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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
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
KI
401
Kalmar Investments
Greenville,
Delaware
| $5.99B | +$333M | +6% | 11.2% | 37.4% | 165 | 13.94% | 1.8 |
|
| 402 |
402
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $5.97B | +$633M | +12% | 9.26% | 50.2% | 296 | 10.81% | 1.8 |
|
| 403 |
NI
403
Numeric Investors
Boston,
Massachusetts
| $5.96B | +$553M | +10% | 13.4% | 71.8% | 992 | 49.7% | 1.1 |
|
| 404 |
KKRC
404
Kohlberg Kravis Roberts & Co
New York
| $5.95B | +$651M | +12% | 17.8% | 314% | 130 | 71.54% | 0.3 |
|
| 405 |
SSM
405
Sound Shore Management
Greenwich,
Connecticut
| $5.94B | +$566M | +11% | 11.1% | 91.4% | 62 | 14.52% | 1.8 |
|
| 406 |
TSU
406
TD Securities (USA)
New York
| $5.94B | +$688M | +13% | 10.4% | 42.3% | 528 | 2.84% | 1.9 |
|
| 407 |
SC
407
Sasco Capital
Fairfield,
Connecticut
| $5.94B | +$474M | +9% | 9.41% | 15.5% | 53 | 0% | 2 |
|
| 408 |
408
Alkeon Capital Management
New York
| $5.93B | +$809M | +16% | 10.8% | 222% | 89 | 42.7% | 1.3 |
|
| 409 |
SI
409
Sentry Investments
Toronto,
Ontario, Canada
| $5.93B | +$759M | +15% | 6.07% | 14% | 142 | 23.24% | 1.6 |
|
| 410 |
TFM
410
Trian Fund Management
New York
| $5.93B | +$471M | +9% | 10.5% | 106% | 11 | 9.09% | 1.8 |
|
| 411 |
WT
411
Wilmington Trust
Wilmington,
Delaware
| $5.92B | +$199M | +3% | 8.52% | – | 723 | 12.03% | 1.8 |
|
| 412 |
KAM
412
Keeley Asset Management
Chicago,
Illinois
| $5.88B | +$448M | +8% | 11.2% | 32.4% | 439 | 16.17% | 1.7 |
|
| 413 |
SAM
413
Shell Asset Management
The Hague,
Netherlands
| $5.88B | +$433M | +8% | 8.74% | – | 859 | 7.1% | 1.9 |
|
| 414 |
414
Creative Planning
Overland Park,
Kansas
| $5.86B | +$813M | +16% | 5.55% | 62.2% | 3,726 | 17.63% | 1.7 |
|
| 415 |
RI
415
Relational Investors
San Diego,
California
| $5.85B | -$130M | -2% | 13.8% | – | 21 | 28.57% | 1.6 |
|
| 416 |
LIMS
416
Lasalle Investment Management Securities
Baltimore,
Maryland
| $5.85B | -$198M | -3% | 1.68% | 26.3% | 49 | 12.24% | 1.8 |
|
| 417 |
PCM
417
Pennant Capital Management
Summit,
New Jersey
| $5.84B | +$258M | +5% | 14% | 35.2% | 53 | 20.75% | 1.7 |
|
| 418 |
SIM
418
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $5.82B | +$315M | +6% | 7.4% | 45.5% | 57 | 8.77% | 1.9 |
|
| 419 |
B
419
Baird
Milwaukee,
Wisconsin
| $5.81B | +$445M | +8% | 8.58% | – | 1,187 | 17.86% | 1.7 |
|
| 420 |
TP
420
Third Point
New York
| $5.8B | +$1.71B | +42% | 14.7% | 159% | 55 | 50.91% | 1 |
|
| 421 |
PIM
421
Platinum Investment Management
Sydney Australia 2000,
Australia
| $5.78B | +$296M | +5% | 11.7% | 190% | 90 | 12.22% | 1.7 |
|
| 422 |
CB
422
Commerce Bank
Kansas City,
Missouri
| $5.77B | +$230M | +4% | 9.08% | 91.6% | 807 | 9.91% | 1.8 |
|
| 423 |
HA
423
Heartland Advisors
Milwaukee,
Wisconsin
| $5.76B | +$267M | +5% | 11.8% | 88.6% | 282 | 20.21% | 1.7 |
|
| 424 |
TCM
424
Tran Capital Management
San Rafael,
California
| $5.75B | +$796M | +16% | 10.4% | 149% | 114 | 11.4% | 1.8 |
|
| 425 |
AGA
425
Altrinsic Global Advisors
Stamford,
Connecticut
| $5.75B | -$111M | -2% | 6.66% | 45% | 96 | 14.58% | 1.8 |
|