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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
NMIMC
501
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $4.91B | – | – | 0.95% | 73.8% | 878 | – | 0 |
|
| 502 |
TAM
502
Tiverton Asset Management
Wilimington,
Delaware
| $4.9B | +$94.6M | +2% | 3.19% | 61.8% | 138 | 7.25% | 5.4 |
|
| 503 |
HCMT
503
Highland Capital Management (Texas)
Dallas,
Texas
| $4.87B | +$1.87B | +63% | 5.22% | – | 291 | 50.17% | 2.1 |
|
| 504 |
BCM
504
Bridgeway Capital Management
Houston,
Texas
| $4.84B | +$449M | +10% | 3.66% | 144% | 1,579 | 14.69% | 5 |
|
| 505 |
SV
505
Starboard Value
New York
| $4.81B | +$395M | +9% | 10.2% | 56% | 33 | 24.24% | 3.7 |
|
| 506 |
FQ
506
First Quadrant
Glendale,
California
| $4.8B | +$59.5M | +1% | 2.63% | 90.6% | 816 | 14.09% | 5.5 |
|
| 507 |
V
507
Veritable
Wilmington,
Delaware
| $4.79B | -$31.4M | -0.7% | 1.15% | 48.8% | 996 | 12.15% | 5.7 |
|
| 508 |
PPFA
508
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $4.79B | -$144M | -3% | 2.59% | 48.1% | 29 | 13.79% | 4.1 |
|
| 509 |
LI
509
LMCG Investments
Boston,
Massachusetts
| $4.78B | +$202M | +4% | 4.38% | 125% | 588 | 19.22% | 4.9 |
|
| 510 |
WKKFT
510
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.76B | -$70M | -1% | 0.73% | 25.5% | 3 | 33.33% | 5 |
|
| 511 |
ID
511
Integral Derivatives
New York
| $4.76B | -$1.02B | -18% | 0.57% | 45.8% | 1,649 | 53.97% | 2.5 |
|
| 512 |
DKCM
512
Davidson Kempner Capital Management
New York
| $4.73B | -$621M | -12% | 12.8% | 157% | 201 | 57.21% | 1.5 |
|
| 513 |
513
AssetMark Inc
Concord,
California
| $4.69B | +$91.3M | +2% | 2.23% | 68.2% | 528 | 20.27% | 4.5 |
|
| 514 |
TAIM
514
TD Ameritrade Investment Management
Omaha,
Nebraska
| $4.68B | +$316M | +7% | 1.91% | 13.5% | 86 | 3.49% | 6.7 |
|
| 515 |
BC
515
Brahman Capital
New York
| $4.67B | +$1.16B | +33% | 13.5% | 16.6% | 21 | 38.1% | 3.3 |
|
| 516 |
DSC
516
Donald Smith & Co
New York
| $4.67B | -$315M | -6% | 1.84% | 152% | 80 | 10% | 5.7 |
|
| 517 |
WT
517
Wellcome Trust
London,
United Kingdom
| $4.66B | -$188M | -4% | 1.5% | 59.7% | 29 | 6.9% | 6.1 |
|
| 518 |
TGA
518
Trilogy Global Advisors
Winter Park,
Florida
| $4.66B | -$168M | -3% | 1.05% | 42.3% | 95 | 26.32% | 4.9 |
|
| 519 |
CGI
519
CI Global Investments
Oakland,
California
| $4.66B | -$225M | -5% | 2.54% | 43.5% | 181 | 31.49% | 3.8 |
|
| 520 |
LAMI
520
Longview Asset Management (Illinois)
Chicago,
Illinois
| $4.63B | -$641M | -12% | 0.64% | 65.3% | 3 | 33.33% | 7 |
|
| 521 |
RFS
521
Rockefeller Financial Services
New York
| $4.63B | +$65.6M | +1% | 2.1% | 50.6% | 572 | 24.83% | 4.9 |
|
| 522 |
SCM
522
Scopia Capital Management
New York
| $4.62B | -$744M | -14% | 14.9% | 58.7% | 37 | 37.84% | 3.4 |
|
| 523 |
CB
523
Cooke & Bieler
Philadelphia,
Pennsylvania
| $4.62B | +$108M | +2% | 0.88% | 37% | 108 | 7.41% | 5.8 |
|
| 524 |
ACA
524
Anchor Capital Advisors
Boston,
Massachusetts
| $4.62B | -$325M | -7% | 2.91% | 64.3% | 318 | 10.06% | 6 |
|
| 525 |
TCM
525
Tran Capital Management
San Rafael,
California
| $4.61B | -$617M | -12% | 2.18% | 149% | 103 | 11.65% | 5.8 |
|