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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 |
ZIM
501
Zacks Investment Management
Chicago,
Illinois
| $5.34B | +$349M | +7% | 8.01% | 123% | 629 | 34.34% | 7.4 |
|
| 502 |
CFM
502
Comprehensive Financial Management
Los Gatos,
California
| $5.33B | – | – | 1.24% | 33.7% | 21 | – | 0 |
|
| 503 |
ECM
503
ExodusPoint Capital Management
New York
| $5.33B | +$2.47B | +86% | 7.84% | 111% | 2,083 | 66.54% | 0.8 |
|
| 504 |
SIMG
504
Stephens Investment Management Group
Houston,
Texas
| $5.32B | +$332M | +7% | 9.04% | 160% | 169 | 3.55% | 16 |
|
| 505 |
JIC
505
Johnson Investment Counsel
Cincinnati,
Ohio
| $5.31B | +$292M | +6% | 7.31% | 66.3% | 626 | 8.79% | 15.3 |
|
| 506 |
OCM
506
Oaktree Capital Management
Los Angeles,
California
| $5.31B | +$207M | +4% | 8.77% | 88% | 207 | 9.18% | 5.7 |
|
| 507 |
SLAM
507
Swiss Life Asset Management
Zurich,
| $5.29B | -$2.38B | -31% | 8.22% | 124% | 540 | 13.7% | 6.4 |
|
| 508 |
CCMT
508
CMT Capital Markets Trading
Frankfurt,
Germany
| $5.26B | +$1.48B | +39% | 9.02% | 107% | 219 | 37.44% | 6.5 |
|
| 509 |
CM
509
Churchill Management
Los Angeles,
California
| $5.25B | +$1.32B | +34% | 9.17% | 84.4% | 135 | 36.3% | 6.1 |
|
| 510 |
WJWM
510
Williams Jones Wealth Management
New York
| $5.23B | +$355M | +7% | 8.19% | 79.1% | 478 | 14.85% | 0.9 |
|
| 511 |
511
WorldQuant Millennium Advisors
New York
| $5.22B | +$80.7M | +2% | 10.4% | 96.6% | 332 | 15.36% | 4.1 |
|
| 512 |
MSA
512
Mason Street Advisors
Milwaukee,
Wisconsin
| $5.22B | +$358M | +7% | 9.22% | 32% | 1,544 | 5.18% | 21 |
|
| 513 |
MIFH
513
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $5.19B | +$364M | +8% | 10.9% | 174% | 817 | 20.56% | 6.8 |
|
| 514 |
VMPIC
514
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $5.18B | -$1.34B | -21% | 9.22% | 97.2% | 77 | 18.18% | 4 |
|
| 515 |
SI
515
Scout Investments
Kansas City,
Missouri
| $5.17B | +$138M | +3% | 8.32% | 88% | 298 | 13.76% | 11.8 |
|
| 516 |
ACM
516
Advent Capital Management
New York
| $5.16B | -$176M | -3% | 0.44% | 2.9% | 237 | 27.43% | 5.4 |
|
| 517 |
PVI
517
Partners Value Investments
Hamilton,
Bermuda
| $5.16B | +$395M | +8% | 8.41% | 80.7% | 7 | 0% | 9.9 |
|
| 518 |
PAMP
518
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $5.15B | -$466M | -8% | 5.27% | 102% | 560 | 51.79% | 2.5 |
|
| 519 |
PCM
519
PAR Capital Management
Boston,
Massachusetts
| $5.14B | -$636M | -11% | 2.58% | 138% | 55 | 27.27% | 12.4 |
|
| 520 |
520
Voloridge Investment Management
Jupiter,
Florida
| $5.13B | -$629M | -11% | 10.1% | 104% | 1,491 | 60.83% | 1.1 |
|
| 521 |
PIM
521
Platinum Investment Management
Sydney Australia 2000,
Australia
| $5.05B | +$579M | +13% | 15.7% | 190% | 107 | 15.89% | 10.3 |
|
| 522 |
PA
522
Perceptive Advisors
New York
| $5.03B | +$1.32B | +36% | 65.3% | 1,707% | 139 | 40.29% | 5.3 |
|
| 523 |
523
Mercer Global Advisors
Denver,
Colorado
| $5.01B | +$756M | +18% | 7.2% | 67% | 1,229 | 13.75% | 2.5 |
|
| 524 |
AIA
524
Avalon Investment & Advisory
Houston,
Texas
| $4.89B | +$362M | +8% | 8.39% | 93.5% | 346 | 17.63% | 9.6 |
|
| 525 |
CIMLRA
525
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $4.89B | +$225M | +5% | 0.06% | 35.2% | 116 | 31.03% | 9.2 |
|