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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%
10
50
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
JWBC
626
John W. Bristol & Co
New York
| $6.09B | -$177M | -3% | 4.66% | 77.3% | 67 | 8.96% |
|
| 627 |
AIM
627
Achmea Investment Management
Zeist,
Netherlands
| $6.08B | +$15.1M | +0.2% | 4% | 114% | 423 | 11.35% |
|
| 628 |
MIP
628
Mondrian Investment Partners
London,
United Kingdom
| $6.05B | -$558M | -8% | 6.05% | – | 109 | 16.51% |
|
| 629 |
FFM
629
Forum Financial Management
Lombard,
Illinois
| $6.04B | +$25.6M | +0.4% | 2.49% | 53.1% | 970 | 28.97% |
|
| 630 |
DCP
630
D1 Capital Partners
New York
| $6.02B | +$840M | +16% | 3.6% | 63.1% | 50 | 62% |
|
| 631 |
VVP
631
Vulcan Value Partners
Birmingham,
Alabama
| $5.98B | +$4.94M | +0.1% | 1.07% | 29.6% | 51 | 19.61% |
|
| 632 |
DKCM
632
Davidson Kempner Capital Management
New York
| $5.97B | +$1.17B | +24% | 4.51% | 140% | 278 | 47.48% |
|
| 633 |
BFS
633
Bradley Foster & Sargent
Hartford,
Connecticut
| $5.95B | -$32.4M | -0.5% | 0.07% | 77.2% | 476 | 7.35% |
|
| 634 |
MSE
634
MUFG Securities EMEA
London,
United Kingdom
| $5.94B | +$3.16B | +114% | 6.75% | 77.8% | 229 | 53.71% |
|
| 635 |
MIH
635
Meitav Investment House
Bene-Beraq,
Israel
| $5.93B | -$39.2M | -0.7% | 3.13% | 104% | 246 | 17.89% |
|
| 636 |
FPAS
636
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $5.93B | +$1.18B | +25% | 1.12% | 51.7% | 889 | 28.91% |
|
| 637 |
BF
637
BOK Financial
Tulsa,
Oklahoma
| $5.92B | +$284M | +5% | 1.85% | 74.1% | 1,486 | 21.2% |
|
| 638 |
NLI
638
Nippon Life Insurance
Tokyo,
Japan
| $5.91B | +$3.46B | +141% | 1.28% | 26% | 4 | 25% |
|
| 639 |
JSSH
639
J. Safra Sarasin Holding
| $5.91B | +$152M | +3% | 2.18% | – | 518 | 25.1% |
|
| 640 |
HPC
640
HM Payson & Co
Portland,
Maine
| $5.9B | +$63.7M | +1% | 2.09% | 94.4% | 1,172 | 16.47% |
|
| 641 |
RCG
641
Ruane, Cunniff & Goldfarb
New York
| $5.89B | -$502M | -8% | 2.07% | 70.1% | 40 | 10% |
|
| 642 |
KPWS
642
Kestra Private Wealth Services
Austin,
Texas
| $5.89B | +$432M | +8% | 3.05% | 73.6% | 1,517 | 16.48% |
|
| 643 |
MG
643
Marex Group
London,
| $5.87B | +$1.49B | +34% | 14.3% | 144% | 854 | 48.83% |
|
| 644 |
TC
644
TwinBeech Capital
Purchase,
New York
| $5.84B | +$608M | +12% | 0.88% | 0.53% | 988 | 76.21% |
|
| 645 |
EDRH
645
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $5.84B | -$373M | -6% | 1.09% | 58.6% | 652 | 15.34% |
|
| 646 |
JSTA
646
Japan Science & Technology Agency
Tokyo,
Japan
| $5.84B | -$1.72B | -23% | 3.45% | 6.83% | 13 | 15.38% |
|
| 647 |
BP
647
Ballentine Partners
Waltham,
Massachusetts
| $5.84B | -$10.1M | -0.2% | 0.36% | 76.9% | 963 | 19.73% |
|
| 648 |
ZP
648
Zimmer Partners
New York
| $5.8B | +$321M | +6% | 2.59% | 57.2% | 199 | 51.76% |
|
| 649 |
DWM
649
Dynasty Wealth Management
St. Petersburg,
Florida
| $5.8B | +$2.49B | +75% | 0.91% | – | 276 | 29.35% |
|
| 650 |
O
650
Ossiam
Paris,
France
| $5.79B | +$619M | +12% | 7.22% | 105% | 669 | 11.21% |
|