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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 |
VA
526
Valmark Advisers
Akron,
Ohio
| $4.56B | -$97.7M | -2% | 1.03% | 34.7% | 201 | 12.44% |
|
| 527 |
SV
527
Starboard Value
New York
| $4.56B | +$469M | +11% | 0.97% | 42.2% | 20 | 25% |
|
| 528 |
SC
528
Samlyn Capital
New York
| $4.55B | +$190M | +4% | 0.47% | 115% | 168 | 58.93% |
|
| 529 |
QI
529
QV Investors
Calgary,
Alberta, Canada
| $4.53B | -$354M | -7% | 7.95% | 66.3% | 54 | 7.41% |
|
| 530 |
HP
530
Hosking Partners
London,
United Kingdom
| $4.52B | +$142M | +3% | 1.36% | 136% | 179 | 5.03% |
|
| 531 |
SFM
531
Systematic Financial Management
Teaneck,
New Jersey
| $4.52B | -$489M | -10% | 1.28% | 82.4% | 705 | 19.72% |
|
| 532 |
ZIM
532
Zacks Investment Management
Chicago,
Illinois
| $4.5B | -$83.7M | -2% | 1.01% | 98% | 673 | 39.67% |
|
| 533 |
NLI
533
Nippon Life Insurance
Tokyo,
Japan
| $4.5B | -$250M | -5% | 4.85% | 26% | 27 | 3.7% |
|
| 534 |
CLM
534
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $4.49B | -$309M | -6% | 2.62% | 24% | 192 | 11.46% |
|
| 535 |
YCMGA
535
York Capital Management Global Advisors
New York
| $4.45B | +$322M | +8% | 1.63% | 52.3% | 96 | 51.04% |
|
| 536 |
536
Holocene Advisors
New York
| $4.42B | +$479M | +12% | 1.13% | 133% | 819 | 59.1% |
|
| 537 |
XK
537
Xact Kapitalforvaltning
Stockholm,
Sweden
| $4.42B | +$246M | +6% | 0.72% | 34.2% | 1,536 | 14.97% |
|
| 538 |
GHCM
538
Glen Harbor Capital Management
San Diego,
California
| $4.42B | +$13.6M | +0.3% | 0.36% | 49.4% | 1,318 | 5.77% |
|
| 539 |
GCM
539
Gates Capital Management
New York
| $4.42B | +$253M | +6% | 1.66% | 27.7% | 35 | 14.29% |
|
| 540 |
WKKFT
540
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.41B | -$270M | -6% | 4.4% | 25.5% | 4 | 50% |
|
| 541 |
NC
541
Nicholas Company
Milwaukee,
Wisconsin
| $4.4B | -$200M | -4% | 1.51% | 54.3% | 225 | 12.89% |
|
| 542 |
WP
542
Warburg Pincus
New York
| $4.4B | -$541M | -11% | 9.73% | 4.99% | 9 | 11.11% |
|
| 543 |
SDIC
543
South Dakota Investment Council
Sioux Falls,
South Dakota
| $4.37B | -$145M | -3% | 2.27% | 64.6% | 595 | 5.55% |
|
| 544 |
SGI
544
Swan Global Investments
Durango,
Colorado
| $4.37B | -$154M | -3% | 2.33% | 53.9% | 24 | 4.17% |
|
| 545 |
AIM
545
Assured Investment Management
New York
| $4.37B | -$584M | -12% | 1.41% | 18.3% | 1,293 | 70.92% |
|
| 546 |
MSA
546
Mason Street Advisors
Milwaukee,
Wisconsin
| $4.37B | -$89.8M | -2% | 0.08% | 28.3% | 1,535 | 2.15% |
|
| 547 |
ZIG
547
Zurich Insurance Group
Zurich,
Switzerland
| $4.34B | +$63.5M | +1% | 1.27% | 211% | 608 | 24.84% |
|
| 548 |
DDC
548
DF Dent & Co
Baltimore,
Maryland
| $4.32B | +$345M | +9% | 5.75% | 40.4% | 248 | 12.9% |
|
| 549 |
SBH
549
Segall Bryant & Hamill
Chicago,
Illinois
| $4.32B | -$225M | -5% | 1.67% | 85.1% | 636 | 16.19% |
|
| 550 |
550
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $4.31B | -$295M | -6% | 0.14% | 87.5% | 858 | 3.73% |
|