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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
NEAM
551
New England Asset Management
Farmington,
Connecticut
| $3.84B | +$420M | +12% | 7.82% | 55.6% | 135 | 12.59% | 1.9 |
|
| 552 |
PCM
552
Palisade Capital Management
Fort Lee,
New Jersey
| $3.84B | +$162M | +4% | 7.5% | 70.5% | 476 | 18.07% | 1.6 |
|
| 553 |
DGI
553
Disciplined Growth Investors
Minneapolis,
Minnesota
| $3.84B | +$411M | +12% | 11.8% | 186% | 88 | 2.27% | 2 |
|
| 554 |
SCM
554
Shapiro Capital Management
Atlanta,
Georgia
| $3.82B | +$285M | +8% | 11.7% | 40.7% | 66 | 24.24% | 1.6 |
|
| 555 |
ORI
555
Oak Ridge Investments
Chicago,
Illinois
| $3.82B | +$199M | +5% | 9.27% | 208% | 140 | 12.86% | 1.7 |
|
| 556 |
CAM
556
Congress Asset Management
Boston,
Massachusetts
| $3.81B | +$247M | +7% | 11.3% | 143% | 235 | 7.66% | 1.8 |
|
| 557 |
CCM
557
Cullen Capital Management
New York
| $3.8B | +$276M | +8% | 6.61% | 60% | 232 | 31.03% | 1.6 |
|
| 558 |
GI
558
GLG Inc
New York
| $3.8B | -$1.29B | -25% | 10.2% | – | 799 | 31.54% | 1.6 |
|
| 559 |
559
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $3.79B | +$456M | +14% | 5.4% | 78.3% | 2,166 | 19.07% | 1.2 |
|
| 560 |
HNB
560
Huntington National Bank
Columbus,
Ohio
| $3.78B | +$428M | +13% | 9.41% | 105% | 1,853 | 7.45% | 1.9 |
|
| 561 |
JCMLC
561
JAT Capital Management LP (Connecticut)
Greenwich,
Connecticut
| $3.78B | +$402M | +12% | 18.3% | – | 76 | 51.32% | 1.1 |
|
| 562 |
LAMI
562
Longview Asset Management (Illinois)
Chicago,
Illinois
| $3.78B | +$266M | +8% | 7.81% | 65.3% | 3 | 0% | 2 |
|
| 563 |
WT
563
Wellcome Trust
London,
United Kingdom
| $3.77B | +$737M | +24% | 14.1% | 59.7% | 26 | 11.54% | 1.8 |
|
| 564 |
RCM
564
Riverhead Capital Management
Wilmington,
Delaware
| $3.77B | +$692M | +22% | 9.96% | 45.7% | 500 | 16.2% | 1.7 |
|
| 565 |
OPERF
565
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $3.76B | +$1.29B | +53% | 10.6% | 124% | 1,022 | 6.85% | 1.9 |
|
| 566 |
AI
566
Axiom Investors
Greenwich,
Connecticut
| $3.74B | +$607M | +19% | 12.6% | 302% | 172 | 37.79% | 1.3 |
|
| 567 |
NB
567
Norinchukin Bank
Tokyo,
Japan
| $3.72B | +$223M | +6% | 9% | 93.3% | 474 | 4.64% | 1.9 |
|
| 568 |
TCM
568
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| $3.67B | +$376M | +11% | 7.04% | 11.3% | 87 | 18.39% | 1.5 |
|
| 569 |
GKIM
569
GW&K Investment Management
Boston,
Massachusetts
| $3.67B | +$395M | +12% | 9.91% | 110% | 230 | 8.26% | 1.9 |
|
| 570 |
HCM
570
Huber Capital Management
El Segundo,
California
| $3.65B | +$763M | +26% | 10.2% | 70.4% | 123 | 16.26% | 1.7 |
|
| 571 |
VA
571
Valmark Advisers
Akron,
Ohio
| $3.64B | +$396M | +12% | 4.41% | 43.2% | 62 | 20.97% | 1.6 |
|
| 572 |
ACM
572
AEW Capital Management
Boston,
Massachusetts
| $3.64B | -$4.45M | -0.1% | 1.68% | 37.1% | 50 | 18% | 1.7 |
|
| 573 |
T
573
Thomaspartners
Boston,
Massachusetts
| $3.64B | +$861M | +31% | 9.67% | 26.1% | 143 | 10.49% | 1.9 |
|
| 574 |
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $3.63B | +$350M | +11% | 11% | 43.6% | 638 | 17.55% | 1.7 |
|
| 575 |
BTS
575
BB&T Securities
Richmond,
Virginia
| $3.62B | +$395M | +12% | 7.31% | 33.1% | 948 | 20.68% | 1.6 |
|