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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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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 551 |
ORI
551
Oak Ridge Investments
Chicago,
Illinois
| $3.96B | -$212M | -5% | 1.77% | 208% | 148 | 12.16% |
|
| 552 |
SAM
552
Southernsun Asset Management
Memphis,
Tennessee
| $3.96B | -$195M | -5% | 7.18% | 54.7% | 39 | 7.69% |
|
| 553 |
CRC
553
Cedar Rock Capital
London,
United Kingdom
| $3.96B | -$70.7M | -2% | 1.81% | 90.7% | 6 | 0% |
|
| 554 |
DGI
554
Disciplined Growth Investors
Minneapolis,
Minnesota
| $3.93B | -$36.4M | -0.9% | 4.01% | 186% | 92 | 7.61% |
|
| 555 |
SC
555
Sasco Capital
Fairfield,
Connecticut
| $3.92B | -$152M | -4% | 5.26% | 15.5% | 53 | 11.32% |
|
| 556 |
556
Tudor Investment Corp
Stamford,
Connecticut
| $3.91B | +$346M | +10% | 1.81% | 109% | 2,182 | 48.67% |
|
| 557 |
557
Truist Financial
Charlotte,
North Carolina
| $3.87B | +$10.5M | +0.3% | 2.04% | 78.7% | 833 | 11.16% |
|
| 558 |
HTC
558
Haverford Trust Company
Radnor,
Pennsylvania
| $3.84B | +$126M | +3% | 3.07% | 55.5% | 252 | 9.92% |
|
| 559 |
EIP
559
Energy Income Partners
Westport,
Connecticut
| $3.84B | -$52.6M | -1% | 4.36% | 66.9% | 69 | 21.74% |
|
| 560 |
BPC
560
Banque Pictet & Cie
Geneva 73,
Switzerland
| $3.83B | +$122M | +3% | 0.1% | 74.8% | 360 | 21.67% |
|
| 561 |
V
561
Veritable
Wilmington,
Delaware
| $3.83B | +$171M | +5% | 2% | 48.8% | 782 | 16.88% |
|
| 562 |
AAF
562
Andra AP-fonden
Goteborg,
Sweden
| $3.82B | +$320M | +9% | 4.81% | 70.5% | 676 | 14.64% |
|
| 563 |
563
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $3.82B | -$53.9M | -1% | 1.97% | 78.3% | 1,494 | 24.43% |
|
| 564 |
AWM
564
Ashmore Wealth Management
Wilmington,
Delaware
| $3.82B | -$892M | -19% | 2.9% | 81.9% | 22 | 0% |
|
| 565 |
HCM
565
Holland Capital Management
Chicago,
Illinois
| $3.77B | -$117M | -3% | 0.59% | 46.6% | 78 | 12.82% |
|
| 566 |
OA
566
Omega Advisors
New York
| $3.76B | -$816M | -18% | 3.08% | 21.5% | 92 | 53.26% |
|
| 567 |
B
567
Barings
Charlotte,
North Carolina
| $3.75B | -$250M | -6% | 1.46% | 58.3% | 1,030 | 21.36% |
|
| 568 |
MG
568
Markel Group
Glen Allen,
Virginia
| $3.73B | +$31M | +0.8% | 2.76% | 68% | 138 | 12.32% |
|
| 569 |
PC
569
PointState Capital
New York
| $3.71B | -$224M | -6% | 4.73% | 158% | 136 | 69.85% |
|
| 570 |
RIG
570
RiverFront Investment Group
Richmond,
Virginia
| $3.71B | +$250M | +7% | 0.53% | 57.1% | 76 | 57.89% |
|
| 571 |
571
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $3.7B | +$228M | +7% | 1.15% | 115% | 860 | 3.84% |
|
| 572 |
JWBC
572
John W. Bristol & Co
New York
| $3.7B | -$102M | -3% | 1.1% | 82.5% | 62 | 3.23% |
|
| 573 |
HCM
573
Hitchwood Capital Management
New York
| $3.69B | -$69M | -2% | 0.9% | 275% | 51 | 60.78% |
|
| 574 |
URS
574
Utah Retirement Systems
Salt Lake City,
Utah
| $3.69B | -$1.18M | -0% | 1.79% | 130% | 1,022 | 2.84% |
|
| 575 |
575
Mirae Asset Global Investments
Seoul,
South Korea
| $3.69B | +$658M | +22% | 0.82% | 151% | 531 | 26.37% |
|