We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
WestEnd Advisors
Charlotte,
North Carolina
| $4.03B | +$265M | +7% | 9.59% | 59.9% | 376 | 6.38% | 1.5 |
|
| 902 |
902
OFI Invest Asset Management
Paris,
France
| $4.03B | +$224M | +6% | 16.1% | – | 389 | 26.48% | 1.4 |
|
| 903 |
NEI
903
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $4.03B | +$344M | +9% | 11.9% | 78.1% | 554 | 26.9% | 3.4 |
|
| 904 |
904
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $4.03B | +$264M | +7% | 16.5% | 110% | 423 | 7.33% | 5.7 |
|
| 905 |
905
Truepoint Inc
Cincinnati,
Ohio
| $4.02B | +$330M | +9% | 7.71% | 43.4% | 143 | 9.09% | 4.2 |
|
| 906 |
MA
906
Mutual Advisors
Omaha,
Nebraska
| $4B | +$510M | +15% | 7.97% | 68.1% | 1,206 | 13.35% | 3.3 |
|
| 907 |
907
OrbiMed
New York
| $4B | -$191M | -5% | 7.88% | 393% | 128 | 34.38% | 2.5 |
|
| 908 |
908
Jasper Ridge Partners
Menlo Park,
California
| $4B | +$884M | +28% | 12.2% | 84.2% | 150 | 2.67% | 4.8 |
|
| 909 |
909
Cassaday & Co Wealth Management
Mclean,
Virginia
| $4B | +$440M | +12% | 11.3% | 70% | 343 | 10.79% | 1.9 |
|
| 910 |
910
AlTi Global
New York
| $3.99B | +$171M | +4% | 8.05% | – | 445 | 19.78% | 1.1 |
|
| 911 |
911
Stonegate Investment Group
Birmingham,
Alabama
| $3.98B | +$240M | +6% | 8.26% | 88.8% | 463 | 13.39% | 1.9 |
|
| 912 |
SCA
912
Southpoint Capital Advisors
New York
| $3.97B | -$216M | -5% | 14.1% | 124% | 49 | 38.78% | 1.3 |
|
| 913 |
913
Fidelity National Financial
Jacksonville,
Florida
| $3.97B | -$514M | -11% | 10.8% | 2.54% | 14 | 7.14% | 3.1 |
|
| 914 |
914
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.96B | +$368M | +10% | 14.7% | 134% | 155 | 11.61% | 6.8 |
|
| 915 |
915
NEPC LLC
Boston,
Massachusetts
| $3.95B | +$339M | +9% | 4.04% | 21.3% | 50 | 6% | 2.8 |
|
| 916 |
916
Summit Partners Public Asset Management
Boston,
Massachusetts
| $3.95B | +$59.3M | +2% | 35.9% | 1,167% | 206 | 66.02% | 0.5 |
|
| 917 |
917
Harbour Investments
Madison,
Wisconsin
| $3.95B | +$450M | +13% | 8.51% | 62.7% | 3,759 | 9.47% | 2.8 |
|
| 918 |
918
Caxton Associates (UK)
London,
| $3.94B | +$1.07B | +37% | 18.2% | – | 972 | 54.73% | 0.2 |
|
| 919 |
919
Bleakley Financial Group
Fairfield,
New Jersey
| $3.94B | +$822M | +26% | 10.8% | 93.8% | 591 | 18.1% | 1.9 |
|
| 920 |
920
Oribel Capital Management
New York
| $3.92B | +$1.47B | +60% | 23.3% | 337% | 169 | 80.47% | 0.2 |
|
| 921 |
921
Quantbot Technologies
New York
| $3.9B | +$760M | +24% | 8.56% | 33.6% | 2,020 | 50.84% | 0.5 |
|
| 922 |
922
Metis Global Partners
San Diego,
California
| $3.88B | +$320M | +9% | 12.4% | 117% | 818 | 9.66% | 2.6 |
|
| 923 |
923
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.87B | -$304M | -7% | 4.5% | 25.5% | 2 | 0% | 6.8 |
|
| 924 |
924
Nicholas Hoffman & Company
Atlanta,
Georgia
| $3.87B | +$1.24B | +47% | 12.4% | 65.1% | 312 | 10.9% | 4.9 |
|
| 925 |
925
First Horizon Advisors
Memphis,
Tennessee
| $3.85B | +$298M | +8% | 7.75% | 55.2% | 2,575 | 19.57% | 4.5 |
|