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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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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
| $6.16B | +$590M | +11% | 10.4% | 62.3% | 1,314 | 12.86% |
|
| 577 |
BC
577
Bartlett & Co
Cincinnati,
Ohio
| $6.16B | +$590M | +11% | 10.4% | 30.8% | 1,314 | 12.86% |
|
| 578 |
LAM
578
Lyrical Asset Management
New York
| $6.13B | +$840M | +16% | 15.7% | 125% | 44 | 15.91% |
|
| 579 |
EAM
579
Eventide Asset Management
Boston,
Massachusetts
| $6.13B | +$563M | +10% | 20.9% | 313% | 175 | 24.57% |
|
| 580 |
CIM
580
CCLA Investment Management
London,
United Kingdom
| $6.12B | +$760M | +14% | 13.1% | – | 72 | 2.78% |
|
| 581 |
IWC
581
Integrated Wealth Concepts
Waltham,
Massachusetts
| $6.1B | +$435M | +8% | 9.73% | 68.2% | 1,697 | 14.5% |
|
| 582 |
LGP
582
Leonard Green & Partners
Los Angeles,
California
| $6.1B | +$1.23B | +25% | 31% | 53.9% | 12 | 0% |
|
| 583 |
RCWMU
583
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $6.1B | +$417M | +7% | 11.7% | 43.3% | 34 | 5.88% |
|
| 584 |
AAB
584
ABN AMRO Bank
Amsterdam,
Netherlands
| $6.09B | +$524M | +9% | 11.8% | 90.7% | 161 | 9.32% |
|
| 585 |
APF
585
Alaska Permanent Fund
Juneau,
Alaska
| $6.07B | +$752M | +14% | 10.2% | 60.8% | 464 | 15.95% |
|
| 586 |
PF
586
Phoenix Financial
Givatayim,
Israel
| $6.04B | +$587M | +11% | 11.7% | 144% | 398 | 30.9% |
|
| 587 |
MWM
587
Modera Wealth Management
Westwood,
New Jersey
| $6.04B | +$740M | +14% | 10.7% | 68.2% | 560 | 8.57% |
|
| 588 |
588
Kovitz Investment Group Partners
Chicago,
Illinois
| $6.03B | +$468M | +8% | 11.5% | 87.5% | 420 | 8.57% |
|
| 589 |
ACM
589
Altimeter Capital Management
Boston,
Massachusetts
| $6.02B | +$755M | +14% | 24.2% | 187% | 12 | 16.67% |
|
| 590 |
IC
590
IEQ Capital
Foster City,
California
| $6.01B | +$1.1B | +22% | 20.8% | 236% | 1,010 | 15.35% |
|
| 591 |
FT
591
Fiduciary Trust
Boston,
Massachusetts
| $5.99B | +$517M | +9% | 9.78% | 76.6% | 647 | 9.74% |
|
| 592 |
IMRF
592
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $5.98B | +$615M | +11% | 12.4% | 104% | 1,423 | 7.73% |
|
| 593 |
EWM
593
Evercore Wealth Management
New York
| $5.96B | +$622M | +12% | 12.6% | 84.8% | 445 | 11.24% |
|
| 594 |
CG
594
Carmignac Gestion
Paris,
France
| $5.95B | +$508M | +9% | 15.6% | 85.1% | 170 | 30.59% |
|
| 595 |
RS
595
Robeco Schweiz
Zurich,
Switzerland
| $5.95B | +$37.2M | +0.6% | 13.3% | 148% | 125 | 7.2% |
|
| 596 |
PA
596
Pinnacle Associates
New York
| $5.94B | +$564M | +10% | 13% | 139% | 851 | 8.58% |
|
| 597 |
PGFC
597
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $5.94B | +$538M | +10% | 10.5% | 77.4% | 725 | 9.24% |
|
| 598 |
TC
598
TownSquare Capital
Provo,
Utah
| $5.84B | +$356M | +6% | 11% | 96.9% | 1,224 | 17.89% |
|
| 599 |
MCM
599
Moore Capital Management
New York
| $5.8B | +$442M | +8% | 16.7% | 195% | 619 | 53.8% |
|
| 600 |
SI
600
Stephens Inc
Little Rock,
Arkansas
| $5.8B | +$581M | +11% | 10.2% | 76.1% | 1,316 | 12.92% |
|