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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
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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
PCM
551
PAR Capital Management
Boston,
Massachusetts
| $4.42B | +$85.4M | +2% | 2.59% | 138% | 76 | 11.84% | 4.4 |
|
| 552 |
WAM
552
Wolverine Asset Management
Chicago,
Illinois
| $4.41B | -$609M | -12% | 0.36% | 14.5% | 2,210 | 36.79% | 3.6 |
|
| 553 |
VA
553
Valmark Advisers
Akron,
Ohio
| $4.4B | +$22.8M | +0.5% | 0.92% | 43.2% | 61 | 6.56% | 6.2 |
|
| 554 |
GKIM
554
GW&K Investment Management
Boston,
Massachusetts
| $4.4B | -$1.62M | -0% | 1.05% | 110% | 232 | 8.62% | 6.5 |
|
| 555 |
SAM
555
Sentinel Asset Management
Montpelier,
Vermont
| $4.39B | -$219M | -5% | 0.45% | 18.3% | 272 | 14.34% | 5.6 |
|
| 556 |
MAMU
556
Marathon Asset Management (UK)
London,
United Kingdom
| $4.38B | +$244M | +6% | 2.52% | 80.8% | 75 | 5.33% | 6 |
|
| 557 |
CI
557
Clal Insurance
Tel-Aviv,
Israel
| $4.35B | +$10.3M | +0.2% | 0.75% | 202% | 125 | 20.8% | 1.8 |
|
| 558 |
558
TCI Fund Management
London,
United Kingdom
| $4.32B | – | – | 14.3% | 82.9% | 5 | – | 0 |
|
| 559 |
OPERF
559
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $4.31B | +$1.86M | +0% | 0.27% | 124% | 1,047 | 4.3% | 7.3 |
|
| 560 |
THLTP
560
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $4.3B | +$2.54B | +145% | 1.12% | 37.2% | 8 | 37.5% | 4.8 |
|
| 561 |
MAM
561
Martingale Asset Management
Boston,
Massachusetts
| $4.28B | +$98.1M | +2% | 0.16% | 88.6% | 960 | 23.02% | 5.2 |
|
| 562 |
JIR
562
James Investment Research
Alpha,
Ohio
| $4.28B | +$39M | +0.9% | 1.07% | 107% | 534 | 18.91% | 5.9 |
|
| 563 |
TCM
563
Tran Capital Management
San Rafael,
California
| $4.25B | -$359M | -8% | 0.64% | 149% | 99 | 7.07% | 6.5 |
|
| 564 |
CIP
564
Cornerstone Investment Partners
Atlanta,
Georgia
| $4.24B | -$1.18B | -22% | 1.05% | 166% | 109 | 19.27% | 5.5 |
|
| 565 |
KAM
565
Keeley Asset Management
Chicago,
Illinois
| $4.22B | -$687M | -14% | 0.92% | 32.4% | 380 | 14.21% | 6.1 |
|
| 566 |
HCM
566
Holland Capital Management
Chicago,
Illinois
| $4.2B | -$204M | -5% | 0.03% | 46.6% | 75 | 13.33% | 6.6 |
|
| 567 |
AI
567
Advent International
Boston,
Massachusetts
| $4.2B | +$2.91B | +224% | 0.09% | 15.9% | 13 | 84.62% | 0.8 |
|
| 568 |
ACM
568
AKRE Capital Management
Middleburg,
Virginia
| $4.15B | +$209M | +5% | 2.26% | 21.6% | 39 | 15.38% | 6.4 |
|
| 569 |
NLI
569
Nippon Life Insurance
Tokyo,
Japan
| $4.15B | +$107M | +3% | 0.08% | 26% | 313 | 9.27% | 6.7 |
|
| 570 |
FAF
570
Fjarde Ap-fonden
Stockholm,
Sweden
| $4.14B | -$207M | -5% | 0.67% | – | 654 | 8.72% | 7.2 |
|
| 571 |
EPCM
571
Eton Park Capital Management
New York
| $4.14B | +$680M | +20% | 3.94% | 105% | 48 | 64.58% | 1.7 |
|
| 572 |
DGI
572
Disciplined Growth Investors
Minneapolis,
Minnesota
| $4.14B | -$109M | -3% | 1.5% | 186% | 95 | 7.37% | 7 |
|
| 573 |
HNB
573
Huntington National Bank
Columbus,
Ohio
| $4.14B | +$41.8M | +1% | 0.26% | 105% | 1,934 | 21.46% | 4.1 |
|
| 574 |
574
Twin Tree Management
Dallas,
Texas
| $4.12B | +$203M | +5% | 0.64% | 175% | 1,537 | 42.75% | 2.7 |
|
| 575 |
IIM
575
Ivory Investment Management
New York
| $4.1B | -$130M | -3% | 1.4% | 32.8% | 116 | 52.59% | 1.8 |
|