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