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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
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
IA
601
IFP Advisors
Tampa,
Florida
| $5.14B | +$2.67B | +108% | 2.16% | 73.2% | 3,626 | 21.1% |
|
| 602 |
AC
602
Aristeia Capital
Greenwich,
Connecticut
| $5.14B | +$1.18B | +30% | 0.12% | 78.8% | 599 | 85.64% |
|
| 603 |
NEAM
603
New England Asset Management
Farmington,
Connecticut
| $5.1B | +$166M | +3% | 5.49% | 48.5% | 170 | 11.18% |
|
| 604 |
CCM
604
Causeway Capital Management
Los Angeles,
California
| $5.08B | -$235M | -4% | 7.35% | 68.3% | 92 | 23.91% |
|
| 605 |
605
Cetera Investment Advisers
Schaumburg,
Illinois
| $5.08B | +$28.4M | +0.6% | 5.56% | 58.2% | 1,750 | 19.43% |
|
| 606 |
CM
606
Capula Management
Grand Cayman,
Cayman Islands
| $5.07B | +$3.05B | +152% | 4.82% | 85.7% | 565 | 67.08% |
|
| 607 |
BBVA
607
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $5.06B | +$764M | +18% | 5.61% | 86.5% | 787 | 16.65% |
|
| 608 |
NMVA
608
New Mountain Vantage Advisers
New York
| $5.06B | +$4.19B | +487% | 5.1% | 2.05% | 12 | 25% |
|
| 609 |
PC
609
PointState Capital
New York
| $5.06B | -$266M | -5% | 9.27% | 143% | 173 | 59.54% |
|
| 610 |
EWM
610
Evercore Wealth Management
New York
| $5.05B | +$407M | +9% | 6.27% | 78.3% | 448 | 11.16% |
|
| 611 |
BI
611
BlueSpruce Investments
Chicago,
Illinois
| $5.04B | -$36.5M | -0.7% | 0.41% | 47.7% | 15 | 20% |
|
| 612 |
CIMLRA
612
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $5.01B | +$524M | +12% | 9.92% | 26% | 123 | 16.26% |
|
| 613 |
OC
613
Oppenheimer & Co
New York
| $5.01B | +$272M | +6% | 7.34% | 92.5% | 1,535 | 19.48% |
|
| 614 |
CIM
614
CCLA Investment Management
London,
United Kingdom
| $5B | +$552M | +12% | 3.16% | 52.3% | 76 | 15.79% |
|
| 615 |
SAM
615
Shell Asset Management
The Hague,
Netherlands
| $5B | +$155M | +3% | 6.23% | – | 1,517 | 9.82% |
|
| 616 |
616
Tudor Investment Corp
Stamford,
Connecticut
| $4.99B | +$1.45B | +41% | 7.96% | 77.1% | 2,007 | 59.39% |
|
| 617 |
NIG
617
NFJ Investment Group
Dallas,
Texas
| $4.98B | – | – | 7.19% | 46.5% | 379 | – |
|
| 618 |
BCWM
618
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $4.97B | +$285M | +6% | 5.76% | 62.3% | 1,250 | 13.76% |
|
| 619 |
BC
619
Bartlett & Co
Cincinnati,
Ohio
| $4.97B | +$286M | +6% | 5.76% | 30.8% | 1,250 | 13.76% |
|
| 620 |
KCM
620
Kennedy Capital Management
St Louis,
Missouri
| $4.97B | +$543M | +12% | 21% | 98.8% | 747 | 24.36% |
|
| 621 |
DGI
621
Disciplined Growth Investors
Minneapolis,
Minnesota
| $4.93B | -$252M | -5% | 14.5% | 190% | 88 | 14.77% |
|
| 622 |
FT
622
Fiduciary Trust
Boston,
Massachusetts
| $4.93B | +$130M | +3% | 6.09% | 65.4% | 614 | 9.61% |
|
| 623 |
JWBC
623
John W. Bristol & Co
New York
| $4.89B | +$44.9M | +0.9% | 2.36% | 77.3% | 90 | 13.33% |
|
| 624 |
AF
624
Allworth Financial
Folsom,
California
| $4.87B | +$1.06B | +28% | 3.64% | 41% | 1,676 | 21.3% |
|
| 625 |
SIG
625
Senator Investment Group
New York
| $4.86B | -$430M | -8% | 2.64% | 219% | 164 | 67.07% |
|