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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 501 |
HTC
501
Haverford Trust Company
Radnor,
Pennsylvania
| $5.06B | +$65.6M | +1% | 1.77% | 50.3% | 308 | 9.42% |
|
| 502 |
UH
502
Unigestion Holding
Geneva,
Switzerland
| $5.05B | – | – | 1.67% | 25% | 315 | – |
|
| 503 |
UOC
503
UBS O'Connor
Chicago,
Illinois
| $4.99B | -$200M | -4% | 3.56% | 181% | 424 | 68.63% |
|
| 504 |
SIMG
504
Stephens Investment Management Group
Houston,
Texas
| $4.98B | +$365M | +8% | 11.5% | 112% | 186 | 6.99% |
|
| 505 |
HCM
505
Highbridge Capital Management
New York
| $4.97B | -$1.22B | -20% | 0.84% | 54.5% | 1,551 | 72.02% |
|
| 506 |
PC
506
Paulson & Co
New York
| $4.9B | +$322M | +7% | 8.28% | 233% | 61 | 27.87% |
|
| 507 |
SAM
507
Shell Asset Management
The Hague,
Netherlands
| $4.88B | -$145M | -3% | 4.03% | – | 1,137 | 4.13% |
|
| 508 |
LIMS
508
Lasalle Investment Management Securities
Baltimore,
Maryland
| $4.86B | -$82.3M | -2% | 8.63% | 16.2% | 53 | 9.43% |
|
| 509 |
PA
509
Pinnacle Associates
New York
| $4.86B | -$242M | -5% | 4.76% | 102% | 728 | 11.26% |
|
| 510 |
CCI
510
Columbus Circle Investors
| $4.84B | -$84.2M | -2% | 12% | 366% | 228 | 42.11% |
|
| 511 |
QIM
511
Quantitative Investment Management
Charlottesville,
Virginia
| $4.84B | -$923M | -16% | 9.4% | 35.3% | 1,028 | 62.16% |
|
| 512 |
URS
512
Utah Retirement Systems
Salt Lake City,
Utah
| $4.83B | +$130M | +3% | 4.2% | 99.9% | 1,038 | 9.44% |
|
| 513 |
RRAM
513
River Road Asset Management
Louisville,
Kentucky
| $4.78B | -$148M | -3% | 3.12% | 50.8% | 185 | 17.3% |
|
| 514 |
SA
514
SPO Advisory
San Anselmo,
California
| $4.75B | -$101M | -2% | 5.98% | 28.4% | 18 | 11.11% |
|
| 515 |
ACM
515
Advent Capital Management
New York
| $4.75B | -$340M | -7% | 0.03% | 1.05% | 332 | 34.94% |
|
| 516 |
CCM
516
Chickasaw Capital Management
Memphis,
Tennessee
| $4.75B | +$546M | +13% | 10.9% | 94% | 111 | 4.5% |
|
| 517 |
V
517
Veritable
Wilmington,
Delaware
| $4.75B | +$103M | +2% | 3.55% | 48.8% | 849 | 11.9% |
|
| 518 |
MCIM
518
Meadow Creek Investment Management
Atlanta,
Georgia
| $4.74B | +$126M | +3% | 4.17% | 53.3% | 1,379 | 9.06% |
|
| 519 |
OSAM
519
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.73B | +$158M | +3% | 4.2% | 104% | 1,049 | 27.84% |
|
| 520 |
DLA
520
Douglas Lane & Associates
New York
| $4.72B | +$119M | +3% | 2.02% | 71.9% | 207 | 8.7% |
|
| 521 |
XK
521
Xact Kapitalforvaltning
Stockholm,
Sweden
| $4.71B | +$284M | +6% | 4.57% | 34.2% | 1,610 | 7.33% |
|
| 522 |
AG
522
Artal Group
Luxembourg
| $4.71B | -$3.29B | -41% | 41.1% | 144% | 126 | 30.95% |
|
| 523 |
523
Holocene Advisors
New York
| $4.7B | +$275M | +6% | 5.65% | 133% | 818 | 67.85% |
|
| 524 |
WKKFT
524
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.69B | +$277M | +6% | 7.55% | 25.5% | 2 | 0% |
|
| 525 |
MC
525
Maplelane Capital
New York
| $4.68B | +$782M | +20% | 8.95% | 246% | 217 | 67.74% |
|