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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 651 |
651
Capital Investment Advisors
Atlanta,
Georgia
| $6.84B | +$271M | +4% | 2.06% | 56.6% | 785 | 10.96% | 5.3 |
|
| 652 |
652
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $6.83B | +$212M | +3% | 1.18% | 45.9% | 232 | 14.22% | 3.1 |
|
| 653 |
653
Principal Securities
Des Moines,
Iowa
| $6.82B | +$336M | +5% | 1.56% | – | 1,483 | 14.16% | 1.9 |
|
| 654 |
654
Cantor Fitzgerald
New York
| $6.78B | +$185M | +3% | 5.69% | 373% | 319 | 52.98% | 0.5 |
|
| 655 |
655
Crossmark Global Holdings
Houston,
Texas
| $6.77B | -$204M | -3% | 0.34% | 112% | 1,299 | 10.78% | 6.5 |
|
| 656 |
656
Jericho Capital Asset Management
New York
| $6.76B | -$2.01B | -23% | 1.09% | 573% | 31 | 45.16% | 1.1 |
|
| 657 |
657
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $6.75B | -$65M | -1% | 7.05% | 35.2% | 105 | 16.19% | 4.2 |
|
| 658 |
658
Tocqueville Asset Management
New York
| $6.74B | -$112M | -2% | 2.11% | 122% | 603 | 13.1% | 6.2 |
|
| 659 |
659
Apella Capital
West Hartford,
Connecticut
| $6.74B | +$1.68B | +33% | 0.59% | 48.6% | 696 | 25.29% | 2 |
|
| 660 |
660
Slate Path Capital
New York
| $6.73B | -$681M | -9% | 4.23% | 394% | 61 | 44.26% | 0.8 |
|
| 661 |
661
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $6.73B | +$249M | +4% | 8.4% | – | 1,120 | 25.89% | 0.6 |
|
| 662 |
BHM
662
Briar Hall Management
Nashville,
Tennessee
| $6.72B | +$358M | +6% | 5.68% | 8.12% | 1 | 0% | 8.3 |
|
| 663 |
663
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $6.71B | -$163M | -2% | 1.02% | 95.6% | 623 | 14.13% | 4.6 |
|
| 664 |
664
MUFG Securities EMEA
London,
United Kingdom
| $6.7B | -$1.92B | -22% | 0.46% | 114% | 595 | 12.1% | 0.9 |
|
| 665 |
665
ACR Alpine Capital Research
St. Louis,
Missouri
| $6.7B | +$285M | +4% | 5.07% | 58.1% | 38 | 15.79% | 5.4 |
|
| 666 |
666
Mondrian Investment Partners
London,
United Kingdom
| $6.69B | +$624M | +10% | 2.06% | – | 108 | 10.19% | 4.1 |
|
| 667 |
667
Thoma Bravo
Chicago,
Illinois
| $6.65B | -$3.52B | -35% | 34.7% | 13.3% | 3 | 0% | 2.3 |
|
| 668 |
668
PBU - The Pension Fund of Early Childhood & Youth Educators
Copenhagen,
| $6.65B | -$293M | -4% | 2.11% | – | 220 | 20% | 0.2 |
|
| 669 |
669
Algert Global
San Francisco,
California
| $6.65B | +$233M | +4% | 7.51% | 194% | 1,376 | 36.19% | 1.2 |
|
| 670 |
670
Sapient Capital
Indianapolis,
Indiana
| $6.63B | -$494M | -7% | 6.92% | 212% | 486 | 23.05% | 1.5 |
|
| 671 |
671
Cincinnati Insurance
Fairfield,
Ohio
| $6.62B | +$71.3M | +1% | 2.26% | 60.1% | 65 | 9.23% | 8.5 |
|
| 672 |
672
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $6.61B | -$1.42B | -18% | 5.98% | 101% | 80 | 18.75% | 3.8 |
|
| 673 |
673
Aware Super
Sydney,
Australia
| $6.6B | – | – | 2.99% | – | 235 | – | 1.7 |
|
| 674 |
674
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $6.6B | -$1.97B | -23% | 0.52% | 73.8% | 894 | 4.14% | 8.1 |
|
| 675 |
675
Hantz Financial Services
Southfield,
Michigan
| $6.56B | -$231M | -3% | 0.42% | 63.5% | 2,689 | 11.12% | 2.2 |
|