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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
RCWMU
626
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $6.73B | +$785M | +13% | 8.88% | 43.3% | 29 | 13.79% | 22.8 |
|
| 627 |
GA
627
Greenhaven Associates
Purchase,
New York
| $6.72B | +$428M | +7% | 7.09% | 58% | 27 | 11.11% | 19.9 |
|
| 628 |
NB
628
Norinchukin Bank
Tokyo,
Japan
| $6.72B | +$1.28B | +24% | 12.3% | 93.3% | 569 | 1.93% | 34.4 |
|
| 629 |
HCM
629
Howard Capital Management
Roswell,
Georgia
| $6.68B | +$2.7B | +68% | 18.3% | 129% | 419 | 13.37% | 3.8 |
|
| 630 |
MC
630
Maverick Capital
Dallas,
Texas
| $6.66B | +$1B | +18% | 23.9% | 266% | 316 | 46.2% | 2.8 |
|
| 631 |
IGAM
631
iA Global Asset Management
Quebec,
Quebec, Canada
| $6.65B | +$835M | +14% | 15.5% | 149% | 478 | 23.43% | 5.4 |
|
| 632 |
BP
632
Ballentine Partners
Waltham,
Massachusetts
| $6.64B | +$869M | +15% | 11.1% | 76.9% | 1,082 | 24.77% | 13.5 |
|
| 633 |
RCMNY
633
Rubric Capital Management (New York)
New York
| $6.62B | +$1.04B | +19% | 17.8% | 251% | 75 | 25.33% | 7 |
|
| 634 |
NLI
634
Nippon Life Insurance
Tokyo,
Japan
| $6.62B | +$312M | +5% | 5.81% | 26% | 4 | 0% | 36.5 |
|
| 635 |
GCM
635
Graham Capital Management
Rowayton,
Connecticut
| $6.62B | +$902M | +16% | 8.47% | 60.4% | 1,697 | 52.86% | 2.2 |
|
| 636 |
CIMLRA
636
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $6.6B | +$61M | +0.9% | 1.13% | 35.2% | 118 | 16.1% | 14.7 |
|
| 637 |
FFM
637
Forum Financial Management
Lombard,
Illinois
| $6.57B | +$532M | +9% | 7.59% | 53.1% | 989 | 15.98% | 7.5 |
|
| 638 |
TAM
638
Tocqueville Asset Management
New York
| $6.57B | +$445M | +7% | 11.5% | 122% | 558 | 12.19% | 24 |
|
| 639 |
PC
639
PointState Capital
New York
| $6.56B | -$341M | -5% | 17.5% | 158% | 63 | 41.27% | 2.5 |
|
| 640 |
NMIMC
640
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $6.5B | +$196M | +3% | 9.66% | 73.8% | 884 | 1.36% | 31.1 |
|
| 641 |
CG
641
Carmignac Gestion
Paris,
France
| $6.5B | +$408M | +7% | 20.3% | 85.1% | 181 | 40.88% | 8.3 |
|
| 642 |
AL
642
Appaloosa LP
Short Hills,
New Jersey
| $6.45B | -$1.93B | -23% | 11.4% | 293% | 46 | 34.78% | 9.2 |
|
| 643 |
EWM
643
Evercore Wealth Management
New York
| $6.43B | +$207M | +3% | 9.57% | 84.8% | 433 | 10.16% | 29.3 |
|
| 644 |
UB
644
UMB Bank
Kansas City,
Missouri
| $6.42B | +$349M | +6% | 9.87% | 97.8% | 2,199 | 7.64% | 12.9 |
|
| 645 |
PAMP
645
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $6.4B | +$2.06B | +48% | 11.1% | 102% | 786 | 55.47% | 3 |
|
| 646 |
BFS
646
Bradley Foster & Sargent
Hartford,
Connecticut
| $6.39B | +$545M | +9% | 9.47% | 83.7% | 555 | 21.44% | 22.5 |
|
| 647 |
BHM
647
Briar Hall Management
Nashville,
Tennessee
| $6.39B | -$19.6M | -0.3% | 0.31% | 8.12% | 1 | 0% | 30 |
|
| 648 |
NW
648
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $6.38B | +$863M | +16% | 12.5% | 98.9% | 1,044 | 18.68% | 8.1 |
|
| 649 |
FIA
649
Foundations Investment Advisors
Phoenix,
Arizona
| $6.33B | +$915M | +17% | 11.6% | 80.9% | 996 | 22.19% | 7.9 |
|
| 650 |
CCM
650
Causeway Capital Management
Los Angeles,
California
| $6.32B | +$1.53B | +32% | 15.4% | 72.8% | 107 | 23.36% | 11.5 |
|