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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
CF
601
Canoe Financial
Calgary,
Alberta, Canada
| $7.34B | -$26.7M | -0.4% | 6.46% | 76.5% | 124 | 26.61% |
|
| 602 |
DKCM
602
Davidson Kempner Capital Management
New York
| $7.33B | -$495M | -6% | 2.08% | 140% | 290 | 43.79% |
|
| 603 |
KWM
603
Kingsview Wealth Management
Grants Pass,
Oregon
| $7.33B | +$385M | +6% | 1.5% | 55.8% | 1,431 | 20.82% |
|
| 604 |
FWCM
604
Ferguson Wellman Capital Management
Portland,
Oregon
| $7.32B | +$1.08B | +17% | 0.45% | 104% | 462 | 34.63% |
|
| 605 |
LA
605
LBP AM
Paris,
France
| $7.31B | -$1.31B | -15% | 3.22% | 137% | 463 | 28.08% |
|
| 606 |
SIMG
606
Stephens Investment Management Group
Houston,
Texas
| $7.3B | -$383M | -5% | 1.22% | 112% | 184 | 10.33% |
|
| 607 |
GLF
607
Groupe la Francaise
Paris,
France
| $7.29B | +$153M | +2% | 1.55% | – | 529 | 27.79% |
|
| 608 |
MMA
608
Miracle Mile Advisors
Los Angeles,
California
| $7.29B | +$310M | +4% | 0.96% | 56% | 952 | 15.02% |
|
| 609 |
DS
609
DRW Securities
Chicago,
Illinois
| $7.21B | +$3.43B | +91% | 1.68% | 87.9% | 1,857 | 68.28% |
|
| 610 |
UBP
610
Union Bancaire Privee
Geneva 1,
Switzerland
| $7.19B | -$1.23B | -15% | 4.11% | – | 540 | 17.59% |
|
| 611 |
CFG
611
Citizens Financial Group
Providence,
Rhode Island
| $7.19B | -$273M | -4% | 2.18% | 68.7% | 930 | 22.58% |
|
| 612 |
BP
612
Ballentine Partners
Waltham,
Massachusetts
| $7.18B | +$64M | +0.9% | 1.48% | 76.9% | 1,090 | 14.4% |
|
| 613 |
FPP
613
Findlay Park Partners
London,
United Kingdom
| $7.17B | -$663M | -8% | 2.85% | 69.9% | 62 | 17.74% |
|
| 614 |
UB
614
UMB Bank
Kansas City,
Missouri
| $7.16B | -$356M | -5% | 1.32% | 80.4% | 2,370 | 7.47% |
|
| 615 |
TSC
615
Two Seas Capital
Rye,
New York
| $7.15B | +$2.3B | +47% | 18.9% | 280% | 52 | 36.54% |
|
| 616 |
FPA
616
First Pacific Advisors
El Segundo,
California
| $7.14B | -$457M | -6% | 4.73% | 86.2% | 91 | 35.16% |
|
| 617 |
SC
617
Saturna Capital
Bellingham,
Washington
| $7.13B | -$414M | -5% | 1.77% | 92.6% | 159 | 12.58% |
|
| 618 |
MNA
618
Manning & Napier Advisors
Fairport,
New York
| $7.09B | -$607M | -8% | 4.31% | – | 635 | 16.38% |
|
| 619 |
NAMA
619
Nikko Asset Management Americas
New York
| $7.07B | -$1.58B | -18% | 10% | 194% | 199 | 10.55% |
|
| 620 |
FFM
620
Forum Financial Management
Lombard,
Illinois
| $7.07B | -$619M | -8% | 0.55% | 53.1% | 1,028 | 69.26% |
|
| 621 |
IGAM
621
iA Global Asset Management
Quebec,
Quebec, Canada
| $7.06B | -$784M | -10% | 2.1% | 108% | 453 | 25.17% |
|
| 622 |
LP
622
Longview Partners
St Peter Port,
Guernsey
| $7.06B | -$2.52B | -26% | 12.5% | 28.5% | 26 | 15.38% |
|
| 623 |
RPI
623
Railway Pension Investments
London,
United Kingdom
| $7.03B | -$1.49B | -17% | 1.55% | 71.9% | 117 | 21.37% |
|
| 624 |
CWM
624
Circle Wealth Management
Summit,
New Jersey
| $7.02B | +$522M | +8% | 5.12% | 61.1% | 281 | 19.22% |
|
| 625 |
OCA
625
OpenArc Corporate Advisory
Atlanta,
Georgia
| $6.98B | +$935M | +15% | 1.27% | – | 760 | 20.79% |
|