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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 |
PVI
476
Partners Value Investments
Hamilton,
Bermuda
| $10.7B | -$97.1M | -0.9% | 0.74% | 80.7% | 7 | 0% | 13.7 |
|
| 477 |
DCP
477
D1 Capital Partners
New York
| $10.7B | +$1.99B | +23% | 3.14% | 66.9% | 51 | 43.14% | 1.9 |
|
| 478 |
AAB
478
ABN AMRO Bank
Amsterdam,
Netherlands
| $10.6B | +$457M | +4% | 0.76% | 90.7% | 252 | 13.89% | 5.9 |
|
| 479 |
DCP
479
Durable Capital Partners
Bethesda,
Maryland
| $10.6B | -$2.93B | -22% | 2.37% | 128% | 56 | 42.86% | 5.9 |
|
| 480 |
URS
480
Utah Retirement Systems
Salt Lake City,
Utah
| $10.5B | +$216M | +2% | 3.82% | 130% | 1,000 | 3% | 34.4 |
|
| 481 |
GI
481
GAMCO Investors
Greenwich,
Connecticut
| $10.4B | +$104M | +1% | 3.82% | 104% | 1,080 | 9.91% | 24 |
|
| 482 |
MPI
482
Mairs & Power Inc
St Paul,
Minnesota
| $10.4B | -$249M | -2% | 1.93% | 83.6% | 259 | 10.42% | 27.3 |
|
| 483 |
HTC
483
Hershey Trust Company
Hershey,
Pennsylvania
| $10.3B | -$290M | -3% | 0.1% | 0.86% | 8 | 37.5% | 3.6 |
|
| 484 |
484
Vanguard Personalized Indexing Management
Oakland,
California
| $10.3B | +$487M | +5% | 4.57% | 147% | 2,091 | 10.62% | 12 |
|
| 485 |
VNIM
485
Vaughan Nelson Investment Management
Houston,
Texas
| $10.2B | -$766M | -7% | 5.16% | 142% | 226 | 17.7% | 11.6 |
|
| 486 |
MF
486
Magnetar Financial
Evanston,
Illinois
| $10.2B | -$6.3B | -38% | 18.3% | 334% | 1,310 | 66.87% | 1 |
|
| 487 |
OIA
487
OneDigital Investment Advisors
Overland Park,
Kansas
| $10.2B | +$462M | +5% | 2.1% | 57.3% | 1,611 | 14.34% | 12.3 |
|
| 488 |
DWM
488
Dynasty Wealth Management
St. Petersburg,
Florida
| $10.2B | +$2.69B | +36% | 1.39% | – | 355 | 20% | 3.4 |
|
| 489 |
TB
489
Thoma Bravo
Chicago,
Illinois
| $10.2B | -$1.49B | -13% | 8.09% | 13.3% | 4 | 25% | 8 |
|
| 490 |
ACA
490
Avoro Capital Advisors
New York
| $10.2B | +$2.44B | +32% | 43.5% | 512% | 44 | 50% | 8.9 |
|
| 491 |
CIM
491
Centersquare Investment Management
Conshohocken,
Pennsylvania
| $10.1B | +$178M | +2% | 1.32% | 37.1% | 86 | 12.79% | 18.8 |
|
| 492 |
NPT
492
National Philanthropic Trust
Jenkintown,
Pennsylvania
| $10.1B | +$1.19B | +13% | 6% | – | 420 | 30.48% | 4.5 |
|
| 493 |
MIF
493
Mediolanum International Funds
Dublin 1,
Ireland
| $10B | +$494M | +5% | 5.31% | – | 445 | 16.18% | 5.3 |
|
| 494 |
SIAU
494
SB Investment Advisers (UK)
London,
United Kingdom
| $9.99B | -$3.26B | -25% | 17.7% | 42.4% | 10 | 0% | 16.9 |
|
| 495 |
RI
495
RTW Investments
New York
| $9.98B | +$1.87B | +23% | 31.1% | 467% | 103 | 39.81% | 7.6 |
|
| 496 |
MU
496
Mirova US
Boston,
Massachusetts
| $9.96B | +$57.9M | +0.6% | 4.72% | 90.9% | 43 | 16.28% | 12.2 |
|
| 497 |
VARA
497
Value Aligned Research Advisors
Princeton,
New Jersey
| $9.94B | +$1.76B | +21% | 12.9% | 1,641% | 90 | 14.44% | 2.9 |
|
| 498 |
CRM
498
Cardano Risk Management
Rotterdam,
Netherlands
| $9.94B | +$528M | +6% | 4.53% | 170% | 36 | 13.89% | 7.4 |
|
| 499 |
AIM
499
Alphinity Investment Management
Sydney,
Australia
| $9.88B | -$368M | -4% | 1.39% | 151% | 33 | 15.15% | 5.1 |
|
| 500 |
CIP
500
Champlain Investment Partners
Burlington,
Vermont
| $9.88B | -$3.38B | -26% | 1.21% | 48.5% | 147 | 21.09% | 13.3 |
|