |
|
| 596 |
RCWMU
596
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $5.55B | +$523M | +10% | 8.55% | 43.3% | 33 | 9.09% | 20.8 |
|
| 597 |
AI
597
Atria Investments
Charlotte,
North Carolina
| $5.54B | +$256M | +5% | 5.82% | 76.3% | 904 | 19.03% | 10.3 |
|
| 598 |
SW
598
SVB Wealth
Boston,
Massachusetts
| $5.53B | -$1.62B | -23% | 10.6% | 170% | 1,058 | 15.41% | 13.2 |
|
| 599 |
599
Credit Agricole
Montrouge Cedex,
France
| $5.53B | +$615M | +13% | 7.97% | – | 736 | 15.49% | 12.7 |
|
| 600 |
ACM
600
Altimeter Capital Management
Boston,
Massachusetts
| $5.53B | +$975M | +21% | 24.3% | 187% | 12 | 16.67% | 10.8 |
|