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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
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 251 |
251
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $22.1B | +$1.75B | +9% | 10.5% | 74.8% | 643 | 9.95% | 16 |
|
| 252 |
CIP
252
Champlain Investment Partners
Burlington,
Vermont
| $22.1B | +$1.21B | +6% | 7.15% | 48.5% | 151 | 8.61% | 13.6 |
|
| 253 |
UCFA
253
United Capital Financial Advisors
Irving,
Texas
| $21.7B | +$1.71B | +9% | 7.66% | 64.4% | 1,277 | 12.45% | 18.6 |
|
| 254 |
PCA
254
Personal Capital Advisors
Redwood City,
California
| $21.7B | +$1.8B | +9% | 5.2% | 17.6% | 567 | 15.52% | 11.5 |
|
| 255 |
DSA
255
Davis Selected Advisers
Tucson,
Arizona
| $21.5B | -$114M | -0.5% | 3.01% | 93.1% | 123 | 4.88% | 19.5 |
|
| 256 |
JFL
256
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $21.5B | +$928M | +5% | 8.66% | 92.6% | 232 | 11.21% | 19.3 |
|
| 257 |
ECU
257
Egerton Capital (UK)
London,
United Kingdom
| $21.4B | +$403M | +2% | 9.98% | 137% | 38 | 26.32% | 6.6 |
|
| 258 |
258
Rockefeller Capital Management
New York
| $21.4B | +$2.4B | +13% | 8.69% | 101% | 4,165 | 14% | 6.6 |
|
| 259 |
BPA
259
BC Partners Advisors
New York
| $21.4B | -$2.41B | -10% | 10.5% | 25.6% | 5 | 20% | 4.2 |
|
| 260 |
SLG
260
Silver Lake Group
Menlo Park,
California
| $21.2B | +$4.95B | +30% | 1.02% | 82.8% | 25 | 32% | 3.2 |
|
| 261 |
GT
261
Glenmede Trust
Philadelphia,
Pennsylvania
| $21.1B | +$1.75B | +9% | 10.9% | – | 1,405 | 12.24% | 17.8 |
|
| 262 |
CCMT
262
CMT Capital Markets Trading
Frankfurt,
Germany
| $20.8B | +$4.37B | +27% | 5.74% | 107% | 354 | 18.08% | 8.3 |
|
| 263 |
263
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $20.8B | +$603M | +3% | 9.37% | 84.6% | 770 | 24.68% | 7.1 |
|
| 264 |
264
Zurich Cantonal Bank
Zurich,
Switzerland
| $20.7B | +$2.18B | +12% | 11.4% | 128% | 2,993 | 8.65% | 18.8 |
|
| 265 |
BBA
265
Baker Bros. Advisors
New York
| $20.6B | -$2.22B | -10% | 6.18% | 449% | 126 | 7.94% | 10.1 |
|
| 266 |
MCM
266
Melvin Capital Management
New York
| $20.5B | +$817M | +4% | 8.56% | 156% | 107 | 48.6% | 3 |
|
| 267 |
267
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| $20.5B | +$1.31B | +7% | 9.13% | 168% | 1,270 | 36.22% | 6.6 |
|
| 268 |
268
Handelsbanken Fonder
Stockholm,
Sweden
| $20.3B | +$1.22B | +6% | 9.64% | 138% | 1,796 | 10.08% | 6 |
|
| 269 |
PI
269
PGGM Investments
Zeist,
Netherlands
| $20.1B | +$706M | +4% | 15.2% | 60.4% | 396 | 15.15% | 11 |
|
| 270 |
SUT
270
SC US (TTGP)
Menlo Park,
California
| $20.1B | +$2.16B | +12% | 7.63% | 65.2% | 20 | 35% | 4.3 |
|
| 271 |
FCM
271
Farallon Capital Management
San Francisco,
California
| $20B | -$1.4B | -7% | 7.53% | 205% | 342 | 24.85% | 3.7 |
|
| 272 |
NIPH
272
NN Investment Partners Holdings
The Hague,
Netherlands
| $20B | +$1.88B | +10% | 11.9% | 94.1% | 881 | 21.45% | 11.2 |
|
| 273 |
AIG
273
American International Group
New York
| $20B | +$1.24B | +7% | 10.5% | 78.4% | 3,189 | 3.64% | 22.5 |
|
| 274 |
LCOV
274
London Company of Virginia
Richmond,
Virginia
| $19.8B | +$1.62B | +9% | 12% | 66.9% | 167 | 4.79% | 18.9 |
|
| 275 |
275
Nomura Asset Management
Tokyo,
Japan
| $19.8B | +$2.08B | +12% | 11.5% | 148% | 1,065 | 12.77% | 21.2 |
|