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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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250
500
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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 451 |
MIH
451
Madison Investment Holdings
Madison,
Wisconsin
| $5.16B | +$431M | +9% | 9.12% | 48.7% | 247 | 10.53% | 1.8 |
|
| 452 |
SAM
452
Sentinel Asset Management
Montpelier,
Vermont
| $5.16B | +$378M | +8% | 8.69% | 18.3% | 309 | 11.97% | 1.9 |
|
| 453 |
PA
453
Pinnacle Associates
New York
| $5.12B | +$288M | +6% | 10.1% | 139% | 608 | 8.55% | 1.8 |
|
| 454 |
AWM
454
Ashmore Wealth Management
Wilmington,
Delaware
| $5.12B | +$527M | +11% | 10.1% | 81.9% | 26 | 3.85% | 2 |
|
| 455 |
CM
455
CS McKee
Pittsburgh,
Pennsylvania
| $5.11B | -$772M | -13% | 9.62% | 47.5% | 124 | 8.06% | 2 |
|
| 456 |
VAM
456
Visium Asset Management
New York
| $5.09B | +$684M | +16% | 13.7% | 100% | 1,104 | 54.44% | 0.9 |
|
| 457 |
WAM
457
Wolverine Asset Management
Chicago,
Illinois
| $5.05B | +$558M | +12% | 3.2% | 14.5% | 3,216 | 33.58% | 1.5 |
|
| 458 |
ACA
458
Anchor Capital Advisors
Boston,
Massachusetts
| $5.04B | +$399M | +9% | 9.27% | 64.3% | 314 | 8.6% | 1.8 |
|
| 459 |
EFS
459
Edelman Financial Services
Fairfax,
Virginia
| $5.04B | +$124M | +3% | 6.35% | 39.2% | 20 | 0% | 2 |
|
| 460 |
GIBU
460
Gulf International Bank (UK)
London,
United Kingdom
| $5.02B | – | – | 9.87% | 135% | 676 | – | 0 |
|
| 461 |
SMM
461
Stadion Money Management
Watkinsville,
Georgia
| $5.02B | +$125M | +3% | 9.02% | 55.3% | 128 | 39.84% | 1.5 |
|
| 462 |
DSC
462
Donald Smith & Co
New York
| $5.02B | +$289M | +6% | 16.1% | 152% | 88 | 12.5% | 1.9 |
|
| 463 |
VRS
463
Virginia Retirement Systems
Richmond,
Virginia
| $5.01B | +$344M | +7% | 10.8% | – | 941 | 22% | 1.6 |
|
| 464 |
MHI
464
Miller Howard Investments
Kingston,
New York
| $5B | +$357M | +8% | 5.88% | 73.4% | 185 | 10.27% | 1.8 |
|
| 465 |
DCP
465
DSM Capital Partners
Palm Beach Gardens,
Florida
| $4.99B | +$566M | +13% | 11.5% | 148% | 99 | 38.38% | 1.4 |
|
| 466 |
JMPWA
466
JP Morgan Private Wealth Advisors
San Francisco,
California
| $4.98B | +$568M | +13% | 9.55% | 44.8% | 735 | 24.76% | 1.6 |
|
| 467 |
PHS
467
PFM Health Sciences
San Francisco,
California
| $4.97B | +$823M | +20% | 15.5% | 241% | 94 | 58.51% | 1.1 |
|
| 468 |
VAM
468
Veritas Asset Management
London,
United Kingdom
| $4.95B | +$725M | +17% | 12.5% | 32.1% | 33 | 45.45% | 1.2 |
|
| 469 |
NRECA
469
National Rural Electric Cooperative Association
Arlington,
Virginia
| $4.92B | +$535M | +12% | 11.7% | – | 100 | 6% | 1.9 |
|
| 470 |
SAM
470
Southernsun Asset Management
Memphis,
Tennessee
| $4.91B | +$857M | +21% | 7.39% | 54.7% | 36 | 11.11% | 1.8 |
|
| 471 |
TGA
471
Trilogy Global Advisors
Winter Park,
Florida
| $4.89B | +$253M | +5% | 6.35% | 42.3% | 100 | 18% | 1.7 |
|
| 472 |
CIP
472
Chartwell Investment Partners
Berywn,
Pennsylvania
| $4.88B | +$448M | +10% | 11% | 57.2% | 394 | 22.84% | 1.6 |
|
| 473 |
473
HighTower Advisors
Chicago,
Illinois
| $4.86B | +$870M | +22% | 8.74% | 80.1% | 1,676 | 26.31% | 1.4 |
|
| 474 |
CA
474
Cortland Advisers
Wilmington,
Delaware
| $4.86B | +$244M | +5% | 7.45% | 40.5% | 31 | 9.68% | 1.9 |
|
| 475 |
MF
475
Magnetar Financial
Evanston,
Illinois
| $4.85B | -$1.22B | -20% | 7.67% | 334% | 560 | 77.86% | 0.9 |
|