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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MG
476
Markel Group
Virginia
$5.26B -$36M -0.7% 1.02% 61.3% 144 9.03%
Truist Financial
477
Truist Financial
North Carolina
$5.24B -$109M -2% 1.05% 62.9% 812 9.98%
FQ
478
First Quadrant
California
$5.23B -$96.2M -2% 0.9% 90.6% 999 26.63%
Capstone Investment Advisors
479
Capstone Investment Advisors
New York
$5.23B +$1.69B +48% 2.55% 28.1% 633 76.94%
UOC
480
UBS O'Connor
Illinois
$5.19B -$451M -8% 3.64% 181% 438 65.98%
MIS
481
Morningstar Investment Services
Illinois
$5.14B +$164M +3% 3.24% 22.4% 216 16.2%
KCM
482
Kennedy Capital Management
Missouri
$5.14B -$445M -8% 1.28% 98.8% 813 19.19%
EIP
483
Energy Income Partners
Connecticut
$5.13B -$694M -12% 11.5% 70.4% 55 3.64%
SP
484
Sarasin & Partners
United Kingdom
$5.11B -$41.5M -0.8% 1.35% 78% 114 19.3%
Handelsbanken Fonder
485
Handelsbanken Fonder
Sweden
$5.1B +$544M +12% 3.18% 138% 215 20.47%
PA
486
Pinnacle Associates
New York
$5.1B -$102M -2% 0.19% 102% 726 12.95%
ACM
487
Advent Capital Management
New York
$5.09B -$128M -2% 0.26% 1.05% 325 34.46%
DGI
488
Disciplined Growth Investors
Minnesota
$5.09B +$12.2M +0.2% 4.31% 190% 89 5.62%
SIM
489
SRS Investment Management
New York
$5.08B +$1.23B +32% 25% 135% 22 27.27%
GT
490
Greenleaf Trust
Michigan
$5.04B +$107M +2% 2.77% 37.2% 704 27.7%
HIMCH
491
Hartford Investment Management Co (HIMCO)
Connecticut
$5.02B -$381M -7% 0.23% 132% 588 4.08%
GXMC
492
Global X Management Company
New York
$5.02B +$640M +15% 4.94% 33.3% 1,158 11.05%
SAM
493
Shell Asset Management
Netherlands
$5.02B -$15.4M -0.3% 0.68% 1,147 5.84%
WBC
494
Westpac Banking Corp
Australia
$5.01B +$606M +14% 0.3% 98.3% 710 3.38%
SCM
495
Scopia Capital Management
New York
$5B -$576M -10% 0.49% 30.9% 39 41.03%
HTC
496
Haverford Trust Company
Pennsylvania
$5B -$98M -2% 1.63% 50.3% 313 13.74%
MCM
497
Moore Capital Management
New York
$4.99B -$499M -9% 5.96% 169% 353 60.34%
AI
498
Advent International
Massachusetts
$4.99B +$252M +5% 4.94% 15.3% 19 5.26%
LIMS
499
Lasalle Investment Management Securities
Maryland
$4.94B -$1.11B -18% 8.14% 16.2% 56 25%
CCI
500
Columbus Circle Investors
$4.93B -$339M -6% 10.8% 366% 216 37.5%