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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
GT
526
Greenleaf Trust
Kalamazoo,
Michigan
| $4.56B | +$178M | +4% | 2.83% | 37.2% | 716 | 50.56% |
|
| 527 |
FIG
527
Fortress Investment Group
New York
| $4.56B | -$333M | -7% | 7.73% | 83% | 31 | 35.48% |
|
| 528 |
WBC
528
Westpac Banking Corp
Sydney,
Australia
| $4.54B | -$201K | -0% | 4.1% | 98.3% | 888 | 16.1% |
|
| 529 |
SCA
529
Salient Capital Advisors
Houston,
Texas
| $4.53B | -$567M | -11% | 1.52% | 57.3% | 213 | 74.65% |
|
| 530 |
ZP
530
Zimmer Partners
New York
| $4.5B | +$285M | +7% | 1.19% | 57.2% | 107 | 47.66% |
|
| 531 |
SAM
531
Shell Asset Management
The Hague,
Netherlands
| $4.5B | -$184M | -4% | 5.95% | – | 1,142 | 9.72% |
|
| 532 |
NC
532
Nicholas Company
Milwaukee,
Wisconsin
| $4.49B | -$7.12M | -0.2% | 3.72% | 54.3% | 230 | 13.48% |
|
| 533 |
533
Voloridge Investment Management
Jupiter,
Florida
| $4.48B | +$461M | +11% | 14.4% | 85.2% | 614 | 75.9% |
|
| 534 |
534
Rafferty Asset Management
New York
| $4.46B | +$975M | +28% | 5.61% | 108% | 661 | 28.29% |
|
| 535 |
DRZID
535
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.45B | -$419M | -9% | 4.43% | 36.3% | 278 | 17.99% |
|
| 536 |
AI
536
Axiom Investors
Greenwich,
Connecticut
| $4.45B | +$280M | +7% | 11.9% | 214% | 152 | 17.76% |
|
| 537 |
URS
537
Utah Retirement Systems
Salt Lake City,
Utah
| $4.45B | +$156M | +4% | 4.67% | 99.9% | 997 | 1.91% |
|
| 538 |
BA
538
Boston Advisors
Boston,
Massachusetts
| $4.42B | +$84.1M | +2% | 6.41% | 73.8% | 706 | 18.27% |
|
| 539 |
BPC
539
Banque Pictet & Cie
Geneva 73,
Switzerland
| $4.42B | +$212M | +5% | 4.24% | 74.8% | 382 | 9.95% |
|
| 540 |
WKKFT
540
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.41B | -$459M | -9% | 9.69% | 25.5% | 6 | 33.33% |
|
| 541 |
NEAM
541
New England Asset Management
Farmington,
Connecticut
| $4.41B | +$1.28B | +41% | 2.96% | 48.5% | 170 | 24.71% |
|
| 542 |
DCM
542
Dupont Capital Management
Wilmington,
Delaware
| $4.41B | -$78.7M | -2% | 6.29% | 89.7% | 1,045 | 20.29% |
|
| 543 |
SCM
543
Shapiro Capital Management
Atlanta,
Georgia
| $4.4B | +$287M | +7% | 9.18% | 16% | 101 | 25.74% |
|
| 544 |
DLA
544
Douglas Lane & Associates
New York
| $4.36B | +$116M | +3% | 4.97% | 71.9% | 217 | 7.83% |
|
| 545 |
SIMG
545
Stephens Investment Management Group
Houston,
Texas
| $4.34B | +$189M | +5% | 7.23% | 112% | 192 | 10.42% |
|
| 546 |
CAM
546
ClariVest Asset Management
San Diego,
California
| $4.32B | +$200M | +5% | 9.26% | 106% | 725 | 18.07% |
|
| 547 |
SGI
547
Swan Global Investments
Durango,
Colorado
| $4.32B | +$372M | +9% | 3.66% | 53.9% | 23 | 4.35% |
|
| 548 |
548
Handelsbanken Fonder
Stockholm,
Sweden
| $4.32B | +$398M | +10% | 9% | 138% | 209 | 22.97% |
|
| 549 |
SBH
549
Segall Bryant & Hamill
Chicago,
Illinois
| $4.31B | +$60.9M | +1% | 4.24% | 85.1% | 590 | 9.49% |
|
| 550 |
CGI
550
Comgest Global Investors
Paris,
France
| $4.3B | +$264M | +7% | 5.68% | 60.2% | 60 | 13.33% |
|