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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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50
100
250
500
1,000
2,500
5,000
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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 |
SAM
526
Shell Asset Management
The Hague,
Netherlands
| $4.01B | -$1.05B | -21% | 11.3% | – | 1,171 | 3.84% |
|
| 527 |
DDC
527
DF Dent & Co
Baltimore,
Maryland
| $4.01B | -$801M | -17% | 13.7% | 47.1% | 251 | 17.13% |
|
| 528 |
528
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4B | +$87.6M | +2% | 11.5% | 52.7% | 2,379 | 26.02% |
|
| 529 |
529
Belvedere Trading
Chicago,
Illinois
| $3.99B | – | – | 7.53% | 497% | 7 | – |
|
| 530 |
SDIC
530
South Dakota Investment Council
Sioux Falls,
South Dakota
| $3.98B | -$616M | -13% | 16% | 76.5% | 631 | 6.66% |
|
| 531 |
SI
531
Scout Investments
Kansas City,
Missouri
| $3.98B | -$862M | -18% | 11.3% | 88% | 309 | 20.71% |
|
| 532 |
UH
532
Unigestion Holding
Geneva,
Switzerland
| $3.98B | -$752M | -16% | 6.85% | 25% | 356 | 28.65% |
|
| 533 |
533
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $3.97B | -$900M | -18% | 12.1% | 115% | 969 | 9.7% |
|
| 534 |
ESCM
534
Echo Street Capital Management
New York
| $3.96B | -$551M | -12% | 14.2% | 17.7% | 202 | 33.66% |
|
| 535 |
CRM
535
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $3.96B | -$1.27B | -24% | 16.4% | 113% | 152 | 20.39% |
|
| 536 |
OSAM
536
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $3.95B | -$932M | -19% | 15.7% | 131% | 1,070 | 29.81% |
|
| 537 |
CP
537
Coho Partners
Berwyn,
Pennsylvania
| $3.95B | -$269M | -6% | 9.65% | 35.6% | 63 | 20.63% |
|
| 538 |
BIP
538
Brandes Investment Partners
La Jolla,
California
| $3.92B | -$503M | -11% | 11.2% | 79.9% | 154 | 15.58% |
|
| 539 |
CRC
539
Curi RMB Capital
Chicago,
Illinois
| $3.92B | -$248M | -6% | 14.3% | 81.4% | 1,057 | 32.73% |
|
| 540 |
XK
540
Xact Kapitalforvaltning
Stockholm,
Sweden
| $3.9B | -$865M | -18% | 12.9% | 34.2% | 1,565 | 5.3% |
|
| 541 |
PA
541
Pinnacle Associates
New York
| $3.87B | -$946M | -20% | 14.9% | 139% | 746 | 13.94% |
|
| 542 |
AIA
542
Avalon Investment & Advisory
Houston,
Texas
| $3.87B | +$312M | +9% | 9.43% | 93.5% | 391 | 34.02% |
|
| 543 |
CI
543
Clal Insurance
Tel-Aviv,
Israel
| $3.85B | +$79.6M | +2% | 13% | 202% | 105 | 17.14% |
|
| 544 |
OAM
544
Oxford Asset Management
Oxford,
United Kingdom
| $3.85B | -$949M | -20% | 10.3% | – | 2,323 | 52.91% |
|
| 545 |
NC
545
Nicholas Company
Milwaukee,
Wisconsin
| $3.84B | -$740M | -16% | 12.1% | 65.7% | 235 | 8.51% |
|
| 546 |
FP
546
FPR Partners
San Francisco,
California
| $3.79B | -$799M | -17% | 18% | 33% | 18 | 11.11% |
|
| 547 |
WKKFT
547
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.77B | -$906M | -19% | 18.7% | 25.5% | 2 | 0% |
|
| 548 |
PHS
548
PFM Health Sciences
San Francisco,
California
| $3.76B | -$3.06B | -45% | 15.8% | 241% | 139 | 49.64% |
|
| 549 |
CRC
549
Cedar Rock Capital
London,
United Kingdom
| $3.75B | -$315M | -8% | 1.58% | 90.7% | 8 | 25% |
|
| 550 |
SCA
550
Salient Capital Advisors
Houston,
Texas
| $3.73B | -$873M | -19% | 18.3% | 57.3% | 67 | 31.34% |
|