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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
SC
401
Sasco Capital
Fairfield,
Connecticut
| $6.14B | +$207M | +3% | 7.38% | 15.5% | 55 | 7.27% | 2.8 |
|
| 402 |
GTP
402
Global Thematic Partners
New York
| $6.14B | -$307M | -5% | 1.52% | 47.4% | 76 | 18.42% | 2.3 |
|
| 403 |
IFP
403
Independent Franchise Partners
London,
United Kingdom
| $6.13B | -$167M | -3% | 0.47% | 46.2% | 21 | 4.76% | 3 |
|
| 404 |
TFM
404
Trian Fund Management
New York
| $6.1B | +$166M | +3% | 0.6% | 106% | 12 | 8.33% | 2.6 |
|
| 405 |
BCM
405
Brown Capital Management
Baltimore,
Maryland
| $6.07B | -$38.7M | -0.6% | 1.06% | 79.2% | 142 | 4.23% | 2.8 |
|
| 406 |
SAM
406
Shell Asset Management
The Hague,
Netherlands
| $6.02B | +$142M | +2% | 2.04% | – | 887 | 12.4% | 2.7 |
|
| 407 |
DPIM
407
Duff & Phelps Investment Management
Chicago,
Illinois
| $6.01B | +$281M | +5% | 7.12% | 48.1% | 218 | 3.67% | 2.9 |
|
| 408 |
408
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $5.97B | -$688M | -10% | 3.14% | 129% | 1,150 | 42.87% | 1.8 |
|
| 409 |
LCS
409
Levin Capital Strategies
New York
| $5.97B | -$248M | -4% | 1.38% | 88.6% | 386 | 32.9% | 2.1 |
|
| 410 |
KKRC
410
Kohlberg Kravis Roberts & Co
New York
| $5.96B | +$17.9M | +0.3% | 7.27% | 314% | 176 | 51.14% | 0.8 |
|
| 411 |
411
Group One Trading
Chicago,
Illinois
| $5.95B | -$680M | -10% | 6.97% | 442% | 6,151 | 31.8% | 2 |
|
| 412 |
KI
412
Kalmar Investments
Greenville,
Delaware
| $5.93B | -$58.8M | -1% | 0.01% | 37.4% | 160 | 7.5% | 2.7 |
|
| 413 |
413
Alkeon Capital Management
New York
| $5.93B | -$5.76M | -0.1% | 0.16% | 222% | 81 | 25.93% | 2 |
|
| 414 |
NI
414
Numeric Investors
Boston,
Massachusetts
| $5.88B | -$76.8M | -1% | 5.01% | 71.8% | 1,015 | 50.25% | 1.5 |
|
| 415 |
EPCM
415
Eton Park Capital Management
New York
| $5.88B | +$516M | +10% | 5.35% | 105% | 70 | 58.57% | 1.3 |
|
| 416 |
PCM
416
Pennant Capital Management
Summit,
New Jersey
| $5.88B | +$39.5M | +0.7% | 5.43% | 35.2% | 50 | 14% | 2.6 |
|
| 417 |
CB
417
Commerce Bank
Kansas City,
Missouri
| $5.87B | +$101M | +2% | 1.62% | 91.6% | 805 | 7.33% | 2.7 |
|
| 418 |
AGA
418
Altrinsic Global Advisors
Stamford,
Connecticut
| $5.82B | +$71.8M | +1% | 2.64% | 45% | 97 | 13.4% | 2.5 |
|
| 419 |
WT
419
Wilmington Trust
Wilmington,
Delaware
| $5.81B | -$103M | -2% | 1.19% | – | 739 | 11.1% | 2.6 |
|
| 420 |
CIP
420
Champlain Investment Partners
Burlington,
Vermont
| $5.81B | +$140M | +2% | 0.43% | 48.5% | 147 | 17.01% | 2.5 |
|
| 421 |
SSM
421
Sound Shore Management
Greenwich,
Connecticut
| $5.81B | -$132M | -2% | 3.8% | 91.4% | 59 | 8.47% | 2.7 |
|
| 422 |
KAM
422
Keeley Asset Management
Chicago,
Illinois
| $5.81B | -$73.1M | -1% | 1.38% | 32.4% | 445 | 15.73% | 2.5 |
|
| 423 |
TCM
423
Tran Capital Management
San Rafael,
California
| $5.74B | -$9.64M | -0.2% | 0.3% | 149% | 114 | 12.28% | 2.6 |
|
| 424 |
SIM
424
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $5.72B | -$102M | -2% | 3.34% | 45.5% | 55 | 5.45% | 2.9 |
|
| 425 |
425
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $5.72B | -$252M | -4% | 2.21% | 50.2% | 303 | 8.58% | 2.6 |
|