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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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50
100
250
500
1,000
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 |
ZIM
501
Zacks Investment Management
Chicago,
Illinois
| $4.08B | -$1.26B | -24% | 18.7% | 123% | 635 | 39.37% |
|
| 502 |
OAM
502
Oppenheimer Asset Management
New York
| $4.07B | -$663M | -14% | 18.7% | 85% | 1,715 | 18.6% |
|
| 503 |
LAM
503
Lyrical Asset Management
New York
| $4.07B | -$3.28B | -45% | 36.1% | 125% | 39 | 15.38% |
|
| 504 |
TAM
504
Tocqueville Asset Management
New York
| $4.02B | -$2.77B | -41% | 16.3% | 122% | 791 | 27.43% |
|
| 505 |
AIM
505
ARK Investment Management
St. Petersburg,
Florida
| $4.01B | +$47.5M | +1% | 12% | 250% | 227 | 12.78% |
|
| 506 |
CI
506
Clal Insurance
Tel-Aviv,
Israel
| $4B | +$3.91B | +4,193% | 17.5% | 202% | 139 | 27.34% |
|
| 507 |
507
Hudson Bay Capital Management
Stamford,
Connecticut
| $3.99B | -$496M | -11% | 6.65% | 132% | 678 | 66.81% |
|
| 508 |
GE
508
General Electric
Evendale,
Ohio
| $3.96B | -$5.71B | -59% | 59% | 47.5% | 3 | 33.33% |
|
| 509 |
SC
509
Samlyn Capital
New York
| $3.96B | -$800M | -17% | 24.3% | 148% | 134 | 68.66% |
|
| 510 |
PIM
510
Platinum Investment Management
Sydney Australia 2000,
Australia
| $3.96B | -$1.09B | -22% | 19.9% | 190% | 122 | 23.77% |
|
| 511 |
AI
511
Axiom Investors
Greenwich,
Connecticut
| $3.95B | -$349M | -8% | 9.68% | 302% | 124 | 15.32% |
|
| 512 |
CCMG
512
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $3.93B | -$840M | -18% | 19.4% | 109% | 347 | 31.12% |
|
| 513 |
NAM
513
Nissay Asset Management
Tokyo,
Japan
| $3.93B | -$572M | -13% | 16% | 129% | 746 | 4.16% |
|
| 514 |
ECM
514
ETrade Capital Management
Arlington,
Virginia
| $3.92B | -$532M | -12% | 16.3% | 26.3% | 903 | 29.46% |
|
| 515 |
AIA
515
Avalon Investment & Advisory
Houston,
Texas
| $3.92B | -$976M | -20% | 17.3% | 93.5% | 372 | 31.45% |
|
| 516 |
MCMC
516
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $3.91B | -$786M | -17% | 6.31% | 245% | 26 | 30.77% |
|
| 517 |
517
Squarepoint
New York
| $3.91B | -$12.9B | -77% | 26.3% | 77.6% | 2,874 | 52.82% |
|
| 518 |
PVI
518
Partners Value Investments
Hamilton,
Bermuda
| $3.9B | -$1.26B | -24% | 23.8% | 80.7% | 7 | 0% |
|
| 519 |
CP
519
Coho Partners
Berwyn,
Pennsylvania
| $3.9B | -$976M | -20% | 18.2% | 35.6% | 71 | 18.31% |
|
| 520 |
EHC
520
Everett Harris & Co
Los Angeles,
California
| $3.88B | -$541M | -12% | 13.5% | 55.6% | 284 | 30.28% |
|
| 521 |
PA
521
Perceptive Advisors
New York
| $3.84B | -$1.19B | -24% | 20.6% | 1,707% | 140 | 37.14% |
|
| 522 |
VA
522
Valmark Advisers
Akron,
Ohio
| $3.83B | -$778M | -17% | 17.4% | 43.2% | 255 | 14.51% |
|
| 523 |
WJWM
523
Williams Jones Wealth Management
New York
| $3.83B | -$1.4B | -27% | 15% | 79.1% | 473 | 21.56% |
|
| 524 |
DLA
524
Douglas Lane & Associates
New York
| $3.8B | -$1.58B | -29% | 23.4% | 71.9% | 217 | 10.14% |
|
| 525 |
CC
525
Carlson Capital
Dallas,
Texas
| $3.79B | -$1.75B | -32% | 15.7% | 67.9% | 329 | 63.22% |
|