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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 676 |
OCM
676
Oaktree Capital Management
Los Angeles,
California
| $6.56B | -$471M | -7% | 9.61% | 88% | 164 | 19.51% |
|
| 677 |
LAM
677
Lyrical Asset Management
New York
| $6.56B | -$1.09B | -14% | 3.92% | 125% | 41 | 14.63% |
|
| 678 |
BF
678
BOK Financial
Tulsa,
Oklahoma
| $6.54B | +$5.41M | +0.1% | 2.58% | 91.8% | 1,128 | 20.57% |
|
| 679 |
RCWMU
679
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $6.53B | +$175M | +3% | 7.54% | 43.3% | 27 | 14.81% |
|
| 680 |
S
680
SignatureFD
Atlanta,
Georgia
| $6.53B | -$23.2M | -0.4% | 1.74% | 73.6% | 3,611 | 9.97% |
|
| 681 |
PL
681
Perpetual Ltd
Sydney, New South Wales,
Australia
| $6.52B | -$394M | -6% | 2.35% | 95.5% | 455 | 16.48% |
|
| 682 |
SAM
682
Simplify Asset Management
Las Vegas,
Nevada
| $6.52B | +$390M | +6% | 1.08% | 45% | 176 | 38.07% |
|
| 683 |
CG
683
Carmignac Gestion
Paris,
France
| $6.51B | -$887M | -12% | 9.78% | 85.1% | 150 | 48.67% |
|
| 684 |
TCM
684
Tenor Capital Management
New York
| $6.49B | -$604M | -9% | 0.1% | 4.73% | 543 | 30.76% |
|
| 685 |
HI
685
Harbour Investments
Madison,
Wisconsin
| $6.48B | +$1.55B | +31% | 0.21% | 62.7% | 4,805 | 22.21% |
|
| 686 |
RIG
686
RiverFront Investment Group
Richmond,
Virginia
| $6.46B | +$401M | +7% | 1.54% | 57.1% | 397 | 16.12% |
|
| 687 |
GI
687
Gradient Investments
Arden Hills,
Minnesota
| $6.45B | +$155M | +2% | 0.72% | 60.5% | 434 | 24.19% |
|
| 688 |
CIM
688
Confluence Investment Management
St. Louis,
Missouri
| $6.44B | -$233M | -3% | 3.9% | 34.8% | 314 | 15.61% |
|
| 689 |
BFS
689
Bradley Foster & Sargent
Hartford,
Connecticut
| $6.44B | -$370M | -5% | 1.16% | 83.7% | 543 | 7.92% |
|
| 690 |
PCH
690
PGIM Custom Harvest
Newark,
New Jersey
| $6.4B | -$366M | -5% | 2.87% | 78.2% | 283 | 10.95% |
|
| 691 |
BFG
691
Bleakley Financial Group
Fairfield,
New Jersey
| $6.39B | +$630M | +11% | 0.35% | 93.8% | 795 | 18.87% |
|
| 692 |
EI
692
Ethic Inc
New York
| $6.39B | -$118M | -2% | 1.28% | 130% | 1,339 | 17.4% |
|
| 693 |
GT
693
Glenview Trust
Louisville,
Kentucky
| $6.37B | -$114M | -2% | 2.33% | 99.2% | 517 | 8.32% |
|
| 694 |
EWM
694
Evercore Wealth Management
New York
| $6.36B | -$464M | -7% | 2.93% | 84.8% | 439 | 9.11% |
|
| 695 |
EC
695
ECP ControlCo
Summit,
New Jersey
| $6.34B | +$6.14B | +2,994% | 19.9% | 42.5% | 5 | 40% |
|
| 696 |
OMC
696
Old Mission Capital
Chicago,
Illinois
| $6.3B | +$1.93B | +44% | 0.19% | 55.3% | 1,461 | 58.59% |
|
| 697 |
CA
697
Cambridge Associates
Boston,
Massachusetts
| $6.27B | +$156M | +3% | 1.57% | 50.1% | 61 | 8.2% |
|
| 698 |
CAI
698
Capital Advisors Inc
Tulsa,
Oklahoma
| $6.22B | +$10.5M | +0.2% | 1.58% | 82.7% | 384 | 17.97% |
|
| 699 |
EIP
699
Energy Income Partners
Westport,
Connecticut
| $6.22B | +$694M | +13% | 16.7% | 66.9% | 90 | 5.56% |
|
| 700 |
PFS
700
Prospera Financial Services
Dallas,
Texas
| $6.21B | +$117M | +2% | 0.94% | 97.4% | 1,510 | 16.16% |
|