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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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2,500
5,000
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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 |
RFS
451
Rockefeller Financial Services
New York
| $5.15B | +$4.56M | +0.1% | 0.71% | 50.6% | 666 | 26.28% | 6.2 |
|
| 452 |
452
Fuller & Thaler Asset Management
San Mateo,
California
| $5.15B | +$472M | +10% | 3.82% | 172% | 956 | 46.97% | 4.2 |
|
| 453 |
AG
453
Artal Group
Luxembourg
| $5.13B | -$201M | -4% | 16.8% | 181% | 94 | 51.06% | 4.5 |
|
| 454 |
GGHC
454
Gilder Gagnon Howe & Co
New York
| $5.09B | -$1.13B | -18% | 6.65% | 244% | 276 | 25% | 6 |
|
| 455 |
EAM
455
EverPoint Asset Management
Stamford,
Connecticut
| $5.09B | +$324M | +7% | 0.15% | – | 648 | 68.52% | 1.3 |
|
| 456 |
SBAM
456
Santa Barbara Asset Management
Los Angeles,
California
| $5.07B | +$74.8M | +1% | 3.02% | 41.9% | 57 | 8.77% | 8.6 |
|
| 457 |
MAM
457
Martingale Asset Management
Boston,
Massachusetts
| $5.06B | +$556M | +12% | 4.77% | 88.6% | 914 | 23.3% | 6.5 |
|
| 458 |
CLM
458
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $5.05B | -$173M | -3% | 0.85% | 24% | 198 | 18.18% | 5.9 |
|
| 459 |
WCMNY
459
Westchester Capital Management (New York)
Valhalla,
New York
| $5.03B | -$640M | -11% | 5.02% | 100% | 128 | 43.75% | 3.9 |
|
| 460 |
TAIM
460
TD Ameritrade Investment Management
Omaha,
Nebraska
| $5.02B | +$176M | +4% | 1.53% | 13.5% | 87 | 4.6% | 10.3 |
|
| 461 |
DRZID
461
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.98B | -$420M | -8% | 3.53% | 60.4% | 264 | 25.38% | 5.5 |
|
| 462 |
GA
462
Geneva Advisors
Chicago,
Illinois
| $4.97B | -$227M | -4% | 0.1% | 53.1% | 802 | 20.32% | 6.4 |
|
| 463 |
KCM
463
Kensico Capital Management
Greenwich,
Connecticut
| $4.97B | +$113M | +2% | 0.54% | 304% | 34 | 35.29% | 6.2 |
|
| 464 |
FIM
464
Foresters Investment Management
New York
| $4.93B | +$12.4M | +0.3% | 0.16% | 40.7% | 300 | 10% | 7.9 |
|
| 465 |
NC
465
Nicholas Company
Milwaukee,
Wisconsin
| $4.92B | -$427M | -8% | 0.83% | 65.7% | 232 | 21.12% | 7.9 |
|
| 466 |
KCM
466
Kennedy Capital Management
St Louis,
Missouri
| $4.92B | -$18.3M | -0.4% | 2.57% | 140% | 821 | 22.29% | 6.3 |
|
| 467 |
JIM
467
Jupiter Investment Management
London,
United Kingdom
| $4.89B | +$1.13B | +30% | 0.95% | 43% | 555 | 65.95% | 1.6 |
|
| 468 |
ACM
468
AEW Capital Management
Boston,
Massachusetts
| $4.87B | +$90.9M | +2% | 4.79% | 37.1% | 48 | 8.33% | 9 |
|
| 469 |
469
Alkeon Capital Management
New York
| $4.85B | -$85M | -2% | 0.07% | 222% | 56 | 10.71% | 6 |
|
| 470 |
FC
470
Fairpointe Capital
Chicago,
Illinois
| $4.82B | -$710M | -13% | 4.09% | 48.1% | 87 | 16.09% | 7.6 |
|
| 471 |
RP
471
Riverbridge Partners
Minneapolis,
Minnesota
| $4.8B | -$66.1M | -1% | 0.68% | 40.4% | 143 | 9.09% | 8.6 |
|
| 472 |
MCM
472
Masters Capital Management
Atlanta,
Georgia
| $4.79B | +$985M | +26% | 2.81% | 142% | 94 | 64.89% | 2.4 |
|
| 473 |
473
DnB Asset Management
Oslo,
Norway
| $4.79B | +$123M | +3% | 0.21% | 110% | 554 | 22.38% | 6.6 |
|
| 474 |
HIM
474
Hermes Investment Management
London Uk,
United Kingdom
| $4.77B | +$345M | +8% | 2.61% | 61.2% | 233 | 4.29% | 9.2 |
|
| 475 |
PIA
475
Piedmont Investment Advisors
Durham,
North Carolina
| $4.75B | +$13.4M | +0.3% | 1.04% | 35.4% | 433 | 15.01% | 5.5 |
|