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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
TB
476
Thoma Bravo
Chicago,
Illinois
| $5.49B | +$3.55B | +183% | 13.5% | 13.3% | 3 | 33.33% | 2 |
|
| 477 |
SGI
477
Swan Global Investments
Durango,
Colorado
| $5.46B | +$353M | +7% | 0.98% | 62.5% | 34 | 5.88% | 12.9 |
|
| 478 |
AAM
478
Advisors Asset Management
Monument,
Colorado
| $5.43B | -$185M | -3% | 1.5% | 91.8% | 1,625 | 7.69% | 15.3 |
|
| 479 |
NEAM
479
New England Asset Management
Farmington,
Connecticut
| $5.42B | +$307M | +6% | 6.15% | 55.6% | 167 | 3.59% | 16.3 |
|
| 480 |
WRCM
480
Whale Rock Capital Management
Boston,
Massachusetts
| $5.41B | -$426M | -7% | 5.74% | 1,326% | 50 | 34% | 4.9 |
|
| 481 |
DGI
481
Disciplined Growth Investors
Minneapolis,
Minnesota
| $5.4B | +$29.8M | +0.6% | 1.08% | 186% | 92 | 9.78% | 18.5 |
|
| 482 |
BG
482
Bellevue Group
Kuesnacht,
Switzerland
| $5.38B | -$480M | -8% | 7.4% | 159% | 224 | 16.07% | 5.4 |
|
| 483 |
MG
483
Meritage Group
San Francisco,
California
| $5.35B | -$373M | -7% | 4.65% | 22.1% | 22 | 18.18% | 8.5 |
|
| 484 |
ACM
484
Advent Capital Management
New York
| $5.34B | +$170M | +3% | 0.82% | 2.9% | 244 | 24.18% | 5.7 |
|
| 485 |
RP
485
Riverbridge Partners
Minneapolis,
Minnesota
| $5.28B | -$8.76M | -0.2% | 0.35% | 40.4% | 138 | 4.35% | 14.7 |
|
| 486 |
ZIG
486
Zurich Insurance Group
Zurich,
Switzerland
| $5.27B | +$228M | +5% | 2.77% | 258% | 516 | 20.93% | 7 |
|
| 487 |
RRAM
487
River Road Asset Management
Louisville,
Kentucky
| $5.27B | +$127M | +2% | 0.53% | 50.8% | 179 | 20.67% | 10.1 |
|
| 488 |
O
488
OrbiMed
New York
| $5.27B | -$1.19B | -18% | 7.6% | 393% | 148 | 35.14% | 7.3 |
|
| 489 |
BPC
489
Banque Pictet & Cie
Geneva 73,
Switzerland
| $5.27B | -$165M | -3% | 1.74% | 74.8% | 355 | 11.55% | 11.1 |
|
| 490 |
XK
490
Xact Kapitalforvaltning
Stockholm,
Sweden
| $5.26B | +$411M | +8% | 1.83% | 34.2% | 1,467 | 4.64% | 7.8 |
|
| 491 |
URS
491
Utah Retirement Systems
Salt Lake City,
Utah
| $5.26B | +$34.1M | +0.7% | 1.93% | 130% | 1,007 | 7.45% | 20.3 |
|
| 492 |
KCM
492
Kensico Capital Management
Greenwich,
Connecticut
| $5.23B | -$277M | -5% | 0.29% | 304% | 28 | 28.57% | 10 |
|
| 493 |
493
WorldQuant Millennium Advisors
New York
| $5.14B | -$108M | -2% | 0.02% | 96.6% | 346 | 26.3% | 3.6 |
|
| 494 |
V
494
Veritable
Wilmington,
Delaware
| $5.11B | +$81.7M | +2% | 0.88% | 48.8% | 836 | 8.73% | 16.2 |
|
| 495 |
SDIC
495
South Dakota Investment Council
Sioux Falls,
South Dakota
| $5.11B | +$299M | +6% | 0.34% | 76.5% | 637 | 8.48% | 11.7 |
|
| 496 |
OCM
496
Oaktree Capital Management
Los Angeles,
California
| $5.1B | -$233M | -4% | 3.47% | 88% | 210 | 9.05% | 5.5 |
|
| 497 |
DKCM
497
Davidson Kempner Capital Management
New York
| $5.09B | -$4.13B | -45% | 3.71% | 157% | 260 | 65.77% | 1.9 |
|
| 498 |
MCIM
498
Meadow Creek Investment Management
Atlanta,
Georgia
| $5.09B | +$57.7M | +1% | 1.57% | 53.3% | 1,418 | 8.6% | 8.8 |
|
| 499 |
FIM
499
Foresters Investment Management
New York
| $5.05B | -$532M | -10% | 2.32% | 40.7% | 322 | 9.63% | 12.2 |
|
| 500 |
CSS
500
Cubist Systematic Strategies
Stamford,
Connecticut
| $5.03B | -$413M | -8% | 1.09% | 78.3% | 2,696 | 28.75% | 5.8 |
|