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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
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 576 |
SAM
576
Securian Asset Management
St Paul,
Minnesota
| $4.21B | +$177M | +4% | 5.86% | 104% | 1,030 | 3.98% |
|
| 577 |
EP
577
Elkfork Partners
Portland,
Oregon
| $4.21B | +$323M | +8% | 7.67% | 52.4% | 1,044 | 6.61% |
|
| 578 |
AAMU
578
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $4.2B | +$131M | +3% | 7.96% | – | 204 | 28.43% |
|
| 579 |
WF
579
Welch & Forbes
Boston,
Massachusetts
| $4.2B | +$328M | +8% | 8.31% | 71.6% | 372 | 6.72% |
|
| 580 |
AC
580
Alleghany Corporation
New York
| $4.17B | +$272M | +7% | 9.9% | 33.7% | 35 | 22.86% |
|
| 581 |
CRC
581
Curi RMB Capital
Chicago,
Illinois
| $4.17B | -$38M | -0.9% | 3.38% | 60.6% | 1,002 | 23.05% |
|
| 582 |
PVI
582
Partners Value Investments
Hamilton,
Bermuda
| $4.16B | +$349M | +9% | 9.67% | – | 10 | 10% |
|
| 583 |
SFM
583
Systematic Financial Management
Teaneck,
New Jersey
| $4.14B | +$49M | +1% | 3.55% | 82.4% | 700 | 17.14% |
|
| 584 |
MHI
584
Miller Howard Investments
Kingston,
New York
| $4.14B | -$29.5M | -0.7% | 3.66% | 70.6% | 173 | 9.83% |
|
| 585 |
HK
585
Horizon Kinetics
New York
| $4.11B | +$213M | +5% | 9.74% | 65.6% | 528 | 8.14% |
|
| 586 |
SA
586
SPO Advisory
San Anselmo,
California
| $4.09B | -$663M | -14% | 0.75% | 28.4% | 17 | 17.65% |
|
| 587 |
AI
587
Advent International
Boston,
Massachusetts
| $4.08B | -$1.23B | -23% | 18.4% | 15.3% | 22 | 31.82% |
|
| 588 |
QI
588
QV Investors
Calgary,
Alberta, Canada
| $4.06B | -$283M | -7% | 1.23% | 66.3% | 53 | 11.32% |
|
| 589 |
CRC
589
Cedar Rock Capital
London,
United Kingdom
| $4.06B | +$374M | +10% | 4.74% | 90.7% | 7 | 14.29% |
|
| 590 |
TPI
590
Tesco Pension Investment
London,
United Kingdom
| $4.05B | +$205M | +5% | 9.36% | 2% | 37 | 8.11% |
|
| 591 |
MCMC
591
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $4.05B | +$528M | +15% | 12.3% | 245% | 21 | 4.76% |
|
| 592 |
MCM
592
Masters Capital Management
Atlanta,
Georgia
| $4.05B | +$495M | +14% | 8.23% | 119% | 99 | 57.58% |
|
| 593 |
AB
593
Amalgamated Bank
New York
| $4.04B | -$48M | -1% | 8.04% | 132% | 1,756 | 19.13% |
|
| 594 |
LCG
594
Luxor Capital Group
New York
| $4.03B | +$492M | +14% | 17.2% | 94.6% | 59 | 33.9% |
|
| 595 |
SI
595
Stephens Inc
Little Rock,
Arkansas
| $4.02B | +$710M | +21% | 5.31% | 65.6% | 1,199 | 31.61% |
|
| 596 |
EHC
596
Everett Harris & Co
Los Angeles,
California
| $3.99B | +$319M | +9% | 10.1% | 56.4% | 261 | 8.05% |
|
| 597 |
BF
597
BOK Financial
Tulsa,
Oklahoma
| $3.98B | +$268M | +7% | 6.09% | 74.1% | 970 | 10.93% |
|
| 598 |
598
Tudor Investment Corp
Stamford,
Connecticut
| $3.98B | +$1.1B | +38% | 6.63% | 77.1% | 1,387 | 50.47% |
|
| 599 |
CCMG
599
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $3.95B | +$474M | +14% | 6.8% | 85.9% | 317 | 29.34% |
|
| 600 |
MNBTD
600
Moody National Bank Trust Division
Galveston,
Texas
| $3.94B | +$1.81B | +85% | 7.75% | 112% | 447 | 41.61% |
|