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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 |
SAM
501
Shell Asset Management
The Hague,
Netherlands
| $5.02B | -$15.4M | -0.3% | 0.68% | – | 1,147 | 5.84% | 12 |
|
| 502 |
WBC
502
Westpac Banking Corp
Sydney,
Australia
| $5.01B | +$606M | +14% | 0.3% | 127% | 710 | 3.38% | 15.2 |
|
| 503 |
SCM
503
Scopia Capital Management
New York
| $5B | -$576M | -10% | 0.49% | 58.7% | 39 | 41.03% | 4.8 |
|
| 504 |
HTC
504
Haverford Trust Company
Radnor,
Pennsylvania
| $5B | -$98M | -2% | 1.63% | 55.5% | 313 | 13.74% | 12 |
|
| 505 |
MCM
505
Moore Capital Management
New York
| $4.99B | -$499M | -9% | 5.96% | 195% | 353 | 60.34% | 2.2 |
|
| 506 |
AI
506
Advent International
Boston,
Massachusetts
| $4.99B | +$252M | +5% | 4.94% | 15.9% | 19 | 5.26% | 6.1 |
|
| 507 |
LIMS
507
Lasalle Investment Management Securities
Baltimore,
Maryland
| $4.94B | -$1.11B | -18% | 8.14% | 26.3% | 56 | 25% | 11 |
|
| 508 |
CCI
508
Columbus Circle Investors
| $4.93B | -$339M | -6% | 10.8% | 366% | 216 | 37.5% | 4.1 |
|
| 509 |
RRAM
509
River Road Asset Management
Louisville,
Kentucky
| $4.92B | -$346M | -7% | 2.67% | 50.8% | 181 | 12.15% | 8 |
|
| 510 |
PHS
510
PFM Health Sciences
San Francisco,
California
| $4.92B | +$705M | +17% | 6.71% | 241% | 109 | 39.45% | 2.8 |
|
| 511 |
NSLI
511
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.9B | +$1.04B | +27% | 1.35% | 41% | 108 | 39.81% | 3.3 |
|
| 512 |
SA
512
SPO Advisory
San Anselmo,
California
| $4.86B | +$34.2M | +0.7% | 2.66% | 28.4% | 18 | 22.22% | 8.9 |
|
| 513 |
DADC
513
D.A. Davidson & Co
Great Falls,
Montana
| $4.84B | +$69.1M | +1% | 1.4% | 70.7% | 1,183 | 13.78% | 13.3 |
|
| 514 |
DILIC
514
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $4.84B | -$318M | -6% | 0.2% | 128% | 531 | 8.66% | 4.4 |
|
| 515 |
PSCM
515
Pershing Square Capital Management
New York
| $4.83B | -$1.04B | -18% | 0.72% | 50.8% | 8 | 25% | 9.6 |
|
| 516 |
LM
516
Luminus Management
Houston,
Texas
| $4.82B | +$115M | +2% | 3.84% | 8.7% | 186 | 54.84% | 2.6 |
|
| 517 |
517
Hudson Bay Capital Management
Stamford,
Connecticut
| $4.82B | +$163M | +4% | 0.58% | 132% | 949 | 69.55% | 1 |
|
| 518 |
SOADOR
518
State of Alaska Department of Revenue
Juneau,
Alaska
| $4.8B | +$615M | +15% | 1.05% | 118% | 1,652 | 3.81% | 5.1 |
|
| 519 |
FC
519
Fairpointe Capital
Chicago,
Illinois
| $4.79B | -$511M | -10% | 3.52% | 48.1% | 91 | 18.68% | 9.2 |
|
| 520 |
BPC
520
Banque Pictet & Cie
Geneva 73,
Switzerland
| $4.75B | -$257M | -5% | 0.21% | 74.8% | 381 | 15.49% | 8 |
|
| 521 |
OAM
521
Oxford Asset Management
Oxford,
United Kingdom
| $4.74B | +$101M | +2% | 3.46% | – | 2,106 | 50.05% | 2.3 |
|
| 522 |
522
MML Investors Services
Springfield,
Massachusetts
| $4.73B | -$527M | -10% | 0.63% | 74.5% | 1,506 | 17.2% | 3 |
|
| 523 |
MSE
523
MUFG Securities EMEA
London,
United Kingdom
| $4.71B | +$409M | +10% | 1.29% | 114% | 227 | 50.22% | 1.5 |
|
| 524 |
URS
524
Utah Retirement Systems
Salt Lake City,
Utah
| $4.7B | -$57M | -1% | 0.12% | 130% | 991 | 1.51% | 16.4 |
|
| 525 |
BIP
525
Brandes Investment Partners
La Jolla,
California
| $4.69B | -$263M | -5% | 1.33% | 79.9% | 168 | 21.43% | 10.8 |
|