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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 576 |
MCM
576
Masters Capital Management
Atlanta,
Georgia
| $3.8B | +$852M | +29% | 11.7% | 142% | 77 | 54.55% |
|
| 577 |
JWBC
577
John W. Bristol & Co
New York
| $3.8B | +$56.3M | +2% | 5.85% | 82.5% | 65 | 9.23% |
|
| 578 |
IVA
578
International Value Advisers
| $3.78B | -$30.7M | -0.8% | 1.6% | 9.63% | 32 | 6.25% |
|
| 579 |
PP
579
Paloma Partners
Greenwich,
Connecticut
| $3.78B | -$541M | -13% | 5.02% | 314% | 2,134 | 48.59% |
|
| 580 |
EDRH
580
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $3.76B | -$283M | -7% | 3.93% | 66.5% | 921 | 18.57% |
|
| 581 |
CEP
581
Chicago Equity Partners
Chicago,
Illinois
| $3.76B | +$181M | +5% | 8.4% | 34.8% | 715 | 40.98% |
|
| 582 |
SCA
582
Salient Capital Advisors
Houston,
Texas
| $3.76B | -$351M | -9% | 5.86% | 57.3% | 293 | 27.3% |
|
| 583 |
HCM
583
Hitchwood Capital Management
New York
| $3.76B | +$917M | +32% | 11.3% | 275% | 54 | 72.22% |
|
| 584 |
AI
584
Advent International
Boston,
Massachusetts
| $3.76B | +$119M | +3% | 4.03% | 15.9% | 17 | 23.53% |
|
| 585 |
JIM
585
Jupiter Investment Management
London,
United Kingdom
| $3.75B | +$210M | +6% | 5.42% | 43% | 421 | 50.36% |
|
| 586 |
586
Capstone Investment Advisors
New York
| $3.74B | -$565M | -13% | 3.22% | 44% | 643 | 67.34% |
|
| 587 |
CI
587
Clal Insurance
Tel-Aviv,
Israel
| $3.74B | -$113M | -3% | 7.33% | 202% | 98 | 19.39% |
|
| 588 |
MVP
588
Miller Value Partners
Sarasota,
Florida
| $3.74B | +$258M | +7% | 2.38% | 133% | 87 | 9.2% |
|
| 589 |
CS
589
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $3.74B | -$335M | -8% | 8.38% | 153% | 674 | 25.82% |
|
| 590 |
TCM
590
Tran Capital Management
San Rafael,
California
| $3.73B | -$365M | -9% | 12.1% | 149% | 112 | 13.39% |
|
| 591 |
IIM
591
Ivory Investment Management
New York
| $3.73B | +$2.69M | +0.1% | 7.67% | 32.8% | 102 | 49.02% |
|
| 592 |
HTC
592
Haverford Trust Company
Radnor,
Pennsylvania
| $3.72B | +$273M | +8% | 6.02% | 55.5% | 249 | 11.24% |
|
| 593 |
BPC
593
Banque Pictet & Cie
Geneva 73,
Switzerland
| $3.71B | +$360M | +11% | 6.48% | 74.8% | 379 | 21.11% |
|
| 594 |
SV
594
Starboard Value
New York
| $3.71B | -$769M | -17% | 6.68% | 56% | 36 | 47.22% |
|
| 595 |
MG
595
Markel Group
Glen Allen,
Virginia
| $3.69B | -$102M | -3% | 2.99% | 68% | 137 | 17.52% |
|
| 596 |
DCLA
596
Douglas C. Lane & Associates
New York
| $3.69B | +$176M | +5% | 5.72% | – | 253 | 14.23% |
|
| 597 |
DAC
597
Dividend Assets Capital
Ridgeland,
South Carolina
| $3.69B | -$258M | -7% | 4.45% | 67.4% | 145 | 6.9% |
|
| 598 |
URS
598
Utah Retirement Systems
Salt Lake City,
Utah
| $3.69B | +$196M | +6% | 7.02% | 130% | 1,026 | 2.05% |
|
| 599 |
WA
599
Whitebox Advisors
Minneapolis,
Minnesota
| $3.67B | +$1.43B | +64% | 3.09% | 24.2% | 379 | 67.55% |
|
| 600 |
ACH
600
ArrowMark Colorado Holdings
Denver,
Colorado
| $3.66B | -$2.55M | -0.1% | 5.37% | 92.5% | 293 | 13.65% |
|