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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
GIP
876
Granite Investment Partners
El Segundo,
California
| $3.43B | +$213M | +7% | 7.25% | 131% | 295 | 14.58% | 3.7 |
|
| 877 |
CPO
877
Cerity Partners OCIO
New York
| $3.43B | +$268M | +9% | 4.53% | – | 444 | 13.74% | 3.4 |
|
| 878 |
878
Vaughan David Investments
Peoria,
Illinois
| $3.42B | +$291M | +9% | 9.68% | 69.5% | 204 | 9.31% | 5.3 |
|
| 879 |
879
Bridges Investment Management
Omaha,
Nebraska
| $3.42B | +$239M | +8% | 10.1% | 77.9% | 232 | 7.33% | 4.8 |
|
| 880 |
FHB
880
First Hawaiian Bank
Honolulu,
Hawaii
| $3.4B | +$962M | +39% | 8.14% | 72.7% | 965 | 16.37% | 2.3 |
|
| 881 |
881
Van Berkom & Associates
Montreal,
Quebec, Canada
| $3.39B | +$90.6M | +3% | 4.63% | 45% | 65 | 13.85% | 4.3 |
|
| 882 |
NEI
882
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.39B | +$315M | +10% | 9.83% | 78.1% | 458 | 26.2% | 3.1 |
|
| 883 |
883
Horizon Investments
Charlotte,
North Carolina
| $3.38B | -$437M | -11% | 6.79% | 89.1% | 520 | 20.38% | 0.8 |
|
| 884 |
884
Scharf Investments
Los Gatos,
California
| $3.37B | +$205M | +6% | 11.5% | 55% | 54 | 14.81% | 2.6 |
|
| 885 |
SFM
885
Systematic Financial Management
Teaneck,
New Jersey
| $3.37B | +$144M | +4% | 8.65% | 120% | 256 | 3.13% | 5.3 |
|
| 886 |
TCM
886
Tybourne Capital Management
Hong Kong
| $3.37B | -$599M | -15% | 3.13% | 109% | 30 | 33.33% | 1.4 |
|
| 887 |
KCM
887
Kensico Capital Management
Greenwich,
Connecticut
| $3.36B | +$110M | +3% | 7.91% | 304% | 42 | 35.71% | 2.1 |
|
| 888 |
888
Integrated Wealth Concepts
Waltham,
Massachusetts
| $3.36B | +$290M | +9% | 6.83% | 69.4% | 1,039 | 15.4% | 1.5 |
|
| 889 |
889
Raymond James Trust
St. Petersburg,
Florida
| $3.36B | +$363M | +12% | 10.1% | 41.3% | 1,235 | 12.96% | 3.8 |
|
| 890 |
890
Lasalle Investment Management Securities
Baltimore,
Maryland
| $3.36B | +$277M | +9% | 14.7% | 26.3% | 56 | 17.86% | 4.1 |
|
| 891 |
891
AMG National Trust Bank
Greenwood Village,
Colorado
| $3.35B | +$234M | +8% | 7.79% | 61.4% | 469 | 9.17% | 2.6 |
|
| 892 |
892
Kayne Anderson Capital Advisors
Los Angeles,
California
| $3.35B | -$15.9M | -0.5% | 2.56% | 83% | 104 | 18.27% | 3.2 |
|
| 893 |
MNBTD
893
Moody National Bank Trust Division
Galveston,
Texas
| $3.35B | -$3.47B | -51% | 3.08% | 115% | 427 | 15.46% | 4.5 |
|
| 894 |
894
Ballentine Partners
Waltham,
Massachusetts
| $3.35B | +$395M | +13% | 7.2% | 76.9% | 486 | 15.23% | 3.5 |
|
| 895 |
895
Members Trust
Tampa,
Florida
| $3.34B | +$131M | +4% | 2.9% | 31.5% | 125 | 12% | 3.5 |
|
| 896 |
896
Hood River Capital Management
Palm Beach Gardens,
Florida
| $3.34B | +$103M | +3% | 10.8% | 696% | 181 | 37.57% | 0.8 |
|
| 897 |
897
Aptus Capital Advisors
Fairhope,
Alabama
| $3.33B | -$547M | -14% | 6.07% | 66.9% | 599 | 15.36% | 1.5 |
|
| 898 |
RA
898
Resolute Advisors
San Francisco,
California
| $3.33B | +$2.59B | +352% | 12.7% | 36.7% | 546 | 71.25% | 0.6 |
|
| 899 |
899
ClearBridge Investments (Australia)
Sydney,
Australia
| $3.33B | +$284M | +9% | 11.8% | 27.2% | 31 | 16.13% | 2.3 |
|
| 900 |
900
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $3.32B | +$1.46B | +78% | 4.13% | 105% | 495 | 42.83% | 0.7 |
|