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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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50
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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 |
AI
601
Atria Investments
Charlotte,
North Carolina
| $4.53B | -$239M | -5% | 4.81% | 62.1% | 809 | 16.69% |
|
| 602 |
CCM
602
Cerberus Capital Management
New York
| $4.5B | -$324M | -7% | 7.16% | 0.04% | 9 | 22.22% |
|
| 603 |
NI
603
Nuance Investments
Kansas City,
Missouri
| $4.49B | -$542M | -11% | 11.1% | 6.33% | 61 | 24.59% |
|
| 604 |
CII
604
Capital International Inc
Los Angeles,
California
| $4.48B | -$2.73B | -38% | 3.05% | 109% | 298 | 9.06% |
|
| 605 |
BPA
605
Beacon Pointe Advisors
Newport Beach,
California
| $4.47B | -$268M | -6% | 4.99% | 65.3% | 1,082 | 12.29% |
|
| 606 |
EAM
606
Erste Asset Management
Vienna,
Austria
| $4.46B | -$31.4M | -0.7% | 1.67% | 107% | 585 | 6.15% |
|
| 607 |
F
607
Folketrygdfondet
Oslo Norway,
Norway
| $4.46B | -$303M | -6% | 5.12% | 47.8% | 10 | 0% |
|
| 608 |
MC
608
Maverick Capital
Dallas,
Texas
| $4.44B | +$389M | +10% | 10.9% | 199% | 395 | 59.24% |
|
| 609 |
EWM
609
Evercore Wealth Management
New York
| $4.43B | -$310M | -7% | 5.37% | 78.3% | 401 | 7.98% |
|
| 610 |
MIFH
610
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $4.43B | -$55.6M | -1% | 3.95% | 121% | 641 | 22.15% |
|
| 611 |
MYLI
611
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $4.42B | -$1.46B | -25% | 6.1% | 20.9% | 311 | 22.19% |
|
| 612 |
EWA
612
EP Wealth Advisors
Torrance,
California
| $4.41B | -$30.8M | -0.7% | 4.05% | – | 671 | 54.25% |
|
| 613 |
SMDAM
613
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $4.38B | +$218M | +5% | 4.59% | 117% | 774 | 3.36% |
|
| 614 |
CFB
614
Cullen/Frost Bankers
San Antonio,
Texas
| $4.37B | -$80.4M | -2% | 4.38% | 76.2% | 1,227 | 17.2% |
|
| 615 |
NC
615
Nicholas Company
Milwaukee,
Wisconsin
| $4.37B | -$210M | -5% | 2.94% | 54.3% | 230 | 5.22% |
|
| 616 |
CI
616
Cincinnati Insurance
Fairfield,
Ohio
| $4.37B | -$356M | -8% | 7.56% | 57.3% | 81 | 30.86% |
|
| 617 |
TCM
617
Tenor Capital Management
New York
| $4.36B | -$77.4M | -2% | 0.13% | 3.92% | 893 | 7.5% |
|
| 618 |
PA
618
Pinnacle Associates
New York
| $4.36B | -$229M | -5% | 3.32% | 102% | 776 | 8.51% |
|
| 619 |
RI
619
RTW Investments
New York
| $4.34B | +$467M | +12% | 23.8% | 384% | 111 | 26.13% |
|
| 620 |
GCM
620
Geneva Capital Management
Milwaukee,
Wisconsin
| $4.33B | -$15.9M | -0.4% | 0.4% | 44.9% | 130 | 3.08% |
|
| 621 |
BCM
621
Brookstone Capital Management
Wheaton,
Illinois
| $4.33B | -$192M | -4% | 4.44% | 64.2% | 846 | 18.44% |
|
| 622 |
622
Kovitz Investment Group Partners
Chicago,
Illinois
| $4.32B | -$189M | -4% | 4.35% | 68.3% | 414 | 8.94% |
|
| 623 |
CS
623
Clear Street
New York
| $4.31B | +$1.98B | +85% | 6.42% | 120% | 1,573 | 45.26% |
|
| 624 |
SGM
624
Skye Global Management
West Palm Beach,
Florida
| $4.29B | -$329M | -7% | 2.51% | 89.9% | 31 | 41.94% |
|
| 625 |
MU
625
Mirova US
Boston,
Massachusetts
| $4.28B | -$363M | -8% | 6.92% | 80.7% | 30 | 10% |
|