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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
501
Nicholas Company
Milwaukee,
Wisconsin
| $4.88B | +$628M | +15% | 8.71% | 65.7% | 254 | 12.2% | 1.3 |
|
| 502 |
502
Polen Capital Management
Boca Raton,
Florida
| $4.86B | +$408M | +9% | 10.7% | 64.4% | 22 | 4.55% | 1.2 |
|
| 503 |
503
Absolute Return Capital
Boston,
Massachusetts
| $4.85B | -$2.28B | -32% | 3.11% | – | 763 | 38.27% | 0.8 |
|
| 504 |
504
Cantillon Capital Management
New York
| $4.85B | +$426M | +10% | 5.2% | 105% | 22 | 22.73% | 1 |
|
| 505 |
505
Wellcome Trust
London,
United Kingdom
| $4.85B | +$25M | +0.5% | 1.99% | 59.7% | 30 | 3.33% | 1.3 |
|
| 506 |
506
Anchorage Capital Group
New York
| $4.84B | +$401M | +9% | 4.1% | 24.9% | 63 | 41.27% | 0.7 |
|
| 507 |
507
Altrinsic Global Advisors
Stamford,
Connecticut
| $4.84B | -$448M | -8% | 4.86% | 45% | 96 | 17.71% | 1.2 |
|
| 508 |
508
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.83B | +$271M | +6% | 6.09% | 25.5% | 4 | 25% | 1.2 |
|
| 509 |
509
Trilogy Global Advisors
Winter Park,
Florida
| $4.83B | +$101M | +2% | 3.19% | 42.3% | 87 | 11.49% | 1.2 |
|
| 510 |
510
AEW Capital Management
Boston,
Massachusetts
| $4.82B | +$734M | +18% | 13.4% | 37.1% | 50 | 14% | 1.3 |
|
| 511 |
511
Veritable
Wilmington,
Delaware
| $4.82B | +$113M | +2% | 3.6% | 48.8% | 1,021 | 14.59% | 1.3 |
|
| 512 |
TAM
512
Tiverton Asset Management
Wilimington,
Delaware
| $4.81B | +$420M | +10% | 8.87% | 61.8% | 135 | 11.11% | 1.2 |
|
| 513 |
513
Chartwell Investment Partners
Berywn,
Pennsylvania
| $4.79B | +$348M | +8% | 11.1% | 57.2% | 397 | 22.67% | 1 |
|
| 514 |
514
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $4.78B | – | – | 5.67% | 153% | 616 | – | 0 |
|
| 515 |
515
Meritage Group
San Francisco,
California
| $4.78B | -$426M | -8% | 9.67% | 22.1% | 37 | 24.32% | 0.8 |
|
| 516 |
516
Sentinel Asset Management
Montpelier,
Vermont
| $4.78B | -$56.6M | -1% | 6.57% | 18.3% | 267 | 24.34% | 1.2 |
|
| 517 |
GVI
517
Green Valley Investors
Wilmington,
Delaware
| $4.75B | +$375M | +9% | 9.8% | 59.4% | 27 | 11.11% | 1.4 |
|
| 518 |
518
First Quadrant
Glendale,
California
| $4.74B | +$271M | +6% | 7.35% | 90.6% | 860 | 17.21% | 1.2 |
|
| 519 |
519
Greystone Managed Investments
Regina,
Saskatchewan, Canada
| $4.73B | -$253M | -5% | 0.44% | 39.1% | 86 | 9.3% | 1.1 |
|
| 520 |
520
Seizert Capital Partners
Birmingham,
Michigan
| $4.73B | -$258M | -5% | 4.26% | 73.4% | 228 | 14.91% | 1.1 |
|
| 521 |
521
B. Riley Wealth Advisors
Boca Raton,
Florida
| $4.68B | +$4.3B | +1,118% | 1.32% | 118% | 3,993 | 85.98% | 0.2 |
|
| 522 |
522
Madison Investment Holdings
Madison,
Wisconsin
| $4.67B | +$130M | +3% | 6.55% | 48.7% | 229 | 14.85% | 1.3 |
|
| 523 |
523
Fjarde Ap-fonden
Stockholm,
Sweden
| $4.62B | -$55.7M | -1% | 5.39% | – | 629 | 3.82% | 1.4 |
|
| 524 |
KCM
524
Kensico Capital Management
Greenwich,
Connecticut
| $4.6B | +$71.5M | +2% | 4.77% | 304% | 39 | 35.9% | 0.9 |
|
| 525 |
525
AssetMark Inc
Concord,
California
| $4.6B | +$276M | +6% | 1.87% | 75.1% | 523 | 17.59% | 0.9 |
|