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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 |
LT
501
Lindsell Train
London,
United Kingdom
| $7.73B | +$638M | +9% | 10.6% | 39.9% | 27 | 0% | 12.4 |
|
| 502 |
PA
502
Perceptive Advisors
New York
| $7.71B | -$201M | -3% | 2.35% | 1,707% | 169 | 27.81% | 5.5 |
|
| 503 |
DPIM
503
Duff & Phelps Investment Management
Chicago,
Illinois
| $7.69B | +$364M | +5% | 7.43% | 48.1% | 221 | 4.98% | 23.3 |
|
| 504 |
SAM
504
Scopus Asset Management
New York
| $7.68B | -$259M | -3% | 6.34% | 130% | 498 | 55.02% | 1.7 |
|
| 505 |
NMC
505
NEA Management Company
Timonium,
Maryland
| $7.68B | +$3.22B | +72% | 0.86% | 823% | 65 | 13.85% | 10.4 |
|
| 506 |
CM
506
Caption Management
Oklahoma City,
Oklahoma
| $7.66B | +$3.01B | +65% | 15.3% | 227% | 1,708 | 68.97% | 0.9 |
|
| 507 |
BCI
507
Brinker Capital Investments
Berwyn,
Pennsylvania
| $7.55B | +$890M | +13% | 6.37% | 75.8% | 1,366 | 17.57% | 4.8 |
|
| 508 |
FCAS
508
First Command Advisory Services
Fort Worth,
Texas
| $7.55B | +$635M | +9% | 5.63% | 65.8% | 97 | 75.26% | 2.5 |
|
| 509 |
DCM
509
Driehaus Capital Management
Chicago,
Illinois
| $7.55B | +$768M | +11% | 16.3% | 939% | 552 | 45.11% | 3.3 |
|
| 510 |
CIM
510
Confluence Investment Management
St. Louis,
Missouri
| $7.52B | +$399M | +6% | 5.19% | 37.7% | 318 | 10.69% | 14.8 |
|
| 511 |
LBA
511
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $7.5B | +$173M | +2% | 9.6% | 83.3% | 108 | 7.41% | 18.5 |
|
| 512 |
OCM
512
Oaktree Capital Management
Los Angeles,
California
| $7.45B | +$262M | +4% | 11.1% | 88% | 201 | 14.43% | 5.6 |
|
| 513 |
EAM
513
Eventide Asset Management
Boston,
Massachusetts
| $7.44B | +$696M | +10% | 8.65% | 313% | 169 | 18.93% | 7.2 |
|
| 514 |
ZP
514
Zimmer Partners
New York
| $7.43B | +$64.4M | +0.9% | 4.63% | 67.7% | 242 | 59.5% | 2.2 |
|
| 515 |
AIM
515
Allen Investment Management
New York
| $7.43B | +$920M | +14% | 10.1% | 92.4% | 194 | 11.86% | 14.1 |
|
| 516 |
MAM
516
Madison Asset Management
Madison,
Wisconsin
| $7.41B | +$243M | +3% | 6.76% | 54.2% | 329 | 10.64% | 4.3 |
|
| 517 |
MERSOM
517
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $7.38B | +$1.42B | +24% | 4.64% | 34.6% | 32 | 25% | 2.8 |
|
| 518 |
CGI
518
Comgest Global Investors
Paris,
France
| $7.36B | +$829M | +13% | 7.77% | 60.2% | 68 | 7.35% | 14 |
|
| 519 |
TSW
519
Thompson Siegel & Walmsley
Richmond,
Virginia
| $7.3B | +$297M | +4% | 4.99% | 32.4% | 817 | 15.91% | 14.9 |
|
| 520 |
SIMG
520
Stephens Investment Management Group
Houston,
Texas
| $7.3B | +$413M | +6% | 8.46% | 160% | 188 | 5.85% | 17.2 |
|
| 521 |
JIC
521
Johnson Investment Counsel
Cincinnati,
Ohio
| $7.23B | +$580M | +9% | 7.81% | 66.3% | 651 | 10.45% | 16.4 |
|
| 522 |
522
Lido Advisors
Los Angeles,
California
| $7.19B | +$1.39B | +24% | 6.79% | 75% | 961 | 19.15% | 6.8 |
|
| 523 |
RS
523
Robeco Schweiz
Zurich,
Switzerland
| $7.18B | +$633M | +10% | 8.27% | 148% | 156 | 6.41% | 14 |
|
| 524 |
WJWM
524
Williams Jones Wealth Management
New York
| $7.15B | +$756M | +12% | 10.6% | 79.1% | 537 | 12.1% | 5.2 |
|
| 525 |
TB
525
Thoma Bravo
Chicago,
Illinois
| $7.15B | +$903M | +14% | 15.5% | 13.3% | 3 | 0% | 6.3 |
|