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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 401 |
H
401
Hexavest
Montreal,
Quebec, Canada
| $6.69B | +$115M | +2% | 4.54% | 75.9% | 488 | 8.2% |
|
| 402 |
UCFA
402
United Capital Financial Advisors
Irving,
Texas
| $6.68B | +$920M | +16% | 3.06% | 50.9% | 1,236 | 18.37% |
|
| 403 |
HFA
403
Harvest Fund Advisors
Wayne,
Pennsylvania
| $6.67B | +$350M | +6% | 7.32% | – | 74 | 25.68% |
|
| 404 |
404
Group One Trading
Chicago,
Illinois
| $6.63B | +$133M | +2% | 4.88% | 314% | 5,964 | 32.98% |
|
| 405 |
LCS
405
Levin Capital Strategies
New York
| $6.62B | +$46.9M | +0.7% | 3.15% | 79.3% | 455 | 42.42% |
|
| 406 |
RCM
406
Riverhead Capital Management
Wilmington,
Delaware
| $6.59B | +$772M | +13% | 5.97% | 45.7% | 643 | 4.35% |
|
| 407 |
CI
407
Cambiar Investors
Denver,
Colorado
| $6.58B | -$414M | -6% | 3.98% | 48.2% | 180 | 26.11% |
|
| 408 |
408
HighTower Advisors
Chicago,
Illinois
| $6.53B | +$614M | +10% | 3.92% | 66.3% | 1,727 | 19.34% |
|
| 409 |
SI
409
Scout Investments
Kansas City,
Missouri
| $6.52B | -$903M | -12% | 4.81% | 88% | 310 | 20% |
|
| 410 |
MHI
410
Miller Howard Investments
Kingston,
New York
| $6.5B | +$41.8M | +0.6% | 4.16% | 70.6% | 226 | 18.14% |
|
| 411 |
JIM
411
Jensen Investment Management
Lake Oswego,
Oregon
| $6.47B | +$168M | +3% | 9.3% | 33.8% | 121 | 44.63% |
|
| 412 |
VRS
412
Virginia Retirement Systems
Richmond,
Virginia
| $6.41B | +$366M | +6% | 5.97% | – | 1,079 | 21.04% |
|
| 413 |
SCM
413
Steadfast Capital Management
New York
| $6.41B | +$490M | +8% | 6.9% | 138% | 76 | 46.05% |
|
| 414 |
MC
414
Maverick Capital
Dallas,
Texas
| $6.38B | -$459M | -7% | 5.3% | 199% | 58 | 43.1% |
|
| 415 |
SSM
415
Sound Shore Management
Greenwich,
Connecticut
| $6.36B | +$145M | +2% | 4.68% | 82.3% | 55 | 18.18% |
|
| 416 |
GTP
416
Global Thematic Partners
New York
| $6.35B | -$268M | -4% | 0.37% | 47.4% | 87 | 26.44% |
|
| 417 |
AMH
417
Apollo Management Holdings
New York
| $6.34B | -$4.9B | -44% | 9.06% | 51.5% | 98 | 54.08% |
|
| 418 |
CB
418
Commerce Bank
Kansas City,
Missouri
| $6.33B | +$268M | +4% | 3.99% | 76.8% | 867 | 10.96% |
|
| 419 |
VAM
419
Veritas Asset Management
London,
United Kingdom
| $6.33B | +$58.1M | +0.9% | 7.41% | 26.6% | 28 | 21.43% |
|
| 420 |
MF
420
Magnetar Financial
Evanston,
Illinois
| $6.3B | +$270M | +4% | 2.98% | 293% | 278 | 72.66% |
|
| 421 |
CIP
421
Champlain Investment Partners
Burlington,
Vermont
| $6.29B | +$523M | +9% | 9.9% | 32.7% | 150 | 17.33% |
|
| 422 |
GCC
422
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $6.26B | -$394M | -6% | 1.16% | 70.5% | 257 | 31.52% |
|
| 423 |
WCMNY
423
Westchester Capital Management (New York)
Valhalla,
New York
| $6.24B | -$1.86B | -23% | 4.29% | 99.9% | 166 | 43.98% |
|
| 424 |
SAM
424
Shell Asset Management
The Hague,
Netherlands
| $6.24B | -$201M | -3% | 5.03% | – | 908 | 9.69% |
|
| 425 |
MIP
425
Mondrian Investment Partners
London,
United Kingdom
| $6.21B | -$993M | -14% | 0.72% | – | 90 | 2.22% |
|