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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
EIP
526
Energy Income Partners
Westport,
Connecticut
| $4.29B | +$254M | +6% | 3.17% | 70.4% | 68 | 10.29% |
|
| 527 |
GCM
527
Geneva Capital Management
Milwaukee,
Wisconsin
| $4.28B | -$131M | -3% | 0.52% | 44.9% | 140 | 11.43% |
|
| 528 |
CB
528
Cooke & Bieler
Philadelphia,
Pennsylvania
| $4.28B | -$105M | -2% | 1.02% | 36.1% | 115 | 16.52% |
|
| 529 |
DDC
529
DF Dent & Co
Baltimore,
Maryland
| $4.28B | -$98.9M | -2% | 0.11% | 40.4% | 264 | 39.77% |
|
| 530 |
BMO
530
Beck Mack & Oliver
New York
| $4.28B | +$188M | +5% | 2.22% | 69.4% | 385 | 7.01% |
|
| 531 |
SCP
531
Seizert Capital Partners
Birmingham,
Michigan
| $4.27B | +$48.5M | +1% | 2.39% | 58.3% | 228 | 15.79% |
|
| 532 |
MG
532
Meritage Group
San Francisco,
California
| $4.27B | +$392M | +10% | 3.3% | 32.7% | 34 | 41.18% |
|
| 533 |
LAMI
533
Longview Asset Management (Illinois)
Chicago,
Illinois
| $4.24B | +$463M | +12% | 11.1% | 50.7% | 3 | 0% |
|
| 534 |
AI
534
Axiom Investors
Greenwich,
Connecticut
| $4.19B | +$454M | +12% | 5.25% | 214% | 178 | 37.08% |
|
| 535 |
SBH
535
Segall Bryant & Hamill
Chicago,
Illinois
| $4.19B | -$112M | -3% | 1.57% | 85.1% | 608 | 10.2% |
|
| 536 |
T
536
Thomaspartners
Boston,
Massachusetts
| $4.17B | +$532M | +15% | 1.4% | 26.1% | 148 | 14.19% |
|
| 537 |
IVA
537
International Value Advisers
| $4.16B | +$150M | +4% | 7.11% | 9.63% | 37 | 2.7% |
|
| 538 |
HI
538
Honeywell International
Charlotte,
North Carolina
| $4.15B | -$24.7M | -0.6% | 1.01% | 39.4% | 189 | 20.63% |
|
| 539 |
PP
539
PDT Partners
New York
| $4.15B | +$3.31B | +399% | 5.42% | 180% | 1,440 | 67.92% |
|
| 540 |
NC
540
Nicholas Company
Milwaukee,
Wisconsin
| $4.14B | +$30.5M | +0.7% | 1.15% | 54.3% | 282 | 14.89% |
|
| 541 |
BG
541
Baupost Group
Boston,
Massachusetts
| $4.14B | +$608M | +17% | 8.09% | 34.5% | 23 | 30.43% |
|
| 542 |
MOACM
542
Mutual of America Capital Management
New York
| $4.14B | +$45.4M | +1% | 2.73% | 93.2% | 1,297 | 8.48% |
|
| 543 |
543
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $4.13B | +$347M | +9% | 1.03% | 63.3% | 2,261 | 20.3% |
|
| 544 |
544
AssetMark Inc
Concord,
California
| $4.1B | -$124M | -3% | 1.52% | 55.1% | 427 | 7.03% |
|
| 545 |
545
CTC (Chicago Trading Company)
Chicago,
Illinois
| $4.09B | -$1.99B | -33% | 1.11% | 121% | 10 | 60% |
|
| 546 |
ACM
546
AEW Capital Management
Boston,
Massachusetts
| $4.08B | +$439M | +12% | 9.76% | 25.1% | 49 | 8.16% |
|
| 547 |
PCM
547
Palisade Capital Management
Fort Lee,
New Jersey
| $4.08B | +$238M | +6% | 0.86% | 46.6% | 486 | 18.11% |
|
| 548 |
WT
548
Wellcome Trust
London,
United Kingdom
| $4.06B | +$290M | +8% | 1.43% | 59.7% | 37 | 32.43% |
|
| 549 |
CCM
549
Cadian Capital Management
New York
| $4.01B | +$119M | +3% | 8.66% | 4.6% | 113 | 53.98% |
|
| 550 |
TGI
550
Tradewinds Global Investors
Los Angeles,
California
| $4B | -$37M | -0.9% | 0.58% | 10.5% | 119 | 25.21% |
|