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
Kovitz Investment Group Partners
Chicago,
Illinois
| $5.57B | -$1.25B | -18% | 2.38% | 87.5% | 413 | 6.3% | 3.5 |
|
| 577 |
EAM
577
Eventide Asset Management
Boston,
Massachusetts
| $5.56B | -$353M | -6% | 3.14% | 313% | 166 | 22.89% | 2.3 |
|
| 578 |
AAB
578
ABN AMRO Bank
Amsterdam,
Netherlands
| $5.56B | +$641M | +13% | 1.61% | 90.7% | 159 | 8.81% | 0.5 |
|
| 579 |
WPL
579
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $5.5B | +$309M | +6% | 1.58% | 98.4% | 13 | 0% | 1.7 |
|
| 580 |
TC
580
Trium Capital
London,
United Kingdom
| $5.49B | +$5.02B | +1,070% | 0.11% | 189% | 106 | 57.55% | 0.4 |
|
| 581 |
BI
581
BlueSpruce Investments
Chicago,
Illinois
| $5.49B | -$320M | -6% | 4.22% | 59.6% | 11 | 18.18% | 1.7 |
|
| 582 |
TC
582
TownSquare Capital
Provo,
Utah
| $5.48B | -$12.5M | -0.2% | 2.83% | 96.9% | 1,166 | 15.09% | 1.9 |
|
| 583 |
FT
583
Fiduciary Trust
Boston,
Massachusetts
| $5.47B | -$207M | -4% | 3.03% | 76.6% | 641 | 7.64% | 5.7 |
|
| 584 |
PF
584
Phoenix Financial
Givatayim,
Israel
| $5.46B | +$565M | +12% | 2.03% | 144% | 377 | 32.1% | 1.4 |
|
| 585 |
CG
585
Carmignac Gestion
Paris,
France
| $5.45B | -$357M | -6% | 0.77% | 85.1% | 187 | 35.83% | 2.1 |
|
| 586 |
CDR
586
Clayton Dubilier & Rice
New York
| $5.43B | -$1.4B | -20% | 4.42% | 176% | 7 | 28.57% | 4.4 |
|
| 587 |
VLKIM
587
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $5.41B | -$143M | -3% | 2.51% | 75.9% | 215 | 7.91% | 3.1 |
|
| 588 |
PGFC
588
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $5.4B | -$208M | -4% | 2.67% | 77.4% | 721 | 7.21% | 4.7 |
|
| 589 |
PA
589
Pinnacle Associates
New York
| $5.38B | -$383M | -7% | 4.15% | 139% | 839 | 6.56% | 5.4 |
|
| 590 |
IMRF
590
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $5.36B | +$391M | +8% | 1.86% | 104% | 1,384 | 41.91% | 1.6 |
|
| 591 |
MCM
591
Moore Capital Management
New York
| $5.36B | -$449M | -8% | 3% | 195% | 679 | 53.02% | 0.9 |
|
| 592 |
CIM
592
CCLA Investment Management
London,
United Kingdom
| $5.36B | -$259M | -5% | 3.15% | – | 74 | 5.41% | 2.5 |
|
| 593 |
EWM
593
Evercore Wealth Management
New York
| $5.34B | -$111M | -2% | 1.54% | 84.8% | 437 | 12.13% | 6.3 |
|
| 594 |
PVI
594
Partners Value Investments
Hamilton,
Bermuda
| $5.33B | – | – | 5.25% | 80.7% | 10 | – | 1.9 |
|
| 595 |
APF
595
Alaska Permanent Fund
Juneau,
Alaska
| $5.31B | +$227M | +4% | 3.21% | 69.2% | 418 | 6.94% | 1.7 |
|
| 596 |
MWM
596
Modera Wealth Management
Westwood,
New Jersey
| $5.3B | -$203M | -4% | 3.34% | 68.2% | 589 | 11.38% | 2.4 |
|
| 597 |
LAM
597
Lyrical Asset Management
New York
| $5.29B | -$54.6M | -1% | 0.56% | 125% | 41 | 2.44% | 3.9 |
|
| 598 |
ACM
598
Altimeter Capital Management
Boston,
Massachusetts
| $5.27B | -$260M | -5% | 6.14% | 187% | 14 | 42.86% | 2.1 |
|
| 599 |
TAM
599
Tocqueville Asset Management
New York
| $5.27B | -$319M | -6% | 2.51% | 122% | 554 | 11.19% | 5.7 |
|
| 600 |
CII
600
Capital International Inc
Los Angeles,
California
| $5.22B | -$286M | -5% | 1.43% | 132% | 349 | 6.59% | 3.2 |
|