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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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50
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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 826 |
MG
826
Meritage Group
San Francisco,
California
| $4.19B | -$84.7M | -2% | 0.96% | 32.7% | 24 | 25% |
|
| 827 |
WKKFT
827
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.19B | -$86.4M | -2% | 0.6% | 25.5% | 2 | 0% |
|
| 828 |
DSC
828
Donald Smith & Co
New York
| $4.18B | -$55.6M | -1% | 1.72% | 151% | 64 | 6.25% |
|
| 829 |
TAM
829
Todd Asset Management
Louisville,
Kentucky
| $4.17B | -$124M | -3% | 0.53% | 91.1% | 181 | 13.26% |
|
| 830 |
AWM
830
Axxcess Wealth Management
Carlsbad,
California
| $4.17B | +$91M | +2% | 2.26% | 64.3% | 952 | 17.54% |
|
| 831 |
MCCA
831
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.16B | +$14M | +0.3% | 0.66% | 50.3% | 274 | 14.6% |
|
| 832 |
NSLI
832
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.16B | -$80.4M | -2% | 4.06% | 15.5% | 114 | 16.67% |
|
| 833 |
CIA
833
Choate Investment Advisors
Boston,
Massachusetts
| $4.16B | +$238M | +6% | 1.87% | 60% | 419 | 12.65% |
|
| 834 |
CA
834
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $4.15B | +$399M | +11% | 2.74% | 83.8% | 348 | 16.95% |
|
| 835 |
EAM
835
EULAV Asset Management
Sarasota,
Florida
| $4.15B | +$43.5M | +1% | 0.94% | 70.3% | 169 | 5.92% |
|
| 836 |
CG
836
Carlyle Group
Washington,
District of Columbia
| $4.15B | +$3.19B | +335% | 23.5% | 0.47% | 32 | 34.38% |
|
| 837 |
HA
837
Homestead Advisers
Arlington,
Virginia
| $4.15B | -$56.8M | -1% | 0.26% | 73.2% | 104 | 7.69% |
|
| 838 |
AG
838
AlTi Global
New York
| $4.14B | -$17M | -0.4% | 0.44% | – | 437 | 18.08% |
|
| 839 |
AG
839
AIA Group
Hong Kong
| $4.14B | +$266M | +7% | 1.66% | 60.9% | 328 | 24.7% |
|
| 840 |
MS
840
Maven Securities
St Helier,
Jersey
| $4.12B | -$1.04B | -20% | 1.1% | 103% | 1,068 | 45.13% |
|
| 841 |
LGP
841
Leonard Green & Partners
Los Angeles,
California
| $4.12B | -$450M | -10% | 0.8% | 32.1% | 12 | 25% |
|
| 842 |
MAM
842
Martingale Asset Management
Boston,
Massachusetts
| $4.11B | -$250M | -6% | 0.4% | 77.2% | 858 | 20.51% |
|
| 843 |
DT
843
Diversified Trust
Memphis,
Tennessee
| $4.1B | +$134M | +3% | 1.47% | 81.5% | 1,006 | 17.69% |
|
| 844 |
CTC
844
Central Trust Company
Jefferson City,
Missouri
| $4.08B | -$187M | -4% | 0.89% | 74.7% | 1,532 | 13.71% |
|
| 845 |
WTC
845
WhitTier Trust Company
Reno,
Nevada
| $4.07B | +$201M | +5% | 2.71% | 83.6% | 1,409 | 8.73% |
|
| 846 |
PWM
846
Perigon Wealth Management
San Francisco,
California
| $4.07B | +$283M | +7% | 2.99% | 81.3% | 1,109 | 15.6% |
|
| 847 |
BFM
847
Boothbay Fund Management
New York
| $4.05B | -$342M | -8% | 14.3% | 267% | 2,058 | 55.83% |
|
| 848 |
HCM
848
Hamlin Capital Management
New York
| $4.04B | +$53.8M | +1% | 2.14% | 71.6% | 28 | 17.86% |
|
| 849 |
UOC
849
UBS O'Connor
Chicago,
Illinois
| $4.02B | -$31.8M | -0.8% | 3.37% | 181% | 627 | 53.91% |
|
| 850 |
BWA
850
Brave Warrior Advisors
New York
| $4.02B | -$801M | -17% | 3.9% | 55.5% | 34 | 17.65% |
|