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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
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
LI
526
LMCG Investments
Boston,
Massachusetts
| $4.58B | +$121M | +3% | 6.69% | 125% | 564 | 23.23% | 4.3 |
|
| 527 |
RFS
527
Rockefeller Financial Services
New York
| $4.56B | +$75.4M | +2% | 6.06% | 50.6% | 546 | 21.98% | 4.7 |
|
| 528 |
OAM
528
Oxford Asset Management
Oxford,
United Kingdom
| $4.55B | +$165M | +4% | 12.4% | – | 904 | 49.34% | 1.9 |
|
| 529 |
B
529
Barings
Charlotte,
North Carolina
| $4.53B | -$86.1M | -2% | 4.04% | 58.3% | 997 | 11.43% | 4.7 |
|
| 530 |
LTFS
530
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4.52B | +$850M | +23% | 3.28% | 38.3% | 4,636 | 14.88% | 4.7 |
|
| 531 |
SMM
531
Stadion Money Management
Watkinsville,
Georgia
| $4.51B | +$2.13B | +90% | 4.05% | 55.3% | 127 | 22.05% | 3.8 |
|
| 532 |
CB
532
Cooke & Bieler
Philadelphia,
Pennsylvania
| $4.51B | +$134M | +3% | 6.24% | 37% | 109 | 6.42% | 5 |
|
| 533 |
EAM
533
EverPoint Asset Management
Stamford,
Connecticut
| $4.45B | +$70.9M | +2% | 8.59% | – | 651 | 66.97% | 0.8 |
|
| 534 |
MOACM
534
Mutual of America Capital Management
New York
| $4.44B | +$254M | +6% | 7.13% | 123% | 1,299 | 7.39% | 5.3 |
|
| 535 |
CCCA
535
Center Coast Capital Advisors
Houston,
Texas
| $4.44B | -$174M | -4% | 8.52% | 32.6% | 53 | 39.62% | 3.1 |
|
| 536 |
BTS
536
BB&T Securities
Richmond,
Virginia
| $4.44B | +$170M | +4% | 2.68% | 33.1% | 1,162 | 18.93% | 4.2 |
|
| 537 |
SGA
537
Sustainable Growth Advisers
Stamford,
Connecticut
| $4.43B | -$19.1M | -0.4% | 6.87% | 42.2% | 64 | 37.5% | 3.9 |
|
| 538 |
SBH
538
Segall Bryant & Hamill
Chicago,
Illinois
| $4.43B | +$101M | +2% | 7.34% | 115% | 577 | 10.92% | 5.2 |
|
| 539 |
CA
539
Cortland Advisers
Wilmington,
Delaware
| $4.43B | -$145M | -3% | 0.9% | 40.5% | 26 | 11.54% | 5.3 |
|
| 540 |
540
DnB Asset Management
Oslo,
Norway
| $4.42B | -$125M | -3% | 3.36% | 110% | 502 | 18.73% | 4 |
|
| 541 |
SV
541
Starboard Value
New York
| $4.41B | +$1.53B | +53% | 24.8% | 56% | 35 | 31.43% | 3 |
|
| 542 |
DAC
542
Dividend Assets Capital
Ridgeland,
South Carolina
| $4.41B | +$443M | +11% | 2.77% | 67.4% | 173 | 19.08% | 4.8 |
|
| 543 |
HIM
543
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| $4.4B | +$3.58B | +439% | 8.7% | 122% | 22 | 27.27% | 3.3 |
|
| 544 |
BCM
544
Bridgeway Capital Management
Houston,
Texas
| $4.39B | +$428M | +11% | 8.82% | 144% | 1,596 | 16.98% | 4.4 |
|
| 545 |
IVA
545
International Value Advisers
| $4.39B | -$27.8M | -0.6% | 3.38% | 9.63% | 36 | 8.33% | 5.4 |
|
| 546 |
HI
546
Honeywell International
Charlotte,
North Carolina
| $4.39B | +$132M | +3% | 3.26% | 39.4% | 206 | 20.87% | 3.6 |
|
| 547 |
LCM
547
Laurion Capital Management
New York
| $4.37B | -$314M | -7% | 7.21% | 179% | 500 | 84% | 0.5 |
|
| 548 |
HCM
548
Holland Capital Management
Chicago,
Illinois
| $4.36B | -$272M | -6% | 4.49% | 46.6% | 73 | 9.59% | 5.3 |
|
| 549 |
TAIM
549
TD Ameritrade Investment Management
Omaha,
Nebraska
| $4.36B | +$256M | +6% | 1.25% | 13.5% | 84 | 1.19% | 5.9 |
|
| 550 |
SIM
550
Stelliam Investment Management
New York
| $4.34B | +$543M | +14% | 6.58% | 21.3% | 70 | 35.71% | 3.2 |
|