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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
SV
501
Starboard Value
New York
| $4.81B | +$395M | +9% | 10.2% | 42.2% | 33 | 24.24% |
|
| 502 |
FQ
502
First Quadrant
Glendale,
California
| $4.8B | +$59.5M | +1% | 2.63% | 90.6% | 816 | 14.09% |
|
| 503 |
V
503
Veritable
Wilmington,
Delaware
| $4.79B | -$31.4M | -0.7% | 1.15% | 48.8% | 996 | 12.15% |
|
| 504 |
PPFA
504
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $4.79B | -$144M | -3% | 2.59% | 52.3% | 29 | 13.79% |
|
| 505 |
LI
505
LMCG Investments
Boston,
Massachusetts
| $4.78B | +$202M | +4% | 4.38% | 125% | 588 | 19.22% |
|
| 506 |
WKKFT
506
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.76B | -$70M | -1% | 0.73% | 25.5% | 3 | 33.33% |
|
| 507 |
ID
507
Integral Derivatives
New York
| $4.76B | -$1.02B | -18% | 0.57% | 45.8% | 1,649 | 53.97% |
|
| 508 |
DKCM
508
Davidson Kempner Capital Management
New York
| $4.73B | -$621M | -12% | 12.8% | 140% | 201 | 57.21% |
|
| 509 |
509
AssetMark Inc
Concord,
California
| $4.69B | +$91.3M | +2% | 2.23% | 55.1% | 528 | 20.27% |
|
| 510 |
TAIM
510
TD Ameritrade Investment Management
Omaha,
Nebraska
| $4.68B | +$316M | +7% | 1.91% | 13.5% | 86 | 3.49% |
|
| 511 |
UOC
511
UBS O'Connor
Chicago,
Illinois
| $4.67B | -$1.08B | -19% | 2.3% | 181% | 958 | 60.13% |
|
| 512 |
BC
512
Brahman Capital
New York
| $4.67B | +$1.16B | +33% | 13.5% | 16.6% | 21 | 38.1% |
|
| 513 |
DSC
513
Donald Smith & Co
New York
| $4.67B | -$315M | -6% | 1.84% | 151% | 80 | 10% |
|
| 514 |
WT
514
Wellcome Trust
London,
United Kingdom
| $4.66B | -$188M | -4% | 1.5% | 59.7% | 29 | 6.9% |
|
| 515 |
TGA
515
Trilogy Global Advisors
Winter Park,
Florida
| $4.66B | -$168M | -3% | 1.05% | 42.3% | 95 | 26.32% |
|
| 516 |
CGI
516
CI Global Investments
Oakland,
California
| $4.66B | -$225M | -5% | 2.54% | 43.5% | 181 | 31.49% |
|
| 517 |
LAMI
517
Longview Asset Management (Illinois)
Chicago,
Illinois
| $4.63B | -$641M | -12% | 0.64% | 50.7% | 3 | 33.33% |
|
| 518 |
RFS
518
Rockefeller Financial Services
New York
| $4.63B | +$65.6M | +1% | 2.1% | 50.6% | 572 | 24.83% |
|
| 519 |
SCM
519
Scopia Capital Management
New York
| $4.62B | -$744M | -14% | 14.9% | 30.9% | 37 | 37.84% |
|
| 520 |
CB
520
Cooke & Bieler
Philadelphia,
Pennsylvania
| $4.62B | +$108M | +2% | 0.88% | 36.1% | 108 | 7.41% |
|
| 521 |
ACA
521
Anchor Capital Advisors
Boston,
Massachusetts
| $4.62B | -$325M | -7% | 2.91% | 54.7% | 318 | 10.06% |
|
| 522 |
TCM
522
Tran Capital Management
San Rafael,
California
| $4.61B | -$617M | -12% | 2.18% | 149% | 103 | 11.65% |
|
| 523 |
SAM
523
Sentinel Asset Management
Montpelier,
Vermont
| $4.61B | -$174M | -4% | 3.61% | 18.3% | 289 | 29.07% |
|
| 524 |
AGA
524
Altrinsic Global Advisors
Stamford,
Connecticut
| $4.6B | -$234M | -5% | 2.58% | 44.3% | 91 | 12.09% |
|
| 525 |
MOACM
525
Mutual of America Capital Management
New York
| $4.6B | +$154M | +3% | 3.68% | 93.2% | 1,289 | 6.83% |
|