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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
BP
626
Ballentine Partners
Waltham,
Massachusetts
| $7.18B | +$64M | +0.9% | 1.48% | 76.9% | 1,090 | 14.4% |
|
| 627 |
FPP
627
Findlay Park Partners
London,
United Kingdom
| $7.17B | -$663M | -8% | 2.85% | 80.6% | 62 | 17.74% |
|
| 628 |
UB
628
UMB Bank
Kansas City,
Missouri
| $7.16B | -$356M | -5% | 1.32% | 97.8% | 2,370 | 7.47% |
|
| 629 |
TSC
629
Two Seas Capital
Rye,
New York
| $7.15B | +$2.3B | +47% | 18.9% | 387% | 52 | 36.54% |
|
| 630 |
FPA
630
First Pacific Advisors
El Segundo,
California
| $7.14B | -$457M | -6% | 4.73% | 85.4% | 91 | 35.16% |
|
| 631 |
SC
631
Saturna Capital
Bellingham,
Washington
| $7.13B | -$414M | -5% | 1.77% | 117% | 159 | 12.58% |
|
| 632 |
MNA
632
Manning & Napier Advisors
Fairport,
New York
| $7.09B | -$607M | -8% | 4.31% | – | 635 | 16.38% |
|
| 633 |
NAMA
633
Nikko Asset Management Americas
New York
| $7.07B | -$1.58B | -18% | 10% | 234% | 199 | 10.55% |
|
| 634 |
FFM
634
Forum Financial Management
Lombard,
Illinois
| $7.07B | -$619M | -8% | 0.55% | 53.1% | 1,028 | 69.26% |
|
| 635 |
IGAM
635
iA Global Asset Management
Quebec,
Quebec, Canada
| $7.06B | -$784M | -10% | 2.1% | 149% | 453 | 25.17% |
|
| 636 |
LP
636
Longview Partners
St Peter Port,
Guernsey
| $7.06B | -$2.52B | -26% | 12.5% | 35.8% | 26 | 15.38% |
|
| 637 |
RPI
637
Railway Pension Investments
London,
United Kingdom
| $7.03B | -$1.49B | -17% | 1.55% | 90.8% | 117 | 21.37% |
|
| 638 |
CWM
638
Circle Wealth Management
Summit,
New Jersey
| $7.02B | +$522M | +8% | 5.12% | 71.8% | 281 | 19.22% |
|
| 639 |
OCA
639
OpenArc Corporate Advisory
Atlanta,
Georgia
| $6.98B | +$935M | +15% | 1.27% | – | 760 | 20.79% |
|
| 640 |
DE
640
Defiance ETFs
New York
| $6.98B | +$3.93B | +128% | 5.22% | – | 367 | 67.85% |
|
| 641 |
SBH
641
Segall Bryant & Hamill
Chicago,
Illinois
| $6.98B | -$407M | -6% | 4.81% | 115% | 657 | 25.57% |
|
| 642 |
STA
642
Summit Trail Advisors
New York
| $6.98B | +$1.2B | +21% | 2.22% | 74.8% | 1,498 | 16.82% |
|
| 643 |
RBI
643
Raiffeisen Bank International
Vienna,
Austria
| $6.97B | -$798M | -10% | 1.51% | – | 847 | 8.38% |
|
| 644 |
PFA
644
Pure Financial Advisors
San Diego,
California
| $6.97B | +$197M | +3% | 0.42% | 47.2% | 593 | 12.65% |
|
| 645 |
DLA
645
Douglas Lane & Associates
New York
| $6.93B | -$351M | -5% | 1.21% | 71.9% | 247 | 5.26% |
|
| 646 |
HPC
646
HM Payson & Co
Portland,
Maine
| $6.93B | -$159M | -2% | 1.9% | 94.4% | 1,239 | 16.79% |
|
| 647 |
EDRH
647
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $6.91B | -$128M | -2% | 2.23% | 66.5% | 598 | 14.72% |
|
| 648 |
AMH
648
Aspex Management (HK)
Central,
Hong Kong
| $6.9B | +$1.96B | +40% | 3.97% | 209% | 30 | 23.33% |
|
| 649 |
AG
649
AIA Group
Hong Kong
| $6.88B | +$197M | +3% | 3.05% | 82.6% | 371 | 22.91% |
|
| 650 |
GAM
650
Groupama Asset Management
Paris,
France
| $6.85B | +$16.8M | +0.2% | 1.75% | – | 463 | 22.68% |
|