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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
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1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 301 |
ST
301
Spot Trading
Chicago,
Illinois
| $10.1B | -$5.91B | -37% | 2.46% | 30.8% | 4,871 | 38.47% |
|
| 302 |
VVP
302
Vulcan Value Partners
Birmingham,
Alabama
| $10B | +$1.22B | +14% | 1.39% | 29.6% | 74 | 25.68% |
|
| 303 |
BCI
303
Bain Capital Investors
Boston,
Massachusetts
| $9.99B | +$635M | +7% | 12% | 87% | 14 | 14.29% |
|
| 304 |
304
Walleye Trading
New York
| $9.97B | -$1.07B | -10% | 2.78% | 128% | 4,980 | 35.56% |
|
| 305 |
PIM
305
Perkins Investment Management
Chicago,
Illinois
| $9.97B | -$695M | -7% | 1.13% | 37.1% | 301 | 27.24% |
|
| 306 |
WCM
306
Wedge Capital Management
Charlotte,
North Carolina
| $9.97B | +$8.86M | +0.1% | 3.39% | 139% | 640 | 15.94% |
|
| 307 |
B
307
Baird
Milwaukee,
Wisconsin
| $9.78B | +$385M | +4% | 2.57% | – | 1,388 | 14.34% |
|
| 308 |
KKRC
308
Kohlberg Kravis Roberts & Co
New York
| $9.65B | +$1.98B | +26% | 7.65% | 298% | 115 | 46.96% |
|
| 309 |
WA
309
Wasatch Advisors
Salt Lake City,
Utah
| $9.64B | -$6.14M | -0.1% | 7.73% | 87.7% | 403 | 14.89% |
|
| 310 |
310
Commonwealth Equity Services
Waltham,
Massachusetts
| $9.63B | +$711M | +8% | 1.52% | 64.4% | 2,280 | 12.41% |
|
| 311 |
FPP
311
Findlay Park Partners
London,
United Kingdom
| $9.6B | +$252M | +3% | 4.65% | 69.9% | 118 | 27.97% |
|
| 312 |
AIMCA
312
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| $9.57B | +$138M | +1% | 0.89% | 63.6% | 592 | 29.39% |
|
| 313 |
313
Lilly Endowment
Indiananapolis,
Indiana
| $9.52B | +$454M | +5% | 5.31% | 156% | 1 | 0% |
|
| 314 |
314
CI Investments Inc
Toronto,
Ontario, Canada
| $9.49B | +$644M | +7% | 2.67% | 102% | 199 | 24.12% |
|
| 315 |
OCM
315
Oaktree Capital Management
Los Angeles,
California
| $9.48B | +$128M | +1% | 0.11% | 69.6% | 185 | 9.19% |
|
| 316 |
AII
316
AGF Investments Inc
Toronto,
Ontario, Canada
| $9.21B | -$146M | -2% | 2.36% | 61.1% | 453 | 19.65% |
|
| 317 |
AR
317
Advisory Research
Chicago,
Illinois
| $9.15B | -$461M | -5% | 0.52% | 123% | 372 | 20.16% |
|
| 318 |
318
Tiger Global Management
New York
| $9.12B | +$649M | +8% | 4.14% | 183% | 68 | 32.35% |
|
| 319 |
TPSF
319
Texas Permanent School Fund
Austin,
Texas
| $9.05B | -$65.1M | -0.7% | 2.35% | 44.6% | 1,529 | 2.68% |
|
| 320 |
BAM
320
Burgundy Asset Management
Toronto,
Ontario, Canada
| $9.04B | -$26.5M | -0.3% | 0.02% | 84.8% | 111 | 14.41% |
|
| 321 |
CC
321
Carlson Capital
Dallas,
Texas
| $8.97B | -$1.2B | -12% | 3.09% | 72.5% | 420 | 48.33% |
|
| 322 |
AG
322
Aperio Group
Sausalito,
California
| $8.93B | +$814M | +10% | 2.41% | 70.4% | 2,052 | 12.57% |
|
| 323 |
AI
323
Ariel Investments
Chicago,
Illinois
| $8.92B | +$259M | +3% | 3.32% | 55.4% | 194 | 5.67% |
|
| 324 |
CRM
324
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $8.9B | -$840M | -9% | 4.14% | 70.8% | 255 | 25.1% |
|
| 325 |
QI
325
QS Investors
New York
| $8.82B | +$138M | +2% | 4.29% | 50.4% | 1,477 | 13.61% |
|