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 |
ROIC
526
Route One Investment Company
San Francisco,
California
| $4.71B | +$1.25B | +36% | 4.94% | 80.9% | 14 | 7.14% | 2.3 |
|
| 527 |
LM
527
Luminus Management
Houston,
Texas
| $4.71B | +$933M | +25% | 4.91% | 8.7% | 201 | 60.2% | 0.6 |
|
| 528 |
WKKFT
528
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.68B | +$269M | +6% | 8.94% | 25.5% | 6 | 50% | 1.4 |
|
| 529 |
VA
529
Valmark Advisers
Akron,
Ohio
| $4.66B | +$387M | +9% | 3.3% | 43.2% | 191 | 59.16% | 1.2 |
|
| 530 |
FP
530
FPR Partners
San Francisco,
California
| $4.66B | +$43M | +0.9% | 0.88% | 33% | 19 | 5.26% | 2.8 |
|
| 531 |
531
Hudson Bay Capital Management
Stamford,
Connecticut
| $4.65B | +$633M | +16% | 5.92% | 132% | 613 | 61.66% | 0.4 |
|
| 532 |
OAM
532
Oxford Asset Management
Oxford,
United Kingdom
| $4.64B | -$549M | -11% | 6.67% | – | 2,053 | 49.34% | 0.5 |
|
| 533 |
BA
533
Boston Advisors
Boston,
Massachusetts
| $4.63B | +$217M | +5% | 8.49% | 73.8% | 695 | 17.12% | 2.3 |
|
| 534 |
534
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $4.61B | +$359M | +8% | 7% | 115% | 849 | 4.36% | 3.7 |
|
| 535 |
CGI
535
Comgest Global Investors
Paris,
France
| $4.6B | +$302M | +7% | 7.87% | 60.2% | 62 | 12.9% | 2 |
|
| 536 |
MCIM
536
Meadow Creek Investment Management
Atlanta,
Georgia
| $4.6B | +$306M | +7% | 8.14% | 53.3% | 1,343 | 5.06% | 0.9 |
|
| 537 |
NC
537
Nicholas Company
Milwaukee,
Wisconsin
| $4.6B | +$109M | +2% | 6.08% | 65.7% | 221 | 8.14% | 2.5 |
|
| 538 |
MHI
538
Miller Howard Investments
Kingston,
New York
| $4.6B | -$251M | -5% | 3.1% | 73.4% | 197 | 15.23% | 2.6 |
|
| 539 |
539
Voloridge Investment Management
Jupiter,
Florida
| $4.59B | +$110M | +2% | 7.84% | 104% | 674 | 75.67% | 0.2 |
|
| 540 |
ZIM
540
Zacks Investment Management
Chicago,
Illinois
| $4.59B | +$316M | +7% | 6.97% | 123% | 696 | 36.78% | 1.4 |
|
| 541 |
SCM
541
Shapiro Capital Management
Atlanta,
Georgia
| $4.57B | +$169M | +4% | 6.56% | 40.7% | 97 | 18.56% | 2 |
|
| 542 |
MC
542
Maplelane Capital
New York
| $4.56B | -$524M | -10% | 7.37% | 295% | 213 | 66.2% | 0.4 |
|
| 543 |
543
Handelsbanken Fonder
Stockholm,
Sweden
| $4.56B | +$242M | +6% | 6.2% | 138% | 224 | 25.45% | 1.2 |
|
| 544 |
CM
544
Churchill Management
Los Angeles,
California
| $4.56B | +$490M | +12% | 6.86% | 84.4% | 139 | 25.9% | 1.3 |
|
| 545 |
GLA
545
Great Lakes Advisors
Chicago,
Illinois
| $4.55B | +$297M | +7% | 6.88% | 99.5% | 641 | 20.9% | 2.3 |
|
| 546 |
SBH
546
Segall Bryant & Hamill
Chicago,
Illinois
| $4.54B | +$237M | +6% | 7.32% | 115% | 607 | 13.34% | 3 |
|
| 547 |
SCA
547
Salient Capital Advisors
Houston,
Texas
| $4.53B | +$2.84M | +0.1% | 1.37% | 57.3% | 60 | 18.33% | 3.3 |
|
| 548 |
SGI
548
Swan Global Investments
Durango,
Colorado
| $4.53B | +$207M | +5% | 5.49% | 62.5% | 25 | 12% | 2.6 |
|
| 549 |
SDIC
549
South Dakota Investment Council
Sioux Falls,
South Dakota
| $4.52B | -$417M | -8% | 6.87% | 76.5% | 625 | 11.2% | 2.2 |
|
| 550 |
BCI
550
Bain Capital Investors
Boston,
Massachusetts
| $4.51B | -$656M | -13% | 7.11% | 91.1% | 10 | 20% | 3 |
|