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 |
AI
501
Advent International
Boston,
Massachusetts
| $4.91B | -$270M | -5% | 10.5% | 15.9% | 20 | 30% | 1 |
|
| 502 |
SDIC
502
South Dakota Investment Council
Sioux Falls,
South Dakota
| $4.91B | +$196M | +4% | 4.71% | 76.5% | 618 | 7.93% | 1.8 |
|
| 503 |
CI
503
Clal Insurance
Tel-Aviv,
Israel
| $4.9B | -$443M | -8% | 5.64% | 202% | 79 | 24.05% | 1.1 |
|
| 504 |
HFS
504
HL Financial Services
Louisville,
Kentucky
| $4.87B | +$225M | +5% | 5.29% | 42.6% | 718 | 17.41% | 2.4 |
|
| 505 |
DRZID
505
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.85B | -$257M | -5% | 1.43% | 58% | 282 | 20.57% | 1.5 |
|
| 506 |
PIA
506
Piedmont Investment Advisors
Durham,
North Carolina
| $4.84B | -$27.6M | -0.6% | 6.51% | 35.4% | 714 | 47.9% | 1.8 |
|
| 507 |
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $4.78B | +$300M | +7% | 7.32% | 43.6% | 646 | 10.06% | 2.8 |
|
| 508 |
SF
508
Synovus Financial
Columbus,
Georgia
| $4.78B | +$371M | +8% | 5.2% | 68.4% | 1,186 | 11.97% | 2.4 |
|
| 509 |
NMIFOAC
509
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| $4.76B | +$437M | +10% | 4.6% | 74.8% | 53 | 3.77% | 3.1 |
|
| 510 |
GC
510
GMT Capital
Atlanta,
Georgia
| $4.74B | -$54M | -1% | 8.81% | 200% | 167 | 45.51% | 1.4 |
|
| 511 |
511
Assenagon Asset Management
Senningerberg,
Luxembourg
| $4.67B | -$682M | -13% | 7.4% | 139% | 331 | 54.08% | 0.1 |
|
| 512 |
CLM
512
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $4.65B | +$216M | +5% | 4.89% | 24% | 201 | 23.38% | 1.7 |
|
| 513 |
NB
513
Norinchukin Bank
Tokyo,
Japan
| $4.64B | +$352M | +8% | 6.2% | 93.3% | 536 | 3.73% | 3.1 |
|
| 514 |
FP
514
FPR Partners
San Francisco,
California
| $4.64B | +$306M | +7% | 9.2% | 33% | 21 | 9.52% | 2.3 |
|
| 515 |
MAMU
515
Marathon Asset Management (UK)
London,
United Kingdom
| $4.56B | -$65.9M | -1% | 6.29% | 80.8% | 107 | 6.54% | 2.2 |
|
| 516 |
SAM
516
Shell Asset Management
The Hague,
Netherlands
| $4.55B | +$286M | +7% | 6.04% | – | 1,131 | 10.79% | 2.3 |
|
| 517 |
517
Rafferty Asset Management
New York
| $4.54B | +$2.35B | +108% | 6.24% | 238% | 589 | 35.14% | 1.6 |
|
| 518 |
AP
518
AHL Partners
London,
United Kingdom
| $4.53B | +$1.25B | +38% | 5.95% | 67.8% | 1,292 | 30.11% | 1 |
|
| 519 |
EIM
519
ExxonMobil Investment Management
Irving,
Texas
| $4.53B | +$62.2M | +1% | 6.42% | 42.5% | 515 | 3.5% | 3.3 |
|
| 520 |
DCM
520
Dupont Capital Management
Wilmington,
Delaware
| $4.51B | +$36.6M | +0.8% | 7.1% | 137% | 946 | 26.64% | 1.2 |
|
| 521 |
AG
521
Artal Group
Luxembourg
| $4.51B | +$203K | +0% | 6.61% | 181% | 115 | 38.26% | 1.1 |
|
| 522 |
DGI
522
Disciplined Growth Investors
Minneapolis,
Minnesota
| $4.49B | +$111M | +3% | 5.49% | 186% | 93 | 8.6% | 2.9 |
|
| 523 |
CIM
523
Confluence Investment Management
St. Louis,
Missouri
| $4.48B | +$362M | +9% | 5.24% | 37.7% | 252 | 13.49% | 2.6 |
|
| 524 |
MG
524
Markel Group
Glen Allen,
Virginia
| $4.44B | +$290M | +7% | 5.84% | 68% | 137 | 5.84% | 2.4 |
|
| 525 |
NC
525
Nicholas Company
Milwaukee,
Wisconsin
| $4.4B | -$81.2M | -2% | 7.92% | 65.7% | 230 | 15.65% | 2.2 |
|