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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%
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 |
551
Walleye Capital
New York
| $5.24B | +$1.61B | +44% | 6.22% | 129% | 3,791 | 54.73% | 0.4 |
|
| 552 |
552
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $5.23B | +$815M | +18% | 2.82% | 245% | 28 | 35.71% | 2.1 |
|
| 553 |
553
Xponance
Philadelphia,
Pennsylvania
| $5.2B | +$223M | +4% | 3.35% | 144% | 1,228 | 5.86% | 1.9 |
|
| 554 |
OCBV
554
Ownership Capital B.V.
Amsterdam,
Netherlands
| $5.17B | -$648M | -11% | 2.2% | 62.8% | 23 | 0% | 3 |
|
| 555 |
555
Veritable
Wilmington,
Delaware
| $5.15B | -$399M | -7% | 4.92% | 48.8% | 942 | 19.32% | 5.7 |
|
| 556 |
556
Robeco Schweiz
Zurich,
Switzerland
| $5.14B | -$465M | -8% | 1.13% | 148% | 164 | 10.98% | 3.6 |
|
| 557 |
557
Welch & Forbes
Boston,
Massachusetts
| $5.12B | -$345M | -6% | 4.79% | 73.7% | 386 | 5.96% | 5.9 |
|
| 558 |
558
Equitable Holdings
New York
| $5.12B | -$123M | -2% | 5.3% | 71.8% | 921 | 13.46% | 1.9 |
|
| 559 |
559
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $5.11B | -$389M | -7% | 1.06% | 47.8% | 140 | 4.29% | 5 |
|
| 560 |
560
SRS Investment Management
New York
| $5.09B | -$15.3M | -0.3% | 1.9% | 166% | 26 | 26.92% | 1.9 |
|
| 561 |
561
Clarkston Capital Partners
Rochester,
Michigan
| $5.09B | -$352M | -6% | 4.35% | 8.43% | 192 | 10.94% | 3.7 |
|
| 562 |
562
Eventide Asset Management
Boston,
Massachusetts
| $5.08B | +$407M | +9% | 8.96% | 313% | 154 | 22.08% | 2.3 |
|
| 563 |
563
Advisors Asset Management
Monument,
Colorado
| $5.05B | -$522M | -9% | 6.17% | 91.8% | 1,532 | 7.38% | 4.6 |
|
| 564 |
564
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $5.04B | -$609M | -11% | 9.35% | 83.3% | 103 | 4.85% | 5.3 |
|
| 565 |
565
Deerfield Management
New York
| $5.02B | +$175M | +4% | 15.3% | 277% | 141 | 20.57% | 1.2 |
|
| 566 |
566
Martingale Asset Management
Boston,
Massachusetts
| $5.02B | -$481M | -9% | 5.21% | 88.6% | 930 | 22.15% | 2.9 |
|
| 567 |
567
Park Avenue Securities
New York
| $5.02B | -$144M | -3% | 5.78% | 71% | 1,184 | 11.82% | 2 |
|
| 568 |
568
Cetera Investment Advisers
Schaumburg,
Illinois
| $5.01B | -$1.28B | -20% | 5.19% | 73.4% | 1,908 | 13.78% | 2.3 |
|
| 569 |
569
Insight Holdings Group
New York
| $4.98B | +$150M | +3% | 6.24% | 111% | 22 | 0% | 1 |
|
| 570 |
570
Kohlberg Kravis Roberts & Co
New York
| $4.98B | -$2.54B | -34% | 12.8% | 314% | 263 | 18.25% | 0.9 |
|
| 571 |
571
Valmark Advisers
Akron,
Ohio
| $4.97B | -$183M | -4% | 5.91% | 43.2% | 429 | 9.56% | 3.1 |
|
| 572 |
572
Horizon Kinetics Asset Management
New York
| $4.97B | +$192M | +4% | 8.56% | 192% | 353 | 11.61% | 2.8 |
|
| 573 |
573
Infrastructure Capital Advisors
New York
| $4.95B | +$3.81B | +332% | 1.61% | 52% | 103 | 36.89% | 1 |
|
| 574 |
574
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $4.95B | -$364M | -7% | 4.59% | – | 172 | 4.65% | 3.1 |
|
| 575 |
575
BOK Financial
Tulsa,
Oklahoma
| $4.94B | -$274M | -5% | 4.34% | 91.8% | 956 | 12.45% | 5.2 |
|