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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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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 176 |
CSIA
176
Charles Schwab Investment Advisory
San Francisco,
California
| $17.8B | +$3.31B | +23% | 4.39% | 2.56% | 70 | 2.86% |
|
| 177 |
177
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $17.7B | -$822M | -4% | 8.91% | 71.2% | 683 | 43.48% |
|
| 178 |
178
Pzena Investment Management
New York
| $17.7B | +$189M | +1% | 2.27% | 35.8% | 171 | 17.54% |
|
| 179 |
SC
179
Sculptor Capital
New York
| $17.6B | +$3.24B | +23% | 7.64% | 96.6% | 467 | 65.74% |
|
| 180 |
180
Aviva
London,
United Kingdom
| $17.5B | +$730M | +4% | 6.09% | 95.6% | 773 | 4.53% |
|
| 181 |
BC
181
Brookfield Corp
Toronto,
Ontario, Canada
| $17.3B | -$376M | -2% | 0.2% | 18.3% | 196 | 36.22% |
|
| 182 |
FMI
182
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $17.3B | +$941M | +6% | 5.83% | 47.6% | 78 | 16.67% |
|
| 183 |
183
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $17.1B | +$404M | +2% | 4.76% | 75.5% | 743 | 28.13% |
|
| 184 |
GF
184
Gabelli Funds
Rye,
New York
| $17B | +$63.3M | +0.4% | 5.33% | 88.1% | 1,211 | 11.56% |
|
| 185 |
185
First Manhattan
New York
| $16.8B | +$390M | +2% | 5.01% | 74.7% | 1,521 | 9.07% |
|
| 186 |
N
186
Nuveen
Charlotte,
North Carolina
| $16.8B | -$2.9B | -15% | 3.67% | 110% | 1,591 | 18.73% |
|
| 187 |
ACI
187
AMP Capital Investors
Sydney,
Australia
| $16.8B | +$269M | +2% | 5.63% | 89.7% | 1,290 | 14.73% |
|
| 188 |
188
KeyBank National Association
Cleveland,
Ohio
| $16.7B | +$648M | +4% | 4.41% | 73.4% | 1,196 | 9.7% |
|
| 189 |
189
M&T Bank
Buffalo,
New York
| $16.6B | +$508M | +3% | 5.37% | 65.7% | 1,812 | 15.01% |
|
| 190 |
TCA
190
Tortoise Capital Advisors
Overland Park,
Kansas
| $16.3B | +$747M | +5% | 3.67% | 98.1% | 180 | 8.89% |
|
| 191 |
ACM
191
Atlanta Capital Management
Atlanta,
Georgia
| $16.3B | +$582M | +4% | 6.21% | 30.2% | 160 | 7.5% |
|
| 192 |
192
CIBC Private Wealth Group
Atlanta,
Georgia
| $15.9B | +$794M | +5% | 5.21% | 88.2% | 619 | 14.38% |
|
| 193 |
193
Daiwa Securities Group
Tokyo,
Japan
| $15.9B | +$323M | +2% | 2.12% | 66.6% | 1,088 | 14.43% |
|
| 194 |
EAM
194
Eagle Asset Management
St Petersburg,
Florida
| $15.9B | +$689M | +5% | 9.01% | 53.4% | 704 | 19.32% |
|
| 195 |
BGIM
195
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| $15.8B | +$75.8M | +0.5% | 4.33% | 61.2% | 1,017 | 18.98% |
|
| 196 |
JFL
196
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $15.8B | +$162M | +1% | 3.02% | 92.6% | 204 | 5.88% |
|
| 197 |
GI
197
GAMCO Investors
Greenwich,
Connecticut
| $15.8B | -$37.2M | -0.2% | 5.34% | 82.4% | 895 | 12.96% |
|
| 198 |
SB
198
Suntrust Banks
Atlanta,
Georgia
| $15.7B | -$945M | -6% | 5.89% | 29.7% | 1,659 | 33.88% |
|
| 199 |
TCM
199
TimesSquare Capital Management
New York
| $15.5B | +$534M | +4% | 6.55% | 88.6% | 275 | 21.82% |
|
| 200 |
LP
200
Longview Partners
St Peter Port,
Guernsey
| $15.4B | +$242M | +2% | 8.05% | 28.5% | 28 | 7.14% |
|