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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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250
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2,500
5,000
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50
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500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
KI
526
Kalmar Investments
Greenville,
Delaware
| $4.08B | -$171M | -4% | 4.28% | 37.4% | 170 | 12.35% |
|
| 527 |
SC
527
Sasco Capital
Fairfield,
Connecticut
| $4.08B | -$538M | -12% | 0.75% | 15.5% | 56 | 16.07% |
|
| 528 |
LAM
528
Lyrical Asset Management
New York
| $4.07B | -$130M | -3% | 3.78% | 86.5% | 34 | 5.88% |
|
| 529 |
SF
529
Synovus Financial
Columbus,
Georgia
| $4.05B | +$270M | +7% | 6.31% | 68.4% | 1,095 | 14.25% |
|
| 530 |
OSAM
530
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.05B | -$760M | -16% | 3.35% | 104% | 1,082 | 30.41% |
|
| 531 |
JIR
531
James Investment Research
Alpha,
Ohio
| $4.04B | +$288M | +8% | 4.01% | 107% | 518 | 13.51% |
|
| 532 |
LWCFA
532
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $4.04B | +$119M | +3% | 5.15% | 45.3% | 706 | 19.83% |
|
| 533 |
EIM
533
ExxonMobil Investment Management
Irving,
Texas
| $4.04B | +$135M | +3% | 7.43% | 42.5% | 512 | 2.73% |
|
| 534 |
CAM
534
Congress Asset Management
Boston,
Massachusetts
| $4.03B | +$142M | +4% | 5.77% | 134% | 239 | 12.55% |
|
| 535 |
CRC
535
Cedar Rock Capital
London,
United Kingdom
| $4.03B | +$178M | +5% | 11.9% | 90.7% | 7 | 14.29% |
|
| 536 |
HHC
536
Hutchin Hill Capital
New York
| $4.02B | +$1.4B | +54% | 5.22% | 54.4% | 874 | 64.53% |
|
| 537 |
NEAM
537
New England Asset Management
Farmington,
Connecticut
| $4B | +$42.8M | +1% | 2.77% | 48.5% | 155 | 5.16% |
|
| 538 |
B
538
Barings
Charlotte,
North Carolina
| $4B | -$51.3M | -1% | 6.08% | 51% | 986 | 15.31% |
|
| 539 |
MG
539
Meritage Group
San Francisco,
California
| $4B | -$425M | -10% | 7.91% | 32.7% | 36 | 41.67% |
|
| 540 |
AIM
540
Artemis Investment Management
Edinburgh,
United Kingdom
| $4B | +$608M | +18% | 7.79% | 256% | 260 | 29.23% |
|
| 541 |
541
Fundsmith LLP
London,
United Kingdom
| $3.98B | +$702M | +21% | 10.3% | 42.4% | 21 | 19.05% |
|
| 542 |
SI
542
Scout Investments
Kansas City,
Missouri
| $3.98B | -$309M | -7% | 4.92% | 88% | 332 | 20.48% |
|
| 543 |
SAM
543
Sentinel Asset Management
Montpelier,
Vermont
| $3.97B | +$65.4M | +2% | 6.41% | 18.3% | 277 | 24.55% |
|
| 544 |
HI
544
Honeywell International
Charlotte,
North Carolina
| $3.97B | +$277M | +8% | 5.79% | 39.4% | 210 | 13.81% |
|
| 545 |
DGI
545
Disciplined Growth Investors
Minneapolis,
Minnesota
| $3.97B | +$66.2M | +2% | 4.06% | 190% | 91 | 3.3% |
|
| 546 |
ID
546
Integral Derivatives
New York
| $3.97B | +$324M | +9% | 9.75% | 45.8% | 1,337 | 41.06% |
|
| 547 |
ACA
547
Anchor Capital Advisors
Boston,
Massachusetts
| $3.95B | +$35.7M | +0.9% | 5.12% | 54.7% | 317 | 18.93% |
|
| 548 |
HNB
548
Huntington National Bank
Columbus,
Ohio
| $3.95B | +$134M | +4% | 6.27% | 82.1% | 1,852 | 10.91% |
|
| 549 |
NB
549
Norinchukin Bank
Tokyo,
Japan
| $3.94B | +$108M | +3% | 7.01% | 71.7% | 531 | 6.59% |
|
| 550 |
PC
550
PointState Capital
New York
| $3.93B | +$360M | +10% | 5.56% | 143% | 121 | 55.37% |
|