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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
ID
501
Integral Derivatives
New York
| $5.09B | -$414M | -8% | 5.14% | 45.8% | 1,386 | 40.76% |
|
| 502 |
DGI
502
Disciplined Growth Investors
Minneapolis,
Minnesota
| $5.07B | +$302M | +6% | 9.24% | 186% | 89 | 2.25% |
|
| 503 |
SAM
503
Shell Asset Management
The Hague,
Netherlands
| $5.04B | +$541M | +12% | 6.79% | – | 1,143 | 7.79% |
|
| 504 |
KCM
504
Kensico Capital Management
Greenwich,
Connecticut
| $5.02B | -$1.57B | -24% | 8.49% | 304% | 33 | 42.42% |
|
| 505 |
BPC
505
Banque Pictet & Cie
Geneva 73,
Switzerland
| $5.01B | +$591M | +13% | 7.33% | 74.8% | 375 | 12.53% |
|
| 506 |
SFM
506
Systematic Financial Management
Teaneck,
New Jersey
| $5B | +$74.9M | +2% | 7.55% | 120% | 695 | 17.55% |
|
| 507 |
MIS
507
Morningstar Investment Services
Chicago,
Illinois
| $4.98B | +$395M | +9% | 2.59% | 22.4% | 204 | 7.35% |
|
| 508 |
V
508
Veritable
Wilmington,
Delaware
| $4.98B | +$227M | +5% | 5.64% | 48.8% | 847 | 14.05% |
|
| 509 |
PIA
509
Piedmont Investment Advisors
Durham,
North Carolina
| $4.97B | +$268M | +6% | 7.53% | 35.4% | 829 | 14.72% |
|
| 510 |
AIM
510
Assured Investment Management
New York
| $4.96B | +$78.2M | +2% | 8.08% | 18.3% | 730 | 48.63% |
|
| 511 |
BIP
511
Brandes Investment Partners
La Jolla,
California
| $4.95B | +$26.5M | +0.5% | 1.39% | 79.9% | 174 | 32.76% |
|
| 512 |
WP
512
Warburg Pincus
New York
| $4.94B | -$1.18B | -19% | 2.97% | 3.59% | 11 | 27.27% |
|
| 513 |
GT
513
Greenleaf Trust
Kalamazoo,
Michigan
| $4.93B | +$370M | +8% | 8.28% | 37.2% | 726 | 9.78% |
|
| 514 |
GC
514
GMT Capital
Atlanta,
Georgia
| $4.9B | -$84.9M | -2% | 7.07% | 200% | 145 | 17.24% |
|
| 515 |
QI
515
QV Investors
Calgary,
Alberta, Canada
| $4.88B | +$248M | +5% | 6.41% | 66.3% | 56 | 10.71% |
|
| 516 |
ECM
516
Element Capital Management
New York
| $4.87B | +$4.63B | +1,903% | 9.44% | 49.4% | 193 | 95.85% |
|
| 517 |
SA
517
SPO Advisory
San Anselmo,
California
| $4.82B | -$200M | -4% | 4.1% | 28.4% | 16 | 18.75% |
|
| 518 |
CLM
518
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $4.8B | +$177M | +4% | 4.28% | 24% | 191 | 13.09% |
|
| 519 |
CCM
519
Chickasaw Capital Management
Memphis,
Tennessee
| $4.79B | +$134M | +3% | 0.92% | 94% | 112 | 9.82% |
|
| 520 |
NEAM
520
New England Asset Management
Farmington,
Connecticut
| $4.78B | +$374M | +8% | 8.95% | 55.6% | 158 | 10.13% |
|
| 521 |
DADC
521
D.A. Davidson & Co
Great Falls,
Montana
| $4.77B | -$327M | -6% | 5.53% | 70.7% | 1,150 | 10.43% |
|
| 522 |
URS
522
Utah Retirement Systems
Salt Lake City,
Utah
| $4.76B | +$312M | +7% | 6.93% | 130% | 990 | 1.31% |
|
| 523 |
NLI
523
Nippon Life Insurance
Tokyo,
Japan
| $4.75B | -$580M | -11% | 6.16% | 26% | 328 | 91.77% |
|
| 524 |
DLA
524
Douglas Lane & Associates
New York
| $4.74B | +$382M | +9% | 8.55% | 71.9% | 222 | 12.61% |
|
| 525 |
AI
525
Advent International
Boston,
Massachusetts
| $4.74B | -$808M | -15% | 1.73% | 15.9% | 21 | 19.05% |
|