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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%
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100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
LI
501
LMCG Investments
Boston,
Massachusetts
| $4.14B | +$326M | +9% | 7.27% | 125% | 509 | 16.9% |
|
| 502 |
TAM
502
Tiverton Asset Management
Wilimington,
Delaware
| $4.14B | +$289M | +8% | 7.96% | 61.8% | 111 | 5.41% |
|
| 503 |
MAMU
503
Marathon Asset Management (UK)
London,
United Kingdom
| $4.12B | -$87.2M | -2% | 6.36% | 80.8% | 69 | 17.39% |
|
| 504 |
FIM
504
Foresters Investment Management
New York
| $4.11B | +$784M | +24% | 8.95% | 40.7% | 283 | 24.73% |
|
| 505 |
TP
505
Third Point
New York
| $4.09B | -$321M | -7% | 15% | 159% | 48 | 54.17% |
|
| 506 |
GVI
506
Green Valley Investors
Wilmington,
Delaware
| $4.06B | -$29.7M | -0.7% | 4.89% | 59.4% | 26 | 3.85% |
|
| 507 |
SAM
507
Southernsun Asset Management
Memphis,
Tennessee
| $4.05B | +$765M | +23% | 14.5% | 54.7% | 34 | 8.82% |
|
| 508 |
SBH
508
Segall Bryant & Hamill
Chicago,
Illinois
| $4.05B | +$259M | +7% | 8.32% | 115% | 591 | 12.69% |
|
| 509 |
KCM
509
Kensico Capital Management
Greenwich,
Connecticut
| $4.04B | +$135M | +3% | 8.05% | 304% | 44 | 40.91% |
|
| 510 |
WAM
510
World Asset Management
Detroit,
Michigan
| $4.01B | -$295M | -7% | 6.46% | 85% | 1,837 | 7.73% |
|
| 511 |
PC
511
Perry Capital
New York
| $4B | +$89.4M | +2% | 10.6% | 7.3% | 39 | 56.41% |
|
| 512 |
512
HighTower Advisors
Chicago,
Illinois
| $3.99B | +$318M | +9% | 4.97% | 80.1% | 1,524 | 27.49% |
|
| 513 |
BCPEM
513
Bain Capital Public Equity Management
Boston,
Massachusetts
| $3.99B | -$285M | -7% | 14.9% | 128% | 61 | 44.26% |
|
| 514 |
EIM
514
ExxonMobil Investment Management
Irving,
Texas
| $3.98B | -$15.3M | -0.4% | 5.54% | 42.5% | 506 | 2.17% |
|
| 515 |
SAM
515
Scopus Asset Management
New York
| $3.98B | +$371M | +10% | 13% | 130% | 245 | 64.49% |
|
| 516 |
BC
516
Brahman Capital
New York
| $3.97B | +$1.43B | +56% | 14% | 16.6% | 35 | 51.43% |
|
| 517 |
517
CTC (Chicago Trading Company)
Chicago,
Illinois
| $3.97B | +$2.68B | +209% | 5.65% | 192% | 58 | 72.41% |
|
| 518 |
518
AssetMark Inc
Concord,
California
| $3.96B | – | – | 4.76% | 68.2% | 380 | – |
|
| 519 |
EIP
519
Energy Income Partners
Westport,
Connecticut
| $3.95B | +$23.3M | +0.6% | 0.69% | 66.9% | 62 | 11.29% |
|
| 520 |
FQ
520
First Quadrant
Glendale,
California
| $3.95B | +$207M | +6% | 7.56% | 90.6% | 860 | 15.23% |
|
| 521 |
AAF
521
Andra AP-fonden
Goteborg,
Sweden
| $3.92B | +$78.1M | +2% | 6.28% | 70.5% | 595 | 7.9% |
|
| 522 |
HI
522
Honeywell International
Charlotte,
North Carolina
| $3.9B | +$224M | +6% | 6.32% | 39.4% | 143 | 25.17% |
|
| 523 |
DDC
523
DF Dent & Co
Baltimore,
Maryland
| $3.88B | +$364M | +10% | 13.8% | 47.1% | 168 | 7.14% |
|
| 524 |
524
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $3.83B | +$322M | +9% | 6.51% | 115% | 851 | 9.99% |
|
| 525 |
SCM
525
Steadfast Capital Management
New York
| $3.83B | +$407M | +12% | 19.3% | 173% | 61 | 45.9% |
|