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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
LCM
526
Lakewood Capital Management
New York
| $4.42B | +$2.35B | +114% | 10.5% | 45.4% | 44 | 25% | 5 |
|
| 527 |
CCM
527
Chickasaw Capital Management
Memphis,
Tennessee
| $4.42B | +$354M | +9% | 8.12% | 83.6% | 101 | 7.92% | 11 |
|
| 528 |
AL
528
Appaloosa LP
Short Hills,
New Jersey
| $4.4B | +$601M | +16% | 7.07% | 293% | 50 | 42% | 1.3 |
|
| 529 |
LWCFA
529
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $4.37B | +$20.7M | +0.5% | 2.61% | 43.6% | 670 | 12.39% | 9.8 |
|
| 530 |
AIM
530
Assured Investment Management
New York
| $4.37B | +$49M | +1% | 5.33% | 18.3% | 760 | 46.58% | 2.5 |
|
| 531 |
SI
531
Scharf Investments
Los Gatos,
California
| $4.31B | -$143M | -3% | 3.25% | 55% | 57 | 31.58% | 7.4 |
|
| 532 |
CGI
532
CI Global Investments
Oakland,
California
| $4.29B | +$182M | +4% | 6.42% | 43.5% | 130 | 28.46% | 5.7 |
|
| 533 |
HFS
533
HL Financial Services
Louisville,
Kentucky
| $4.29B | +$57M | +1% | 2.51% | 42.6% | 705 | 16.03% | 8.7 |
|
| 534 |
PIM
534
Platinum Investment Management
Sydney Australia 2000,
Australia
| $4.29B | +$247M | +6% | 11.9% | 190% | 87 | 22.99% | 7.5 |
|
| 535 |
OSAM
535
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.27B | +$410M | +11% | 7.57% | 131% | 1,032 | 24.71% | 4.5 |
|
| 536 |
536
Tudor Investment Corp
Stamford,
Connecticut
| $4.27B | -$453M | -10% | 9.84% | 109% | 1,950 | 46.82% | 3.4 |
|
| 537 |
SF
537
Synovus Financial
Columbus,
Georgia
| $4.25B | -$77.7M | -2% | 0.1% | 68.4% | 1,098 | 13.48% | 9.2 |
|
| 538 |
W
538
Wealthfront
Palo Alto,
California
| $4.22B | +$592M | +16% | 4.09% | 33.6% | 396 | 16.41% | 6.5 |
|
| 539 |
DGI
539
Disciplined Growth Investors
Minneapolis,
Minnesota
| $4.21B | +$234M | +6% | 11.2% | 186% | 91 | 8.79% | 10.8 |
|
| 540 |
VKH
540
Virtu KCG Holdings
New York
| $4.21B | -$601M | -13% | 5.21% | 12% | 3,922 | 47.91% | 3 |
|
| 541 |
SC
541
Samlyn Capital
New York
| $4.2B | +$12.3M | +0.3% | 9.55% | 148% | 164 | 64.63% | 2.4 |
|
| 542 |
SAM
542
Sentinel Asset Management
Montpelier,
Vermont
| $4.2B | -$38.5M | -0.9% | 5.93% | 18.3% | 204 | 9.8% | 9.3 |
|
| 543 |
NSCM
543
New South Capital Management
Memphis,
Tennessee
| $4.17B | +$121M | +3% | 4.32% | 106% | 69 | 5.8% | 10.9 |
|
| 544 |
NB
544
Norinchukin Bank
Tokyo,
Japan
| $4.16B | +$55.1M | +1% | 3.61% | 93.3% | 527 | 2.85% | 10.9 |
|
| 545 |
AG
545
Advisor Group
Phoenix,
Arizona
| $4.16B | +$356M | +9% | 3.22% | 39.5% | 4,889 | 10.15% | 0.9 |
|
| 546 |
CS
546
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $4.16B | +$312M | +8% | 6.96% | 153% | 702 | 13.53% | 4.9 |
|
| 547 |
547
Hudson Bay Capital Management
Stamford,
Connecticut
| $4.15B | +$917M | +28% | 11.8% | 132% | 576 | 64.93% | 0.8 |
|
| 548 |
TIAAOA
548
Teachers Insurance & Annuity Association of America
New York
| $4.14B | +$1.88B | +83% | 0.41% | – | 236 | 5.93% | 9.7 |
|
| 549 |
MIP
549
Mondrian Investment Partners
London,
United Kingdom
| $4.09B | -$143M | -3% | 3.71% | – | 144 | 10.42% | 7.8 |
|
| 550 |
CRC
550
Cedar Rock Capital
London,
United Kingdom
| $4.08B | -$114M | -3% | 3% | 90.7% | 6 | 0% | 12 |
|