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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
DADC
551
D.A. Davidson & Co
Great Falls,
Montana
| $4.12B | -$286M | -6% | 4.93% | 70.7% | 2,670 | 17.6% | 2.4 |
|
| 552 |
OAM
552
Oxford Asset Management
Oxford,
United Kingdom
| $4.1B | +$1.29B | +46% | 8.94% | – | 1,594 | 65.75% | 0.4 |
|
| 553 |
553
Voloridge Investment Management
Jupiter,
Florida
| $4.1B | -$551M | -12% | 10.3% | 104% | 809 | 68.48% | 0.2 |
|
| 554 |
ACM
554
AEW Capital Management
Boston,
Massachusetts
| $4.08B | -$99.6M | -2% | 0.51% | 37.1% | 45 | 11.11% | 2.9 |
|
| 555 |
VA
555
Valmark Advisers
Akron,
Ohio
| $4.08B | +$119M | +3% | 4.02% | 43.2% | 77 | 6.49% | 2.5 |
|
| 556 |
SIMG
556
Stephens Investment Management Group
Houston,
Texas
| $4.06B | +$484M | +14% | 8.65% | 160% | 192 | 11.46% | 2.6 |
|
| 557 |
ZP
557
Zimmer Partners
New York
| $4.06B | +$884M | +28% | 3.94% | 67.7% | 104 | 53.85% | 0.7 |
|
| 558 |
BPC
558
Banque Pictet & Cie
Geneva 73,
Switzerland
| $4.04B | +$159M | +4% | 7.91% | 74.8% | 371 | 22.64% | 1.6 |
|
| 559 |
MCM
559
Masters Capital Management
Atlanta,
Georgia
| $4.04B | -$509M | -11% | 2.36% | 142% | 80 | 38.75% | 0.9 |
|
| 560 |
CCA
560
Canyon Capital Advisors
Dallas,
Texas
| $4.04B | +$1.06B | +36% | 8.27% | 78% | 61 | 42.62% | 0.9 |
|
| 561 |
DLA
561
Douglas Lane & Associates
New York
| $4.01B | +$93.6M | +2% | 6.26% | 91.9% | 218 | 6.88% | 0.9 |
|
| 562 |
NSLI
562
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.01B | +$1.38B | +52% | 5.07% | 41% | 85 | 27.06% | 0.9 |
|
| 563 |
SIA
563
Sit Investment Associates
Minneapolis,
Minnesota
| $4.01B | +$193M | +5% | 5.13% | 49.6% | 552 | 14.31% | 2.1 |
|
| 564 |
GHCM
564
Glen Harbor Capital Management
San Diego,
California
| $4B | +$317M | +9% | 5.45% | 49.4% | 1,316 | 9.19% | 0.2 |
|
| 565 |
CAM
565
ClariVest Asset Management
San Diego,
California
| $4B | +$251M | +7% | 9.61% | 106% | 799 | 28.79% | 1.4 |
|
| 566 |
566
Capstone Investment Advisors
New York
| $4B | +$760M | +23% | 5.28% | 44% | 1,281 | 65.26% | 0.3 |
|
| 567 |
PHS
567
PFM Health Sciences
San Francisco,
California
| $3.99B | +$445M | +13% | 15% | 241% | 133 | 57.14% | 0.6 |
|
| 568 |
PCA
568
Personal Capital Advisors
Redwood City,
California
| $3.97B | +$614M | +18% | 4.71% | 17.6% | 222 | 26.13% | 1.8 |
|
| 569 |
MIS
569
Morningstar Investment Services
Chicago,
Illinois
| $3.97B | +$910M | +30% | 5.11% | 22.4% | 212 | 25.94% | 2 |
|
| 570 |
HP
570
Hound Partners
New York
| $3.93B | -$210M | -5% | 1.74% | 19.7% | 31 | 35.48% | 1.4 |
|
| 571 |
PCM
571
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.93B | +$78M | +2% | 8.41% | 95% | 276 | 19.93% | 0.4 |
|
| 572 |
PAMP
572
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $3.93B | +$283M | +8% | 2.92% | 102% | 356 | 50.28% | 0.6 |
|
| 573 |
ZIM
573
Zacks Investment Management
Chicago,
Illinois
| $3.93B | +$448M | +13% | 5.85% | 123% | 799 | 41.18% | 1.1 |
|
| 574 |
SAM
574
Southernsun Asset Management
Memphis,
Tennessee
| $3.91B | +$210K | +0% | 5.87% | 54.7% | 37 | 10.81% | 3 |
|
| 575 |
AI
575
Axiom Investors
Greenwich,
Connecticut
| $3.9B | +$399M | +11% | 13% | 302% | 168 | 23.81% | 1.2 |
|