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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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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
WT
501
Wellcome Trust
London,
United Kingdom
| $4.94B | +$280M | +6% | 2.13% | 59.7% | 28 | 7.14% | 7 |
|
| 502 |
MIH
502
Madison Investment Holdings
Madison,
Wisconsin
| $4.94B | -$162M | -3% | 1.25% | 48.7% | 243 | 11.11% | 6.1 |
|
| 503 |
OSAM
503
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.93B | -$204M | -4% | 0.09% | 131% | 1,187 | 31.42% | 3.6 |
|
| 504 |
HIMCH
504
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $4.92B | -$177M | -3% | 0.36% | 132% | 668 | 11.53% | 7.1 |
|
| 505 |
FCM
505
Fairholme Capital Management
South Miami,
Florida
| $4.92B | -$424M | -8% | 2.32% | 36.2% | 18 | 16.67% | 6.5 |
|
| 506 |
HCMT
506
Highland Capital Management (Texas)
Dallas,
Texas
| $4.91B | +$40.1M | +0.8% | 1.73% | – | 355 | 49.86% | 2 |
|
| 507 |
CGI
507
CI Global Investments
Oakland,
California
| $4.9B | +$244M | +5% | 1.45% | 43.5% | 181 | 34.25% | 4.2 |
|
| 508 |
SGA
508
Sustainable Growth Advisers
Stamford,
Connecticut
| $4.9B | +$552M | +13% | 0.08% | 42.2% | 46 | 13.04% | 5.3 |
|
| 509 |
TAIM
509
TD Ameritrade Investment Management
Omaha,
Nebraska
| $4.88B | +$200M | +4% | 0.96% | 13.5% | 87 | 4.6% | 7.7 |
|
| 510 |
AGA
510
Altrinsic Global Advisors
Stamford,
Connecticut
| $4.88B | +$276M | +6% | 1.07% | 45% | 92 | 11.96% | 5.9 |
|
| 511 |
RFS
511
Rockefeller Financial Services
New York
| $4.83B | +$197M | +4% | 0.54% | 50.6% | 535 | 16.07% | 6.2 |
|
| 512 |
LAMI
512
Longview Asset Management (Illinois)
Chicago,
Illinois
| $4.81B | +$184M | +4% | 4.05% | 65.3% | 2 | 0% | 8 |
|
| 513 |
TGA
513
Trilogy Global Advisors
Winter Park,
Florida
| $4.81B | +$153M | +3% | 0.68% | 42.3% | 91 | 14.29% | 5.3 |
|
| 514 |
CS
514
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $4.8B | -$159M | -3% | 1.26% | 153% | 695 | 18.13% | 1.7 |
|
| 515 |
515
AssetMark Inc
Concord,
California
| $4.8B | +$109M | +2% | 0.86% | 68.2% | 667 | 36.13% | 4 |
|
| 516 |
USSCPF
516
United States Steel & Carnegie Pension Fund
New York
| $4.8B | -$131M | -3% | 0.14% | 31.6% | 62 | 1.61% | 5.7 |
|
| 517 |
517
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $4.78B | -$592M | -11% | 0.33% | 78.3% | 2,676 | 35.05% | 5.3 |
|
| 518 |
FQ
518
First Quadrant
Glendale,
California
| $4.76B | -$44.7M | -0.9% | 1.17% | 90.6% | 833 | 16.33% | 5.9 |
|
| 519 |
PIA
519
Piedmont Investment Advisors
Durham,
North Carolina
| $4.73B | +$3.1B | +190% | 1.39% | 35.4% | 464 | 42.89% | 3.6 |
|
| 520 |
SIM
520
Stelliam Investment Management
New York
| $4.72B | +$280M | +6% | 2.54% | 21.3% | 75 | 37.33% | 3.6 |
|
| 521 |
BTS
521
BB&T Securities
Richmond,
Virginia
| $4.71B | +$148M | +3% | 0.04% | 33.1% | 1,182 | 13.79% | 5.4 |
|
| 522 |
ORI
522
Oak Ridge Investments
Chicago,
Illinois
| $4.71B | +$250M | +6% | 3.42% | 208% | 156 | 12.82% | 5.5 |
|
| 523 |
GL
523
GLG LLC
New York
| $4.7B | +$1.19B | +34% | 1.32% | 43.2% | 716 | 27.93% | 3.5 |
|
| 524 |
SIM
524
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $4.68B | -$311M | -6% | 0.44% | 45.5% | 57 | 1.75% | 7.1 |
|
| 525 |
ACM
525
Apex Capital Management
Dayton,
Ohio
| $4.68B | +$433M | +10% | 6.68% | 80.6% | 268 | 11.57% | 5.2 |
|