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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
476
DSM Capital Partners
Palm Beach Gardens,
Florida
| $4.43B | +$398M | +10% | 9.07% | 148% | 96 | 33.33% | 0.2 |
|
| 477 |
477
Visium Asset Management
New York
| $4.41B | +$131M | +3% | 11.9% | 100% | 983 | 56.26% | 0.1 |
|
| 478 |
478
JP Morgan Private Wealth Advisors
San Francisco,
California
| $4.41B | +$356M | +9% | 6.53% | 44.8% | 684 | 15.64% | 0.2 |
|
| 479 |
479
National Rural Electric Cooperative Association
Arlington,
Virginia
| $4.38B | +$233M | +6% | 5.37% | – | 99 | 7.07% | 0.2 |
|
| 480 |
480
GMT Capital
Atlanta,
Georgia
| $4.35B | -$9.7M | -0.2% | 9.53% | 200% | 116 | 11.21% | 0.2 |
|
| 481 |
481
Polen Capital Management
Boca Raton,
Florida
| $4.34B | +$138M | +3% | 9.71% | 64.4% | 28 | 21.43% | 0.2 |
|
| 482 |
482
United States Steel & Carnegie Pension Fund
New York
| $4.32B | -$140M | -3% | 4.45% | 31.6% | 55 | 7.27% | 0.3 |
|
| 483 |
HCM
483
Holland Capital Management
Chicago,
Illinois
| $4.31B | +$353M | +9% | 8% | 46.6% | 77 | 11.69% | 0.2 |
|
| 484 |
484
Rockefeller Financial Services
New York
| $4.3B | +$127M | +3% | 7.63% | 50.6% | 535 | 11.21% | 0.2 |
|
| 485 |
485
Empyrean Capital Partners
Los Angeles,
California
| $4.27B | -$34.8M | -0.8% | 9.66% | 131% | 95 | 60% | 0.2 |
|
| 486 |
486
Veritable
Wilmington,
Delaware
| $4.27B | +$114M | +3% | 5.4% | 48.8% | 1,018 | 16.4% | 0.2 |
|
| 487 |
GA
487
Greenhaven Associates
Purchase,
New York
| $4.26B | +$507M | +14% | 13.5% | 58% | 28 | 25% | 0.2 |
|
| 488 |
488
Veritas Asset Management
London,
United Kingdom
| $4.23B | +$33.1M | +0.8% | 5.23% | 32.1% | 23 | 17.39% | 0.2 |
|
| 489 |
489
Santa Barbara Asset Management
Los Angeles,
California
| $4.22B | +$387M | +10% | 4.79% | 41.9% | 79 | 15.19% | 0.2 |
|
| 490 |
490
ProShare Advisors
Bethesda,
Maryland
| $4.21B | -$882M | -17% | 7.84% | 116% | 2,620 | 12.79% | 0.2 |
|
| 491 |
491
Geneva Capital Management
Milwaukee,
Wisconsin
| $4.21B | -$789M | -16% | 13.5% | 59.4% | 143 | 8.39% | 0.2 |
|
| 492 |
492
Cooke & Bieler
Philadelphia,
Pennsylvania
| $4.19B | -$3.2M | -0.1% | 4.82% | 37% | 104 | 7.69% | 0.2 |
|
| 493 |
ECM
493
EII Capital Management
New York
| $4.18B | -$61.2M | -1% | 3.67% | 46.9% | 174 | 24.14% | 0.2 |
|
| 494 |
494
Wedgewood Partners
St Louis,
Missouri
| $4.17B | +$706M | +20% | 9.93% | 78.1% | 22 | 4.55% | 0.2 |
|
| 495 |
495
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.17B | +$415M | +11% | 10.2% | 131% | 1,063 | 23.33% | 0.2 |
|
| 496 |
496
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $4.16B | -$187M | -4% | 6.22% | 93.1% | 468 | 18.16% | 0.2 |
|
| 497 |
497
Tweedy, Browne Co
Stamford,
Connecticut
| $4.16B | +$156M | +4% | 5.2% | 70.3% | 51 | 5.88% | 0.2 |
|
| 498 |
498
PFM Health Sciences
San Francisco,
California
| $4.15B | -$662M | -14% | 16.3% | 241% | 100 | 54% | 0.2 |
|
| 499 |
499
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $4.15B | +$169M | +4% | 9.82% | 74.2% | 27 | 0% | 0.3 |
|
| 500 |
CAM
500
Capstone Asset Management
Houston,
Texas
| $4.14B | +$334M | +9% | 7.37% | 30% | 2,035 | 4.82% | 0.2 |
|