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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 651 |
PP
651
Peconic Partners
New York
| $8.04B | +$2.26B | +39% | 35.8% | 300% | 10 | 30% |
|
| 652 |
AS
652
Altshuler Shaham
Tel Aviv,
Israel
| $8.04B | +$2.5B | +45% | 19.4% | 108% | 565 | 35.93% |
|
| 653 |
EI
653
Ethic Inc
New York
| $8.02B | +$1.63B | +26% | 28.1% | 130% | 1,454 | 21.66% |
|
| 654 |
BCWM
654
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.99B | +$170M | +2% | 12% | 62.3% | 1,370 | 9.78% |
|
| 655 |
CCM
655
Coldstream Capital Management
Bellevue,
Washington
| $7.99B | -$130M | -2% | 15.3% | 71% | 1,320 | 17.42% |
|
| 656 |
PCH
656
PGIM Custom Harvest
Newark,
New Jersey
| $7.98B | +$1.58B | +25% | 20% | 78.2% | 317 | 16.72% |
|
| 657 |
CWM
657
Circle Wealth Management
Summit,
New Jersey
| $7.96B | +$944M | +13% | 16.1% | 71.8% | 287 | 18.47% |
|
| 658 |
RPI
658
Railway Pension Investments
London,
United Kingdom
| $7.95B | +$930M | +13% | 19% | 90.8% | 115 | 21.74% |
|
| 659 |
AG
659
AIA Group
Hong Kong
| $7.95B | +$1.07B | +16% | 19.2% | 82.6% | 369 | 24.12% |
|
| 660 |
STA
660
Summit Trail Advisors
New York
| $7.95B | +$969M | +14% | 18% | 74.8% | 1,521 | 8.28% |
|
| 661 |
GAM
661
Groupama Asset Management
Paris,
France
| $7.93B | +$1.09B | +16% | 28.1% | – | 424 | 9.67% |
|
| 662 |
IMCOOI
662
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $7.9B | +$140M | +2% | 22.6% | 241% | 681 | 6.02% |
|
| 663 |
UB
663
UMB Bank
Kansas City,
Missouri
| $7.9B | +$732M | +10% | 17.5% | 97.8% | 2,379 | 7.19% |
|
| 664 |
LAM
664
Lyrical Asset Management
New York
| $7.88B | +$1.33B | +20% | 32.5% | 125% | 41 | 4.88% |
|
| 665 |
PFA
665
Pure Financial Advisors
San Diego,
California
| $7.86B | +$889M | +13% | 10.3% | 47.2% | 659 | 16.69% |
|
| 666 |
BFG
666
Bleakley Financial Group
Fairfield,
New Jersey
| $7.85B | +$1.46B | +23% | 15.4% | 93.8% | 987 | 27.36% |
|
| 667 |
PC
667
PointState Capital
New York
| $7.82B | -$72.3M | -0.9% | 18.4% | 158% | 69 | 60.87% |
|
| 668 |
MNA
668
Manning & Napier Advisors
Fairport,
New York
| $7.8B | +$707M | +10% | 16% | – | 885 | 32.88% |
|
| 669 |
FFM
669
Forum Financial Management
Lombard,
Illinois
| $7.79B | +$719M | +10% | 9.72% | 53.1% | 368 | 14.4% |
|
| 670 |
EMPI
670
Elo Mutual Pension Insurance
Espoo,
Finland
| $7.77B | +$1.71B | +28% | 24.1% | 117% | 733 | 39.84% |
|
| 671 |
AAB
671
ABN AMRO Bank
Amsterdam,
Netherlands
| $7.75B | -$1.53B | -16% | 18.7% | 90.7% | 252 | 17.86% |
|
| 672 |
NAMA
672
Nikko Asset Management Americas
New York
| $7.75B | +$677M | +10% | 28.6% | 234% | 281 | 35.59% |
|
| 673 |
AL
673
Appaloosa LP
Short Hills,
New Jersey
| $7.73B | +$1.79B | +30% | 57.6% | 293% | 39 | 51.28% |
|
| 674 |
XT
674
XTX Topco
George Town,
Cayman Islands
| $7.72B | +$1.97B | +34% | 14.4% | 87.3% | 4,912 | 39.98% |
|
| 675 |
EGM
675
Engineers Gate Manager
New York
| $7.71B | -$289M | -4% | 15.7% | 51.9% | 2,725 | 41.14% |
|