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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
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 701 |
TB
701
Thoma Bravo
Chicago,
Illinois
| $7.28B | +$629M | +9% | 9.78% | 13.3% | 3 | 0% | 10 |
|
| 702 |
BF
702
BOK Financial
Tulsa,
Oklahoma
| $7.25B | +$714M | +11% | 17.1% | 91.8% | 1,225 | 21.39% | 20.2 |
|
| 703 |
GI
703
Gradient Investments
Arden Hills,
Minnesota
| $7.25B | +$792M | +12% | 12.2% | 67.6% | 479 | 18.79% | 14.5 |
|
| 704 |
GT
704
Glenview Trust
Louisville,
Kentucky
| $7.23B | +$864M | +14% | 16.5% | 99.2% | 533 | 9.19% | 25.1 |
|
| 705 |
SPC
705
Slate Path Capital
New York
| $7.22B | +$490M | +7% | 40.3% | 394% | 55 | 47.27% | 3.3 |
|
| 706 |
OCM
706
Oaktree Capital Management
Los Angeles,
California
| $7.21B | +$649M | +10% | 9.27% | 88% | 158 | 17.09% | 5.7 |
|
| 707 |
SAM
707
Simplify Asset Management
Las Vegas,
Nevada
| $7.19B | +$670M | +10% | 3.5% | 45% | 163 | 25.77% | 4.7 |
|
| 708 |
CIMLRA
708
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $7.18B | +$439M | +7% | 7.3% | 35.2% | 106 | 14.15% | 16.8 |
|
| 709 |
SAM
709
Scopus Asset Management
New York
| $7.11B | +$1.34B | +23% | 14.2% | 130% | 365 | 50.68% | 3.5 |
|
| 710 |
TCM
710
Tenor Capital Management
New York
| $7.09B | +$603M | +9% | 0.92% | 4.73% | 585 | 16.75% | 3.8 |
|
| 711 |
CGPCS
711
Capital Group Private Client Services
Los Angeles,
California
| $7.09B | +$1.16B | +20% | 19.1% | 112% | 275 | 18.18% | 11 |
|
| 712 |
HPG
712
Harvest Portfolios Group
Oakville,
Ontario, Canada
| $7.09B | +$1.03B | +17% | 17.7% | 67.1% | 274 | 7.66% | 10.2 |
|
| 713 |
AC
713
Apella Capital
West Hartford,
Connecticut
| $7.08B | +$343M | +5% | 9.58% | 48.6% | 743 | 11.44% | 8.4 |
|
| 714 |
EWM
714
Evercore Wealth Management
New York
| $7.07B | +$708M | +11% | 13.5% | 84.8% | 453 | 12.14% | 29.6 |
|
| 715 |
BFS
715
Bradley Foster & Sargent
Hartford,
Connecticut
| $7.06B | +$629M | +10% | 11.2% | 83.7% | 552 | 9.6% | 25 |
|
| 716 |
CIS
716
Capital International Sarl
Los Angeles,
California
| $7.06B | +$954M | +16% | 23.6% | 149% | 304 | 10.86% | 14.1 |
|
| 717 |
AS
717
Aware Super
Sydney,
Australia
| $7.06B | +$458M | +7% | 27.3% | – | 270 | 25.56% | 6.7 |
|
| 718 |
AACR
718
ACR Alpine Capital Research
St. Louis,
Missouri
| $7.04B | +$346M | +5% | 4.14% | 58.1% | 41 | 19.51% | 21.3 |
|
| 719 |
FMI
719
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $7.03B | -$1.03B | -13% | 13.4% | 57.6% | 66 | 21.21% | 17.5 |
|
| 720 |
AA
720
AQR Arbitrage
Greenwich,
Connecticut
| $7.02B | +$933M | +15% | 7.09% | 85.2% | 738 | 38.08% | 2.1 |
|
| 721 |
PL
721
Perpetual Ltd
Sydney, New South Wales,
Australia
| $7B | +$482M | +7% | 7.42% | 95.5% | 461 | 17.14% | 11.2 |
|
| 722 |
BHM
722
Briar Hall Management
Nashville,
Tennessee
| $6.98B | +$256M | +4% | 3.91% | 8.12% | 1 | 0% | 34 |
|
| 723 |
FWI
723
Facet Wealth Inc
Baltimore,
Maryland
| $6.98B | +$1.21B | +21% | 11.3% | 48.1% | 438 | 26.48% | 5.5 |
|
| 724 |
JSSH
724
J. Safra Sarasin Holding
| $6.97B | +$1.11B | +19% | 20% | – | 846 | 41.49% | 3.4 |
|
| 725 |
CI
725
Cincinnati Insurance
Fairfield,
Ohio
| $6.94B | +$324M | +5% | 6.7% | 60.1% | 64 | 1.56% | 34.5 |
|