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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
United States Steel & Carnegie Pension Fund
New York
| $4.23B | -$281M | -6% | 4.74% | 31.6% | 66 | 12.12% | 1.7 |
|
| 527 |
527
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.22B | +$739M | +21% | 4.04% | 82.6% | 1,669 | 19.59% | 1.5 |
|
| 528 |
528
Scharf Investments
Los Gatos,
California
| $4.19B | +$381M | +10% | 5.18% | 55% | 60 | 13.33% | 1.4 |
|
| 529 |
529
Oak Ridge Investments
Chicago,
Illinois
| $4.18B | -$19.2M | -0.5% | 7.2% | 208% | 153 | 14.38% | 1.6 |
|
| 530 |
530
Segall Bryant & Hamill
Chicago,
Illinois
| $4.16B | +$55M | +1% | 5.3% | 115% | 561 | 8.91% | 2 |
|
| 531 |
531
Southernsun Asset Management
Memphis,
Tennessee
| $4.16B | -$383M | -8% | 0.14% | 54.7% | 43 | 9.3% | 1.9 |
|
| 532 |
DCM
532
Dupont Capital Management
Wilmington,
Delaware
| $4.15B | +$189M | +5% | 11.8% | 137% | 736 | 33.7% | 1.1 |
|
| 533 |
KI
533
Kalmar Investments
Greenville,
Delaware
| $4.08B | -$171M | -4% | 4.28% | 37.4% | 170 | 12.35% | 1.9 |
|
| 534 |
SC
534
Sasco Capital
Fairfield,
Connecticut
| $4.08B | -$538M | -12% | 0.75% | 15.5% | 56 | 16.07% | 1.8 |
|
| 535 |
535
Lyrical Asset Management
New York
| $4.07B | -$130M | -3% | 3.78% | 125% | 34 | 5.88% | 2.3 |
|
| 536 |
536
Synovus Financial
Columbus,
Georgia
| $4.05B | +$270M | +7% | 6.31% | 68.4% | 1,095 | 14.25% | 1.8 |
|
| 537 |
537
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.05B | -$760M | -16% | 3.35% | 131% | 1,082 | 30.41% | 1 |
|
| 538 |
538
James Investment Research
Alpha,
Ohio
| $4.04B | +$288M | +8% | 4.01% | 107% | 518 | 13.51% | 1.8 |
|
| 539 |
539
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $4.04B | +$119M | +3% | 5.15% | 43.6% | 706 | 19.83% | 1.9 |
|
| 540 |
540
ExxonMobil Investment Management
Irving,
Texas
| $4.04B | +$135M | +3% | 7.43% | 42.5% | 512 | 2.73% | 2.3 |
|
| 541 |
541
Congress Asset Management
Boston,
Massachusetts
| $4.03B | +$142M | +4% | 5.77% | 143% | 239 | 12.55% | 1.8 |
|
| 542 |
CRC
542
Cedar Rock Capital
London,
United Kingdom
| $4.03B | +$178M | +5% | 11.9% | 90.7% | 7 | 14.29% | 2.3 |
|
| 543 |
HHC
543
Hutchin Hill Capital
New York
| $4.02B | +$1.4B | +54% | 5.22% | 54.4% | 874 | 64.53% | 0.4 |
|
| 544 |
544
New England Asset Management
Farmington,
Connecticut
| $4B | +$42.8M | +1% | 2.77% | 55.6% | 155 | 5.16% | 1.8 |
|
| 545 |
545
Barings
Charlotte,
North Carolina
| $4B | -$51.3M | -1% | 6.08% | 58.3% | 986 | 15.31% | 1.6 |
|
| 546 |
546
Meritage Group
San Francisco,
California
| $4B | -$425M | -10% | 7.91% | 22.1% | 36 | 41.67% | 1 |
|
| 547 |
547
Artemis Investment Management
Edinburgh,
United Kingdom
| $4B | +$608M | +18% | 7.79% | 279% | 260 | 29.23% | 0.7 |
|
| 548 |
548
Fundsmith LLP
London,
United Kingdom
| $3.98B | +$702M | +21% | 10.3% | 53.2% | 21 | 19.05% | 1.8 |
|
| 549 |
549
Scout Investments
Kansas City,
Missouri
| $3.98B | -$309M | -7% | 4.92% | 88% | 332 | 20.48% | 1.4 |
|
| 550 |
SAM
550
Sentinel Asset Management
Montpelier,
Vermont
| $3.97B | +$65.4M | +2% | 6.41% | 18.3% | 277 | 24.55% | 1.6 |
|