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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 |
WBC
526
Westpac Banking Corp
Sydney,
Australia
| $4.54B | -$7.94B | -64% | 3.47% | 127% | 979 | 18.79% | 11.2 |
|
| 527 |
PIA
527
Piedmont Investment Advisors
Durham,
North Carolina
| $4.5B | -$333M | -7% | 3.64% | 35.4% | 808 | 56.19% | 4 |
|
| 528 |
NC
528
Nicholas Company
Milwaukee,
Wisconsin
| $4.5B | +$94.9M | +2% | 3.67% | 65.7% | 225 | 12% | 8.9 |
|
| 529 |
DILIC
529
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $4.5B | +$806M | +22% | 3.53% | 128% | 577 | 18.54% | 1.9 |
|
| 530 |
DCM
530
Dupont Capital Management
Wilmington,
Delaware
| $4.49B | -$21.3M | -0.5% | 3.27% | 137% | 1,064 | 33.18% | 4.7 |
|
| 531 |
DADC
531
D.A. Davidson & Co
Great Falls,
Montana
| $4.43B | +$304M | +7% | 2.55% | 70.7% | 2,533 | 11.92% | 10 |
|
| 532 |
MIFH
532
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $4.4B | +$220M | +5% | 3.62% | 174% | 485 | 10.52% | 2.4 |
|
| 533 |
V
533
Veritable
Wilmington,
Delaware
| $4.38B | +$183M | +4% | 1.97% | 48.8% | 803 | 11.58% | 11.2 |
|
| 534 |
GT
534
Greenleaf Trust
Kalamazoo,
Michigan
| $4.38B | +$224M | +5% | 4.88% | 37.2% | 397 | 25.44% | 5.6 |
|
| 535 |
BA
535
Boston Advisors
Boston,
Massachusetts
| $4.33B | +$88.6M | +2% | 4.77% | 73.8% | 687 | 15.43% | 8.2 |
|
| 536 |
MIS
536
Morningstar Investment Services
Chicago,
Illinois
| $4.32B | +$355M | +9% | 2.34% | 22.4% | 194 | 11.34% | 8.6 |
|
| 537 |
QI
537
QV Investors
Calgary,
Alberta, Canada
| $4.3B | +$3.33B | +343% | 0.59% | 66.3% | 56 | 41.07% | 6.7 |
|
| 538 |
URS
538
Utah Retirement Systems
Salt Lake City,
Utah
| $4.29B | +$110M | +3% | 3.33% | 130% | 1,034 | 8.41% | 13.6 |
|
| 539 |
SI
539
Scharf Investments
Los Gatos,
California
| $4.26B | +$77.8M | +2% | 4.47% | 55% | 49 | 14.29% | 7.5 |
|
| 540 |
OSAM
540
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.26B | +$15.6M | +0.4% | 3.87% | 131% | 1,039 | 28.97% | 4.5 |
|
| 541 |
SBH
541
Segall Bryant & Hamill
Chicago,
Illinois
| $4.24B | +$107M | +3% | 4.38% | 115% | 578 | 9% | 11 |
|
| 542 |
DLA
542
Douglas Lane & Associates
New York
| $4.24B | +$230M | +6% | 5.55% | 91.9% | 213 | 5.63% | 4.6 |
|
| 543 |
PAMP
543
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $4.24B | +$305M | +8% | 2.4% | 102% | 356 | 47.75% | 2.4 |
|
| 544 |
NSCM
544
New South Capital Management
Memphis,
Tennessee
| $4.22B | -$93.3M | -2% | 0.98% | 106% | 64 | 4.69% | 13 |
|
| 545 |
ZP
545
Zimmer Partners
New York
| $4.21B | +$157M | +4% | 3.01% | 67.7% | 118 | 55.93% | 2.8 |
|
| 546 |
BPC
546
Banque Pictet & Cie
Geneva 73,
Switzerland
| $4.2B | +$160M | +4% | 3.94% | 74.8% | 391 | 20.2% | 6.3 |
|
| 547 |
MCIM
547
Meadow Creek Investment Management
Atlanta,
Georgia
| $4.19B | +$55.5M | +1% | 2.81% | 53.3% | 1,325 | 4% | 1.9 |
|
| 548 |
CRC
548
Cedar Rock Capital
London,
United Kingdom
| $4.18B | -$1.02M | -0% | 1.25% | 90.7% | 6 | 0% | 15 |
|
| 549 |
AI
549
Axiom Investors
Greenwich,
Connecticut
| $4.17B | +$271M | +7% | 8.34% | 302% | 164 | 25.61% | 5.2 |
|
| 550 |
VA
550
Valmark Advisers
Akron,
Ohio
| $4.15B | +$72.7M | +2% | 1.9% | 43.2% | 78 | 5.13% | 10.3 |
|