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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%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
626
National Philanthropic Trust
Jenkintown,
Pennsylvania
| $6.19B | -$746M | -11% | 11.6% | – | 293 | 17.75% | 1 |
|
| 627 |
627
ArrowMark Colorado Holdings
Denver,
Colorado
| $6.17B | -$1.26B | -17% | 7.01% | 92.5% | 327 | 15.29% | 3.6 |
|
| 628 |
628
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $6.14B | -$1.35B | -18% | 8.1% | 4.24% | 16 | 18.75% | 3.9 |
|
| 629 |
629
Tocqueville Asset Management
New York
| $6.12B | -$252M | -4% | 0.99% | 122% | 562 | 12.99% | 6.2 |
|
| 630 |
630
Andra AP-fonden
Goteborg,
Sweden
| $6.1B | -$144M | -2% | 3.2% | 105% | 511 | 34.05% | 2.3 |
|
| 631 |
631
Carmignac Gestion
Paris,
France
| $6.09B | -$185M | -3% | 1.48% | 85.1% | 180 | 30% | 2.3 |
|
| 632 |
632
UMB Bank
Kansas City,
Missouri
| $6.07B | -$254M | -4% | 1.82% | 97.8% | 2,197 | 10.29% | 3.1 |
|
| 633 |
633
Forum Financial Management
Lombard,
Illinois
| $6.04B | +$6.24M | +0.1% | 0.53% | 53.1% | 1,008 | 25.5% | 1.9 |
|
| 634 |
634
Dynasty Wealth Management
St. Petersburg,
Florida
| $6B | +$205M | +4% | 1.15% | – | 268 | 15.3% | 0.7 |
|
| 635 |
635
Kestra Private Wealth Services
Austin,
Texas
| $6B | +$111M | +2% | 1.8% | 91.9% | 1,583 | 15.41% | 2.3 |
|
| 636 |
636
RA Capital Management
Boston,
Massachusetts
| $5.99B | -$1.53B | -20% | 14% | 596% | 100 | 26% | 1.7 |
|
| 637 |
EC
637
Eminence Capital
New York
| $5.98B | -$553M | -8% | 0.23% | 37.2% | 58 | 29.31% | 2.4 |
|
| 638 |
638
Thompson Siegel & Walmsley
Richmond,
Virginia
| $5.95B | -$480M | -7% | 1.03% | 32.4% | 414 | 14.98% | 5.3 |
|
| 639 |
639
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $5.94B | +$247M | +4% | 1.41% | 43.3% | 31 | 12.9% | 5.8 |
|
| 640 |
640
OP Asset Management
Helsinki,
| $5.93B | – | – | 4.74% | – | 800 | – | 0 |
|
| 641 |
641
Engineers Gate Manager
New York
| $5.93B | +$186M | +3% | 5.69% | 51.9% | 2,688 | 40.51% | 0.9 |
|
| 642 |
642
Partners Capital Investment Group
Boston,
Massachusetts
| $5.92B | +$2.28B | +63% | 1.09% | 47.5% | 190 | 38.42% | 2.2 |
|
| 643 |
643
Aware Super
Sydney,
Australia
| $5.88B | -$391M | -6% | 5.03% | – | 266 | 12.41% | 1 |
|
| 644 |
644
Hood River Capital Management
Palm Beach Gardens,
Florida
| $5.86B | -$912M | -13% | 6.48% | 696% | 190 | 40.53% | 1 |
|
| 645 |
645
John W. Bristol & Co
New York
| $5.86B | -$230M | -4% | 3.32% | 82.5% | 65 | 12.31% | 6.4 |
|
| 646 |
646
Mondrian Investment Partners
London,
United Kingdom
| $5.85B | -$203M | -3% | 7.8% | – | 103 | 7.77% | 3.8 |
|
| 647 |
647
Bradley Foster & Sargent
Hartford,
Connecticut
| $5.84B | -$102M | -2% | 1.3% | 83.7% | 477 | 8.18% | 6.5 |
|
| 648 |
648
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $5.84B | +$808M | +16% | 2.31% | 159% | 1,505 | 24.05% | 2.1 |
|
| 649 |
649
Smead Capital Management
Phoenix,
Arizona
| $5.83B | -$617M | -10% | 2.83% | 78.2% | 35 | 5.71% | 5.4 |
|
| 650 |
650
Japan Post Holdings
Tokyo,
Japan
| $5.82B | +$405M | +7% | 7.49% | 68% | 1 | 0% | 5.3 |
|