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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
V
526
Veritable
Wilmington,
Delaware
| $4.65B | -$333M | -7% | 1.56% | 48.8% | 855 | 11.93% |
|
| 527 |
SIMG
527
Stephens Investment Management Group
Houston,
Texas
| $4.61B | +$229M | +5% | 9.4% | 160% | 191 | 8.38% |
|
| 528 |
MCIM
528
Meadow Creek Investment Management
Atlanta,
Georgia
| $4.61B | +$7.21M | +0.2% | 0.47% | 53.3% | 1,360 | 5.74% |
|
| 529 |
MCM
529
Masters Capital Management
Atlanta,
Georgia
| $4.61B | +$431M | +10% | 4.68% | 142% | 90 | 58.89% |
|
| 530 |
DLA
530
Douglas Lane & Associates
New York
| $4.6B | -$141M | -3% | 0.6% | 71.9% | 208 | 6.25% |
|
| 531 |
CGI
531
Comgest Global Investors
Paris,
France
| $4.57B | -$30.2M | -0.7% | 1.54% | 60.2% | 61 | 13.11% |
|
| 532 |
PC
532
Paulson & Co
New York
| $4.57B | -$549M | -11% | 3.33% | 251% | 63 | 33.33% |
|
| 533 |
OSAM
533
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.57B | +$285M | +7% | 0.37% | 131% | 1,057 | 26.77% |
|
| 534 |
VA
534
Valmark Advisers
Akron,
Ohio
| $4.56B | -$97.7M | -2% | 1.03% | 43.2% | 201 | 12.44% |
|
| 535 |
SV
535
Starboard Value
New York
| $4.56B | +$469M | +11% | 0.97% | 56% | 20 | 25% |
|
| 536 |
SC
536
Samlyn Capital
New York
| $4.55B | +$190M | +4% | 0.47% | 148% | 168 | 58.93% |
|
| 537 |
QI
537
QV Investors
Calgary,
Alberta, Canada
| $4.53B | -$354M | -7% | 7.95% | 66.3% | 54 | 7.41% |
|
| 538 |
HP
538
Hosking Partners
London,
United Kingdom
| $4.52B | +$142M | +3% | 1.36% | 192% | 179 | 5.03% |
|
| 539 |
SFM
539
Systematic Financial Management
Teaneck,
New Jersey
| $4.52B | -$489M | -10% | 1.28% | 120% | 705 | 19.72% |
|
| 540 |
ZIM
540
Zacks Investment Management
Chicago,
Illinois
| $4.5B | -$83.7M | -2% | 1.01% | 123% | 673 | 39.67% |
|
| 541 |
NLI
541
Nippon Life Insurance
Tokyo,
Japan
| $4.5B | -$250M | -5% | 4.85% | 26% | 27 | 3.7% |
|
| 542 |
CLM
542
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $4.49B | -$309M | -6% | 2.62% | 24% | 192 | 11.46% |
|
| 543 |
YCMGA
543
York Capital Management Global Advisors
New York
| $4.45B | +$322M | +8% | 1.63% | 74.1% | 96 | 51.04% |
|
| 544 |
544
Holocene Advisors
New York
| $4.42B | +$479M | +12% | 1.13% | 166% | 819 | 59.1% |
|
| 545 |
XK
545
Xact Kapitalforvaltning
Stockholm,
Sweden
| $4.42B | +$246M | +6% | 0.72% | 34.2% | 1,536 | 14.97% |
|
| 546 |
GHCM
546
Glen Harbor Capital Management
San Diego,
California
| $4.42B | +$13.6M | +0.3% | 0.36% | 49.4% | 1,318 | 5.77% |
|
| 547 |
GCM
547
Gates Capital Management
New York
| $4.42B | +$253M | +6% | 1.66% | 34.8% | 35 | 14.29% |
|
| 548 |
WKKFT
548
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.41B | -$270M | -6% | 4.4% | 25.5% | 4 | 50% |
|
| 549 |
NC
549
Nicholas Company
Milwaukee,
Wisconsin
| $4.4B | -$200M | -4% | 1.51% | 65.7% | 225 | 12.89% |
|
| 550 |
WP
550
Warburg Pincus
New York
| $4.4B | -$541M | -11% | 9.73% | 3.59% | 9 | 11.11% |
|